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 |
JPMorgan Chase
JPM
|
+$90.5M |
| 2 |
Bank of America
BAC
|
+$66.1M |
| 3 |
Wells Fargo
WFC
|
+$47.5M |
| 4 |
Citigroup
C
|
+$36.1M |
| 5 |
US Bancorp
USB
|
+$19.3M |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$561M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$504M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
+$404M |
| 4 |
iShares MSCI Brazil ETF
EWZ
|
+$80.8M |
| 5 |
Macy's
M
|
+$56.8M |
Sector Composition
| 1 | Financials | 6.62% |
| 2 | Consumer Discretionary | 3.62% |
| 3 | Industrials | 2.15% |
| 4 | Materials | 1.56% |
| 5 | Technology | 1.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
News Corp Class A
NWSA
$16.6B
| $445K | ﹤0.01% |
31,462
+6,913
| +28% | +$97.8K |
|
427
APA Corp
APA
$8.05B
| $442K | ﹤0.01% |
17,283
+304
| +2% | +$7.78K |
|
428
ON Semiconductor
ON
$19.9B
| $433K | ﹤0.01% |
+17,748
| New | +$433K |
|
429
Xerox
XRX
$472M
| $432K | ﹤0.01% |
+11,707
| New | +$432K |
|
430
Dillards
DDS
$8.94B
| $431K | ﹤0.01% |
+5,872
| New | +$431K |
|
431
F5
FFIV
$18.9B
| $430K | ﹤0.01% |
3,080
-49,327
| -94% | -$6.89M |
|
|
JNPR
432
DELISTED
Juniper Networks
JNPR
| $429K | ﹤0.01% |
17,434
-140,178
| -89% | -$3.45M |
|
433
HUTCHMED
HCM
$2.76B
| $422K | ﹤0.01% |
16,822
+324
| +2% | +$8.13K |
|
434
SSR Mining
SSRM
$4.24B
| $405K | ﹤0.01% |
21,003
-521
| -2% | -$10K |
|
435
IPG Photonics
IPGP
$3.48B
| $402K | ﹤0.01% |
+2,776
| New | +$402K |
|
436
Nordson
NDSN
$12.5B
| $400K | ﹤0.01% |
+2,458
| New | +$400K |
|
437
Wolfspeed
WOLF
$277M
| $399K | ﹤0.01% |
+8,635
| New | +$399K |
|
438
Capitol Federal Financial
CFFN
$840M
| $391K | ﹤0.01% |
+28,497
| New | +$391K |
|
|
PVG
439
DELISTED
PRETIUM RESOURCES INC.
PVG
| $379K | ﹤0.01% |
34,078
+2,793
| +9% | +$31.1K |
|
440
Graham Holdings Company
GHC
$4.97B
| $371K | ﹤0.01% |
+580
| New | +$371K |
|
441
Sensata Technologies
ST
$4.61B
| $371K | ﹤0.01% |
+6,884
| New | +$371K |
|
442
Arrow Electronics
ARW
$6.48B
| $370K | ﹤0.01% |
+4,366
| New | +$370K |
|
443
Coterra Energy
CTRA
$18.3B
| $368K | ﹤0.01% |
21,132
-730,877
| -97% | -$12.7M |
|
444
Graco
GGG
$14.1B
| $360K | ﹤0.01% |
+6,923
| New | +$360K |
|
445
Rambus
RMBS
$8.07B
| $356K | ﹤0.01% |
+25,868
| New | +$356K |
|
446
Ingersoll Rand
IR
$31.6B
| $354K | ﹤0.01% |
+9,652
| New | +$354K |
|
447
ODP
ODP
$626M
| $347K | ﹤0.01% |
+12,679
| New | +$347K |
|
|
MDP
448
DELISTED
Meredith Corporation
MDP
| $342K | ﹤0.01% |
+10,525
| New | +$342K |
|
449
Flex
FLEX
$20.9B
| $336K | ﹤0.01% |
35,278
+20,085
| +132% | +$191K |
|
450
Jabil
JBL
$22.5B
| $331K | ﹤0.01% |
+8,002
| New | +$331K |
|