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 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$3.85B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$3.18B |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$3.12B |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$41.3M |
| 5 |
Oracle
ORCL
|
$29.9M |
Top Sells
Sector Composition
| 1 | Technology | 2.54% |
| 2 | Energy | 2.06% |
| 3 | Financials | 1.14% |
| 4 | Materials | 0.95% |
| 5 | Healthcare | 0.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Quanta Services
PWR
$56B
| $349K | ﹤0.01% |
+13,200
| New | +$349K |
|
|
TWTC
277
DELISTED
TW TELECOM INC CL A COM
TWTC
| $343K | ﹤0.01% |
+12,190
| New | +$343K |
|
278
Trimble
TRMB
$19B
| $342K | ﹤0.01% |
+13,151
| New | +$342K |
|
|
DFS
279
DELISTED
Discover Financial Services
DFS
| $329K | ﹤0.01% |
+6,900
| New | +$329K |
|
|
VMW
280
DELISTED
VMware, Inc
VMW
| $328K | ﹤0.01% |
+4,900
| New | +$328K |
|
281
SL Green Realty
SLG
$4.25B
| $326K | ﹤0.01% |
+3,822
| New | +$326K |
|
|
LLL
282
DELISTED
L3 Technologies, Inc.
LLL
| $326K | ﹤0.01% |
+3,799
| New | +$326K |
|
|
CIT
283
DELISTED
CIT Group Inc.
CIT
| $326K | ﹤0.01% |
+7,000
| New | +$326K |
|
|
HSH
284
DELISTED
HILLSHIRE BRANDS CO
HSH
| $324K | ﹤0.01% |
+9,800
| New | +$324K |
|
|
RAX
285
DELISTED
Rackspace Hosting Inc
RAX
| $322K | ﹤0.01% |
+8,510
| New | +$322K |
|
286
Molson Coors Class B
TAP
$9.87B
| $321K | ﹤0.01% |
+6,700
| New | +$321K |
|
287
Accenture
ACN
$158B
| $317K | ﹤0.01% |
+4,400
| New | +$317K |
|
288
Albemarle
ALB
$9.33B
| $315K | ﹤0.01% |
+5,055
| New | +$315K |
|
|
QEP
289
DELISTED
QEP RESOURCES, INC.
QEP
| $308K | ﹤0.01% |
+11,100
| New | +$308K |
|
290
CoreCivic
CXW
$2.13B
| $304K | ﹤0.01% |
+8,989
| New | +$304K |
|
291
Lear
LEA
$5.87B
| $302K | ﹤0.01% |
+5,000
| New | +$302K |
|
292
Truist Financial
TFC
$60.7B
| $302K | ﹤0.01% |
+8,900
| New | +$302K |
|
|
JAH
293
DELISTED
JARDEN CORPORATION
JAH
| $298K | ﹤0.01% |
+10,200
| New | +$298K |
|
294
Digital Realty Trust
DLR
$55.5B
| $280K | ﹤0.01% |
+4,587
| New | +$280K |
|
295
Quest Diagnostics
DGX
$20.1B
| $279K | ﹤0.01% |
+4,598
| New | +$279K |
|
296
Rayonier
RYN
$4.05B
| $271K | ﹤0.01% |
+6,895
| New | +$271K |
|
297
Republic Services
RSG
$73B
| $269K | ﹤0.01% |
+7,935
| New | +$269K |
|
298
NVR
NVR
$23.2B
| $268K | ﹤0.01% |
+291
| New | +$268K |
|
|
PLL
299
DELISTED
PALL CORP
PLL
| $263K | ﹤0.01% |
+3,952
| New | +$263K |
|
300
Owens Corning
OC
$12.7B
| $262K | ﹤0.01% |
+6,700
| New | +$262K |
|