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 | |
|---|---|---|---|---|---|---|
|
DISH
151
DELISTED
DISH Network Corp.
DISH
| $4.03M | 0.04% | +118,291 | New | +$4.03M |
|
152
Estee Lauder
EL
$33B
| $4.01M | 0.04% | 20,161 +10,037 | +99% | +$2M |
|
153
Autohome
ATHM
$3.42B
| $3.99M | 0.04% | 47,993 +765 | +2% | +$63.6K |
|
154
Trip.com Group
TCOM
$48.2B
| $3.92M | 0.03% | 133,692 +18,357 | +16% | +$538K |
|
|
JNPR
155
DELISTED
Juniper Networks
JNPR
| $3.9M | 0.03% | +157,612 | New | +$3.9M |
|
156
Aptiv
APTV
$17.3B
| $3.88M | 0.03% | +44,326 | New | +$3.88M |
|
157
Cenovus Energy
CVE
$29.9B
| $3.79M | 0.03% | 403,281 -8,540 | -2% | -$80.2K |
|
158
Eaton
ETN
$136B
| $3.74M | 0.03% | 44,984 -15,433 | -26% | -$1.28M |
|
159
Pinduoduo
PDD
$171B
| $3.69M | 0.03% | 114,520 +13,179 | +13% | +$425K |
|
160
Teck Resources
TECK
$16.7B
| $3.57M | 0.03% | 220,198 -859 | -0.4% | -$13.9K |
|
161
Darden Restaurants
DRI
$24.1B
| $3.5M | 0.03% | +29,586 | New | +$3.5M |
|
162
CVR Energy
CVI
$3.07B
| $3.48M | 0.03% | +79,121 | New | +$3.48M |
|
163
IBM
IBM
$227B
| $3.43M | 0.03% | 23,587 -32,004 | -58% | -$4.65M |
|
164
TAL Education Group
TAL
$6.46B
| $3.43M | 0.03% | 100,106 +12,960 | +15% | +$444K |
|
165
Chipotle Mexican Grill
CMG
$56.5B
| $3.42M | 0.03% | +4,068 | New | +$3.42M |
|
166
Cisco
CSCO
$274B
| $3.4M | 0.03% | +68,892 | New | +$3.4M |
|
167
Imperial Oil
IMO
$46.2B
| $3.37M | 0.03% | 129,161 -1,410 | -1% | -$36.7K |
|
168
S&P Global
SPGI
$167B
| $3.37M | 0.03% | +13,735 | New | +$3.37M |
|
169
TripAdvisor
TRIP
$2.02B
| $3.18M | 0.03% | +82,306 | New | +$3.18M |
|
170
Phillips 66
PSX
$54B
| $2.99M | 0.03% | 29,236 -56,242 | -66% | -$5.76M |
|
171
Kinross Gold
KGC
$25.5B
| $2.94M | 0.03% | 638,788 +30,747 | +5% | +$142K |
|
172
Royal Caribbean
RCL
$98.7B
| $2.87M | 0.03% | +26,490 | New | +$2.87M |
|
173
Host Hotels & Resorts
HST
$11.8B
| $2.81M | 0.02% | 162,752 -571,767 | -78% | -$9.89M |
|
174
Southwest Airlines
LUV
$17.3B
| $2.76M | 0.02% | 51,058 -6,559 | -11% | -$354K |
|
175
Nucor
NUE
$34.1B
| $2.73M | 0.02% | 53,658 -608,978 | -92% | -$31M |
|