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 MSCI Taiwan ETF
EWT
|
$145M |
| 2 |
iShares MSCI Brazil ETF
EWZ
|
$137M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$77M |
| 4 |
ALXN
Alexion Pharmaceuticals Inc
ALXN
|
$43.6M |
| 5 |
DaVita
DVA
|
$35.1M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 4.52% |
| 2 | Healthcare | 3.3% |
| 3 | Financials | 3.21% |
| 4 | Energy | 2.63% |
| 5 | Communication Services | 1.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Nutrien
NTR
$28B
| $10.5M | 0.09% | 210,584 | – | – |
|
|
B
102
Barrick Mining Corporation
B
$45.4B
| $10.5M | 0.09% | 603,845 +13,970 | +2% | +$242K |
|
103
CNX Resources
CNX
$4.13B
| $9.79M | 0.09% | 1,348,555 -461,122 | -25% | -$3.35M |
|
104
Union Pacific
UNP
$133B
| $9.64M | 0.08% | +59,528 | New | +$9.64M |
|
105
Sun Life Financial
SLF
$32.8B
| $9.44M | 0.08% | 211,056 | – | – |
|
106
Alphabet (Google) Class A
GOOGL
$2.57T
| $8.82M | 0.08% | 7,221 -408 | -5% | -$498K |
|
107
Boston Properties
BXP
$11.5B
| $8.77M | 0.08% | +67,657 | New | +$8.77M |
|
108
Booking.com
BKNG
$181B
| $8.52M | 0.07% | 4,343 +1,311 | +43% | +$2.57M |
|
109
Pultegroup
PHM
$26B
| $8.19M | 0.07% | 224,013 -506,615 | -69% | -$18.5M |
|
110
Gilead Sciences
GILD
$140B
| $7.78M | 0.07% | 122,718 +30,829 | +34% | +$1.95M |
|
111
Duke Energy
DUK
$95.3B
| $7.51M | 0.07% | 78,390 +5,909 | +8% | +$566K |
|
112
Northrop Grumman
NOC
$84.5B
| $7.51M | 0.07% | 20,047 +2,903 | +17% | +$1.09M |
|
113
Franco-Nevada
FNV
$36.3B
| $7.43M | 0.07% | 81,471 +2,361 | +3% | +$215K |
|
114
Telus
TU
$25.1B
| $7.37M | 0.06% | 207,021 | – | – |
|
115
F5
FFIV
$18B
| $7.36M | 0.06% | 52,407 -89,128 | -63% | -$12.5M |
|
116
Mohawk Industries
MHK
$8.24B
| $7.33M | 0.06% | +59,072 | New | +$7.33M |
|
117
CGI
GIB
$21.7B
| $7.29M | 0.06% | 92,070 | – | – |
|
118
Erie Indemnity
ERIE
$18.5B
| $7.14M | 0.06% | +38,474 | New | +$7.14M |
|
119
Monster Beverage
MNST
$60.9B
| $7.02M | 0.06% | 120,857 -190,592 | -61% | -$11.1M |
|
120
CenterPoint Energy
CNP
$24.6B
| $6.96M | 0.06% | 230,529 -200,626 | -47% | -$6.05M |
|
121
Yum China
YUMC
$16.4B
| $6.73M | 0.06% | 148,203 -219 | -0.1% | -$9.95K |
|
122
Emerson Electric
EMR
$74.3B
| $6.45M | 0.06% | 96,413 -101,711 | -51% | -$6.8M |
|
123
Thomson Reuters
TRI
$80B
| $6.15M | 0.05% | 91,921 | – | – |
|
124
Oracle
ORCL
$635B
| $6.12M | 0.05% | 111,155 +93,783 | +540% | +$5.16M |
|
125
FedEx
FDX
$54.5B
| $6.1M | 0.05% | 41,891 +33,821 | +419% | +$4.92M |
|