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
|
$422M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$187M |
| 3 |
iShares MSCI South Korea ETF
EWY
|
$93.4M |
| 4 |
Molson Coors Class B
TAP
|
$27.4M |
| 5 |
UnitedHealth
UNH
|
$26.2M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$176M |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
$46.5M |
| 3 |
Bristol-Myers Squibb
BMY
|
$21.1M |
| 4 |
Intel
INTC
|
$20.7M |
| 5 |
JNPR
Juniper Networks
JNPR
|
$20.3M |
Sector Composition
| 1 | Energy | 2.75% |
| 2 | Technology | 2.62% |
| 3 | Consumer Discretionary | 2.44% |
| 4 | Financials | 1.98% |
| 5 | Healthcare | 1.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Madison Square Garden
MSGS
$4.71B
| – | – |
-2,383
| Closed | -$288K |
|
327
Motorola Solutions
MSI
$79.8B
| – | – |
-154,998
| Closed | -$11.8M |
|
328
Nasdaq
NDAQ
$53.6B
| – | – |
-39,300
| Closed | -$885K |
|
329
Nike
NKE
$109B
| – | – |
-78,028
| Closed | -$4.11M |
|
330
Nucor
NUE
$33.8B
| – | – |
-92,083
| Closed | -$4.55M |
|
331
NVIDIA
NVDA
$4.07T
| – | – |
-4,932,840
| Closed | -$8.45M |
|
332
New York Times
NYT
$9.6B
| – | – |
-18,000
| Closed | -$215K |
|
333
Owens Corning
OC
$13B
| – | – |
-4,600
| Closed | -$246K |
|
334
PACCAR
PCAR
$52B
| – | – |
-15,900
| Closed | -$623K |
|
335
Rogers Communications
RCI
$19.4B
| – | – |
-371,700
| Closed | -$15.7M |
|
336
SBA Communications
SBAC
$21.2B
| – | – |
-19,604
| Closed | -$2.2M |
|
337
Starbucks
SBUX
$97.1B
| – | – |
-44,900
| Closed | -$2.43M |
|
338
Sealed Air
SEE
$4.82B
| – | – |
-5,730
| Closed | -$263K |
|
339
J.M. Smucker
SJM
$12B
| – | – |
-7,200
| Closed | -$976K |
|
340
SL Green Realty
SLG
$4.4B
| – | – |
-3,822
| Closed | -$400K |
|
341
S&P Global
SPGI
$164B
| – | – |
-31,100
| Closed | -$3.94M |
|
342
Sensata Technologies
ST
$4.66B
| – | – |
-7,556
| Closed | -$293K |
|
343
Travel + Leisure Co
TNL
$4.08B
| – | – |
-30,124
| Closed | -$916K |
|
344
Toll Brothers
TOL
$14.2B
| – | – |
-201,739
| Closed | -$6.02M |
|
345
Tri Pointe Homes
TPH
$3.25B
| – | – |
-18,091
| Closed | -$238K |
|
346
TripAdvisor
TRIP
$2.05B
| – | – |
-5,852
| Closed | -$370K |
|
347
Telus
TU
$25.3B
| – | – |
-850,600
| Closed | -$14M |
|
348
Ulta Beauty
ULTA
$23.1B
| – | – |
-1,000
| Closed | -$238K |
|
349
United Parcel Service
UPS
$72.1B
| – | – |
-118,100
| Closed | -$12.9M |
|
350
Urban Outfitters
URBN
$6.35B
| – | – |
-44,210
| Closed | -$1.53M |
|