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 India ETF
INDA
|
$105M |
| 2 |
Bread Financial
BFH
|
$39.6M |
| 3 |
XEC
CIMAREX ENERGY CO
XEC
|
$39.2M |
| 4 |
SWN
Southwestern Energy Company
SWN
|
$39M |
| 5 |
Kroger
KR
|
$38.2M |
Top Sells
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$1.97B |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.11B |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$913M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$348M |
| 5 |
Bristol-Myers Squibb
BMY
|
$47.2M |
Sector Composition
| 1 | Consumer Discretionary | 4.47% |
| 2 | Financials | 2.86% |
| 3 | Energy | 2.75% |
| 4 | Industrials | 1.72% |
| 5 | Healthcare | 1.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
SL Green Realty
SLG
$4.04B
| $5.04M | 0.04% | +62,668 | New | +$5.04M |
|
152
Eaton
ETN
$136B
| $5.03M | 0.04% | 60,417 +35,508 | +143% | +$2.96M |
|
153
Waste Connections
WCN
$47.5B
| $4.9M | 0.04% | 51,172 | – | – |
|
154
Advance Auto Parts
AAP
$3.66B
| $4.81M | 0.04% | 31,233 +21,925 | +236% | +$3.38M |
|
155
New Oriental
EDU
$7.85B
| $4.71M | 0.04% | 48,812 +34,396 | +239% | +$3.32M |
|
156
Magna International
MGA
$12.9B
| $4.6M | 0.04% | 92,256 -51,858 | -36% | -$2.59M |
|
157
Trip.com Group
TCOM
$48.2B
| $4.26M | 0.03% | 115,335 +81,270 | +239% | +$3M |
|
158
Autohome
ATHM
$3.42B
| $4.04M | 0.03% | 47,228 +33,245 | +238% | +$2.85M |
|
|
QVCGA
159
QVC Group, Inc. Series A Common Stock
QVCGA
$69.2M
| $3.99M | 0.03% | +322,038 | New | +$3.99M |
|
|
XLNX
160
DELISTED
Xilinx Inc
XLNX
| $3.97M | 0.03% | 33,648 -3,109 | -8% | -$367K |
|
|
ALXN
161
DELISTED
Alexion Pharmaceuticals Inc
ALXN
| $3.96M | 0.03% | +30,241 | New | +$3.96M |
|
162
Cenovus Energy
CVE
$29.9B
| $3.64M | 0.03% | 411,821 +64,750 | +19% | +$572K |
|
163
Imperial Oil
IMO
$46.2B
| $3.62M | 0.03% | 130,571 +2,811 | +2% | +$78K |
|
164
Quest Diagnostics
DGX
$20.3B
| $3.55M | 0.03% | 34,817 -19,541 | -36% | -$1.99M |
|
|
CLR
165
DELISTED
CONTINENTAL RESOURCES INC.
CLR
| $3.52M | 0.03% | 83,616 +65,746 | +368% | +$2.77M |
|
166
Meta Platforms (Facebook)
META
$1.86T
| $3.52M | 0.03% | 18,215 -17,710 | -49% | -$3.42M |
|
167
Alexandria Real Estate Equities
ARE
$14.1B
| $3.39M | 0.03% | +24,010 | New | +$3.39M |
|
168
TAL Education Group
TAL
$6.46B
| $3.32M | 0.03% | 87,146 +61,406 | +239% | +$2.34M |
|
169
AT&T
T
$209B
| $3.23M | 0.03% | 96,235 -776,586 | -89% | -$26M |
|
170
Southern Copper
SCCO
$78B
| $3.22M | 0.03% | 82,995 +47,232 | +132% | +$1.83M |
|
171
Skyworks Solutions
SWKS
$11.1B
| $3.13M | 0.02% | 40,508 +32,195 | +387% | +$2.49M |
|
172
Vornado Realty Trust
VNO
$7.3B
| $3.04M | 0.02% | 47,409 +37,896 | +398% | +$2.43M |
|
173
Raymond James Financial
RJF
$33.8B
| $3.03M | 0.02% | 35,798 -8,196 | -19% | -$693K |
|
174
PPG Industries
PPG
$25.1B
| $3.01M | 0.02% | +25,787 | New | +$3.01M |
|
175
Southwest Airlines
LUV
$17.3B
| $2.93M | 0.02% | 57,617 -61,822 | -52% | -$3.14M |
|