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 |
JPMorgan Chase
JPM
|
$90.5M |
| 2 |
Bank of America
BAC
|
$66.1M |
| 3 |
Wells Fargo
WFC
|
$47.5M |
| 4 |
Citigroup
C
|
$36.1M |
| 5 |
US Bancorp
USB
|
$19.3M |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$561M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$504M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$404M |
| 4 |
iShares MSCI Brazil ETF
EWZ
|
$80.8M |
| 5 |
Macy's
M
|
$56.8M |
Sector Composition
| 1 | Financials | 6.62% |
| 2 | Consumer Discretionary | 3.62% |
| 3 | Industrials | 2.15% |
| 4 | Materials | 1.56% |
| 5 | Technology | 1.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
PACCAR
PCAR
$52.5B
| $1.14M | 0.01% |
+14,428
| New | +$1.14M |
|
302
TFS Financial
TFSL
$3.95B
| $1.14M | 0.01% |
+57,875
| New | +$1.14M |
|
303
Parker-Hannifin
PH
$96.2B
| $1.13M | 0.01% |
+5,511
| New | +$1.13M |
|
304
HP
HPQ
$26.7B
| $1.11M | 0.01% |
+54,150
| New | +$1.11M |
|
305
KB Home
KBH
$4.32B
| $1.11M | 0.01% |
+32,351
| New | +$1.11M |
|
306
Corning
GLW
$57.4B
| $1.1M | 0.01% |
+37,710
| New | +$1.1M |
|
|
EV
307
DELISTED
Eaton Vance Corp.
EV
| $1.1M | 0.01% |
+23,507
| New | +$1.1M |
|
308
Deckers Outdoor
DECK
$17.7B
| $1.1M | 0.01% |
+6,487
| New | +$1.1M |
|
309
Ball Corp
BALL
$14.3B
| $1.09M | 0.01% |
16,805
+12,039
| +253% | +$779K |
|
310
Travel + Leisure Co
TNL
$4.11B
| $1.09M | 0.01% |
+21,036
| New | +$1.09M |
|
311
Microchip Technology
MCHP
$35.1B
| $1.08M | 0.01% |
+10,329
| New | +$1.08M |
|
|
ZEN
312
DELISTED
ZENDESK INC
ZEN
| $1.07M | 0.01% |
+13,912
| New | +$1.07M |
|
313
First Horizon
FHN
$11.5B
| $1.07M | 0.01% |
+64,309
| New | +$1.07M |
|
314
Ryder
R
$7.65B
| $1.06M | 0.01% |
+19,525
| New | +$1.06M |
|
|
XLNX
315
DELISTED
Xilinx Inc
XLNX
| $1.06M | 0.01% |
10,842
-246,250
| -96% | -$24.1M |
|
|
HES
316
DELISTED
Hess
HES
| $1.06M | 0.01% |
15,794
+1,513
| +11% | +$101K |
|
317
Cadence Design Systems
CDNS
$95.5B
| $1.04M | 0.01% |
15,011
-87
| -0.6% | -$6.03K |
|
318
Freeport-McMoran
FCX
$63.7B
| $1.02M | 0.01% |
+77,682
| New | +$1.02M |
|
|
SINA
319
DELISTED
Sina Corp
SINA
| $1.01M | 0.01% |
25,256
-63
| -0.2% | -$2.51K |
|
320
MSC Industrial Direct
MSM
$5.02B
| $1.01M | 0.01% |
+12,812
| New | +$1.01M |
|
321
United Airlines
UAL
$34B
| $999K | 0.01% |
+11,339
| New | +$999K |
|
322
Rockwell Automation
ROK
$38.6B
| $996K | 0.01% |
+4,913
| New | +$996K |
|
323
Gold Fields
GFI
$30B
| $994K | 0.01% |
150,581
+9,424
| +7% | +$62.2K |
|
324
Garmin
GRMN
$46.5B
| $992K | 0.01% |
+10,170
| New | +$992K |
|
325
Keysight
KEYS
$28.1B
| $983K | 0.01% |
+9,579
| New | +$983K |
|