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
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$66.7M |
| 2 |
ENDP
Endo International plc
ENDP
|
$25.5M |
| 3 |
Cleveland-Cliffs
CLF
|
$16.7M |
| 4 |
Walt Disney
DIS
|
$14.7M |
| 5 |
Interpublic Group of Companies
IPG
|
$14.6M |
Sector Composition
| 1 | Consumer Discretionary | 2.42% |
| 2 | Energy | 2.05% |
| 3 | Technology | 1.4% |
| 4 | Healthcare | 1.37% |
| 5 | Financials | 1.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
FirstEnergy
FE
$25.1B
| $24.9M | 0.23% |
855,104
+368,236
| +76% | +$10.7M |
|
27
GameStop
GME
$10.1B
| $24.6M | 0.23% |
4,550,252
+786,272
| +21% | +$4.25M |
|
|
NFX
28
DELISTED
Newfield Exploration
NFX
| $23.5M | 0.22% |
825,717
+708,436
| +604% | +$20.2M |
|
29
Ralph Lauren
RL
$18.9B
| $23.4M | 0.21% |
317,058
+308,722
| +3,703% | +$22.8M |
|
30
Royal Bank of Canada
RY
$204B
| $21.2M | 0.19% |
+292,688
| New | +$21.2M |
|
31
GE Aerospace
GE
$296B
| $18.6M | 0.17% |
143,417
+17,206
| +14% | +$2.23M |
|
32
Toronto Dominion Bank
TD
$127B
| $18.6M | 0.17% |
+369,816
| New | +$18.6M |
|
33
Kohl's
KSS
$1.86B
| $17.8M | 0.16% |
459,476
+193,041
| +72% | +$7.46M |
|
|
ENDP
34
DELISTED
Endo International plc
ENDP
| $17.2M | 0.16% |
1,539,408
-2,286,094
| -60% | -$25.5M |
|
35
Freeport-McMoran
FCX
$66.5B
| $16.8M | 0.15% |
1,400,808
+942,322
| +206% | +$11.3M |
|
36
Procter & Gamble
PG
$375B
| $16.5M | 0.15% |
+189,167
| New | +$16.5M |
|
37
Target
TGT
$42.3B
| $15.9M | 0.15% |
+304,113
| New | +$15.9M |
|
38
Scotiabank
BNS
$78.8B
| $15.3M | 0.14% |
+254,318
| New | +$15.3M |
|
|
DISCA
39
DELISTED
Discovery, Inc. Series A Common Stock
DISCA
| $14.7M | 0.13% |
+568,025
| New | +$14.7M |
|
|
NE
40
DELISTED
Noble Corporation
NE
| $14.6M | 0.13% |
4,043,232
+401,362
| +11% | +$1.45M |
|
41
IBM
IBM
$232B
| $13.5M | 0.12% |
91,595
+3,055
| +3% | +$449K |
|
42
Kroger
KR
$44.8B
| $12.5M | 0.11% |
534,450
+498,984
| +1,407% | +$11.6M |
|
43
Suncor Energy
SU
$48.5B
| $12.4M | 0.11% |
423,565
+6,865
| +2% | +$200K |
|
44
Biogen
BIIB
$20.6B
| $12.2M | 0.11% |
44,981
-466
| -1% | -$126K |
|
|
GAP
45
The Gap, Inc.
GAP
$8.83B
| $12.1M | 0.11% |
551,572
+273,572
| +98% | +$6.02M |
|
46
VeriSign
VRSN
$26.2B
| $12.1M | 0.11% |
129,823
+66,477
| +105% | +$6.18M |
|
47
Canadian National Railway
CNI
$60.3B
| $12.1M | 0.11% |
+149,122
| New | +$12.1M |
|
48
Adobe
ADBE
$148B
| $11.9M | 0.11% |
84,446
-5,218
| -6% | -$738K |
|
49
BorgWarner
BWA
$9.53B
| $11.9M | 0.11% |
+319,678
| New | +$11.9M |
|
50
Bread Financial
BFH
$3.09B
| $11.8M | 0.11% |
57,526
-7,333
| -11% | -$1.5M |
|