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
|
$422M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$187M |
| 3 |
iShares MSCI South Korea ETF
EWY
|
$93.4M |
| 4 |
Molson Coors Class B
TAP
|
$27.4M |
| 5 |
UnitedHealth
UNH
|
$26.2M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$176M |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
$46.5M |
| 3 |
Bristol-Myers Squibb
BMY
|
$21.1M |
| 4 |
Intel
INTC
|
$20.7M |
| 5 |
JNPR
Juniper Networks
JNPR
|
$20.3M |
Sector Composition
| 1 | Energy | 2.75% |
| 2 | Technology | 2.62% |
| 3 | Consumer Discretionary | 2.44% |
| 4 | Financials | 1.98% |
| 5 | Healthcare | 1.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Ashland
ASH
$2.51B
| – | – |
-6,745
| Closed | -$383K |
|
277
Adtalem Global Education
ATGE
$4.83B
| – | – |
-10,100
| Closed | -$233K |
|
278
AvalonBay Communities
AVB
$27.8B
| – | – |
-1,800
| Closed | -$320K |
|
279
American Express
AXP
$227B
| – | – |
-20,700
| Closed | -$1.33M |
|
280
Boeing
BA
$174B
| – | – |
-4,856
| Closed | -$640K |
|
281
Ball Corp
BALL
$13.9B
| – | – |
-5,600
| Closed | -$229K |
|
282
Brink's
BCO
$4.78B
| – | – |
-6,893
| Closed | -$256K |
|
283
Biogen
BIIB
$20.6B
| – | – |
-900
| Closed | -$282K |
|
284
Booking.com
BKNG
$178B
| – | – |
-700
| Closed | -$1.03M |
|
285
BioMarin Pharmaceuticals
BMRN
$11.1B
| – | – |
-8,926
| Closed | -$826K |
|
|
286
Bristol-Myers Squibb
BMY
$96B
| – | – |
-390,577
| Closed | -$21.1M |
|
287
Conagra Brands
CAG
$9.23B
| – | – |
-392,280
| Closed | -$14.4M |
|
288
CBRE Group
CBRE
$48.9B
| – | – |
-10,100
| Closed | -$283K |
|
289
Chord Energy
CHRD
$5.92B
| – | – |
-26,000
| Closed | -$298K |
|
290
Charter Communications
CHTR
$35.7B
| – | – |
-2,200
| Closed | -$594K |
|
291
Capital One
COF
$142B
| – | – |
-4,400
| Closed | -$316K |
|
292
Costco
COST
$427B
| – | – |
-1,700
| Closed | -$259K |
|
293
Community Health Systems
CYH
$409M
| – | – |
-23,400
| Closed | -$270K |
|
294
Danaher
DHR
$143B
| – | – |
-85,277
| Closed | -$5.93M |
|
295
Eastman Chemical
EMN
$7.93B
| – | – |
-53,800
| Closed | -$3.64M |
|
296
Emerson Electric
EMR
$74.6B
| – | – |
-19,800
| Closed | -$1.08M |
|
297
Equinix
EQIX
$75.7B
| – | – |
-1,400
| Closed | -$504K |
|
298
Eaton
ETN
$136B
| – | – |
-50,992
| Closed | -$3.35M |
|
299
Edwards Lifesciences
EW
$47.5B
| – | – |
-135,195
| Closed | -$5.43M |
|
300
Fastenal
FAST
$55.1B
| – | – |
-209,644
| Closed | -$2.19M |
|