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 MSCI Emerging Markets ETF
IEMG
|
$84M |
| 2 |
Royal Bank of Canada
RY
|
$32.3M |
| 3 |
Toronto Dominion Bank
TD
|
$32M |
| 4 |
Cummins
CMI
|
$31.3M |
| 5 |
Toll Brothers
TOL
|
$29.5M |
Top Sells
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$176M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$148M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$71M |
| 4 |
NFX
Newfield Exploration
NFX
|
$34.3M |
| 5 |
Procter & Gamble
PG
|
$30.9M |
Sector Composition
| 1 | Financials | 3.42% |
| 2 | Healthcare | 2.95% |
| 3 | Consumer Discretionary | 2.83% |
| 4 | Energy | 2.39% |
| 5 | Industrials | 2.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
CGI
GIB
$21.6B
| $7.21M | 0.07% |
113,786
+75,863
| +200% | +$4.8M |
|
102
Urban Outfitters
URBN
$6.35B
| $7.17M | 0.07% |
+160,979
| New | +$7.17M |
|
103
CenterPoint Energy
CNP
$24.7B
| $7.12M | 0.07% |
256,768
+90,653
| +55% | +$2.51M |
|
104
Baidu
BIDU
$35.1B
| $7.01M | 0.07% |
+28,834
| New | +$7.01M |
|
105
Sherwin-Williams
SHW
$92.9B
| $6.94M | 0.07% |
+51,060
| New | +$6.94M |
|
106
Pembina Pipeline
PBA
$22.1B
| $6.93M | 0.07% |
200,262
+150,847
| +305% | +$5.22M |
|
107
Rogers Communications
RCI
$19.4B
| $6.92M | 0.07% |
145,706
+103,612
| +246% | +$4.92M |
|
|
GG
108
DELISTED
Goldcorp Inc
GG
| $6.85M | 0.07% |
499,131
+255,189
| +105% | +$3.5M |
|
109
Target
TGT
$42.3B
| $6.73M | 0.07% |
88,372
+29,327
| +50% | +$2.23M |
|
110
Teck Resources
TECK
$16.8B
| $6.7M | 0.07% |
263,189
+168,810
| +179% | +$4.3M |
|
111
TJX Companies
TJX
$155B
| $6.67M | 0.07% |
140,046
+31,758
| +29% | +$1.51M |
|
|
B
112
Barrick Mining Corporation
B
$48.5B
| $6.66M | 0.07% |
507,501
+349,625
| +221% | +$4.59M |
|
113
Biogen
BIIB
$20.6B
| $6.62M | 0.07% |
22,819
-54,378
| -70% | -$15.8M |
|
|
PARA
114
DELISTED
Paramount Global Class B
PARA
| $6.62M | 0.07% |
117,804
-68,091
| -37% | -$3.83M |
|
115
Booking.com
BKNG
$178B
| $6.61M | 0.07% |
+3,259
| New | +$6.61M |
|
116
Capri Holdings
CPRI
$2.53B
| $6.45M | 0.06% |
96,872
-62,675
| -39% | -$4.17M |
|
117
Agnico Eagle Mines
AEM
$76.3B
| $6.4M | 0.06% |
139,751
+69,808
| +100% | +$3.2M |
|
118
Mastercard
MA
$528B
| $6.2M | 0.06% |
+31,566
| New | +$6.2M |
|
119
Ralph Lauren
RL
$18.9B
| $6.19M | 0.06% |
49,214
-6,242
| -11% | -$785K |
|
120
Exxon Mobil
XOM
$466B
| $6.07M | 0.06% |
73,409
-50,159
| -41% | -$4.15M |
|
121
Restaurant Brands International
QSR
$20.7B
| $6.04M | 0.06% |
100,224
+70,780
| +240% | +$4.27M |
|
122
Carnival Corp
CCL
$42.8B
| $6M | 0.06% |
104,664
-20,377
| -16% | -$1.17M |
|
123
Western Union
WU
$2.86B
| $5.99M | 0.06% |
294,735
-91,672
| -24% | -$1.86M |
|
124
Wheaton Precious Metals
WPM
$47.3B
| $5.94M | 0.06% |
269,442
+132,631
| +97% | +$2.93M |
|
125
EOG Resources
EOG
$64.4B
| $5.94M | 0.06% |
47,736
+24,502
| +105% | +$3.05M |
|