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 | |
|---|---|---|---|---|---|---|
426
Scotiabank
BNS
$78.8B
| – | – |
-405,297
| Closed | -$16.4M |
|
427
BP
BP
$87.4B
| – | – |
-43,944
| Closed | -$1.07M |
|
428
Boston Scientific
BSX
$160B
| – | – |
-15,808
| Closed | -$516K |
|
429
B2Gold
BTG
$5.69B
| – | – |
-105,023
| Closed | -$314K |
|
430
Boston Properties
BXP
$11.9B
| – | – |
-8,518
| Closed | -$786K |
|
431
Chubb
CB
$110B
| – | – |
-19,732
| Closed | -$2.2M |
|
432
Coca-Cola Europacific Partners
CCEP
$40.6B
| – | – |
-14,294
| Closed | -$536K |
|
433
Cameco
CCJ
$33.3B
| – | – |
-151,675
| Closed | -$1.14M |
|
434
Clear Channel Outdoor Holdings
CCO
$666M
| – | – |
-11,489
| Closed | -$7K |
|
435
Colgate-Palmolive
CL
$68.2B
| – | – |
-31,361
| Closed | -$2.08M |
|
436
Canadian Imperial Bank of Commerce
CM
$72.3B
| – | – |
-273,274
| Closed | -$7.87M |
|
437
Canadian National Railway
CNI
$59.6B
| – | – |
-234,870
| Closed | -$18.2M |
|
438
CenterPoint Energy
CNP
$24.4B
| – | – |
-14,958
| Closed | -$231K |
|
439
Canadian Natural Resources
CNQ
$63.1B
| – | – |
-930,737
| Closed | -$6.16M |
|
440
Cooper Companies
COO
$13.7B
| – | – |
-5,992
| Closed | -$413K |
|
441
ConocoPhillips
COP
$113B
| – | – |
-34,995
| Closed | -$1.08M |
|
442
Coty
COTY
$3.73B
| – | – |
-27,667
| Closed | -$143K |
|
443
Canadian Pacific Kansas City
CP
$69.9B
| – | – |
-234,920
| Closed | -$10.3M |
|
444
Coterra Energy
CTRA
$18.2B
| – | – |
-18,609
| Closed | -$320K |
|
445
Cenovus Energy
CVE
$28.7B
| – | – |
-398,815
| Closed | -$796K |
|
446
Chevron
CVX
$310B
| – | – |
-14,777
| Closed | -$1.07M |
|
447
Curtiss-Wright
CW
$18.3B
| – | – |
-2,337
| Closed | -$216K |
|
448
Darden Restaurants
DRI
$24.6B
| – | – |
-6,674
| Closed | -$363K |
|
449
Duke Energy
DUK
$93.6B
| – | – |
-5,491
| Closed | -$444K |
|
450
Devon Energy
DVN
$21.8B
| – | – |
-20,919
| Closed | -$145K |
|