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
|
$217M |
| 2 |
Apple
AAPL
|
$58.9M |
| 3 |
Coca-Cola
KO
|
$23.4M |
| 4 |
Johnson & Johnson
JNJ
|
$20.5M |
| 5 |
POT
Potash Corp Of Saskatchewan
POT
|
$19.9M |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$172M |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
$72M |
| 3 |
Gilead Sciences
GILD
|
$50.3M |
| 4 |
Microsoft
MSFT
|
$20.4M |
| 5 |
X
US Steel
X
|
$15.2M |
Sector Composition
| 1 | Technology | 3.06% |
| 2 | Materials | 2.19% |
| 3 | Energy | 1.97% |
| 4 | Healthcare | 1.2% |
| 5 | Consumer Staples | 0.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
United Airlines
UAL
$34.5B
| $309K | ﹤0.01% |
4,600
+600
| +15% | +$40.3K |
|
277
MSC Industrial Direct
MSM
$5.14B
| $308K | ﹤0.01% |
+4,270
| New | +$308K |
|
|
CIT
278
DELISTED
CIT Group Inc.
CIT
| $307K | ﹤0.01% |
6,800
+900
| +15% | +$40.6K |
|
279
Fidelity National Financial
FNF
$16.5B
| $305K | ﹤0.01% |
+11,955
| New | +$305K |
|
|
MDP
280
DELISTED
Meredith Corporation
MDP
| $300K | ﹤0.01% |
5,380
+600
| +13% | +$33.5K |
|
281
Deluxe
DLX
$876M
| $293K | ﹤0.01% |
4,222
+900
| +27% | +$62.5K |
|
282
Regions Financial
RF
$24.1B
| $280K | ﹤0.01% |
29,596
+16,500
| +126% | +$156K |
|
283
John Wiley & Sons Class A
WLY
$2.13B
| $278K | ﹤0.01% |
4,547
+48
| +1% | +$2.94K |
|
|
LNKD
284
DELISTED
LinkedIn Corporation
LNKD
| $275K | ﹤0.01% |
1,100
| – | – |
|
285
Travel + Leisure Co
TNL
$4.08B
| $271K | ﹤0.01% |
+6,645
| New | +$271K |
|
|
DNY
286
DELISTED
DONNELLEY R R & SONS CO
DNY
| $267K | ﹤0.01% |
13,900
-700
| -5% | -$13.4K |
|
287
Amphenol
APH
$135B
| $262K | ﹤0.01% |
+17,772
| New | +$262K |
|
288
Leggett & Platt
LEG
$1.35B
| $247K | ﹤0.01% |
5,355
+200
| +4% | +$9.23K |
|
289
Snap-on
SNA
$17.1B
| $244K | ﹤0.01% |
1,658
| – | – |
|
|
PNRA
290
DELISTED
Panera Bread Co
PNRA
| $240K | ﹤0.01% |
+1,500
| New | +$240K |
|
291
NewMarket
NEU
$7.64B
| $239K | ﹤0.01% |
500
| – | – |
|
|
CYT
292
DELISTED
CYTEC INDS INC
CYT
| $238K | ﹤0.01% |
4,400
-100
| -2% | -$5.41K |
|
293
RPM International
RPM
$16.2B
| $236K | ﹤0.01% |
4,928
+600
| +14% | +$28.7K |
|
294
Bank of America
BAC
$369B
| $235K | ﹤0.01% |
15,291
-80,100
| -84% | -$1.23M |
|
295
Westlake Corp
WLK
$11.5B
| $235K | ﹤0.01% |
+3,270
| New | +$235K |
|
296
Newell Brands
NWL
$2.68B
| $234K | ﹤0.01% |
6,000
+300
| +5% | +$11.7K |
|
297
Celanese
CE
$5.34B
| $233K | ﹤0.01% |
4,176
+750
| +22% | +$41.8K |
|
298
Edison International
EIX
$21B
| $233K | ﹤0.01% |
+3,737
| New | +$233K |
|
299
PotlatchDeltic
PCH
$3.31B
| $232K | ﹤0.01% |
+5,800
| New | +$232K |
|
300
Waste Connections
WCN
$46.1B
| $232K | ﹤0.01% |
+7,224
| New | +$232K |
|