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 |
JPMorgan Chase
JPM
|
$90.5M |
| 2 |
Bank of America
BAC
|
$66.1M |
| 3 |
Wells Fargo
WFC
|
$47.5M |
| 4 |
Citigroup
C
|
$36.1M |
| 5 |
US Bancorp
USB
|
$19.3M |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$561M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$504M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$404M |
| 4 |
iShares MSCI Brazil ETF
EWZ
|
$80.8M |
| 5 |
Macy's
M
|
$56.8M |
Sector Composition
| 1 | Financials | 6.62% |
| 2 | Consumer Discretionary | 3.62% |
| 3 | Industrials | 2.15% |
| 4 | Materials | 1.56% |
| 5 | Technology | 1.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Ametek
AME
$42.5B
| $979K | 0.01% |
+9,817
| New | +$979K |
|
327
Fortinet
FTNT
$58.6B
| $978K | 0.01% |
9,164
+3,253
| +55% | +$347K |
|
|
PACW
328
DELISTED
PacWest Bancorp
PACW
| $948K | 0.01% |
+24,772
| New | +$948K |
|
329
Qualcomm
QCOM
$169B
| $936K | 0.01% |
+10,609
| New | +$936K |
|
330
Teleflex
TFX
$5.55B
| $934K | 0.01% |
+2,480
| New | +$934K |
|
331
Alcoa
AA
$7.98B
| $926K | 0.01% |
+43,035
| New | +$926K |
|
|
332
Macy's
M
$3.63B
| $904K | 0.01% |
53,154
-3,337,749
| -98% | -$56.8M |
|
333
Hewlett Packard
HPE
$29.5B
| $902K | 0.01% |
+56,851
| New | +$902K |
|
|
CXO
334
DELISTED
CONCHO RESOURCES INC.
CXO
| $891K | 0.01% |
10,171
+10
| +0.1% | +$876 |
|
335
Pan American Silver
PAAS
$12.4B
| $888K | 0.01% |
37,464
+455
| +1% | +$10.8K |
|
336
Skyworks Solutions
SWKS
$10.7B
| $888K | 0.01% |
+7,348
| New | +$888K |
|
337
Visteon
VC
$3.35B
| $887K | 0.01% |
+10,247
| New | +$887K |
|
338
Pool Corp
POOL
$11.4B
| $884K | 0.01% |
+4,161
| New | +$884K |
|
|
MDC
339
DELISTED
M.D.C. Holdings, Inc.
MDC
| $876K | 0.01% |
+22,955
| New | +$876K |
|
340
Affiliated Managers Group
AMG
$6.48B
| $871K | 0.01% |
+10,274
| New | +$871K |
|
341
iQIYI
IQ
$2.59B
| $861K | 0.01% |
40,787
+6,175
| +18% | +$130K |
|
|
MIC
342
DELISTED
Macquarie Infrastructure Holdings, LLC
MIC
| $859K | 0.01% |
+20,040
| New | +$859K |
|
|
JOYY
343
JOYY Inc. American Depositary Shares
JOYY
$2.99B
| $858K | 0.01% |
16,260
+1,299
| +9% | +$68.5K |
|
344
TEGNA Inc
TGNA
$3.41B
| $840K | 0.01% |
+50,350
| New | +$840K |
|
345
KBR
KBR
$6.46B
| $839K | 0.01% |
27,506
+6,709
| +32% | +$205K |
|
|
MNDT
346
DELISTED
Mandiant, Inc. Common Stock
MNDT
| $818K | 0.01% |
+49,490
| New | +$818K |
|
|
HTZ
347
DELISTED
Hertz Global Holdings, Inc.
HTZ
| $818K | 0.01% |
+51,966
| New | +$818K |
|
348
Bank OZK
OZK
$5.87B
| $813K | 0.01% |
+26,656
| New | +$813K |
|
|
KSU
349
DELISTED
Kansas City Southern
KSU
| $812K | 0.01% |
+5,301
| New | +$812K |
|
|
AVX
350
DELISTED
AVX Corporation
AVX
| $805K | 0.01% |
+39,310
| New | +$805K |
|