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
|
$146M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$96.8M |
| 3 |
HP
HPQ
|
$17.5M |
| 4 |
IBM
IBM
|
$16.8M |
| 5 |
Micron Technology
MU
|
$13.6M |
Top Sells
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$294M |
| 2 |
F5
FFIV
|
$22.6M |
| 3 |
ANDV
Andeavor
ANDV
|
$20.1M |
| 4 |
Franklin Resources
BEN
|
$18.3M |
| 5 |
Cognizant
CTSH
|
$17.9M |
Sector Composition
| 1 | Technology | 2.18% |
| 2 | Energy | 1.76% |
| 3 | Healthcare | 1.18% |
| 4 | Consumer Discretionary | 1.12% |
| 5 | Materials | 0.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Digital Realty Trust
DLR
$55.5B
| – | – |
-4,587
| Closed | -$280K |
|
327
Healthpeak Properties
DOC
$12.5B
| – | – |
-14,274
| Closed | -$591K |
|
328
eBay
EBAY
$42.5B
| – | – |
-59,519
| Closed | -$1.3M |
|
329
Fidelity National Information Services
FIS
$35.9B
| – | – |
-10,700
| Closed | -$458K |
|
330
Flowserve
FLS
$7.13B
| – | – |
-9,095
| Closed | -$491K |
|
331
FMC
FMC
$4.66B
| – | – |
-3,932
| Closed | -$208K |
|
332
SPX Corp
SPXC
$9.22B
| – | – |
-33,317
| Closed | -$604K |
|
333
Starwood Property Trust
STWD
$7.52B
| – | – |
-39,314
| Closed | -$785K |
|
334
Molson Coors Class B
TAP
$9.87B
| – | – |
-6,700
| Closed | -$321K |
|
335
Trimble
TRMB
$19B
| – | – |
-13,151
| Closed | -$342K |
|
|
TWO
336
Two Harbors Investment
TWO
$1.08B
| – | – |
-6,268
| Closed | -$514K |
|
337
Viatris
VTRS
$12B
| – | – |
-61,097
| Closed | -$1.9M |
|
338
Equifax
EFX
$29.6B
| – | – |
-3,900
| Closed | -$230K |
|
339
Accenture
ACN
$158B
| – | – |
-4,400
| Closed | -$317K |
|
340
AES
AES
$9.12B
| – | – |
-45,500
| Closed | -$546K |
|
341
AGCO
AGCO
$8.19B
| – | – |
-11,000
| Closed | -$552K |
|
342
AGNC Investment
AGNC
$10.6B
| – | – |
-36,090
| Closed | -$830K |
|
|
AIV
343
Aimco
AIV
$1.11B
| – | – |
-56,811
| Closed | -$227K |
|
344
Akamai
AKAM
$11.1B
| – | – |
-91,799
| Closed | -$3.91M |
|
345
Albemarle
ALB
$9.33B
| – | – |
-5,055
| Closed | -$315K |
|
346
Ametek
AME
$43.4B
| – | – |
-9,940
| Closed | -$420K |
|
347
Amgen
AMGN
$151B
| – | – |
-83,244
| Closed | -$8.21M |
|
348
Affiliated Managers Group
AMG
$6.62B
| – | – |
-3,762
| Closed | -$617K |
|
349
Ameriprise Financial
AMP
$48.3B
| – | – |
-2,600
| Closed | -$210K |
|
|
350
Franklin Resources
BEN
$13.4B
| – | – |
-403,914
| Closed | -$18.3M |
|