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
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$66.7M |
| 2 |
ENDP
Endo International plc
ENDP
|
$25.5M |
| 3 |
Cleveland-Cliffs
CLF
|
$16.7M |
| 4 |
Walt Disney
DIS
|
$14.7M |
| 5 |
Interpublic Group of Companies
IPG
|
$14.6M |
Sector Composition
| 1 | Consumer Discretionary | 2.42% |
| 2 | Energy | 2.05% |
| 3 | Technology | 1.4% |
| 4 | Healthcare | 1.37% |
| 5 | Financials | 1.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
DNB
301
DELISTED
Dun & Bradstreet
DNB
| $253K | ﹤0.01% |
+2,338
| New | +$253K |
|
302
Equifax
EFX
$31B
| $252K | ﹤0.01% |
+1,835
| New | +$252K |
|
303
Republic Services
RSG
$71B
| $252K | ﹤0.01% |
+3,961
| New | +$252K |
|
304
H&R Block
HRB
$6.91B
| $251K | ﹤0.01% |
+8,117
| New | +$251K |
|
305
AGCO
AGCO
$8.18B
| $248K | ﹤0.01% |
+3,683
| New | +$248K |
|
306
Regal Rexnord
RRX
$9.56B
| $248K | ﹤0.01% |
+3,044
| New | +$248K |
|
307
Copart
CPRT
$46.5B
| $246K | ﹤0.01% |
+30,936
| New | +$246K |
|
308
Crane NXT
CXT
$3.52B
| $246K | ﹤0.01% |
+8,919
| New | +$246K |
|
309
Enovis
ENOV
$1.79B
| $246K | ﹤0.01% |
+3,630
| New | +$246K |
|
310
GATX Corp
GATX
$5.97B
| $246K | ﹤0.01% |
+3,822
| New | +$246K |
|
311
Acuity Brands
AYI
$10.3B
| $244K | ﹤0.01% |
+1,202
| New | +$244K |
|
312
Donaldson
DCI
$9.46B
| $244K | ﹤0.01% |
+5,347
| New | +$244K |
|
313
National Fuel Gas
NFG
$7.73B
| $243K | ﹤0.01% |
+4,352
| New | +$243K |
|
314
T Rowe Price
TROW
$23.8B
| $243K | ﹤0.01% |
3,278
-128,579
| -98% | -$9.53M |
|
315
Graco
GGG
$14.2B
| $242K | ﹤0.01% |
+6,630
| New | +$242K |
|
316
News Corp Class A
NWSA
$16.8B
| $242K | ﹤0.01% |
+17,673
| New | +$242K |
|
317
Verisk Analytics
VRSK
$38B
| $242K | ﹤0.01% |
+2,872
| New | +$242K |
|
|
TIME
318
DELISTED
Time Inc.
TIME
| $240K | ﹤0.01% |
+16,725
| New | +$240K |
|
319
Pitney Bowes
PBI
$2.19B
| $240K | ﹤0.01% |
+15,898
| New | +$240K |
|
320
Lincoln Electric
LECO
$13.4B
| $239K | ﹤0.01% |
+2,595
| New | +$239K |
|
321
NVR
NVR
$23.5B
| $239K | ﹤0.01% |
+99
| New | +$239K |
|
322
Toro Company
TTC
$7.92B
| $238K | ﹤0.01% |
+3,435
| New | +$238K |
|
323
Waste Connections
WCN
$45.8B
| $237K | ﹤0.01% |
+3,676
| New | +$237K |
|
324
IDEX
IEX
$12.3B
| $236K | ﹤0.01% |
+2,090
| New | +$236K |
|
325
Hubbell
HUBB
$23.2B
| $234K | ﹤0.01% |
+2,068
| New | +$234K |
|