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 |
UnitedHealth
UNH
|
$5.48M |
| 2 |
McDonald's
MCD
|
$5.38M |
| 3 |
Lockheed Martin
LMT
|
$5.2M |
| 4 |
Philip Morris
PM
|
$4.92M |
| 5 |
PepsiCo
PEP
|
$4.55M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 4% |
| 2 | Financials | 2.7% |
| 3 | Industrials | 1.84% |
| 4 | Materials | 1.48% |
| 5 | Consumer Staples | 1.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Scotiabank
BNS
$78.8B
| $16.4M | 0.32% |
405,297
-6,240
| -2% | -$252K |
|
27
JD.com
JD
$44.6B
| $16M | 0.32% |
394,926
-72,990
| -16% | -$2.96M |
|
28
iShares MSCI Mexico ETF
EWW
$1.84B
| $14.3M | 0.28% |
504,987
-468,583
| -48% | -$13.3M |
|
29
NetEase
NTES
$85B
| $14M | 0.28% |
218,790
-40,755
| -16% | -$2.62M |
|
30
TC Energy
TRP
$53.9B
| $13.5M | 0.27% |
307,128
-4,385
| -1% | -$193K |
|
31
Brookfield
BN
$99.5B
| $12M | 0.24% |
510,830
-8,281
| -2% | -$194K |
|
32
BCE
BCE
$23.1B
| $10.5M | 0.21% |
258,557
-628
| -0.2% | -$25.5K |
|
33
Bank of Montreal
BMO
$90.3B
| $10.3M | 0.2% |
205,615
-2,405
| -1% | -$120K |
|
34
Canadian Pacific Kansas City
CP
$70.3B
| $10.3M | 0.2% |
234,920
-4,360
| -2% | -$190K |
|
35
Sherwin-Williams
SHW
$92.9B
| $10.2M | 0.2% |
66,627
+23,253
| +54% | +$3.56M |
|
|
B
36
Barrick Mining Corporation
B
$48.5B
| $9.95M | 0.2% |
547,194
-70,829
| -11% | -$1.29M |
|
37
Home Depot
HD
$417B
| $9.76M | 0.19% |
52,251
+18,143
| +53% | +$3.39M |
|
38
Baidu
BIDU
$35.1B
| $9.56M | 0.19% |
94,836
-13,985
| -13% | -$1.41M |
|
39
Suncor Energy
SU
$48.5B
| $9.31M | 0.18% |
589,873
-12,227
| -2% | -$193K |
|
40
Lowe's Companies
LOW
$151B
| $8.88M | 0.18% |
103,146
+43,058
| +72% | +$3.71M |
|
41
Tesla
TSLA
$1.13T
| $8.54M | 0.17% |
244,515
-392,745
| -62% | -$13.7M |
|
42
Canadian Imperial Bank of Commerce
CM
$72.8B
| $7.87M | 0.16% |
273,274
-1,728
| -0.6% | -$49.8K |
|
43
Manulife Financial
MFC
$52.1B
| $7.44M | 0.15% |
599,128
-3,942
| -0.7% | -$48.9K |
|
44
Franco-Nevada
FNV
$37.3B
| $6.91M | 0.14% |
69,964
-12,192
| -15% | -$1.2M |
|
45
Nutrien
NTR
$27.4B
| $6.85M | 0.14% |
202,650
-4,443
| -2% | -$150K |
|
46
Sun Life Financial
SLF
$32.4B
| $6.48M | 0.13% |
203,879
-4,055
| -2% | -$129K |
|
47
Telus
TU
$25.3B
| $6.3M | 0.13% |
403,006
-6,292
| -2% | -$98.4K |
|
48
Canadian Natural Resources
CNQ
$63.2B
| $6.16M | 0.12% |
930,737
-29,944
| -3% | -$198K |
|
49
lululemon athletica
LULU
$19.9B
| $6.08M | 0.12% |
32,090
-15,595
| -33% | -$2.96M |
|
50
TAL Education Group
TAL
$6.17B
| $5.8M | 0.12% |
108,953
+1,724
| +2% | +$91.8K |
|