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 |
SPDR S&P 500 ETF Trust
SPY
|
$457M |
| 2 |
SPDR Gold Trust
GLD
|
$235M |
| 3 |
iShares China Large-Cap ETF
FXI
|
$166M |
| 4 |
Alibaba
BABA
|
$145M |
| 5 |
iShares MSCI China ETF
MCHI
|
$125M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 9.21% |
| 2 | Communication Services | 2.72% |
| 3 | Industrials | 2.14% |
| 4 | Technology | 1.45% |
| 5 | Consumer Staples | 1.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Erie Indemnity
ERIE
$17.5B
| $365K | 0.01% |
1,903
-969
| -34% | -$186K |
|
302
Viavi Solutions
VIAV
$2.6B
| $363K | 0.01% |
+28,501
| New | +$363K |
|
303
KBR
KBR
$6.4B
| $361K | 0.01% |
+16,023
| New | +$361K |
|
304
Edison International
EIX
$21B
| $354K | 0.01% |
6,518
-4,372
| -40% | -$237K |
|
305
Cummins
CMI
$55.1B
| $352K | 0.01% |
+2,030
| New | +$352K |
|
306
FirstEnergy
FE
$25.1B
| $352K | 0.01% |
9,074
-7,080
| -44% | -$275K |
|
307
Microchip Technology
MCHP
$35.6B
| $352K | 0.01% |
+6,678
| New | +$352K |
|
308
DaVita
DVA
$9.86B
| $351K | 0.01% |
4,435
-2,478
| -36% | -$196K |
|
309
Loews
L
$20B
| $351K | 0.01% |
10,248
-5,680
| -36% | -$195K |
|
310
PACCAR
PCAR
$52B
| $351K | 0.01% |
+7,041
| New | +$351K |
|
311
Olin
OLN
$2.9B
| $350K | 0.01% |
+30,436
| New | +$350K |
|
312
DTE Energy
DTE
$28.4B
| $349K | 0.01% |
3,820
-2,861
| -43% | -$261K |
|
313
Rockwell Automation
ROK
$38.2B
| $344K | 0.01% |
+1,617
| New | +$344K |
|
314
Lamb Weston
LW
$8.08B
| $340K | 0.01% |
5,318
-2,713
| -34% | -$173K |
|
315
Cabot Corp
CBT
$4.31B
| $339K | 0.01% |
+9,152
| New | +$339K |
|
316
Adient
ADNT
$2B
| $332K | 0.01% |
20,239
-1,378
| -6% | -$22.6K |
|
317
Rambus
RMBS
$8.05B
| $332K | 0.01% |
+21,848
| New | +$332K |
|
318
Southern Company
SO
$101B
| $328K | 0.01% |
6,323
-11,038
| -64% | -$573K |
|
|
KSU
319
DELISTED
Kansas City Southern
KSU
| $323K | 0.01% |
+2,165
| New | +$323K |
|
320
Greif
GEF
$3.57B
| $322K | 0.01% |
+9,345
| New | +$322K |
|
321
Entergy
ETR
$39.2B
| $321K | 0.01% |
6,846
-5,118
| -43% | -$240K |
|
322
PPL Corp
PPL
$26.6B
| $320K | 0.01% |
12,389
-9,234
| -43% | -$239K |
|
|
CTB
323
DELISTED
Cooper Tire & Rubber Co.
CTB
| $320K | 0.01% |
11,597
-774
| -6% | -$21.4K |
|
|
XLNX
324
DELISTED
Xilinx Inc
XLNX
| $310K | 0.01% |
+3,148
| New | +$310K |
|
325
Zebra Technologies
ZBRA
$16B
| $309K | 0.01% |
+1,209
| New | +$309K |
|