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
|
$32.1M |
| 2 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$31.9M |
| 3 |
Chipotle Mexican Grill
CMG
|
$13.1M |
| 4 |
Fossil Group
FOSL
|
$12.7M |
| 5 |
Foot Locker
FL
|
$12.7M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.22B |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
$578M |
| 3 |
POT
Potash Corp Of Saskatchewan
POT
|
$39.3M |
| 4 |
Apple
AAPL
|
$25.3M |
| 5 |
AGU
Agrium
AGU
|
$20.9M |
Sector Composition
| 1 | Energy | 2.9% |
| 2 | Technology | 2.23% |
| 3 | Materials | 1.84% |
| 4 | Healthcare | 1.31% |
| 5 | Consumer Discretionary | 0.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Crown Castle
CCI
$42.9B
| – | – |
-56,991
| Closed | -$4.7M |
|
327
Celanese
CE
$4.95B
| – | – |
-4,176
| Closed | -$233K |
|
328
CF Industries
CF
$14.1B
| – | – |
-3,483
| Closed | -$988K |
|
329
Chord Energy
CHRD
$6.33B
| – | – |
-14,200
| Closed | -$202K |
|
330
Cigna
CI
$80.7B
| – | – |
-20,345
| Closed | -$2.63M |
|
331
Columbia Sportswear
COLM
$3.07B
| – | – |
-5,646
| Closed | -$344K |
|
332
Costco
COST
$416B
| – | – |
-10,450
| Closed | -$1.58M |
|
333
Charles River Laboratories
CRL
$7.88B
| – | – |
-4,700
| Closed | -$373K |
|
334
Carlisle Companies
CSL
$16.1B
| – | – |
-4,800
| Closed | -$445K |
|
335
Cintas
CTAS
$83B
| – | – |
-7,659
| Closed | -$625K |
|
336
CSX Corp
CSX
$59.8B
| – | – |
-15,405
| Closed | -$510K |
|
337
CoreCivic
CXW
$2.12B
| – | – |
-4,996
| Closed | -$201K |
|
338
DuPont de Nemours
DD
$31.4B
| – | – |
-16,895
| Closed | -$811K |
|
339
Ingredion
INGR
$8.27B
| – | – |
-10,809
| Closed | -$841K |
|
340
JB Hunt Transport Services
JBHT
$13.9B
| – | – |
-10,137
| Closed | -$866K |
|
341
Johnson Controls International
JCI
$69B
| – | – |
-35,283
| Closed | -$1.78M |
|
342
Jack Henry & Associates
JKHY
$11.7B
| – | – |
-4,704
| Closed | -$329K |
|
343
Leggett & Platt
LEG
$1.27B
| – | – |
-5,355
| Closed | -$247K |
|
344
L3Harris
LHX
$51.6B
| – | – |
-8,654
| Closed | -$682K |
|
345
Lennox International
LII
$19.2B
| – | – |
-1,874
| Closed | -$209K |
|
346
LKQ Corp
LKQ
$8.27B
| – | – |
-26,322
| Closed | -$673K |
|
347
Lowe's Companies
LOW
$145B
| – | – |
-82,553
| Closed | -$6.14M |
|
348
Southwest Airlines
LUV
$16.8B
| – | – |
-277,631
| Closed | -$12.3M |
|
349
Las Vegas Sands
LVS
$38.9B
| – | – |
-3,800
| Closed | -$209K |
|
350
LyondellBasell Industries
LYB
$17.7B
| – | – |
-2,635
| Closed | -$231K |
|