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 |
JPMorgan Chase
JPM
|
$90.5M |
| 2 |
Bank of America
BAC
|
$66.1M |
| 3 |
Wells Fargo
WFC
|
$47.5M |
| 4 |
Citigroup
C
|
$36.1M |
| 5 |
US Bancorp
USB
|
$19.3M |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$561M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$504M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$404M |
| 4 |
iShares MSCI Brazil ETF
EWZ
|
$80.8M |
| 5 |
Macy's
M
|
$56.8M |
Sector Composition
| 1 | Financials | 6.62% |
| 2 | Consumer Discretionary | 3.62% |
| 3 | Industrials | 2.15% |
| 4 | Materials | 1.56% |
| 5 | Technology | 1.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Kinross Gold
KGC
$25.5B
| $3.05M | 0.03% | 642,387 +3,599 | +0.6% | +$17.1K |
|
152
Lear
LEA
$5.85B
| $3.04M | 0.03% | 22,188 +16,694 | +304% | +$2.29M |
|
|
VMW
153
DELISTED
VMware, Inc
VMW
| $3.03M | 0.03% | 19,987 +5,727 | +40% | +$869K |
|
154
Vipshop
VIPS
$8.25B
| $3.01M | 0.03% | 212,091 -702 | -0.3% | -$9.95K |
|
155
MarketAxess Holdings
MKTX
$6.87B
| $2.96M | 0.03% | +7,810 | New | +$2.96M |
|
156
United Rentals
URI
$61.5B
| $2.93M | 0.03% | 17,569 -161,904 | -90% | -$27M |
|
157
General Motors
GM
$55.8B
| $2.91M | 0.03% | 79,397 +58,033 | +272% | +$2.12M |
|
158
Norwegian Cruise Line
NCLH
$11.2B
| $2.88M | 0.03% | +49,372 | New | +$2.88M |
|
159
PVH
PVH
$4.05B
| $2.86M | 0.03% | 27,223 -167,177 | -86% | -$17.6M |
|
160
Advance Auto Parts
AAP
$3.66B
| $2.85M | 0.03% | +17,816 | New | +$2.85M |
|
161
ServiceNow
NOW
$190B
| $2.85M | 0.03% | +10,086 | New | +$2.85M |
|
162
A.O. Smith
AOS
$9.99B
| $2.84M | 0.03% | +59,642 | New | +$2.84M |
|
163
Las Vegas Sands
LVS
$39.6B
| $2.84M | 0.03% | +41,073 | New | +$2.84M |
|
164
Albemarle
ALB
$9.99B
| $2.83M | 0.03% | +38,798 | New | +$2.83M |
|
165
Open Text
OTEX
$8.41B
| $2.8M | 0.03% | 63,504 -4 | -0% | -$176 |
|
166
Air Products & Chemicals
APD
$65.5B
| $2.77M | 0.03% | +11,796 | New | +$2.77M |
|
167
W.W. Grainger
GWW
$48.5B
| $2.74M | 0.03% | +8,086 | New | +$2.74M |
|
168
Tapestry
TPR
$21.2B
| $2.72M | 0.03% | +100,968 | New | +$2.72M |
|
169
Autoliv
ALV
$9.53B
| $2.69M | 0.03% | 31,908 +29,204 | +1,080% | +$2.46M |
|
170
U-Haul Holding Co
UHAL
$10.8B
| $2.69M | 0.03% | +7,154 | New | +$2.69M |
|
171
Gentex
GNTX
$6.15B
| $2.68M | 0.03% | 92,549 +85,128 | +1,147% | +$2.47M |
|
|
SJR
172
DELISTED
Shaw Communications Inc.
SJR
| $2.68M | 0.03% | 131,934 -526 | -0.4% | -$10.7K |
|
173
Rio Tinto
RIO
$102B
| $2.68M | 0.03% | 45,123 -267 | -0.6% | -$15.9K |
|
|
Y
174
DELISTED
Alleghany Corporation
Y
| $2.68M | 0.03% | +3,351 | New | +$2.68M |
|
175
Franklin Resources
BEN
$13.3B
| $2.68M | 0.03% | 103,048 -348,473 | -77% | -$9.05M |
|