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 | |
|---|---|---|---|---|---|---|
76
Manulife Financial
MFC
$52.5B
| $7.13M | 0.07% |
+380,945
| New | +$7.13M |
|
77
Carnival Corp
CCL
$43.1B
| $7.08M | 0.06% |
108,036
-30,052
| -22% | -$1.97M |
|
78
BCE
BCE
$22.8B
| $7.06M | 0.06% |
+157,052
| New | +$7.06M |
|
79
AutoZone
AZO
$70.8B
| $6.71M | 0.06% |
+11,757
| New | +$6.71M |
|
80
Pfizer
PFE
$140B
| $6.15M | 0.06% |
193,096
+127,648
| +195% | +$4.07M |
|
81
Murphy Oil
MUR
$3.67B
| $5.94M | 0.05% |
+231,642
| New | +$5.94M |
|
82
Lennar Class A
LEN
$35.8B
| $5.94M | 0.05% |
116,957
-83,298
| -42% | -$4.23M |
|
83
Canadian Imperial Bank of Commerce
CM
$73.6B
| $5.78M | 0.05% |
+142,438
| New | +$5.78M |
|
84
Sysco
SYY
$39.5B
| $5.7M | 0.05% |
113,335
+85,918
| +313% | +$4.32M |
|
|
SGEN
85
DELISTED
Seagen Inc. Common Stock
SGEN
| $5.52M | 0.05% |
+106,760
| New | +$5.52M |
|
86
Motorola Solutions
MSI
$79.7B
| $5.47M | 0.05% |
63,072
+47,745
| +312% | +$4.14M |
|
|
RHT
87
DELISTED
Red Hat Inc
RHT
| $5.31M | 0.05% |
55,409
-65,009
| -54% | -$6.22M |
|
|
CELG
88
DELISTED
Celgene Corp
CELG
| $5.3M | 0.05% |
40,801
-2,611
| -6% | -$339K |
|
89
W.W. Grainger
GWW
$49.2B
| $5.19M | 0.05% |
28,730
+5,504
| +24% | +$994K |
|
|
ESV
90
DELISTED
Ensco Rowan plc
ESV
| $5.17M | 0.05% |
250,575
-194,670
| -44% | -$4.02M |
|
91
Ross Stores
ROST
$50B
| $4.97M | 0.05% |
+86,119
| New | +$4.97M |
|
92
Boston Properties
BXP
$11.9B
| $4.91M | 0.05% |
+39,924
| New | +$4.91M |
|
93
Canadian Pacific Kansas City
CP
$70.5B
| $4.9M | 0.04% |
+152,515
| New | +$4.9M |
|
|
WBA
94
DELISTED
Walgreens Boots Alliance
WBA
| $4.9M | 0.04% |
62,547
+42,360
| +210% | +$3.32M |
|
95
NetApp
NTAP
$23.7B
| $4.86M | 0.04% |
121,331
-19,611
| -14% | -$785K |
|
96
Edwards Lifesciences
EW
$47.5B
| $4.81M | 0.04% |
122,082
-14,163
| -10% | -$558K |
|
97
TJX Companies
TJX
$157B
| $4.76M | 0.04% |
131,936
-32,838
| -20% | -$1.18M |
|
98
Sun Life Financial
SLF
$32.5B
| $4.76M | 0.04% |
+133,290
| New | +$4.76M |
|
|
GG
99
DELISTED
Goldcorp Inc
GG
| $4.62M | 0.04% |
358,148
-342,209
| -49% | -$4.41M |
|
100
Imperial Oil
IMO
$44.5B
| $4.6M | 0.04% |
158,138
-55,739
| -26% | -$1.62M |
|