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 | |
|---|---|---|---|---|---|---|
276
SBA Communications
SBAC
$20.6B
| $246K | ﹤0.01% |
2,400
-5,600
| -70% | -$574K |
|
|
BKS
277
DELISTED
Barnes & Noble
BKS
| $246K | ﹤0.01% |
16,452
+1,679
| +11% | +$25.1K |
|
278
Ashland
ASH
$2.49B
| $238K | ﹤0.01% |
4,476
| – | – |
|
|
CSC
279
DELISTED
Computer Sciences
CSC
| $235K | ﹤0.01% |
8,828
+475
| +6% | +$12.6K |
|
280
PTC
PTC
$25.5B
| $233K | ﹤0.01% |
+6,000
| New | +$233K |
|
|
CVC
281
DELISTED
CABLEVISION SYS CP NY GRP CL-A
CVC
| $233K | ﹤0.01% |
+13,176
| New | +$233K |
|
282
MSCI
MSCI
$44.5B
| $232K | ﹤0.01% |
5,070
| – | – |
|
|
JAH
283
DELISTED
JARDEN CORPORATION
JAH
| $231K | ﹤0.01% |
5,850
+600
| +11% | +$23.7K |
|
284
Cadence Design Systems
CDNS
$98.6B
| $229K | ﹤0.01% |
13,079
-19,700
| -60% | -$345K |
|
|
SWI
285
DELISTED
SOLARWINDS INC COM STK (DE)
SWI
| $228K | ﹤0.01% |
5,900
+1,200
| +26% | +$46.4K |
|
286
Eaton
ETN
$136B
| $225K | ﹤0.01% |
2,909
-20,600
| -88% | -$1.59M |
|
287
Huntsman Corp
HUN
$1.95B
| $224K | ﹤0.01% |
7,989
-700
| -8% | -$19.6K |
|
|
INFA
288
DELISTED
INFORMATICA CORP
INFA
| $224K | ﹤0.01% |
6,290
-41,910
| -87% | -$1.49M |
|
289
Goodyear
GT
$2.45B
| $223K | ﹤0.01% |
8,018
+300
| +4% | +$8.34K |
|
|
LM
290
DELISTED
Legg Mason, Inc.
LM
| $222K | ﹤0.01% |
4,333
+100
| +2% | +$5.12K |
|
|
TIBX
291
DELISTED
TIBCO SOFTWARE INC
TIBX
| $222K | ﹤0.01% |
+11,000
| New | +$222K |
|
|
ACAS
292
DELISTED
American Capital Ltd
ACAS
| $219K | ﹤0.01% |
14,304
+900
| +7% | +$13.8K |
|
293
Community Health Systems
CYH
$415M
| $218K | ﹤0.01% |
5,820
-24,684
| -81% | -$925K |
|
|
BRSL
294
Brightstar Lottery PLC
BRSL
$3.19B
| $216K | ﹤0.01% |
13,578
-120,351
| -90% | -$1.91M |
|
295
Carter's
CRI
$1.05B
| $214K | ﹤0.01% |
+3,100
| New | +$214K |
|
|
CHS
296
DELISTED
Chicos FAS, Inc.
CHS
| $214K | ﹤0.01% |
12,600
+500
| +4% | +$8.49K |
|
297
AutoNation
AN
$8.57B
| $212K | ﹤0.01% |
3,548
-8,900
| -71% | -$532K |
|
298
TE Connectivity
TEL
$61.4B
| $208K | ﹤0.01% |
3,360
-17,806
| -84% | -$1.1M |
|
|
WOOF
299
DELISTED
VCA Inc.
WOOF
| $208K | ﹤0.01% |
+5,924
| New | +$208K |
|
|
BGC
300
DELISTED
General Cable Corporation
BGC
| $203K | ﹤0.01% |
+7,900
| New | +$203K |
|