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
|
$32.1M |
| 2 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$31.9M |
| 3 |
Chipotle Mexican Grill
CMG
|
$13.1M |
| 4 |
Fossil Group
FOSL
|
$12.7M |
| 5 |
Foot Locker
FL
|
$12.7M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.22B |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
$578M |
| 3 |
POT
Potash Corp Of Saskatchewan
POT
|
$39.3M |
| 4 |
Apple
AAPL
|
$25.3M |
| 5 |
AGU
Agrium
AGU
|
$20.9M |
Sector Composition
| 1 | Energy | 2.9% |
| 2 | Technology | 2.23% |
| 3 | Materials | 1.84% |
| 4 | Healthcare | 1.31% |
| 5 | Consumer Discretionary | 0.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Albemarle
ALB
$9.6B
| $428K | ﹤0.01% |
+7,744
| New | +$428K |
|
|
GXP
277
DELISTED
Great Plains Energy Incorporated
GXP
| $427K | ﹤0.01% |
+17,685
| New | +$427K |
|
278
H&R Block
HRB
$6.85B
| $413K | ﹤0.01% |
+13,913
| New | +$413K |
|
279
Cognizant
CTSH
$35.1B
| $409K | ﹤0.01% |
6,696
-65,904
| -91% | -$4.03M |
|
280
Exelon
EXC
$43.9B
| $408K | ﹤0.01% |
+18,190
| New | +$408K |
|
281
Regeneron Pharmaceuticals
REGN
$60.8B
| $408K | ﹤0.01% |
+800
| New | +$408K |
|
282
Avnet
AVT
$4.49B
| $400K | ﹤0.01% |
+9,731
| New | +$400K |
|
|
GAS
283
DELISTED
AGL RESOURCES INC (HOLDING CO)
GAS
| $400K | ﹤0.01% |
+8,600
| New | +$400K |
|
284
Jacobs Solutions
J
$17.4B
| $385K | ﹤0.01% |
+11,462
| New | +$385K |
|
|
TIF
285
DELISTED
Tiffany & Co.
TIF
| $375K | ﹤0.01% |
+4,086
| New | +$375K |
|
|
LNKD
286
DELISTED
LinkedIn Corporation
LNKD
| $372K | ﹤0.01% |
1,800
+700
| +64% | +$145K |
|
287
WEC Energy
WEC
$34.7B
| $371K | ﹤0.01% |
+8,254
| New | +$371K |
|
288
Iron Mountain
IRM
$27.2B
| $360K | ﹤0.01% |
+11,603
| New | +$360K |
|
289
Boston Properties
BXP
$12.2B
| $355K | ﹤0.01% |
+2,931
| New | +$355K |
|
290
ResMed
RMD
$40.6B
| $338K | ﹤0.01% |
+5,988
| New | +$338K |
|
291
Simon Property Group
SPG
$59.5B
| $336K | ﹤0.01% |
1,942
-3,100
| -61% | -$536K |
|
292
United Airlines
UAL
$34.5B
| $334K | ﹤0.01% |
6,300
+1,700
| +37% | +$90.1K |
|
293
Healthpeak Properties
DOC
$12.8B
| $299K | ﹤0.01% |
+9,004
| New | +$299K |
|
294
Amphenol
APH
$135B
| $292K | ﹤0.01% |
20,172
+2,400
| +14% | +$34.7K |
|
295
Crown Holdings
CCK
$11B
| $292K | ﹤0.01% |
+5,528
| New | +$292K |
|
296
Madison Square Garden
MSGS
$4.71B
| $274K | ﹤0.01% |
4,596
-5,748
| -56% | -$343K |
|
297
Idexx Laboratories
IDXX
$51.4B
| $271K | ﹤0.01% |
+4,226
| New | +$271K |
|
298
Vornado Realty Trust
VNO
$7.93B
| $269K | ﹤0.01% |
+3,501
| New | +$269K |
|
299
Bunge Global
BG
$16.9B
| $254K | ﹤0.01% |
2,891
-2,600
| -47% | -$228K |
|
300
DTE Energy
DTE
$28.4B
| $254K | ﹤0.01% |
+3,995
| New | +$254K |
|