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
|
+$2.7B |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$1.38B |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$970M |
| 4 |
iShares MSCI Brazil ETF
EWZ
|
+$341M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$130M |
Top Sells
| 1 |
XEC
CIMAREX ENERGY CO
XEC
|
+$70.3M |
| 2 |
X
US Steel
X
|
+$66.9M |
| 3 |
CELG
Celgene Corp
CELG
|
+$56.3M |
| 4 |
International Paper
IP
|
+$47.1M |
| 5 |
SWN
Southwestern Energy Company
SWN
|
+$45.8M |
Sector Composition
| 1 | Financials | 2.31% |
| 2 | Consumer Discretionary | 2.13% |
| 3 | Healthcare | 1.71% |
| 4 | Industrials | 1.43% |
| 5 | Materials | 1.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
nVent Electric
NVT
$14.7B
| $843K | 0.01% |
+31,233
| New | +$843K |
|
252
Brink's
BCO
$4.82B
| $842K | 0.01% |
+11,168
| New | +$842K |
|
|
HES
253
DELISTED
Hess
HES
| $838K | 0.01% |
13,907
-677
| -5% | -$40.8K |
|
254
Wyndham Hotels & Resorts
WH
$6.67B
| $838K | 0.01% |
+16,767
| New | +$838K |
|
|
LOGM
255
DELISTED
LogMein, Inc.
LOGM
| $836K | 0.01% |
+10,431
| New | +$836K |
|
256
Wabtec
WAB
$32.5B
| $825K | 0.01% |
11,197
-24,944
| -69% | -$1.84M |
|
257
Corpay
CPAY
$22.1B
| $814K | 0.01% |
+3,301
| New | +$814K |
|
|
CLR
258
DELISTED
CONTINENTAL RESOURCES INC.
CLR
| $800K | ﹤0.01% |
17,870
-62,375
| -78% | -$2.79M |
|
259
Pediatrix Medical
MD
$1.48B
| $774K | ﹤0.01% |
+28,491
| New | +$774K |
|
260
FMC
FMC
$4.6B
| $769K | ﹤0.01% |
+10,008
| New | +$769K |
|
261
iShares MSCI India ETF
INDA
$9.3B
| $768K | ﹤0.01% |
+21,784
| New | +$768K |
|
262
Crown Holdings
CCK
$11B
| $764K | ﹤0.01% |
+13,992
| New | +$764K |
|
263
Vulcan Materials
VMC
$38.6B
| $738K | ﹤0.01% |
+6,229
| New | +$738K |
|
264
Trinity Industries
TRN
$2.28B
| $733K | ﹤0.01% |
+33,720
| New | +$733K |
|
265
CBRE Group
CBRE
$48.2B
| $722K | ﹤0.01% |
+14,606
| New | +$722K |
|
266
Alphabet (Google) Class A
GOOGL
$2.9T
| $707K | ﹤0.01% |
12,020
-92,500
| -88% | -$5.44M |
|
267
Sealed Air
SEE
$4.91B
| $698K | ﹤0.01% |
+15,152
| New | +$698K |
|
268
Skyworks Solutions
SWKS
$11.1B
| $686K | ﹤0.01% |
8,313
-418,349
| -98% | -$34.5M |
|
269
LKQ Corp
LKQ
$8.31B
| $678K | ﹤0.01% |
+23,892
| New | +$678K |
|
270
Flex
FLEX
$21B
| $677K | ﹤0.01% |
+89,862
| New | +$677K |
|
271
Northern Trust
NTRS
$24.6B
| $665K | ﹤0.01% |
7,359
-60,037
| -89% | -$5.43M |
|
272
Vornado Realty Trust
VNO
$7.66B
| $642K | ﹤0.01% |
9,513
-11,814
| -55% | -$797K |
|
|
WP
273
DELISTED
Worldpay, Inc.
WP
| $638K | ﹤0.01% |
+5,617
| New | +$638K |
|
274
New York Times
NYT
$9.48B
| $636K | ﹤0.01% |
+19,366
| New | +$636K |
|
275
M&T Bank
MTB
$31.2B
| $631K | ﹤0.01% |
4,017
-12,956
| -76% | -$2.04M |
|