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 | |
|---|---|---|---|---|---|---|
351
Federal Realty Investment Trust
FRT
$8.55B
| – | – |
-6,551
| Closed | -$844K |
|
352
General Dynamics
GD
$87.3B
| – | – |
-1,560
| Closed | -$284K |
|
353
Gen Digital
GEN
$18.2B
| – | – |
-18,816
| Closed | -$409K |
|
354
W.W. Grainger
GWW
$48.6B
| – | – |
-61,365
| Closed | -$16.5M |
|
355
Anywhere Real Estate
HOUS
$663M
| – | – |
-2,535,504
| Closed | -$18.4M |
|
356
Helmerich & Payne
HP
$2.11B
| – | – |
-117,530
| Closed | -$5.95M |
|
357
Hormel Foods
HRL
$13.8B
| – | – |
-9,718
| Closed | -$394K |
|
358
Intercontinental Exchange
ICE
$100B
| – | – |
-4,934
| Closed | -$424K |
|
359
Intuit
INTU
$185B
| – | – |
-5,526
| Closed | -$1.44M |
|
360
Jack in the Box
JACK
$354M
| – | – |
-5,399
| Closed | -$439K |
|
361
Kellanova
K
$27.4B
| – | – |
-545,784
| Closed | -$29.2M |
|
362
Knowles
KN
$1.8B
| – | – |
-21,114
| Closed | -$387K |
|
363
LKQ Corp
LKQ
$8.22B
| – | – |
-19,567
| Closed | -$521K |
|
364
Lincoln National
LNC
$8.09B
| – | – |
-32,802
| Closed | -$2.11M |
|
365
Lam Research
LRCX
$123B
| – | – |
-54,651
| Closed | -$10.3M |
|
366
Las Vegas Sands
LVS
$39.1B
| – | – |
-44,311
| Closed | -$2.62M |
|
367
NetApp
NTAP
$23.1B
| – | – |
-460,605
| Closed | -$28.4M |
|
368
New York Times
NYT
$9.63B
| – | – |
-12,021
| Closed | -$392K |
|
369
Realty Income
O
$52.8B
| – | – |
-8,270
| Closed | -$570K |
|
370
Owens Corning
OC
$12.5B
| – | – |
-8,106
| Closed | -$472K |
|
371
Parker-Hannifin
PH
$95B
| – | – |
-7,345
| Closed | -$1.25M |
|
372
Pinnacle West Capital
PNW
$10.6B
| – | – |
-6,090
| Closed | -$573K |
|
373
PPG Industries
PPG
$24.7B
| – | – |
-25,787
| Closed | -$3.01M |
|
374
Prudential Financial
PRU
$37.8B
| – | – |
-16,371
| Closed | -$1.65M |
|
375
Resideo Technologies
REZI
$5B
| – | – |
-15,271
| Closed | -$335K |
|