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 |
Walmart
WMT
|
$230M |
| 2 |
Procter & Gamble
PG
|
$207M |
| 3 |
Johnson & Johnson
JNJ
|
$183M |
| 4 |
Coca-Cola
KO
|
$139M |
| 5 |
PepsiCo
PEP
|
$130M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$498M |
| 2 |
Mondelez International
MDLZ
|
$107M |
| 3 |
Archer Daniels Midland
ADM
|
$40.5M |
| 4 |
General Mills
GIS
|
$40.1M |
| 5 |
WBA
Walgreens Boots Alliance
WBA
|
$39.3M |
Sector Composition
| 1 | Consumer Staples | 28.4% |
| 2 | Healthcare | 17.39% |
| 3 | Consumer Discretionary | 15.01% |
| 4 | Financials | 5.24% |
| 5 | Technology | 4.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
IAMGOLD
IAG
$5.8B
| $493K | ﹤0.01% |
167,293
-20,566
| -11% | -$60.6K |
|
652
W.P. Carey
WPC
$14.7B
| $493K | ﹤0.01% |
6,747
-1,847
| -21% | -$135K |
|
653
Cboe Global Markets
CBOE
$24.5B
| $492K | ﹤0.01% |
4,131
-1,248
| -23% | -$149K |
|
654
NRG Energy
NRG
$28.6B
| $463K | ﹤0.01% |
+11,484
| New | +$463K |
|
|
CONE
655
DELISTED
CyrusOne Inc Common Stock
CONE
| $456K | ﹤0.01% |
+6,370
| New | +$456K |
|
656
Best Buy
BBY
$16.4B
| $453K | ﹤0.01% |
3,940
-535
| -12% | -$61.5K |
|
657
Medical Properties Trust
MPW
$2.75B
| $453K | ﹤0.01% |
+22,539
| New | +$453K |
|
658
Credit Acceptance
CACC
$5.77B
| $446K | ﹤0.01% |
982
-141
| -13% | -$64K |
|
659
PayPal
PYPL
$65.3B
| $438K | ﹤0.01% |
1,504
+110
| +8% | +$32K |
|
660
Pan American Silver
PAAS
$15.1B
| $436K | ﹤0.01% |
15,238
-2,678
| -15% | -$76.6K |
|
|
NGD
661
New Gold Inc
NGD
$5.16B
| $433K | ﹤0.01% |
240,436
-16,131
| -6% | -$29.1K |
|
662
NXP Semiconductors
NXPI
$56.9B
| $429K | ﹤0.01% |
+2,084
| New | +$429K |
|
663
RB Global
RBA
$21.5B
| $418K | ﹤0.01% |
7,035
-817
| -10% | -$48.5K |
|
664
Thomson Reuters
TRI
$78.2B
| $416K | ﹤0.01% |
4,035
+572
| +17% | +$59K |
|
665
Ciena
CIEN
$16.8B
| $414K | ﹤0.01% |
+7,283
| New | +$414K |
|
|
PVG
666
DELISTED
PRETIUM RESOURCES INC.
PVG
| $414K | ﹤0.01% |
43,265
-7,774
| -15% | -$74.4K |
|
667
Alkermes
ALKS
$4.7B
| $400K | ﹤0.01% |
+16,294
| New | +$400K |
|
668
Waters Corp
WAT
$18.4B
| $400K | ﹤0.01% |
+1,158
| New | +$400K |
|
669
Apple
AAPL
$3.53T
| $390K | ﹤0.01% |
2,848
+45
| +2% | +$6.16K |
|
670
Equinox Gold
EQX
$7.69B
| $388K | ﹤0.01% |
55,807
-266
| -0.5% | -$1.85K |
|
671
Royal Gold
RGLD
$12.3B
| $386K | ﹤0.01% |
+3,380
| New | +$386K |
|
672
Fox Class A
FOXA
$27.8B
| $369K | ﹤0.01% |
9,940
-48,423
| -83% | -$1.8M |
|
673
Alcoa
AA
$8.3B
| $358K | ﹤0.01% |
+9,725
| New | +$358K |
|
674
Colliers International
CIGI
$8.47B
| $351K | ﹤0.01% |
3,127
-444
| -12% | -$49.8K |
|
675
ADT
ADT
$7.07B
| $343K | ﹤0.01% |
+31,754
| New | +$343K |
|