Bridgewater Associates Portfolio holdings
Bridgewater Associates, founded in 1975 by Ray Dalio in New York and now headquartered in Westport, Connecticut, is the world’s largest hedge fund, managing over $125 billion in assets as of late 2024, serving institutional clients like pension funds, endowments, and sovereign wealth funds. Known for its pioneering "Pure Alpha" and "All Weather" strategies, the firm uses a systematic, macroeconomic approach to deliver uncorrelated returns and risk parity across global markets, including equities, bonds, currencies, and commodities, guided by rigorous data analysis and radical transparency. Dalio, who stepped down as co-CIO in 2022, built a unique culture of "radical truth" and "thoughtful disagreement," documented in his book *Principles*, though the firm transitioned leadership to co-CEOs Nir Bar Dea and Mark Bertolini in 2023 amid succession planning. With around 1,300 employees and a history of navigating crises like 2008 with gains, Bridgewater remains a titan in alternative investments, blending intellectual rigor with a distinctive, often polarizing management philosophy.
Top Buys
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$258M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$152M |
| 3 |
Apple
AAPL
|
$25M |
| 4 |
GE Aerospace
GE
|
$22.1M |
| 5 |
JNPR
Juniper Networks
JNPR
|
$19.9M |
Top Sells
| 1 |
Gen Digital
GEN
|
$23.8M |
| 2 |
Johnson & Johnson
JNJ
|
$20.6M |
| 3 |
Cisco
CSCO
|
$14.6M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$11.7M |
| 5 |
CELG
Celgene Corp
CELG
|
$9.94M |
Sector Composition
| 1 | Technology | 3.07% |
| 2 | Energy | 2.47% |
| 3 | Materials | 1.34% |
| 4 | Industrials | 0.94% |
| 5 | Consumer Discretionary | 0.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
RAX
251
DELISTED
Rackspace Hosting Inc
RAX
| $579K | ﹤0.01% |
17,210
-69,600
| -80% | -$2.34M |
|
252
NRG Energy
NRG
$28.2B
| $559K | ﹤0.01% |
+15,027
| New | +$559K |
|
253
F5
FFIV
$18.4B
| $545K | ﹤0.01% |
4,889
-34,000
| -87% | -$3.79M |
|
254
Assurant
AIZ
$10.6B
| $522K | ﹤0.01% |
+7,958
| New | +$522K |
|
|
PX
255
DELISTED
Praxair Inc
PX
| $521K | ﹤0.01% |
+3,921
| New | +$521K |
|
|
ANSS
256
DELISTED
Ansys
ANSS
| $482K | ﹤0.01% |
6,361
-17,600
| -73% | -$1.33M |
|
257
Assured Guaranty
AGO
$3.9B
| $465K | ﹤0.01% |
+18,999
| New | +$465K |
|
258
Wolfspeed
WOLF
$191M
| $448K | ﹤0.01% |
8,966
-30,530
| -77% | -$1.53M |
|
259
Baxter International
BAX
$12.4B
| $417K | ﹤0.01% |
10,610
-104,016
| -91% | -$4.09M |
|
|
LNKD
260
DELISTED
LinkedIn Corporation
LNKD
| $394K | ﹤0.01% |
2,300
-11,500
| -83% | -$1.97M |
|
261
Nucor
NUE
$33.8B
| $386K | ﹤0.01% |
7,839
-21,056
| -73% | -$1.04M |
|
262
Sally Beauty Holdings
SBH
$1.46B
| $368K | ﹤0.01% |
+14,678
| New | +$368K |
|
263
C.H. Robinson
CHRW
$15B
| $329K | ﹤0.01% |
5,162
-142,432
| -97% | -$9.08M |
|
264
Crown Castle
CCI
$40.1B
| $319K | ﹤0.01% |
+4,291
| New | +$319K |
|
|
QVCGA
265
QVC Group, Inc. Series A Common Stock
QVCGA
$76.3M
| $314K | ﹤0.01% |
261
| – | – |
|
266
Monster Beverage
MNST
$61.2B
| $312K | ﹤0.01% |
+26,394
| New | +$312K |
|
267
NVR
NVR
$23.6B
| $306K | ﹤0.01% |
266
-6
| -2% | -$6.9K |
|
|
CAB
268
DELISTED
Cabela's Inc
CAB
| $297K | ﹤0.01% |
4,752
-13,339
| -74% | -$834K |
|
|
AXLL
269
DELISTED
AXIALL CORP COM STK (DE)
AXLL
| $288K | ﹤0.01% |
+6,102
| New | +$288K |
|
270
Thomson Reuters
TRI
$78.1B
| $284K | ﹤0.01% |
6,827
| – | – |
|
271
Pan American Silver
PAAS
$15.2B
| $279K | ﹤0.01% |
18,177
-5,800
| -24% | -$89K |
|
|
SDRL
272
DELISTED
Seadrill Limited Common Stock
SDRL
| $276K | ﹤0.01% |
26
| – | – |
|
273
LyondellBasell Industries
LYB
$17.3B
| $264K | ﹤0.01% |
+2,700
| New | +$264K |
|
274
Liberty Media Series A
FWONA
$22.8B
| $260K | ﹤0.01% |
10,695
| – | – |
|
|
URS
275
DELISTED
URS CORP
URS
| $248K | ﹤0.01% |
5,418
+800
| +17% | +$36.6K |
|