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 | |
|---|---|---|---|---|---|---|
51
Foot Locker
FL
$2.29B
| $11.3M | 0.1% |
228,939
+140,253
| +158% | +$6.91M |
|
52
LyondellBasell Industries
LYB
$17.7B
| $11.2M | 0.1% |
132,855
+50,941
| +62% | +$4.3M |
|
53
PVH
PVH
$4.22B
| $10.6M | 0.1% |
92,217
+29,975
| +48% | +$3.43M |
|
54
Simon Property Group
SPG
$59.5B
| $10.4M | 0.1% |
64,516
-12,268
| -16% | -$1.98M |
|
55
Southwest Airlines
LUV
$16.5B
| $10.4M | 0.1% |
167,833
+114,419
| +214% | +$7.11M |
|
|
JNPR
56
DELISTED
Juniper Networks
JNPR
| $10.1M | 0.09% |
361,112
+93,025
| +35% | +$2.59M |
|
|
57
Cleveland-Cliffs
CLF
$5.63B
| $9.98M | 0.09% |
1,441,538
-2,406,757
| -63% | -$16.7M |
|
58
Paychex
PAYX
$48.7B
| $9.98M | 0.09% |
+175,177
| New | +$9.98M |
|
59
United Therapeutics
UTHR
$18.1B
| $9.6M | 0.09% |
73,968
+15,876
| +27% | +$2.06M |
|
60
Masco
MAS
$15.9B
| $9.41M | 0.09% |
246,198
+143,661
| +140% | +$5.49M |
|
61
Canadian Natural Resources
CNQ
$63.2B
| $9.38M | 0.09% |
664,128
+99,570
| +18% | +$1.41M |
|
62
Bank of Montreal
BMO
$90.3B
| $9.36M | 0.09% |
+127,610
| New | +$9.36M |
|
63
Intuit
INTU
$188B
| $9.13M | 0.08% |
68,728
-68,312
| -50% | -$9.07M |
|
64
TC Energy
TRP
$53.9B
| $9.03M | 0.08% |
+189,768
| New | +$9.03M |
|
65
Applied Materials
AMAT
$130B
| $8.83M | 0.08% |
+213,847
| New | +$8.83M |
|
66
Franco-Nevada
FNV
$37.3B
| $8.82M | 0.08% |
122,355
-45,348
| -27% | -$3.27M |
|
67
C.H. Robinson
CHRW
$14.9B
| $8.67M | 0.08% |
+126,169
| New | +$8.67M |
|
|
XEC
68
DELISTED
CIMAREX ENERGY CO
XEC
| $8.21M | 0.08% |
87,352
+53,365
| +157% | +$5.02M |
|
69
McKesson
MCK
$85.5B
| $8.01M | 0.07% |
48,708
-8,393
| -15% | -$1.38M |
|
70
United Rentals
URI
$62.7B
| $7.96M | 0.07% |
70,612
+35,613
| +102% | +$4.01M |
|
71
Tyson Foods
TSN
$20B
| $7.81M | 0.07% |
124,645
-55,454
| -31% | -$3.47M |
|
72
Nucor
NUE
$33.8B
| $7.64M | 0.07% |
+131,962
| New | +$7.64M |
|
73
Bristol-Myers Squibb
BMY
$96B
| $7.3M | 0.07% |
131,064
+34,394
| +36% | +$1.92M |
|
74
Brookfield
BN
$99.5B
| $7.26M | 0.07% |
+346,403
| New | +$7.26M |
|
75
Chipotle Mexican Grill
CMG
$55.1B
| $7.24M | 0.07% |
+869,900
| New | +$7.24M |
|