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
|
$218M |
| 2 |
CVS Health
CVS
|
$179M |
| 3 |
Mastercard
MA
|
$142M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$103M |
| 5 |
Meta Platforms (Facebook)
META
|
$92.8M |
Top Sells
| 1 |
Alibaba
BABA
|
$814M |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
$729M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$303M |
| 4 |
SPDR Gold Trust
GLD
|
$135M |
| 5 |
JD.com
JD
|
$124M |
Sector Composition
| 1 | Consumer Staples | 25.98% |
| 2 | Healthcare | 19.03% |
| 3 | Consumer Discretionary | 12.6% |
| 4 | Financials | 7.27% |
| 5 | Communication Services | 3.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1001
Avis
CAR
$5.5B
| – | – |
-6,685
| Closed | -$1.76M |
|
1002
Chemours
CC
$2.34B
| – | – |
-34,393
| Closed | -$1.08M |
|
1003
Cameco
CCJ
$33B
| – | – |
-71,998
| Closed | -$2.1M |
|
1004
Carnival Corp
CCL
$42.8B
| – | – |
-435,040
| Closed | -$8.8M |
|
1005
Crown Holdings
CCK
$11B
| – | – |
-16,968
| Closed | -$2.12M |
|
|
CGAU
1006
Centerra Gold
CGAU
$1.76B
| – | – |
-67,617
| Closed | -$665K |
|
|
CGC
1007
Canopy Growth
CGC
$456M
| – | – |
-4,137
| Closed | -$314K |
|
1008
Colliers International
CIGI
$8.43B
| – | – |
-2,866
| Closed | -$374K |
|
1009
Celestica
CLS
$27.9B
| – | – |
-65,713
| Closed | -$782K |
|
1010
Coty
COTY
$3.81B
| – | – |
-303,711
| Closed | -$2.73M |
|
1011
CubeSmart
CUBE
$9.52B
| – | – |
-39,475
| Closed | -$2.05M |
|
1012
Carvana
CVNA
$50.9B
| – | – |
-8,124
| Closed | -$969K |
|
1013
Ecolab
ECL
$77.6B
| – | – |
-1,698
| Closed | -$300K |
|
1014
Everest Group
EG
$14.3B
| – | – |
-15,511
| Closed | -$4.68M |
|
1015
Eldorado Gold
EGO
$5.31B
| – | – |
-60,315
| Closed | -$676K |
|
1016
Equinox Gold
EQX
$7.65B
| – | – |
-83,068
| Closed | -$686K |
|
1017
iShares MSCI Mexico ETF
EWW
$1.84B
| – | – |
-116,321
| Closed | -$6.39M |
|
1018
iShares MSCI Brazil ETF
EWZ
$5.47B
| – | – |
-14,194
| Closed | -$537K |
|
1019
Exact Sciences
EXAS
$10.2B
| – | – |
-9,647
| Closed | -$675K |
|
1020
CGI
GIB
$21.6B
| – | – |
-8,044
| Closed | -$641K |
|
1021
Gildan
GIL
$8.27B
| – | – |
-50,846
| Closed | -$1.91M |
|
1022
Guidewire Software
GWRE
$22B
| – | – |
-33,234
| Closed | -$3.15M |
|
1023
Hudbay
HBM
$5.03B
| – | – |
-65,967
| Closed | -$519K |
|
1024
Huntington Ingalls Industries
HII
$10.6B
| – | – |
-2,142
| Closed | -$427K |
|
1025
Honeywell
HON
$136B
| – | – |
-262,200
| Closed | -$51M |
|