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 |
NFX
Newfield Exploration
NFX
|
+$38.8M |
| 2 |
Meta Platforms (Facebook)
META
|
+$31.3M |
| 3 |
AT&T
T
|
+$29.8M |
| 4 |
XEC
CIMAREX ENERGY CO
XEC
|
+$29M |
| 5 |
iShares MSCI Brazil ETF
EWZ
|
+$28M |
Top Sells
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
+$1.02B |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$816M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$386M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$142M |
| 5 |
iShares TIPS Bond ETF
TIP
|
+$92.7M |
Sector Composition
| 1 | Healthcare | 3.02% |
| 2 | Energy | 2.11% |
| 3 | Consumer Discretionary | 2.02% |
| 4 | Financials | 1.95% |
| 5 | Consumer Staples | 1.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Acuity Brands
AYI
$10.1B
| $785K | 0.01% |
+5,640
| New | +$785K |
|
327
Camden Property Trust
CPT
$11.7B
| $785K | 0.01% |
+9,328
| New | +$785K |
|
328
GATX Corp
GATX
$6B
| $785K | 0.01% |
+11,455
| New | +$785K |
|
329
Digital Realty Trust
DLR
$59.4B
| $784K | 0.01% |
+7,440
| New | +$784K |
|
|
AIV
330
Aimco
AIV
$1.07B
| $783K | 0.01% |
144,161
-37,001
| -20% | -$201K |
|
331
Regency Centers
REG
$13.1B
| $783K | 0.01% |
+13,270
| New | +$783K |
|
|
VRE
332
Veris Residential
VRE
$1.49B
| $783K | 0.01% |
+46,840
| New | +$783K |
|
|
ACC
333
DELISTED
American Campus Communities, Inc.
ACC
| $783K | 0.01% |
20,262
-54,762
| -73% | -$2.12M |
|
334
Lincoln Electric
LECO
$13.3B
| $782K | 0.01% |
+8,697
| New | +$782K |
|
335
SL Green Realty
SLG
$4.28B
| $782K | 0.01% |
+8,342
| New | +$782K |
|
336
Douglas Emmett
DEI
$2.74B
| $781K | 0.01% |
+21,248
| New | +$781K |
|
|
WRI
337
DELISTED
Weingarten Realty Investors
WRI
| $781K | 0.01% |
+27,828
| New | +$781K |
|
338
Hubbell
HUBB
$23.4B
| $780K | 0.01% |
+6,406
| New | +$780K |
|
339
Kimco Realty
KIM
$15.1B
| $778K | 0.01% |
+54,000
| New | +$778K |
|
340
COPT Defense Properties
CDP
$3.47B
| $775K | 0.01% |
+30,019
| New | +$775K |
|
341
Gen Digital
GEN
$18.1B
| $774K | 0.01% |
+29,942
| New | +$774K |
|
342
Nordson
NDSN
$12.5B
| $774K | 0.01% |
+5,680
| New | +$774K |
|
343
Essex Property Trust
ESS
$17B
| $770K | 0.01% |
+3,198
| New | +$770K |
|
344
Travelers Companies
TRV
$61.2B
| $769K | 0.01% |
+5,538
| New | +$769K |
|
|
TWO
345
Two Harbors Investment
TWO
$1.06B
| $769K | 0.01% |
+12,500
| New | +$769K |
|
|
HR
346
DELISTED
Healthcare Realty Trust Incorporated
HR
| $768K | 0.01% |
+27,715
| New | +$768K |
|
|
DHC
347
Diversified Healthcare Trust
DHC
$1.04B
| $767K | 0.01% |
+48,997
| New | +$767K |
|
|
ELME
348
Elme Communities
ELME
$1.51B
| $766K | 0.01% |
+28,051
| New | +$766K |
|
349
Kilroy Realty
KRC
$4.99B
| $763K | 0.01% |
+10,753
| New | +$763K |
|
350
Cintas
CTAS
$80.8B
| $759K | 0.01% |
17,788
+12,424
| +232% | +$530K |
|