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 | |
|---|---|---|---|---|---|---|
451
Everest Group
EG
$14.2B
| – | – |
-1,764
| Closed | -$339K |
|
452
Estee Lauder
EL
$32B
| – | – |
-13,331
| Closed | -$2.12M |
|
453
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.5B
| – | – |
-812,571
| Closed | -$78.6M |
|
454
EOG Resources
EOG
$64.2B
| – | – |
-29,025
| Closed | -$1.04M |
|
455
Edwards Lifesciences
EW
$46.9B
| – | – |
-7,386
| Closed | -$464K |
|
456
Diamondback Energy
FANG
$39.7B
| – | – |
-7,677
| Closed | -$201K |
|
457
Flowers Foods
FLO
$3.15B
| – | – |
-11,612
| Closed | -$238K |
|
458
Franco-Nevada
FNV
$38B
| – | – |
-69,964
| Closed | -$6.91M |
|
459
Federal Realty Investment Trust
FRT
$8.78B
| – | – |
-4,138
| Closed | -$309K |
|
460
Fortis
FTS
$24.6B
| – | – |
-135,438
| Closed | -$5.16M |
|
461
GE Aerospace
GE
$293B
| – | – |
-34,923
| Closed | -$1.38M |
|
462
Gold Fields
GFI
$32B
| – | – |
-91,536
| Closed | -$435K |
|
463
CGI
GIB
$21.5B
| – | – |
-87,856
| Closed | -$4.7M |
|
464
Gildan
GIL
$8.19B
| – | – |
-72,220
| Closed | -$910K |
|
|
B
465
Barrick Mining Corporation
B
$49.7B
| – | – |
-547,194
| Closed | -$9.95M |
|
466
Global Payments
GPN
$21.2B
| – | – |
-13,067
| Closed | -$1.89M |
|
|
HES
467
DELISTED
Hess
HES
| – | – |
-15,418
| Closed | -$513K |
|
468
Hilton Worldwide
HLT
$65.3B
| – | – |
-6,873
| Closed | -$469K |
|
469
Honeywell
HON
$136B
| – | – |
-31,048
| Closed | -$4.15M |
|
470
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
| – | – |
-1,494,298
| Closed | -$115M |
|
471
IAMGOLD
IAG
$5.76B
| – | – |
-46,987
| Closed | -$106K |
|
472
IBM
IBM
$241B
| – | – |
-17,885
| Closed | -$1.9M |
|
473
Idexx Laboratories
IDXX
$52.2B
| – | – |
-2,702
| Closed | -$655K |
|
474
Imperial Oil
IMO
$44.5B
| – | – |
-121,706
| Closed | -$1.36M |
|
475
Ingredion
INGR
$8.22B
| – | – |
-2,918
| Closed | -$220K |
|