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 | |
|---|---|---|---|---|---|---|
126
Intuitive Surgical
ISRG
$170B
| $6.05M | 0.05% | +11,210 | New | +$6.05M |
|
127
Agnico Eagle Mines
AEM
$72.4B
| $6.05M | 0.05% | 112,870 +3,799 | +3% | +$204K |
|
128
New Oriental
EDU
$7.85B
| $5.87M | 0.05% | 53,030 +4,218 | +9% | +$467K |
|
129
Wheaton Precious Metals
WPM
$45.6B
| $5.87M | 0.05% | 223,850 +8,141 | +4% | +$214K |
|
130
Huazhu Hotels Group
HTHT
$11.3B
| $5.85M | 0.05% | 177,185 -159,556 | -47% | -$5.27M |
|
131
CSX Corp
CSX
$60.6B
| $5.83M | 0.05% | +84,212 | New | +$5.83M |
|
132
Pembina Pipeline
PBA
$21.9B
| $5.81M | 0.05% | 156,702 | – | – |
|
133
Fortis
FTS
$25B
| $5.78M | 0.05% | 136,548 | – | – |
|
134
American Express
AXP
$231B
| $5.75M | 0.05% | +48,583 | New | +$5.75M |
|
135
Restaurant Brands International
QSR
$20.8B
| $5.63M | 0.05% | 79,156 | – | – |
|
136
Rogers Communications
RCI
$19.4B
| $5.6M | 0.05% | 114,817 | – | – |
|
137
Vertex Pharmaceuticals
VRTX
$100B
| $5.47M | 0.05% | +32,260 | New | +$5.47M |
|
138
Meta Platforms (Facebook)
META
$1.86T
| $5.31M | 0.05% | 29,811 +11,596 | +64% | +$2.07M |
|
139
Automatic Data Processing
ADP
$123B
| $5.31M | 0.05% | +32,865 | New | +$5.31M |
|
140
EOG Resources
EOG
$68.2B
| $5.23M | 0.05% | 70,478 -101,966 | -59% | -$7.57M |
|
141
Liberty Global Class A
LBTYA
$4B
| $4.93M | 0.04% | 199,008 -172,082 | -46% | -$4.26M |
|
142
Magna International
MGA
$12.9B
| $4.92M | 0.04% | 92,256 | – | – |
|
143
Akamai
AKAM
$11.3B
| $4.85M | 0.04% | 53,107 +19,493 | +58% | +$1.78M |
|
144
Waste Connections
WCN
$47.5B
| $4.84M | 0.04% | 52,595 +1,423 | +3% | +$131K |
|
145
NVIDIA
NVDA
$4.24T
| $4.74M | 0.04% | +27,239 | New | +$4.74M |
|
146
Factset
FDS
$14.1B
| $4.68M | 0.04% | 19,248 +18,187 | +1,714% | +$4.42M |
|
147
3M
MMM
$82.8B
| $4.58M | 0.04% | 27,853 -84,098 | -75% | -$13.8M |
|
148
General Mills
GIS
$26.4B
| $4.4M | 0.04% | +79,781 | New | +$4.4M |
|
149
Electronic Arts
EA
$43B
| $4.06M | 0.04% | 41,516 +24,052 | +138% | +$2.35M |
|
150
Visa
V
$683B
| $4.03M | 0.04% | +23,455 | New | +$4.03M |
|