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 Taiwan ETF
EWT
|
$145M |
| 2 |
iShares MSCI Brazil ETF
EWZ
|
$137M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$77M |
| 4 |
ALXN
Alexion Pharmaceuticals Inc
ALXN
|
$43.6M |
| 5 |
DaVita
DVA
|
$35.1M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 4.52% |
| 2 | Healthcare | 3.3% |
| 3 | Financials | 3.21% |
| 4 | Energy | 2.63% |
| 5 | Communication Services | 1.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
ZTO Express
ZTO
$14.6B
| $471K | ﹤0.01% | +22,070 | New | +$471K |
|
277
Williams-Sonoma
WSM
$23.1B
| $470K | ﹤0.01% | 6,912 -22,370 | -76% | -$1.52M |
|
278
Westlake Corp
WLK
$11.3B
| $467K | ﹤0.01% | 7,134 -20,804 | -74% | -$1.36M |
|
279
Synopsys
SNPS
$112B
| $464K | ﹤0.01% | +3,381 | New | +$464K |
|
280
Commault Systems
CVLT
$8.3B
| $463K | ﹤0.01% | +10,366 | New | +$463K |
|
281
Hanesbrands
HBI
$2.23B
| $460K | ﹤0.01% | +30,049 | New | +$460K |
|
282
Fortinet
FTNT
$60.4B
| $454K | ﹤0.01% | +5,911 | New | +$454K |
|
283
Charles River Laboratories
CRL
$8.04B
| $451K | ﹤0.01% | +3,406 | New | +$451K |
|
284
Devon Energy
DVN
$22.9B
| $450K | ﹤0.01% | 18,690 -3,350 | -15% | -$80.7K |
|
285
Ulta Beauty
ULTA
$22.1B
| $445K | ﹤0.01% | 1,776 -3,006 | -63% | -$753K |
|
286
APA Corp
APA
$8.31B
| $435K | ﹤0.01% | 16,979 -2,544 | -13% | -$65.2K |
|
287
Leggett & Platt
LEG
$1.3B
| $428K | ﹤0.01% | +10,450 | New | +$428K |
|
288
Snap-on
SNA
$17B
| $418K | ﹤0.01% | +2,668 | New | +$418K |
|
289
Amphenol
APH
$133B
| $414K | ﹤0.01% | 4,289 -14,901 | -78% | -$1.44M |
|
290
Bio-Techne
TECH
$8.5B
| $413K | ﹤0.01% | +2,110 | New | +$413K |
|
|
PVG
291
DELISTED
PRETIUM RESOURCES INC.
PVG
| $360K | ﹤0.01% | 31,285 +3,613 | +13% | +$41.6K |
|
292
Deluxe
DLX
$882M
| $355K | ﹤0.01% | +7,218 | New | +$355K |
|
293
Weibo
WB
$2.81B
| $348K | ﹤0.01% | 7,768 +869 | +13% | +$38.9K |
|
294
Ball Corp
BALL
$14.3B
| $347K | ﹤0.01% | +4,766 | New | +$347K |
|
295
News Corp Class A
NWSA
$16.6B
| $342K | ﹤0.01% | +24,549 | New | +$342K |
|
296
O-I Glass
OI
$2B
| $338K | ﹤0.01% | +32,952 | New | +$338K |
|
297
Morningstar
MORN
$11.1B
| $336K | ﹤0.01% | +2,297 | New | +$336K |
|
|
BKI
298
DELISTED
Black Knight, Inc. Common Stock
BKI
| $327K | ﹤0.01% | +5,349 | New | +$327K |
|
299
AptarGroup
ATR
$9.18B
| $325K | ﹤0.01% | +2,745 | New | +$325K |
|
300
John Wiley & Sons Class A
WLY
$2.16B
| $322K | ﹤0.01% | +7,317 | New | +$322K |
|