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
|
$32.1M |
| 2 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$31.9M |
| 3 |
Chipotle Mexican Grill
CMG
|
$13.1M |
| 4 |
Fossil Group
FOSL
|
$12.7M |
| 5 |
Foot Locker
FL
|
$12.7M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.22B |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
$578M |
| 3 |
POT
Potash Corp Of Saskatchewan
POT
|
$39.3M |
| 4 |
Apple
AAPL
|
$25.3M |
| 5 |
AGU
Agrium
AGU
|
$20.9M |
Sector Composition
| 1 | Energy | 2.9% |
| 2 | Technology | 2.23% |
| 3 | Materials | 1.84% |
| 4 | Healthcare | 1.31% |
| 5 | Consumer Discretionary | 0.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
ManpowerGroup
MAN
$1.91B
| – | – |
-7,348
| Closed | -$633K |
|
352
Mondelez International
MDLZ
$80B
| – | – |
-37,900
| Closed | -$1.37M |
|
353
MGM Resorts International
MGM
$10.6B
| – | – |
-336,412
| Closed | -$7.08M |
|
354
MSC Industrial Direct
MSM
$4.97B
| – | – |
-4,270
| Closed | -$308K |
|
355
Nasdaq
NDAQ
$53.7B
| – | – |
-13,300
| Closed | -$678K |
|
356
NewMarket
NEU
$7.78B
| – | – |
-500
| Closed | -$239K |
|
357
Annaly Capital Management
NLY
$13.5B
| – | – |
-155,700
| Closed | -$1.62M |
|
358
NVIDIA
NVDA
$4.16T
| – | – |
-622,243
| Closed | -$13M |
|
359
Prologis
PLD
$103B
| – | – |
-34,145
| Closed | -$1.49M |
|
360
Philip Morris
PM
$261B
| – | – |
-9,600
| Closed | -$723K |
|
361
PPG Industries
PPG
$24.7B
| – | – |
-5,800
| Closed | -$1.31M |
|
362
Public Storage
PSA
$50.6B
| – | – |
-7,527
| Closed | -$1.48M |
|
363
Royal Caribbean
RCL
$96.2B
| – | – |
-13,000
| Closed | -$1.06M |
|
364
Regions Financial
RF
$24B
| – | – |
-29,596
| Closed | -$280K |
|
365
Robert Half
RHI
$3.79B
| – | – |
-17,445
| Closed | -$1.06M |
|
366
RPM International
RPM
$15.8B
| – | – |
-4,928
| Closed | -$236K |
|
367
Republic Services
RSG
$72.8B
| – | – |
-12,435
| Closed | -$504K |
|
368
SM Energy
SM
$3.33B
| – | – |
-4,157
| Closed | -$215K |
|
369
Snap-on
SNA
$16.9B
| – | – |
-1,658
| Closed | -$244K |
|
370
Steel Dynamics
STLD
$19B
| – | – |
-24,854
| Closed | -$500K |
|
371
Skyworks Solutions
SWKS
$10.8B
| – | – |
-2,100
| Closed | -$206K |
|
372
AT&T
T
$208B
| – | – |
-165,475
| Closed | -$5.4M |
|
373
Molson Coors Class B
TAP
$9.94B
| – | – |
-13,021
| Closed | -$969K |
|
374
Bio-Techne
TECH
$8.31B
| – | – |
-4,282
| Closed | -$429K |
|
375
Trimble
TRMB
$18.7B
| – | – |
-25,190
| Closed | -$635K |
|