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
|
+$2.7B |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$1.38B |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$970M |
| 4 |
iShares MSCI Brazil ETF
EWZ
|
+$341M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$130M |
Top Sells
| 1 |
XEC
CIMAREX ENERGY CO
XEC
|
+$70.3M |
| 2 |
X
US Steel
X
|
+$66.9M |
| 3 |
CELG
Celgene Corp
CELG
|
+$56.3M |
| 4 |
International Paper
IP
|
+$47.1M |
| 5 |
SWN
Southwestern Energy Company
SWN
|
+$45.8M |
Sector Composition
| 1 | Financials | 2.31% |
| 2 | Consumer Discretionary | 2.13% |
| 3 | Healthcare | 1.71% |
| 4 | Industrials | 1.43% |
| 5 | Materials | 1.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
APA Corp
APA
$7.75B
| $601K | ﹤0.01% |
17,350
-13,584
| -44% | -$471K |
|
|
VRN
277
DELISTED
Veren
VRN
| $600K | ﹤0.01% |
185,233
-41,509
| -18% | -$134K |
|
278
US Bancorp
USB
$75.7B
| $590K | ﹤0.01% |
+12,238
| New | +$590K |
|
|
QEP
279
DELISTED
QEP RESOURCES, INC.
QEP
| $589K | ﹤0.01% |
+75,652
| New | +$589K |
|
280
American Financial Group
AFG
$11.5B
| $583K | ﹤0.01% |
6,056
-4,891
| -45% | -$471K |
|
|
MOMO
281
Hello Group
MOMO
$1.27B
| $566K | ﹤0.01% |
14,792
+745
| +5% | +$28.5K |
|
282
Madison Square Garden
MSGS
$4.88B
| $565K | ﹤0.01% |
+2,702
| New | +$565K |
|
|
NBL
283
DELISTED
Noble Energy, Inc.
NBL
| $551K | ﹤0.01% |
22,285
-1,111
| -5% | -$27.5K |
|
284
Vipshop
VIPS
$8.72B
| $479K | ﹤0.01% |
59,711
+1,215
| +2% | +$9.75K |
|
285
Globe Life
GL
$11.4B
| $458K | ﹤0.01% |
5,592
-8,881
| -61% | -$727K |
|
|
SINA
286
DELISTED
Sina Corp
SINA
| $451K | ﹤0.01% |
7,612
+108
| +1% | +$6.4K |
|
287
B2Gold
BTG
$5.6B
| $448K | ﹤0.01% |
160,113
-7,515
| -4% | -$21K |
|
288
Commault Systems
CVLT
$8.23B
| $431K | ﹤0.01% |
+6,662
| New | +$431K |
|
289
PTC
PTC
$25.5B
| $427K | ﹤0.01% |
+4,634
| New | +$427K |
|
|
JOBS
290
DELISTED
51job, Inc.
JOBS
| $424K | ﹤0.01% |
5,447
+271
| +5% | +$21.1K |
|
291
Domino's
DPZ
$15.8B
| $421K | ﹤0.01% |
+1,632
| New | +$421K |
|
292
Sibanye-Stillwater
SBSW
$6.04B
| $393K | ﹤0.01% |
95,231
+2,818
| +3% | +$11.6K |
|
|
NUAN
293
DELISTED
Nuance Communications, Inc.
NUAN
| $373K | ﹤0.01% |
+25,454
| New | +$373K |
|
294
Cheniere Energy
LNG
$51.3B
| $334K | ﹤0.01% |
+4,879
| New | +$334K |
|
|
JOYY
295
JOYY Inc. American Depositary Shares
JOYY
$3.27B
| $317K | ﹤0.01% |
3,769
+54
| +1% | +$4.54K |
|
296
GDS Holdings
GDS
$6.56B
| $311K | ﹤0.01% |
+8,705
| New | +$311K |
|
297
Jack in the Box
JACK
$377M
| $306K | ﹤0.01% |
+3,775
| New | +$306K |
|
|
TSS
298
DELISTED
Total System Services, Inc.
TSS
| $299K | ﹤0.01% |
3,149
-19,605
| -86% | -$1.86M |
|
|
PVG
299
DELISTED
PRETIUM RESOURCES INC.
PVG
| $239K | ﹤0.01% |
27,944
-2,173
| -7% | -$18.6K |
|
300
Colgate-Palmolive
CL
$68B
| $216K | ﹤0.01% |
3,145
-576,766
| -99% | -$39.6M |
|