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 |
SPDR S&P 500 ETF Trust
SPY
|
$457M |
| 2 |
SPDR Gold Trust
GLD
|
$235M |
| 3 |
iShares China Large-Cap ETF
FXI
|
$166M |
| 4 |
Alibaba
BABA
|
$145M |
| 5 |
iShares MSCI China ETF
MCHI
|
$125M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 9.21% |
| 2 | Communication Services | 2.72% |
| 3 | Industrials | 2.14% |
| 4 | Technology | 1.45% |
| 5 | Consumer Staples | 1.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ZEN
126
DELISTED
ZENDESK INC
ZEN
| $1.56M | 0.03% |
+17,623
| New | +$1.56M |
|
127
Lear
LEA
$5.82B
| $1.51M | 0.03% |
13,838
-997
| -7% | -$109K |
|
128
Zscaler
ZS
$42.3B
| $1.48M | 0.02% |
+13,492
| New | +$1.48M |
|
129
Williams-Sonoma
WSM
$23.4B
| $1.47M | 0.02% |
17,934
-1,059
| -6% | -$86.9K |
|
130
Gentex
GNTX
$6.1B
| $1.46M | 0.02% |
56,457
-5,429
| -9% | -$140K |
|
131
Ubiquiti
UI
$31.8B
| $1.43M | 0.02% |
+8,204
| New | +$1.43M |
|
132
Kraft Heinz
KHC
$30.6B
| $1.42M | 0.02% |
44,484
-22,583
| -34% | -$720K |
|
133
Owens Corning
OC
$12.4B
| $1.39M | 0.02% |
24,882
-2,029
| -8% | -$113K |
|
134
Toro Company
TTC
$7.95B
| $1.37M | 0.02% |
+20,691
| New | +$1.37M |
|
135
U-Haul Holding Co
UHAL
$10.7B
| $1.37M | 0.02% |
4,521
-308
| -6% | -$93.1K |
|
136
General Mills
GIS
$26.2B
| $1.36M | 0.02% |
22,053
-11,222
| -34% | -$692K |
|
|
Y
137
DELISTED
Alleghany Corporation
Y
| $1.36M | 0.02% |
+2,770
| New | +$1.36M |
|
138
New York Times
NYT
$9.59B
| $1.35M | 0.02% |
+32,175
| New | +$1.35M |
|
139
Dollar General
DG
$24.4B
| $1.35M | 0.02% |
7,089
-4,459
| -39% | -$850K |
|
|
ATVI
140
DELISTED
Activision Blizzard Inc.
ATVI
| $1.33M | 0.02% |
17,462
+11,200
| +179% | +$850K |
|
141
Westlake Corp
WLK
$11B
| $1.32M | 0.02% |
+24,644
| New | +$1.32M |
|
142
Hubbell
HUBB
$22.8B
| $1.31M | 0.02% |
+10,458
| New | +$1.31M |
|
143
Autoliv
ALV
$9.46B
| $1.3M | 0.02% |
20,141
-1,346
| -6% | -$86.8K |
|
144
Lamar Advertising Co
LAMR
$12.7B
| $1.3M | 0.02% |
+19,453
| New | +$1.3M |
|
145
Newell Brands
NWL
$2.41B
| $1.3M | 0.02% |
81,800
+71,364
| +684% | +$1.13M |
|
146
Elevance Health
ELV
$72.4B
| $1.29M | 0.02% |
4,899
-2,268
| -32% | -$596K |
|
|
HUYA
147
Huya Inc
HUYA
$776M
| $1.28M | 0.02% |
+68,569
| New | +$1.28M |
|
148
Carlisle Companies
CSL
$16.2B
| $1.27M | 0.02% |
+10,589
| New | +$1.27M |
|
149
Thor Industries
THO
$5.67B
| $1.24M | 0.02% |
11,595
-1,467
| -11% | -$156K |
|
150
Axalta
AXTA
$6.69B
| $1.23M | 0.02% |
54,302
-3,550
| -6% | -$80.1K |
|