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 |
SPDR S&P 500 ETF Trust
SPY
|
$457M |
| 2 |
SPDR Gold Trust
GLD
|
$235M |
| 3 |
iShares China Large-Cap ETF
FXI
|
$166M |
| 4 |
Alibaba
BABA
|
$145M |
| 5 |
iShares MSCI China ETF
MCHI
|
$125M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 9.21% |
| 2 | Communication Services | 2.72% |
| 3 | Industrials | 2.14% |
| 4 | Technology | 1.45% |
| 5 | Consumer Staples | 1.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Capri Holdings
CPRI
$2.51B
| $537K | 0.01% |
34,377
-2,159
| -6% | -$33.7K |
|
252
Analog Devices
ADI
$120B
| $527K | 0.01% |
+4,296
| New | +$527K |
|
|
MDC
253
DELISTED
M.D.C. Holdings, Inc.
MDC
| $519K | 0.01% |
14,537
-857
| -6% | -$30.6K |
|
254
Ball Corp
BALL
$13.6B
| $516K | 0.01% |
+7,428
| New | +$516K |
|
|
MNDT
255
DELISTED
Mandiant, Inc. Common Stock
MNDT
| $515K | 0.01% |
+42,324
| New | +$515K |
|
256
Amkor Technology
AMKR
$5.88B
| $509K | 0.01% |
+41,364
| New | +$509K |
|
257
Fortinet
FTNT
$58.7B
| $509K | 0.01% |
+3,706
| New | +$509K |
|
258
Rollins
ROL
$27.3B
| $506K | 0.01% |
11,932
-6,026
| -34% | -$256K |
|
259
Palo Alto Networks
PANW
$128B
| $505K | 0.01% |
+2,200
| New | +$505K |
|
260
Emerson Electric
EMR
$72.9B
| $504K | 0.01% |
+8,124
| New | +$504K |
|
261
LyondellBasell Industries
LYB
$17.4B
| $500K | 0.01% |
+7,607
| New | +$500K |
|
262
Columbia Sportswear
COLM
$3.1B
| $488K | 0.01% |
6,051
+2,603
| +75% | +$210K |
|
263
Eaton
ETN
$134B
| $488K | 0.01% |
+5,575
| New | +$488K |
|
264
Sempra
SRE
$53.7B
| $485K | 0.01% |
4,139
-3,092
| -43% | -$362K |
|
265
Trinity Industries
TRN
$2.26B
| $483K | 0.01% |
+22,702
| New | +$483K |
|
266
Goodyear
GT
$2.4B
| $481K | 0.01% |
53,720
-3,578
| -6% | -$32K |
|
267
Eversource Energy
ES
$23.5B
| $474K | 0.01% |
5,692
-4,356
| -43% | -$363K |
|
268
TEGNA Inc
TGNA
$3.41B
| $469K | 0.01% |
+42,116
| New | +$469K |
|
|
JWN
269
DELISTED
Nordstrom
JWN
| $469K | 0.01% |
+30,282
| New | +$469K |
|
270
Commercial Metals
CMC
$6.36B
| $469K | 0.01% |
+22,976
| New | +$469K |
|
271
WEC Energy
WEC
$34.4B
| $468K | 0.01% |
5,341
-4,269
| -44% | -$374K |
|
272
Snap-on
SNA
$16.8B
| $465K | 0.01% |
+3,358
| New | +$465K |
|
273
Ryder
R
$7.59B
| $465K | 0.01% |
12,389
-733
| -6% | -$27.5K |
|
274
Markel Group
MKL
$24.7B
| $464K | 0.01% |
503
-249
| -33% | -$230K |
|
275
Graham Holdings Company
GHC
$4.8B
| $460K | 0.01% |
+1,342
| New | +$460K |
|