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
|
$213M |
| 2 |
Gilead Sciences
GILD
|
$27.9M |
| 3 |
Microsoft
MSFT
|
$27.2M |
| 4 |
POT
Potash Corp Of Saskatchewan
POT
|
$21.3M |
| 5 |
Eastman Chemical
EMN
|
$18.5M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$393M |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
$59.9M |
| 3 |
Apple
AAPL
|
$30.5M |
| 4 |
RTX Corp
RTX
|
$21.8M |
| 5 |
Fossil Group
FOSL
|
$21.2M |
Sector Composition
| 1 | Technology | 2.42% |
| 2 | Energy | 2.21% |
| 3 | Materials | 2.04% |
| 4 | Healthcare | 1.26% |
| 5 | Industrials | 0.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Clorox
CLX
$15.5B
| $348K | ﹤0.01% |
+3,342
| New | +$348K |
|
277
Eaton
ETN
$136B
| $338K | ﹤0.01% |
4,980
-26,400
| -84% | -$1.79M |
|
278
Charles River Laboratories
CRL
$8.07B
| $331K | ﹤0.01% |
5,200
+1,000
| +24% | +$63.7K |
|
279
Chubb
CB
$111B
| $320K | ﹤0.01% |
2,785
-3,400
| -55% | -$391K |
|
280
Eli Lilly
LLY
$652B
| $320K | ﹤0.01% |
+4,639
| New | +$320K |
|
281
AMC Networks
AMCX
$328M
| $317K | ﹤0.01% |
4,968
-12,300
| -71% | -$785K |
|
282
Visa
V
$666B
| $315K | ﹤0.01% |
+4,804
| New | +$315K |
|
|
LVLT
283
DELISTED
Level 3 Communications Inc
LVLT
| $296K | ﹤0.01% |
6,000
-1,400
| -19% | -$69.1K |
|
284
Estee Lauder
EL
$32.1B
| $293K | ﹤0.01% |
+3,849
| New | +$293K |
|
285
Nasdaq
NDAQ
$53.6B
| $293K | ﹤0.01% |
18,300
-17,700
| -49% | -$283K |
|
|
CIT
286
DELISTED
CIT Group Inc.
CIT
| $282K | ﹤0.01% |
5,900
-12,100
| -67% | -$578K |
|
287
Truist Financial
TFC
$60B
| $280K | ﹤0.01% |
+7,200
| New | +$280K |
|
288
Columbia Sportswear
COLM
$3.09B
| $274K | ﹤0.01% |
+6,146
| New | +$274K |
|
289
United Airlines
UAL
$34.5B
| $268K | ﹤0.01% |
+4,000
| New | +$268K |
|
290
John Wiley & Sons Class A
WLY
$2.13B
| $267K | ﹤0.01% |
+4,499
| New | +$267K |
|
291
Kirby Corp
KEX
$4.97B
| $264K | ﹤0.01% |
+3,275
| New | +$264K |
|
|
MDP
292
DELISTED
Meredith Corporation
MDP
| $260K | ﹤0.01% |
+4,780
| New | +$260K |
|
|
AOL
293
DELISTED
AOL INC COMMON STOCK
AOL
| $259K | ﹤0.01% |
5,600
-200
| -3% | -$9.25K |
|
294
Under Armour
UAA
$2.2B
| $258K | ﹤0.01% |
7,654
-8,057
| -51% | -$272K |
|
295
Hanesbrands
HBI
$2.27B
| $257K | ﹤0.01% |
9,200
| – | – |
|
296
Expedia Group
EXPE
$26.6B
| $256K | ﹤0.01% |
+3,000
| New | +$256K |
|
297
Terex
TEX
$3.47B
| $256K | ﹤0.01% |
+9,200
| New | +$256K |
|
|
LNKD
298
DELISTED
LinkedIn Corporation
LNKD
| $253K | ﹤0.01% |
1,100
-1,300
| -54% | -$299K |
|
|
DNY
299
DELISTED
DONNELLEY R R & SONS CO
DNY
| $245K | ﹤0.01% |
14,600
+2,200
| +18% | +$36.9K |
|
300
Alaska Air
ALK
$7.28B
| $239K | ﹤0.01% |
4,000
-14,300
| -78% | -$854K |
|