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
|
$82.3M |
| 2 |
iShares China Large-Cap ETF
FXI
|
$58.6M |
| 3 |
Merck
MRK
|
$51.7M |
| 4 |
Pinduoduo
PDD
|
$40.7M |
| 5 |
Philip Morris
PM
|
$35.9M |
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
$162M |
| 2 |
Meta Platforms (Facebook)
META
|
$133M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$87.5M |
| 4 |
Eli Lilly
LLY
|
$68.2M |
| 5 |
Johnson & Johnson
JNJ
|
$67.2M |
Sector Composition
| 1 | Consumer Staples | 27.66% |
| 2 | Healthcare | 21.92% |
| 3 | Consumer Discretionary | 11.78% |
| 4 | Financials | 5.4% |
| 5 | Communication Services | 4.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
676
Columbia Sportswear
COLM
$3.09B
| $333K | ﹤0.01% |
+4,311
| New | +$333K |
|
677
Jefferies Financial Group
JEF
$13.1B
| $314K | ﹤0.01% |
9,459
+2,608
| +38% | +$86.5K |
|
|
CUTR
678
DELISTED
Cutera, Inc.
CUTR
| $314K | ﹤0.01% |
20,728
-889
| -4% | -$13.5K |
|
679
Newell Brands
NWL
$2.68B
| $279K | ﹤0.01% |
+32,115
| New | +$279K |
|
680
Capital One
COF
$142B
| $274K | ﹤0.01% |
+2,509
| New | +$274K |
|
681
ASGN Inc
ASGN
$2.32B
| $264K | ﹤0.01% |
+3,491
| New | +$264K |
|
682
Mettler-Toledo International
MTD
$26.9B
| $253K | ﹤0.01% |
193
+24
| +14% | +$31.5K |
|
683
KB Home
KBH
$4.63B
| $253K | ﹤0.01% |
+4,891
| New | +$253K |
|
684
GDS Holdings
GDS
$6.35B
| $234K | ﹤0.01% |
21,319
-303,660
| -93% | -$3.34M |
|
685
Invesco
IVZ
$9.81B
| $220K | ﹤0.01% |
+13,082
| New | +$220K |
|
686
Compass Minerals
CMP
$784M
| $215K | ﹤0.01% |
6,310
-615
| -9% | -$20.9K |
|
687
CNA Financial
CNA
$13B
| $214K | ﹤0.01% |
5,554
-35
| -0.6% | -$1.35K |
|
|
AEL
688
DELISTED
American Equity Investment Life Holding Company
AEL
| $213K | ﹤0.01% |
+4,085
| New | +$213K |
|
689
Boyd Gaming
BYD
$6.93B
| $206K | ﹤0.01% |
+2,966
| New | +$206K |
|
|
HPP
690
Hudson Pacific Properties
HPP
$1.16B
| $203K | ﹤0.01% |
48,197
+7,119
| +17% | +$30K |
|
691
Sinclair Inc
SBGI
$964M
| $196K | ﹤0.01% |
14,202
+2,048
| +17% | +$28.3K |
|
|
BDN
692
Brandywine Realty Trust
BDN
$759M
| $167K | ﹤0.01% |
35,996
-9,607
| -21% | -$44.7K |
|
693
HUTCHMED
HCM
$2.74B
| $142K | ﹤0.01% |
11,871
-106,374
| -90% | -$1.28M |
|
|
CD
694
DELISTED
Chindata Group Holdings Limited American Depositary Shares
CD
| $120K | ﹤0.01% |
16,754
-387,198
| -96% | -$2.77M |
|
|
KC
695
Kingsoft Cloud Holdings
KC
$3.78B
| $66.8K | ﹤0.01% |
10,946
-237,433
| -96% | -$1.45M |
|
|
BNR
696
Burning Rock Biotech
BNR
$89.4M
| $36.5K | ﹤0.01% |
1,675
-4,807
| -74% | -$105K |
|
697
Dominion Energy
D
$49.7B
| – | – |
-12,589
| Closed | -$704K |
|
|
DADA
698
DELISTED
Dada Nexus
DADA
| – | – |
-351,724
| Closed | -$2.98M |
|
699
DuPont de Nemours
DD
$32.6B
| – | – |
-10,652
| Closed | -$764K |
|
700
Dow Inc
DOW
$17.4B
| – | – |
-74,372
| Closed | -$4.08M |
|