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 | |
|---|---|---|---|---|---|---|
376
nVent Electric
NVT
$14.3B
| – | – |
-9,941
| Closed | -$246K |
|
377
Northern Trust
NTRS
$24.6B
| – | – |
-26,921
| Closed | -$2.42M |
|
378
NetApp
NTAP
$23.2B
| – | – |
-460,605
| Closed | -$28.4M |
|
379
NNN REIT
NNN
$8.01B
| – | – |
-20,120
| Closed | -$1.07M |
|
380
Madison Square Garden
MSGS
$4.67B
| – | – |
-1,321
| Closed | -$370K |
|
381
Las Vegas Sands
LVS
$38B
| – | – |
-44,311
| Closed | -$2.62M |
|
382
Lam Research
LRCX
$123B
| – | – |
-54,651
| Closed | -$10.3M |
|
383
Lincoln National
LNC
$8.14B
| – | – |
-32,802
| Closed | -$2.11M |
|
384
LKQ Corp
LKQ
$8.21B
| – | – |
-19,567
| Closed | -$521K |
|
385
Knowles
KN
$1.78B
| – | – |
-21,114
| Closed | -$387K |
|
386
Kellanova
K
$27.4B
| – | – |
-545,784
| Closed | -$29.2M |
|
387
Jack in the Box
JACK
$338M
| – | – |
-5,399
| Closed | -$439K |
|
388
Intuit
INTU
$185B
| – | – |
-5,526
| Closed | -$1.44M |
|
389
Intercontinental Exchange
ICE
$99.8B
| – | – |
-4,934
| Closed | -$424K |
|
390
Hormel Foods
HRL
$14B
| – | – |
-9,718
| Closed | -$394K |
|
391
Helmerich & Payne
HP
$1.99B
| – | – |
-117,530
| Closed | -$5.95M |
|
392
Anywhere Real Estate
HOUS
$668M
| – | – |
-2,535,504
| Closed | -$18.4M |
|
393
W.W. Grainger
GWW
$48.5B
| – | – |
-61,365
| Closed | -$16.5M |
|
394
Gen Digital
GEN
$18.1B
| – | – |
-18,816
| Closed | -$409K |
|
395
General Dynamics
GD
$86.5B
| – | – |
-1,560
| Closed | -$284K |
|
396
Federal Realty Investment Trust
FRT
$8.64B
| – | – |
-6,551
| Closed | -$844K |
|
397
FMC
FMC
$4.63B
| – | – |
-4,433
| Closed | -$368K |
|
398
Essex Property Trust
ESS
$16.8B
| – | – |
-1,520
| Closed | -$444K |
|
399
Edison International
EIX
$21.2B
| – | – |
-23,338
| Closed | -$1.57M |
|
400
Dover
DOV
$23.9B
| – | – |
-26,262
| Closed | -$2.63M |
|