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 Taiwan ETF
EWT
|
$145M |
| 2 |
iShares MSCI Brazil ETF
EWZ
|
$137M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$77M |
| 4 |
ALXN
Alexion Pharmaceuticals Inc
ALXN
|
$43.6M |
| 5 |
DaVita
DVA
|
$35.1M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 4.52% |
| 2 | Healthcare | 3.3% |
| 3 | Financials | 3.21% |
| 4 | Energy | 2.63% |
| 5 | Communication Services | 1.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Gentex
GNTX
$6.11B
| $204K | ﹤0.01% |
+7,421
| New | +$204K |
|
|
QVCGA
327
QVC Group, Inc. Series A Common Stock
QVCGA
$86.4M
| $202K | ﹤0.01% |
19,546
-302,492
| -94% | -$3.13M |
|
328
AES
AES
$9.51B
| $194K | ﹤0.01% |
+11,856
| New | +$194K |
|
329
Guess, Inc.
GES
$878M
| $187K | ﹤0.01% |
+10,109
| New | +$187K |
|
330
American Eagle Outfitters
AEO
$2.33B
| $179K | ﹤0.01% |
+11,007
| New | +$179K |
|
331
Sally Beauty Holdings
SBH
$1.41B
| $174K | ﹤0.01% |
+11,716
| New | +$174K |
|
332
Flex
FLEX
$20B
| $120K | ﹤0.01% |
+11,449
| New | +$120K |
|
333
NIO
NIO
$14.7B
| $34K | ﹤0.01% |
+21,831
| New | +$34K |
|
334
Advance Auto Parts
AAP
$3.59B
| – | – |
-31,233
| Closed | -$4.81M |
|
|
AIV
335
Aimco
AIV
$1.09B
| – | – |
-9,864
| Closed | -$494K |
|
336
Alexandria Real Estate Equities
ARE
$13.8B
| – | – |
-24,010
| Closed | -$3.39M |
|
337
Brink's
BCO
$4.72B
| – | – |
-3,993
| Closed | -$324K |
|
338
Bank of New York Mellon
BK
$73.6B
| – | – |
-380,468
| Closed | -$16.8M |
|
339
Crown Holdings
CCK
$11.4B
| – | – |
-6,364
| Closed | -$389K |
|
340
Church & Dwight Co
CHD
$22.7B
| – | – |
-19,111
| Closed | -$1.4M |
|
341
Core Laboratories
CLB
$548M
| – | – |
-216,349
| Closed | -$11.3M |
|
342
CME Group
CME
$95.1B
| – | – |
-3,001
| Closed | -$583K |
|
343
Capital One
COF
$143B
| – | – |
-17,605
| Closed | -$1.6M |
|
344
Campbell Soup
CPB
$9.34B
| – | – |
-69,566
| Closed | -$2.79M |
|
|
DFS
345
DELISTED
Discover Financial Services
DFS
| – | – |
-7,132
| Closed | -$553K |
|
346
Quest Diagnostics
DGX
$20B
| – | – |
-34,817
| Closed | -$3.55M |
|
347
Dover
DOV
$24B
| – | – |
-26,262
| Closed | -$2.63M |
|
348
Edison International
EIX
$21.4B
| – | – |
-23,338
| Closed | -$1.57M |
|
349
Essex Property Trust
ESS
$16.8B
| – | – |
-1,520
| Closed | -$444K |
|
350
FMC
FMC
$4.8B
| – | – |
-4,433
| Closed | -$368K |
|