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 |
SPDR S&P 500 ETF Trust
SPY
|
+$457M |
| 2 |
SPDR Gold Trust
GLD
|
+$235M |
| 3 |
iShares China Large-Cap ETF
FXI
|
+$166M |
| 4 |
Alibaba
BABA
|
+$145M |
| 5 |
iShares MSCI China ETF
MCHI
|
+$125M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 9.21% |
| 2 | Communication Services | 2.72% |
| 3 | Industrials | 2.14% |
| 4 | Technology | 1.45% |
| 5 | Consumer Staples | 1.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Service Corp International
SCI
$11.1B
| $254K | ﹤0.01% |
6,530
-3,406
| -34% | -$132K |
|
352
Jacobs Solutions
J
$17.2B
| $251K | ﹤0.01% |
+3,581
| New | +$251K |
|
353
Terex
TEX
$3.39B
| $248K | ﹤0.01% |
+13,238
| New | +$248K |
|
354
Trimble
TRMB
$19.1B
| $246K | ﹤0.01% |
+5,691
| New | +$246K |
|
|
VRN
355
DELISTED
Veren
VRN
| $242K | ﹤0.01% |
149,511
| – | – |
|
356
Royal Caribbean
RCL
$94.8B
| $240K | ﹤0.01% |
+4,769
| New | +$240K |
|
357
ODP
ODP
$621M
| $239K | ﹤0.01% |
10,152
+8,833
| +670% | +$208K |
|
|
X
358
DELISTED
US Steel
X
| $238K | ﹤0.01% |
+32,943
| New | +$238K |
|
359
Cognex
CGNX
$7.42B
| $234K | ﹤0.01% |
+3,913
| New | +$234K |
|
360
Comcast
CMCSA
$125B
| $234K | ﹤0.01% |
6,013
-34,455
| -85% | -$1.34M |
|
361
Watsco
WSO
$16.3B
| $232K | ﹤0.01% |
+1,303
| New | +$232K |
|
|
MXIM
362
DELISTED
Maxim Integrated Products
MXIM
| $232K | ﹤0.01% |
+3,821
| New | +$232K |
|
363
Evergy
EVRG
$16.4B
| $230K | ﹤0.01% |
3,880
-2,928
| -43% | -$174K |
|
364
Dominion Energy
D
$50.1B
| $227K | ﹤0.01% |
2,794
-8,907
| -76% | -$724K |
|
|
UFS
365
DELISTED
DOMTAR CORPORATION (New)
UFS
| $225K | ﹤0.01% |
+10,645
| New | +$225K |
|
366
Assurant
AIZ
$10.7B
| $224K | ﹤0.01% |
2,173
-1,105
| -34% | -$114K |
|
367
Carpenter Technology
CRS
$12.3B
| $224K | ﹤0.01% |
+9,217
| New | +$224K |
|
368
NetApp
NTAP
$24.4B
| $221K | ﹤0.01% |
+4,991
| New | +$221K |
|
|
AGR
369
DELISTED
Avangrid, Inc.
AGR
| $219K | ﹤0.01% |
5,223
-4,038
| -44% | -$169K |
|
370
Eastman Chemical
EMN
$7.77B
| $216K | ﹤0.01% |
+3,097
| New | +$216K |
|
371
Atmos Energy
ATO
$26.4B
| $209K | ﹤0.01% |
2,098
-1,489
| -42% | -$148K |
|
372
American Financial Group
AFG
$11.5B
| $208K | ﹤0.01% |
3,270
-1,698
| -34% | -$108K |
|
373
Teradyne
TER
$18.4B
| $208K | ﹤0.01% |
+2,458
| New | +$208K |
|
374
Alliant Energy
LNT
$16.5B
| $207K | ﹤0.01% |
4,321
-3,121
| -42% | -$150K |
|
375
PTC
PTC
$24.6B
| $205K | ﹤0.01% |
+2,637
| New | +$205K |
|