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 | |
|---|---|---|---|---|---|---|
|
NUAN
326
DELISTED
Nuance Communications, Inc.
NUAN
| $198K | ﹤0.01% |
16,063
+1,550
| +11% | +$19.1K |
|
327
KBR
KBR
$6.4B
| $191K | ﹤0.01% |
+11,264
| New | +$191K |
|
|
AVX
328
DELISTED
AVX Corporation
AVX
| $171K | ﹤0.01% |
+12,200
| New | +$171K |
|
329
Chord Energy
CHRD
$5.92B
| $165K | ﹤0.01% |
+10,000
| New | +$165K |
|
|
QLGC
330
DELISTED
QLOGIC CORP
QLGC
| $159K | ﹤0.01% |
11,917
+204
| +2% | +$2.72K |
|
331
Vishay Intertechnology
VSH
$2.11B
| $158K | ﹤0.01% |
+11,133
| New | +$158K |
|
|
BRCD
332
DELISTED
Brocade Communications Systems, Inc. NEW
BRCD
| $155K | ﹤0.01% |
13,100
+2,400
| +22% | +$28.4K |
|
|
PLCM
333
DELISTED
POLYCOM INC
PLCM
| $147K | ﹤0.01% |
+10,900
| New | +$147K |
|
334
Regions Financial
RF
$24.1B
| $138K | ﹤0.01% |
+13,096
| New | +$138K |
|
335
ON Semiconductor
ON
$20.1B
| $130K | ﹤0.01% |
+12,850
| New | +$130K |
|
336
T Rowe Price
TROW
$23.8B
| – | – |
-39,238
| Closed | -$3.08M |
|
337
American Electric Power
AEP
$57.8B
| – | – |
-18,005
| Closed | -$940K |
|
338
AGCO
AGCO
$8.28B
| – | – |
-14,941
| Closed | -$679K |
|
339
Alamos Gold
AGI
$13.5B
| – | – |
-99,122
| Closed | -$792K |
|
340
Allstate
ALL
$53.1B
| – | – |
-8,146
| Closed | -$500K |
|
341
Autoliv
ALV
$9.58B
| – | – |
-16,378
| Closed | -$1.09M |
|
342
Ametek
AME
$43.3B
| – | – |
-8,840
| Closed | -$444K |
|
343
Affiliated Managers Group
AMG
$6.54B
| – | – |
-1,326
| Closed | -$266K |
|
344
American Tower
AMT
$92.9B
| – | – |
-4,585
| Closed | -$429K |
|
345
AutoNation
AN
$8.55B
| – | – |
-8,905
| Closed | -$448K |
|
346
Abercrombie & Fitch
ANF
$4.49B
| – | – |
-92,285
| Closed | -$3.35M |
|
347
Aptiv
APTV
$17.5B
| – | – |
-19,200
| Closed | -$1.18M |
|
348
Ares Capital
ARCC
$15.8B
| – | – |
-28,000
| Closed | -$452K |
|
349
AvalonBay Communities
AVB
$27.8B
| – | – |
-4,800
| Closed | -$677K |
|
350
Avery Dennison
AVY
$13.1B
| – | – |
-15,302
| Closed | -$683K |
|