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 |
iShares Core S&P 500 ETF
IVV
|
+$352M |
| 2 |
iShares MSCI South Korea ETF
EWY
|
+$166M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$143M |
| 4 |
XEC
CIMAREX ENERGY CO
XEC
|
+$63.7M |
| 5 |
Bread Financial
BFH
|
+$59.9M |
Top Sells
| 1 |
iShares MSCI Brazil ETF
EWZ
|
+$131M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$85.8M |
| 3 |
iShares MSCI Taiwan ETF
EWT
|
+$37M |
| 4 |
Toll Brothers
TOL
|
+$34.5M |
| 5 |
NFX
Newfield Exploration
NFX
|
+$24.9M |
Sector Composition
| 1 | Financials | 5.64% |
| 2 | Consumer Discretionary | 4.56% |
| 3 | Energy | 3.53% |
| 4 | Healthcare | 2.96% |
| 5 | Industrials | 2.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
Air Products & Chemicals
APD
$65.7B
| – | – |
-8,278
| Closed | -$1.38M |
|
477
Boeing
BA
$163B
| – | – |
-3,125
| Closed | -$1.16M |
|
478
Chubb
CB
$111B
| – | – |
-6,058
| Closed | -$810K |
|
479
C.H. Robinson
CHRW
$15.8B
| – | – |
-12,626
| Closed | -$1.24M |
|
480
Comcast
CMCSA
$121B
| – | – |
-337,003
| Closed | -$11.9M |
|
481
CME Group
CME
$94.2B
| – | – |
-4,632
| Closed | -$788K |
|
482
CenterPoint Energy
CNP
$25.1B
| – | – |
-21,349
| Closed | -$590K |
|
483
Salesforce
CRM
$231B
| – | – |
-12,277
| Closed | -$1.95M |
|
484
Deere & Co
DE
$127B
| – | – |
-14,382
| Closed | -$2.16M |
|
485
D.R. Horton
DHI
$51.1B
| – | – |
-139,696
| Closed | -$5.89M |
|
486
Healthpeak Properties
DOC
$12.6B
| – | – |
-25,308
| Closed | -$666K |
|
487
Equity Residential
EQR
$25B
| – | – |
-11,011
| Closed | -$730K |
|
488
Entergy
ETR
$40.4B
| – | – |
-32,668
| Closed | -$1.33M |
|
489
Edwards Lifesciences
EW
$45.1B
| – | – |
-28,770
| Closed | -$1.67M |
|
|
490
iShares MSCI Taiwan ETF
EWT
$6.54B
| – | – |
-980,515
| Closed | -$37M |
|
491
Expeditors International
EXPD
$17B
| – | – |
-2,986
| Closed | -$220K |
|
492
GDS Holdings
GDS
$7.15B
| – | – |
-7,572
| Closed | -$266K |
|
493
Hershey
HSY
$37.5B
| – | – |
-109,681
| Closed | -$11.2M |
|
494
Intercontinental Exchange
ICE
$98.9B
| – | – |
-9,638
| Closed | -$722K |
|
495
Illumina
ILMN
$15.3B
| – | – |
-19,139
| Closed | -$6.83M |
|
496
Johnson & Johnson
JNJ
$427B
| – | – |
-77,815
| Closed | -$10.8M |
|
497
Liberty Global Class A
LBTYA
$4.05B
| – | – |
-166,144
| Closed | -$4.81M |
|
498
Eli Lilly
LLY
$671B
| – | – |
-135,421
| Closed | -$14.5M |
|
499
Lockheed Martin
LMT
$110B
| – | – |
-17,034
| Closed | -$5.89M |
|
500
Mastercard
MA
$527B
| – | – |
-6,388
| Closed | -$1.42M |
|