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
|
$213M |
| 2 |
Gilead Sciences
GILD
|
$27.9M |
| 3 |
Microsoft
MSFT
|
$27.2M |
| 4 |
POT
Potash Corp Of Saskatchewan
POT
|
$21.3M |
| 5 |
Eastman Chemical
EMN
|
$18.5M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$393M |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
$59.9M |
| 3 |
Apple
AAPL
|
$30.5M |
| 4 |
RTX Corp
RTX
|
$21.8M |
| 5 |
Fossil Group
FOSL
|
$21.2M |
Sector Composition
| 1 | Technology | 2.42% |
| 2 | Energy | 2.21% |
| 3 | Materials | 2.04% |
| 4 | Healthcare | 1.26% |
| 5 | Industrials | 0.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Boeing
BA
$174B
| – | – |
-36,941
| Closed | -$4.71M |
|
352
Bristol-Myers Squibb
BMY
$96B
| – | – |
-10,228
| Closed | -$523K |
|
353
Boston Properties
BXP
$12.2B
| – | – |
-2,500
| Closed | -$289K |
|
354
Core Laboratories
CLB
$592M
| – | – |
-5,949
| Closed | -$871K |
|
355
CMS Energy
CMS
$21.4B
| – | – |
-10,300
| Closed | -$305K |
|
356
Capital One
COF
$142B
| – | – |
-13,241
| Closed | -$1.08M |
|
357
Cisco
CSCO
$264B
| – | – |
-313,780
| Closed | -$7.9M |
|
358
Delta Air Lines
DAL
$39.9B
| – | – |
-36,105
| Closed | -$1.31M |
|
359
Dillards
DDS
$9B
| – | – |
-2,200
| Closed | -$240K |
|
|
DHC
360
Diversified Healthcare Trust
DHC
$995M
| – | – |
-34,259
| Closed | -$710K |
|
361
Healthpeak Properties
DOC
$12.8B
| – | – |
-26,681
| Closed | -$965K |
|
362
Dover
DOV
$24.4B
| – | – |
-23,419
| Closed | -$1.52M |
|
363
Duke Energy
DUK
$93.8B
| – | – |
-4,834
| Closed | -$361K |
|
364
eBay
EBAY
$42.3B
| – | – |
-229,403
| Closed | -$5.47M |
|
365
IAMGOLD
IAG
$5.7B
| – | – |
-345,700
| Closed | -$959K |
|
366
Idexx Laboratories
IDXX
$51.4B
| – | – |
-14,226
| Closed | -$838K |
|
367
Ingredion
INGR
$8.24B
| – | – |
-3,909
| Closed | -$296K |
|
368
Invesco
IVZ
$9.81B
| – | – |
-9,600
| Closed | -$379K |
|
369
Jacobs Solutions
J
$17.4B
| – | – |
-31,410
| Closed | -$1.27M |
|
370
Kimco Realty
KIM
$15.4B
| – | – |
-14,600
| Closed | -$320K |
|
371
Kimberly-Clark
KMB
$43.1B
| – | – |
-117,023
| Closed | -$12.1M |
|
372
CarMax
KMX
$9.11B
| – | – |
-25,314
| Closed | -$1.18M |
|
373
Coca-Cola
KO
$292B
| – | – |
-343,474
| Closed | -$14.7M |
|
374
Lear
LEA
$5.91B
| – | – |
-15,700
| Closed | -$1.36M |
|
375
Meta Platforms (Facebook)
META
$1.89T
| – | – |
-17,600
| Closed | -$1.39M |
|