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
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$66.7M |
| 2 |
ENDP
Endo International plc
ENDP
|
$25.5M |
| 3 |
Cleveland-Cliffs
CLF
|
$16.7M |
| 4 |
Walt Disney
DIS
|
$14.7M |
| 5 |
Interpublic Group of Companies
IPG
|
$14.6M |
Sector Composition
| 1 | Consumer Discretionary | 2.42% |
| 2 | Energy | 2.05% |
| 3 | Technology | 1.4% |
| 4 | Healthcare | 1.37% |
| 5 | Financials | 1.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Capital One
COF
$142B
| $1.67M | 0.02% |
20,219
-27,206
| -57% | -$2.25M |
|
177
Union Pacific
UNP
$131B
| $1.64M | 0.02% |
+15,025
| New | +$1.64M |
|
178
Kellanova
K
$27.8B
| $1.63M | 0.01% |
+24,931
| New | +$1.63M |
|
|
APC
179
DELISTED
Anadarko Petroleum
APC
| $1.63M | 0.01% |
35,846
-104,734
| -75% | -$4.75M |
|
180
Electronic Arts
EA
$42.2B
| $1.62M | 0.01% |
15,287
+8,452
| +124% | +$893K |
|
|
PTR
181
DELISTED
PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES)
PTR
| $1.61M | 0.01% |
26,316
-17,154
| -39% | -$1.05M |
|
182
Cenovus Energy
CVE
$28.7B
| $1.6M | 0.01% |
217,630
-3,857
| -2% | -$28.4K |
|
183
Coca-Cola Europacific Partners
CCEP
$40.4B
| $1.59M | 0.01% |
+39,144
| New | +$1.59M |
|
184
Fastenal
FAST
$55.1B
| $1.59M | 0.01% |
+145,720
| New | +$1.59M |
|
185
Albemarle
ALB
$9.6B
| $1.58M | 0.01% |
+14,937
| New | +$1.58M |
|
186
Gildan
GIL
$8.27B
| $1.55M | 0.01% |
+50,345
| New | +$1.55M |
|
187
Royal Gold
RGLD
$12.2B
| $1.54M | 0.01% |
19,706
-44,232
| -69% | -$3.46M |
|
188
Microsoft
MSFT
$3.68T
| $1.53M | 0.01% |
22,144
-1,566
| -7% | -$108K |
|
189
Marsh & McLennan
MMC
$100B
| $1.5M | 0.01% |
19,284
+4,540
| +31% | +$354K |
|
190
Moody's
MCO
$89.5B
| $1.49M | 0.01% |
12,211
+3,113
| +34% | +$379K |
|
191
Northrop Grumman
NOC
$83.2B
| $1.38M | 0.01% |
5,365
-14,631
| -73% | -$3.76M |
|
|
PARA
192
DELISTED
Paramount Global Class B
PARA
| $1.37M | 0.01% |
+21,535
| New | +$1.37M |
|
|
VAR
193
DELISTED
Varian Medical Systems, Inc.
VAR
| $1.32M | 0.01% |
+12,783
| New | +$1.32M |
|
|
DRE
194
DELISTED
Duke Realty Corp.
DRE
| $1.32M | 0.01% |
+47,098
| New | +$1.32M |
|
|
TFCFA
195
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
| $1.31M | 0.01% |
+46,106
| New | +$1.31M |
|
196
CME Group
CME
$94.4B
| $1.3M | 0.01% |
10,377
+5,035
| +94% | +$631K |
|
|
NUAN
197
DELISTED
Nuance Communications, Inc.
NUAN
| $1.27M | 0.01% |
+84,271
| New | +$1.27M |
|
198
Bausch Health
BHC
$2.72B
| $1.22M | 0.01% |
+70,269
| New | +$1.22M |
|
|
NGD
199
New Gold Inc
NGD
$4.99B
| $1.21M | 0.01% |
381,517
-148,049
| -28% | -$470K |
|
200
BlackBerry
BB
$2.31B
| $1.18M | 0.01% |
+118,625
| New | +$1.18M |
|