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 |
iShares MSCI Brazil ETF
EWZ
|
$94.7M |
| 2 |
B
Barrick Mining Corporation
B
|
$19.3M |
| 3 |
LyondellBasell Industries
LYB
|
$18.9M |
| 4 |
SPLS
Staples Inc
SPLS
|
$18.3M |
| 5 |
Johnson & Johnson
JNJ
|
$15.7M |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$170M |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
$161M |
| 3 |
Micron Technology
MU
|
$23.6M |
| 4 |
VMW
VMware, Inc
VMW
|
$23.3M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$21.2M |
Sector Composition
| 1 | Materials | 3.64% |
| 2 | Energy | 3.29% |
| 3 | Technology | 3.08% |
| 4 | Consumer Discretionary | 3.06% |
| 5 | Healthcare | 3.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ANSS
326
DELISTED
Ansys
ANSS
| $254K | ﹤0.01% |
+2,800
| New | +$254K |
|
327
Commault Systems
CVLT
$7.96B
| $250K | ﹤0.01% |
+5,786
| New | +$250K |
|
328
Oceaneering
OII
$2.41B
| $233K | ﹤0.01% |
+7,800
| New | +$233K |
|
329
Flowers Foods
FLO
$3.13B
| $227K | ﹤0.01% |
+12,100
| New | +$227K |
|
|
LNKD
330
DELISTED
LinkedIn Corporation
LNKD
| $227K | ﹤0.01% |
1,200
-1,000
| -45% | -$189K |
|
331
Boston Scientific
BSX
$159B
| $226K | ﹤0.01% |
9,684
-26,500
| -73% | -$618K |
|
332
RTX Corp
RTX
$211B
| $226K | ﹤0.01% |
3,496
-7,498
| -68% | -$485K |
|
|
TUP
333
DELISTED
Tupperware Brands Corporation
TUP
| $214K | ﹤0.01% |
+3,800
| New | +$214K |
|
334
Flex
FLEX
$20.8B
| $201K | ﹤0.01% |
+22,559
| New | +$201K |
|
335
KBR
KBR
$6.4B
| $201K | ﹤0.01% |
+15,200
| New | +$201K |
|
336
Universal Health Services
UHS
$12.1B
| $201K | ﹤0.01% |
+1,500
| New | +$201K |
|
337
O-I Glass
OI
$1.97B
| $182K | ﹤0.01% |
+10,100
| New | +$182K |
|
338
Annaly Capital Management
NLY
$14.2B
| $164K | ﹤0.01% |
3,700
-16,475
| -82% | -$730K |
|
|
CHS
339
DELISTED
Chicos FAS, Inc.
CHS
| $127K | ﹤0.01% |
+11,900
| New | +$127K |
|
340
Genworth Financial
GNW
$3.52B
| $42K | ﹤0.01% |
+16,200
| New | +$42K |
|
341
Allstate
ALL
$53.1B
| – | – |
-6,300
| Closed | -$424K |
|
342
AutoZone
AZO
$70.6B
| – | – |
-7,968
| Closed | -$6.35M |
|
343
Conagra Brands
CAG
$9.23B
| – | – |
-6,803
| Closed | -$236K |
|
344
Coca-Cola Europacific Partners
CCEP
$40.4B
| – | – |
-99,474
| Closed | -$5.05M |
|
345
Crown Castle
CCI
$41.9B
| – | – |
-13,400
| Closed | -$1.16M |
|
346
Clorox
CLX
$15.5B
| – | – |
-15,817
| Closed | -$1.99M |
|
347
CenterPoint Energy
CNP
$24.7B
| – | – |
-180,156
| Closed | -$3.77M |
|
348
Salesforce
CRM
$239B
| – | – |
-92,321
| Closed | -$6.82M |
|
349
Dominion Energy
D
$49.7B
| – | – |
-81,316
| Closed | -$6.11M |
|
350
Deere & Co
DE
$128B
| – | – |
-15,600
| Closed | -$1.2M |
|