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 Core S&P 500 ETF
IVV
|
+$352M |
| 2 |
iShares MSCI South Korea ETF
EWY
|
+$166M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$143M |
| 4 |
XEC
CIMAREX ENERGY CO
XEC
|
+$63.7M |
| 5 |
Bread Financial
BFH
|
+$59.9M |
Top Sells
| 1 |
iShares MSCI Brazil ETF
EWZ
|
+$131M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$85.8M |
| 3 |
iShares MSCI Taiwan ETF
EWT
|
+$37M |
| 4 |
Toll Brothers
TOL
|
+$34.5M |
| 5 |
NFX
Newfield Exploration
NFX
|
+$24.9M |
Sector Composition
| 1 | Financials | 5.64% |
| 2 | Consumer Discretionary | 4.56% |
| 3 | Energy | 3.53% |
| 4 | Healthcare | 2.96% |
| 5 | Industrials | 2.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
OGE Energy
OGE
$8.93B
| $999K | 0.01% |
25,493
-1,267
| -5% | -$49.7K |
|
327
American Financial Group
AFG
$11.6B
| $991K | 0.01% |
+10,947
| New | +$991K |
|
328
McCormick & Company Non-Voting
MKC
$17.7B
| $978K | 0.01% |
+14,050
| New | +$978K |
|
329
Hanesbrands
HBI
$2.23B
| $959K | 0.01% |
+76,536
| New | +$959K |
|
330
Service Corp International
SCI
$11.2B
| $958K | 0.01% |
+23,784
| New | +$958K |
|
|
WRK
331
DELISTED
WestRock Company
WRK
| $953K | 0.01% |
+25,236
| New | +$953K |
|
332
Lamar Advertising Co
LAMR
$12.9B
| $950K | 0.01% |
+13,733
| New | +$950K |
|
333
MSC Industrial Direct
MSM
$5.11B
| $941K | 0.01% |
+12,228
| New | +$941K |
|
334
Bruker
BRKR
$4.87B
| $933K | 0.01% |
+31,339
| New | +$933K |
|
335
Steris
STE
$24.4B
| $932K | 0.01% |
+8,726
| New | +$932K |
|
|
HRC
336
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
| $932K | 0.01% |
+10,522
| New | +$932K |
|
|
KL
337
DELISTED
Kirkland Lake Gold Ltd Ordinary
KL
| $929K | 0.01% |
35,627
-414
| -1% | -$10.8K |
|
|
FLIR
338
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
| $926K | 0.01% |
21,276
+16,802
| +376% | +$731K |
|
339
ResMed
RMD
$39.7B
| $925K | 0.01% |
+8,119
| New | +$925K |
|
340
Waters Corp
WAT
$17.8B
| $925K | 0.01% |
+4,905
| New | +$925K |
|
341
Dentsply Sirona
XRAY
$2.7B
| $922K | 0.01% |
24,774
+2,789
| +13% | +$104K |
|
342
Trip.com Group
TCOM
$48.4B
| $909K | 0.01% |
33,582
+1,758
| +6% | +$47.6K |
|
343
Tenet Healthcare
THC
$16.5B
| $906K | 0.01% |
+52,869
| New | +$906K |
|
|
PDCO
344
DELISTED
Patterson Companies, Inc.
PDCO
| $903K | 0.01% |
+45,931
| New | +$903K |
|
345
Align Technology
ALGN
$9.5B
| $895K | 0.01% |
+4,274
| New | +$895K |
|
346
Copart
CPRT
$46B
| $886K | 0.01% |
74,188
-321,796
| -81% | -$3.84M |
|
347
AngloGold Ashanti
AU
$33.9B
| $884K | 0.01% |
70,471
+705
| +1% | +$8.84K |
|
348
Gentex
GNTX
$6.2B
| $867K | 0.01% |
42,887
+25,739
| +150% | +$520K |
|
349
Thor Industries
THO
$5.54B
| $865K | 0.01% |
+16,628
| New | +$865K |
|
350
IDEX
IEX
$12.1B
| $864K | 0.01% |
+6,843
| New | +$864K |
|