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 | |
|---|---|---|---|---|---|---|
151
Public Storage
PSA
$51.7B
| $1.22M | 0.02% | 6,352 -3,246 | -34% | -$623K |
|
152
Constellation Brands
STZ
$28.5B
| $1.22M | 0.02% | 6,961 -3,520 | -34% | -$616K |
|
153
Air Products & Chemicals
APD
$65.5B
| $1.22M | 0.02% | 5,034 +3,242 | +181% | +$783K |
|
154
Pentair
PNR
$17.6B
| $1.22M | 0.02% | +31,990 | New | +$1.22M |
|
155
Ralph Lauren
RL
$18B
| $1.21M | 0.02% | 16,716 -1,435 | -8% | -$104K |
|
156
Autodesk
ADSK
$67.3B
| $1.2M | 0.02% | 4,996 +3,204 | +179% | +$766K |
|
157
HCA Healthcare
HCA
$94.5B
| $1.19M | 0.02% | 12,303 -6,279 | -34% | -$609K |
|
158
Robert Half
RHI
$3.8B
| $1.17M | 0.02% | +22,122 | New | +$1.17M |
|
159
Reliance Steel & Aluminium
RS
$15.5B
| $1.17M | 0.02% | +12,288 | New | +$1.17M |
|
160
Manhattan Associates
MANH
$13B
| $1.16M | 0.02% | +12,263 | New | +$1.16M |
|
161
Aecom
ACM
$16.5B
| $1.15M | 0.02% | +30,658 | New | +$1.15M |
|
|
BERY
162
DELISTED
Berry Global Group, Inc.
BERY
| $1.13M | 0.02% | +25,557 | New | +$1.13M |
|
163
Newmont
NEM
$81.7B
| $1.13M | 0.02% | 18,289 -12,299 | -40% | -$759K |
|
164
Pool Corp
POOL
$11.6B
| $1.12M | 0.02% | 4,126 +850 | +26% | +$231K |
|
|
NOAH
165
Noah Holdings
NOAH
$824M
| $1.12M | 0.02% | 43,849 +34,696 | +379% | +$884K |
|
166
Allstate
ALL
$53.6B
| $1.11M | 0.02% | 11,487 -6,014 | -34% | -$583K |
|
167
Dayforce
DAY
$11B
| $1.09M | 0.02% | +13,800 | New | +$1.09M |
|
|
HDS
168
DELISTED
HD Supply Holdings, Inc.
HDS
| $1.08M | 0.02% | +31,256 | New | +$1.08M |
|
169
FedEx
FDX
$54.5B
| $1.07M | 0.02% | +7,657 | New | +$1.07M |
|
170
Leggett & Platt
LEG
$1.3B
| $1.07M | 0.02% | 30,503 -1,947 | -6% | -$68.4K |
|
171
Deckers Outdoor
DECK
$17.7B
| $1.06M | 0.02% | +5,409 | New | +$1.06M |
|
172
Steel Dynamics
STLD
$19.3B
| $1.06M | 0.02% | +40,570 | New | +$1.06M |
|
173
Travelers Companies
TRV
$61.1B
| $1.05M | 0.02% | 9,203 -4,855 | -35% | -$554K |
|
174
Quanta Services
PWR
$56.3B
| $1.04M | 0.02% | +26,577 | New | +$1.04M |
|
|
WBA
175
DELISTED
Walgreens Boots Alliance
WBA
| $1.04M | 0.02% | 24,421 -14,653 | -38% | -$621K |
|