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 |
SPDR S&P 500 ETF Trust
SPY
|
$457M |
| 2 |
SPDR Gold Trust
GLD
|
$235M |
| 3 |
iShares China Large-Cap ETF
FXI
|
$166M |
| 4 |
Alibaba
BABA
|
$145M |
| 5 |
iShares MSCI China ETF
MCHI
|
$125M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 9.21% |
| 2 | Communication Services | 2.72% |
| 3 | Industrials | 2.14% |
| 4 | Technology | 1.45% |
| 5 | Consumer Staples | 1.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
CSX Corp
CSX
$60.6B
| $5.19M | 0.09% | +74,404 | New | +$5.19M |
|
52
Ecolab
ECL
$78.6B
| $5M | 0.08% | +25,114 | New | +$5M |
|
53
Trane Technologies
TT
$92.5B
| $4.91M | 0.08% | +55,188 | New | +$4.91M |
|
54
Fastenal
FAST
$57B
| $4.73M | 0.08% | 110,485 +96,338 | +681% | +$4.13M |
|
55
D.R. Horton
DHI
$50.5B
| $4.65M | 0.08% | 83,877 -6,354 | -7% | -$352K |
|
56
Old Dominion Freight Line
ODFL
$31.7B
| $4.62M | 0.08% | 27,237 +7,611 | +39% | +$1.29M |
|
57
Aptiv
APTV
$17.3B
| $4.58M | 0.08% | 58,784 -3,814 | -6% | -$297K |
|
58
Lennar Class A
LEN
$34.5B
| $4.44M | 0.07% | 71,991 -5,549 | -7% | -$342K |
|
59
Weibo
WB
$2.81B
| $4.31M | 0.07% | 128,160 +112,576 | +722% | +$3.78M |
|
60
RingCentral
RNG
$2.76B
| $3.88M | 0.07% | +13,625 | New | +$3.88M |
|
61
DuPont de Nemours
DD
$32.2B
| $3.84M | 0.06% | 72,285 +23,005 | +47% | +$1.22M |
|
62
Lockheed Martin
LMT
$106B
| $3.71M | 0.06% | 10,162 -5,183 | -34% | -$1.89M |
|
|
MOMO
63
Hello Group
MOMO
$1.33B
| $3.45M | 0.06% | 197,093 +142,333 | +260% | +$2.49M |
|
64
CarMax
KMX
$9.21B
| $3.37M | 0.06% | 37,630 -2,671 | -7% | -$239K |
|
65
Weyerhaeuser
WY
$18.7B
| $3.23M | 0.05% | 143,998 +125,663 | +685% | +$2.82M |
|
66
Philip Morris
PM
$260B
| $3.21M | 0.05% | 45,752 -21,695 | -32% | -$1.52M |
|
67
Fortive
FTV
$16.2B
| $3.15M | 0.05% | 46,584 +41,737 | +861% | +$2.82M |
|
68
Arista Networks
ANET
$172B
| $3.07M | 0.05% | 14,602 +12,717 | +675% | +$2.67M |
|
69
Fidelity National Information Services
FIS
$36.5B
| $3.04M | 0.05% | 22,673 -11,151 | -33% | -$1.5M |
|
70
Masco
MAS
$15.4B
| $3.04M | 0.05% | 60,545 -7,255 | -11% | -$364K |
|
71
International Flavors & Fragrances
IFF
$17.3B
| $3.02M | 0.05% | 24,647 -498 | -2% | -$61K |
|
72
Vulcan Materials
VMC
$38.5B
| $2.96M | 0.05% | 25,542 +22,289 | +685% | +$2.58M |
|
73
JB Hunt Transport Services
JBHT
$14B
| $2.93M | 0.05% | 24,326 -1,833 | -7% | -$221K |
|
74
Paycom
PAYC
$12.8B
| $2.92M | 0.05% | +9,416 | New | +$2.92M |
|
75
Genuine Parts
GPC
$19.4B
| $2.9M | 0.05% | 33,304 -2,311 | -6% | -$201K |
|