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 | |
|---|---|---|---|---|---|---|
451
Matsons
MATX
$3.29B
| $330K | ﹤0.01% |
+8,088
| New | +$330K |
|
452
American Airlines Group
AAL
$8.42B
| $329K | ﹤0.01% |
+11,460
| New | +$329K |
|
453
Sealed Air
SEE
$4.91B
| $329K | ﹤0.01% |
+8,268
| New | +$329K |
|
454
IAMGOLD
IAG
$5.76B
| $317K | ﹤0.01% |
84,648
+4,687
| +6% | +$17.6K |
|
455
Donaldson
DCI
$9.35B
| $316K | ﹤0.01% |
+5,484
| New | +$316K |
|
456
Clear Channel Outdoor Holdings
CCO
$666M
| $309K | ﹤0.01% |
+108,084
| New | +$309K |
|
457
ManpowerGroup
MAN
$1.78B
| $308K | ﹤0.01% |
+3,169
| New | +$308K |
|
458
Huntsman Corp
HUN
$1.95B
| $290K | ﹤0.01% |
+12,015
| New | +$290K |
|
|
NATI
459
DELISTED
National Instruments Corp
NATI
| $283K | ﹤0.01% |
+6,684
| New | +$283K |
|
|
NOAH
460
Noah Holdings
NOAH
$794M
| $281K | ﹤0.01% |
7,946
+357
| +5% | +$12.6K |
|
461
AptarGroup
ATR
$9.03B
| $272K | ﹤0.01% |
2,350
-395
| -14% | -$45.7K |
|
462
Stratasys
SSYS
$861M
| $255K | ﹤0.01% |
+12,628
| New | +$255K |
|
463
AGCO
AGCO
$8.03B
| $253K | ﹤0.01% |
+3,271
| New | +$253K |
|
464
Lincoln Electric
LECO
$13.2B
| $252K | ﹤0.01% |
+2,606
| New | +$252K |
|
|
TIVO
465
DELISTED
Tivo Inc
TIVO
| $249K | ﹤0.01% |
+29,350
| New | +$249K |
|
|
WDR
466
DELISTED
Waddell & Reed Financial, Inc.
WDR
| $246K | ﹤0.01% |
+14,712
| New | +$246K |
|
467
3D Systems Corporation
DDD
$269M
| $238K | ﹤0.01% |
+27,211
| New | +$238K |
|
468
Avnet
AVT
$4.43B
| $230K | ﹤0.01% |
+5,422
| New | +$230K |
|
|
BZUN
469
Baozun
BZUN
$223M
| $228K | ﹤0.01% |
6,894
+1,170
| +20% | +$38.7K |
|
470
Kelly Services Class A
KELYA
$471M
| $205K | ﹤0.01% |
+9,068
| New | +$205K |
|
471
NIO
NIO
$14.1B
| $149K | ﹤0.01% |
36,984
+15,153
| +69% | +$61K |
|
472
Apple
AAPL
$3.48T
| – | – |
-33,244
| Closed | -$1.86M |
|
473
Automatic Data Processing
ADP
$120B
| – | – |
-32,865
| Closed | -$5.31M |
|
474
American Eagle Outfitters
AEO
$3.12B
| – | – |
-11,007
| Closed | -$179K |
|
475
AES
AES
$9.06B
| – | – |
-11,856
| Closed | -$194K |
|