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
|
$187M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$77.8M |
| 3 |
American Express
AXP
|
$19.6M |
| 4 |
RTX Corp
RTX
|
$14.9M |
| 5 |
United Parcel Service
UPS
|
$14.7M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$363M |
| 2 |
Microsoft
MSFT
|
$35.6M |
| 3 |
Intel
INTC
|
$15.1M |
| 4 |
Ventas
VTR
|
$14.6M |
| 5 |
Conagra Brands
CAG
|
$12.8M |
Sector Composition
| 1 | Technology | 2.59% |
| 2 | Energy | 1.96% |
| 3 | Materials | 1.29% |
| 4 | Consumer Discretionary | 1.01% |
| 5 | Industrials | 0.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
International Flavors & Fragrances
IFF
$16.9B
| $514K | ﹤0.01% |
+5,363
| New | +$514K |
|
277
Nasdaq
NDAQ
$53.6B
| $509K | ﹤0.01% |
+36,000
| New | +$509K |
|
|
CVD
278
DELISTED
COVANCE INC.
CVD
| $507K | ﹤0.01% |
+6,437
| New | +$507K |
|
279
Allstate
ALL
$53.1B
| $500K | ﹤0.01% |
+8,146
| New | +$500K |
|
280
American Eagle Outfitters
AEO
$3.26B
| $499K | ﹤0.01% |
34,400
-124,400
| -78% | -$1.8M |
|
|
LNKD
281
DELISTED
LinkedIn Corporation
LNKD
| $499K | ﹤0.01% |
2,400
+100
| +4% | +$20.8K |
|
282
Snap-on
SNA
$17.1B
| $496K | ﹤0.01% |
+4,100
| New | +$496K |
|
|
LPT
283
DELISTED
Liberty Property Trust
LPT
| $496K | ﹤0.01% |
+14,900
| New | +$496K |
|
|
SNI
284
DELISTED
Scripps Networks Interactive, Inc Common Class A
SNI
| $491K | ﹤0.01% |
+6,294
| New | +$491K |
|
285
Xcel Energy
XEL
$43B
| $483K | ﹤0.01% |
+15,900
| New | +$483K |
|
|
FSL
286
DELISTED
FREESCALE SEMICONDUCTOR LTD
FSL
| $477K | ﹤0.01% |
+24,400
| New | +$477K |
|
287
lululemon athletica
LULU
$19.9B
| $462K | ﹤0.01% |
+11,000
| New | +$462K |
|
288
Enovis
ENOV
$1.84B
| $459K | ﹤0.01% |
+4,682
| New | +$459K |
|
289
Ares Capital
ARCC
$15.8B
| $452K | ﹤0.01% |
+28,000
| New | +$452K |
|
290
Emerson Electric
EMR
$74.6B
| $449K | ﹤0.01% |
7,180
-101,799
| -93% | -$6.37M |
|
291
AutoNation
AN
$8.55B
| $448K | ﹤0.01% |
8,905
+5,357
| +151% | +$270K |
|
292
Steel Dynamics
STLD
$19.8B
| $447K | ﹤0.01% |
19,754
-78,000
| -80% | -$1.77M |
|
293
Sensata Technologies
ST
$4.66B
| $445K | ﹤0.01% |
+10,000
| New | +$445K |
|
294
Ametek
AME
$43.3B
| $444K | ﹤0.01% |
+8,840
| New | +$444K |
|
295
Edison International
EIX
$21B
| $444K | ﹤0.01% |
7,937
-9,100
| -53% | -$509K |
|
296
Brinker International
EAT
$7.04B
| $443K | ﹤0.01% |
8,724
-27,400
| -76% | -$1.39M |
|
|
XL
297
DELISTED
XL Group Ltd.
XL
| $442K | ﹤0.01% |
+13,340
| New | +$442K |
|
|
BHI
298
DELISTED
Baker Hughes
BHI
| $436K | ﹤0.01% |
+6,700
| New | +$436K |
|
299
Celanese
CE
$5.34B
| $435K | ﹤0.01% |
+7,426
| New | +$435K |
|
300
American Tower
AMT
$92.9B
| $429K | ﹤0.01% |
+4,585
| New | +$429K |
|