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 |
Cleveland-Cliffs
CLF
|
+$31.6M |
| 2 |
ENDP
Endo International plc
ENDP
|
+$25.5M |
| 3 |
iShares MSCI Brazil ETF
EWZ
|
+$22.2M |
| 4 |
Devon Energy
DVN
|
+$18.4M |
| 5 |
GE Aerospace
GE
|
+$18M |
Top Sells
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
+$1.2B |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$795M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$53.2M |
| 4 |
Apple
AAPL
|
+$48.2M |
| 5 |
Microsoft
MSFT
|
+$41.4M |
Sector Composition
| 1 | Energy | 2.89% |
| 2 | Consumer Discretionary | 2.25% |
| 3 | Materials | 2.16% |
| 4 | Healthcare | 2.09% |
| 5 | Technology | 1.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Motorola Solutions
MSI
$79.7B
| $1.32M | 0.02% |
+15,327
| New | +$1.32M |
|
177
US Bancorp
USB
$75.7B
| $1.31M | 0.01% |
25,425
-35,475
| -58% | -$1.83M |
|
178
Waste Management
WM
$88.2B
| $1.3M | 0.01% |
17,831
+8,394
| +89% | +$612K |
|
179
Zions Bancorporation
ZION
$8.42B
| $1.28M | 0.01% |
+30,547
| New | +$1.28M |
|
180
LKQ Corp
LKQ
$8.39B
| $1.28M | 0.01% |
43,738
-5,419
| -11% | -$159K |
|
181
Cognizant
CTSH
$34.8B
| $1.28M | 0.01% |
21,477
-24,493
| -53% | -$1.46M |
|
|
TSS
182
DELISTED
Total System Services, Inc.
TSS
| $1.27M | 0.01% |
+23,801
| New | +$1.27M |
|
183
Sealed Air
SEE
$4.86B
| $1.23M | 0.01% |
+28,227
| New | +$1.23M |
|
184
Charles Schwab
SCHW
$170B
| $1.17M | 0.01% |
28,638
-117,262
| -80% | -$4.79M |
|
|
GGP
185
DELISTED
GGP Inc.
GGP
| $1.17M | 0.01% |
50,389
-116,611
| -70% | -$2.7M |
|
186
Vulcan Materials
VMC
$39.5B
| $1.14M | 0.01% |
+9,420
| New | +$1.14M |
|
187
Royal Caribbean
RCL
$95.4B
| $1.12M | 0.01% |
11,380
-6,620
| -37% | -$649K |
|
188
AT&T
T
$207B
| $1.09M | 0.01% |
+34,862
| New | +$1.09M |
|
189
Honeywell
HON
$136B
| $1.09M | 0.01% |
+9,132
| New | +$1.09M |
|
190
Marsh & McLennan
MMC
$100B
| $1.09M | 0.01% |
14,744
+11,044
| +298% | +$816K |
|
191
Cameco
CCJ
$33.6B
| $1.08M | 0.01% |
97,654
+1,054
| +1% | +$11.6K |
|
192
Truist Financial
TFC
$59.3B
| $1.06M | 0.01% |
23,790
+4,490
| +23% | +$201K |
|
193
Kroger
KR
$45B
| $1.05M | 0.01% |
+35,466
| New | +$1.05M |
|
194
Moody's
MCO
$91B
| $1.02M | 0.01% |
9,098
-166,802
| -95% | -$18.7M |
|
195
Bank of America
BAC
$366B
| $998K | 0.01% |
42,308
-292,992
| -87% | -$6.91M |
|
|
BCR
196
DELISTED
CR Bard Inc.
BCR
| $985K | 0.01% |
+3,964
| New | +$985K |
|
197
Fidelity National Information Services
FIS
$36B
| $960K | 0.01% |
+12,062
| New | +$960K |
|
198
Lear
LEA
$6B
| $928K | 0.01% |
+6,557
| New | +$928K |
|
199
Comerica
CMA
$8.83B
| $895K | 0.01% |
13,056
-1,644
| -11% | -$113K |
|
200
Loews
L
$19.9B
| $840K | 0.01% |
+17,961
| New | +$840K |
|