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 |
iShares MSCI Emerging Markets ETF
EEM
|
$163M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$55.2M |
| 4 |
VMW
VMware, Inc
VMW
|
$26.5M |
| 5 |
Macy's
M
|
$20.4M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$25.7M |
| 2 |
Gen Digital
GEN
|
$25.6M |
| 3 |
MON
Monsanto Co
MON
|
$24.9M |
| 4 |
Coca-Cola
KO
|
$22.9M |
| 5 |
Applied Materials
AMAT
|
$21.7M |
Sector Composition
| 1 | Technology | 4.12% |
| 2 | Consumer Discretionary | 3.36% |
| 3 | Energy | 2.88% |
| 4 | Communication Services | 2.3% |
| 5 | Materials | 2.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Bruker
BRKR
$5.04B
| – | – |
-25,806
| Closed | -$424K |
|
352
Brown & Brown
BRO
$32B
| – | – |
-9,712
| Closed | -$301K |
|
353
Citigroup
C
$174B
| – | – |
-21,322
| Closed | -$1.06M |
|
354
Cheesecake Factory
CAKE
$3.06B
| – | – |
-10,372
| Closed | -$560K |
|
355
Cabot Corp
CBT
$4.34B
| – | – |
-12,765
| Closed | -$403K |
|
356
Crown Holdings
CCK
$11.6B
| – | – |
-8,928
| Closed | -$408K |
|
357
Celanese
CE
$5.22B
| – | – |
-6,976
| Closed | -$413K |
|
358
CF Industries
CF
$14.2B
| – | – |
-109,236
| Closed | -$4.91M |
|
359
Choice Hotels
CHH
$5.53B
| – | – |
-11,908
| Closed | -$567K |
|
360
Ciena
CIEN
$13.2B
| – | – |
-19,431
| Closed | -$403K |
|
361
Cooper Companies
COO
$13B
| – | – |
-2,897
| Closed | -$431K |
|
362
Cintas
CTAS
$84.6B
| – | – |
-7,859
| Closed | -$674K |
|
363
Crane NXT
CXT
$3.43B
| – | – |
-4,710
| Closed | -$220K |
|
364
CoreCivic
CXW
$2.17B
| – | – |
-22,496
| Closed | -$665K |
|
365
Community Health Systems
CYH
$387M
| – | – |
-8,517
| Closed | -$364K |
|
366
Delta Air Lines
DAL
$39.9B
| – | – |
-16,605
| Closed | -$745K |
|
367
Donaldson
DCI
$9.28B
| – | – |
-7,934
| Closed | -$223K |
|
368
DuPont de Nemours
DD
$32.2B
| – | – |
-168,095
| Closed | -$7.13M |
|
369
Dillards
DDS
$8.63B
| – | – |
-6,907
| Closed | -$604K |
|
370
Danaher
DHR
$147B
| – | – |
-7,585
| Closed | -$646K |
|
371
Dick's Sporting Goods
DKS
$17B
| – | – |
-15,735
| Closed | -$781K |
|
372
Dover
DOV
$24.5B
| – | – |
-54,083
| Closed | -$3.09M |
|
373
Domino's
DPZ
$15.6B
| – | – |
-5,300
| Closed | -$572K |
|
374
Brinker International
EAT
$6.94B
| – | – |
-8,324
| Closed | -$438K |
|
375
Equifax
EFX
$30.3B
| – | – |
-8,263
| Closed | -$803K |
|