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 Taiwan ETF
EWT
|
$145M |
| 2 |
iShares MSCI Brazil ETF
EWZ
|
$137M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$77M |
| 4 |
ALXN
Alexion Pharmaceuticals Inc
ALXN
|
$43.6M |
| 5 |
DaVita
DVA
|
$35.1M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 4.52% |
| 2 | Healthcare | 3.3% |
| 3 | Financials | 3.21% |
| 4 | Energy | 2.63% |
| 5 | Communication Services | 1.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Jefferies Financial Group
JEF
$13.4B
| $592K | 0.01% | +32,169 | New | +$592K |
|
252
Universal Health Services
UHS
$11.6B
| $590K | 0.01% | +3,968 | New | +$590K |
|
253
Roper Technologies
ROP
$56.6B
| $581K | 0.01% | +1,629 | New | +$581K |
|
254
Pan American Silver
PAAS
$12.3B
| $580K | 0.01% | 37,009 +7,858 | +27% | +$123K |
|
|
VAR
255
DELISTED
Varian Medical Systems, Inc.
VAR
| $573K | 0.01% | +4,809 | New | +$573K |
|
256
Genuine Parts
GPC
$19.4B
| $566K | 0.01% | 5,679 -11,688 | -67% | -$1.16M |
|
257
Jacobs Solutions
J
$17.5B
| $566K | 0.01% | +6,181 | New | +$566K |
|
258
Allegion
ALLE
$14.6B
| $561K | ﹤0.01% | +5,413 | New | +$561K |
|
259
Tri Pointe Homes
TPH
$3.09B
| $559K | ﹤0.01% | +37,147 | New | +$559K |
|
260
iQIYI
IQ
$2.55B
| $558K | ﹤0.01% | 34,612 +21,173 | +158% | +$341K |
|
261
B2Gold
BTG
$5.46B
| $556K | ﹤0.01% | 170,945 +20,223 | +13% | +$65.8K |
|
262
Quanta Services
PWR
$56.3B
| $550K | ﹤0.01% | +14,550 | New | +$550K |
|
263
Lennox International
LII
$19.6B
| $543K | ﹤0.01% | +2,234 | New | +$543K |
|
264
Fortune Brands Innovations
FBIN
$7.02B
| $539K | ﹤0.01% | +9,849 | New | +$539K |
|
|
NBL
265
DELISTED
Noble Energy, Inc.
NBL
| $529K | ﹤0.01% | 23,557 -1,123 | -5% | -$25.2K |
|
266
Domino's
DPZ
$15.6B
| $523K | ﹤0.01% | +2,139 | New | +$523K |
|
267
Cheesecake Factory
CAKE
$3.06B
| $521K | ﹤0.01% | +12,507 | New | +$521K |
|
268
Lamar Advertising Co
LAMR
$12.9B
| $511K | ﹤0.01% | +6,231 | New | +$511K |
|
269
KBR
KBR
$6.5B
| $510K | ﹤0.01% | +20,797 | New | +$510K |
|
270
Delta Air Lines
DAL
$40.3B
| $507K | ﹤0.01% | +8,796 | New | +$507K |
|
271
Robert Half
RHI
$3.8B
| $493K | ﹤0.01% | 8,862 -23,509 | -73% | -$1.31M |
|
|
ANSS
272
DELISTED
Ansys
ANSS
| $489K | ﹤0.01% | +2,210 | New | +$489K |
|
273
Jack Henry & Associates
JKHY
$11.9B
| $486K | ﹤0.01% | +3,328 | New | +$486K |
|
274
JB Hunt Transport Services
JBHT
$14B
| $484K | ﹤0.01% | 4,375 -16,683 | -79% | -$1.85M |
|
275
PTC
PTC
$25.6B
| $472K | ﹤0.01% | +6,918 | New | +$472K |
|