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
|
$213M |
| 2 |
Gilead Sciences
GILD
|
$27.9M |
| 3 |
Microsoft
MSFT
|
$27.2M |
| 4 |
POT
Potash Corp Of Saskatchewan
POT
|
$21.3M |
| 5 |
Eastman Chemical
EMN
|
$18.5M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$393M |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
$59.9M |
| 3 |
Apple
AAPL
|
$30.5M |
| 4 |
RTX Corp
RTX
|
$21.8M |
| 5 |
Fossil Group
FOSL
|
$21.2M |
Sector Composition
| 1 | Technology | 2.42% |
| 2 | Energy | 2.21% |
| 3 | Materials | 2.04% |
| 4 | Healthcare | 1.26% |
| 5 | Industrials | 0.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Zimmer Biomet
ZBH
$20.9B
| $230K | ﹤0.01% |
+2,089
| New | +$230K |
|
302
Snap-on
SNA
$17.1B
| $227K | ﹤0.01% |
1,658
-2,442
| -60% | -$334K |
|
303
Leggett & Platt
LEG
$1.35B
| $220K | ﹤0.01% |
+5,155
| New | +$220K |
|
304
RPM International
RPM
$16.2B
| $219K | ﹤0.01% |
+4,328
| New | +$219K |
|
305
Newell Brands
NWL
$2.68B
| $217K | ﹤0.01% |
+5,700
| New | +$217K |
|
306
Fair Isaac
FICO
$36.8B
| $216K | ﹤0.01% |
+2,982
| New | +$216K |
|
|
STI
307
DELISTED
SunTrust Banks, Inc.
STI
| $211K | ﹤0.01% |
+5,028
| New | +$211K |
|
|
CVG
308
DELISTED
Convergys
CVG
| $211K | ﹤0.01% |
+10,344
| New | +$211K |
|
|
TSS
309
DELISTED
Total System Services, Inc.
TSS
| $210K | ﹤0.01% |
+6,182
| New | +$210K |
|
310
International Flavors & Fragrances
IFF
$16.9B
| $209K | ﹤0.01% |
2,063
-3,300
| -62% | -$334K |
|
311
PTC
PTC
$25.6B
| $209K | ﹤0.01% |
+5,715
| New | +$209K |
|
312
Fortinet
FTNT
$60.4B
| $208K | ﹤0.01% |
+34,000
| New | +$208K |
|
|
CYT
313
DELISTED
CYTEC INDS INC
CYT
| $208K | ﹤0.01% |
+4,500
| New | +$208K |
|
314
Albemarle
ALB
$9.6B
| $207K | ﹤0.01% |
3,444
-9,256
| -73% | -$556K |
|
315
Deluxe
DLX
$876M
| $207K | ﹤0.01% |
3,322
-878
| -21% | -$54.7K |
|
316
Gartner
IT
$18.6B
| $207K | ﹤0.01% |
+2,454
| New | +$207K |
|
317
lululemon athletica
LULU
$19.9B
| $207K | ﹤0.01% |
3,706
-7,294
| -66% | -$407K |
|
318
Cabot Corp
CBT
$4.31B
| $206K | ﹤0.01% |
+4,689
| New | +$206K |
|
319
Celanese
CE
$5.34B
| $205K | ﹤0.01% |
3,426
-4,000
| -54% | -$239K |
|
320
Fidelity National Information Services
FIS
$35.9B
| $205K | ﹤0.01% |
3,300
-700
| -18% | -$43.5K |
|
|
VAL
321
DELISTED
Valspar
VAL
| $205K | ﹤0.01% |
+2,366
| New | +$205K |
|
|
ANSS
322
DELISTED
Ansys
ANSS
| $202K | ﹤0.01% |
+2,461
| New | +$202K |
|
323
Commault Systems
CVLT
$7.96B
| $202K | ﹤0.01% |
+3,900
| New | +$202K |
|
324
NewMarket
NEU
$7.64B
| $202K | ﹤0.01% |
+500
| New | +$202K |
|
325
LyondellBasell Industries
LYB
$17.7B
| $201K | ﹤0.01% |
2,534
-866
| -25% | -$68.7K |
|