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 | |
|---|---|---|---|---|---|---|
176
Gildan
GIL
$8.14B
| $2.68M | 0.02% | 75,369 | – | – |
|
|
CLR
177
DELISTED
CONTINENTAL RESOURCES INC.
CLR
| $2.67M | 0.02% | 86,594 +2,978 | +4% | +$91.7K |
|
|
SJR
178
DELISTED
Shaw Communications Inc.
SJR
| $2.6M | 0.02% | 132,460 | – | – |
|
179
Open Text
OTEX
$8.41B
| $2.59M | 0.02% | 63,508 | – | – |
|
180
Cognizant
CTSH
$35.3B
| $2.55M | 0.02% | +42,308 | New | +$2.55M |
|
181
Bausch Health
BHC
$2.74B
| $2.52M | 0.02% | 115,412 | – | – |
|
182
BHP
BHP
$142B
| $2.37M | 0.02% | 47,952 +749 | +2% | +$37K |
|
183
Rio Tinto
RIO
$102B
| $2.36M | 0.02% | 45,390 +2,506 | +6% | +$131K |
|
184
Vale
VALE
$43.9B
| $2.36M | 0.02% | 204,821 +6,714 | +3% | +$77.2K |
|
185
Chevron
CVX
$324B
| $2.34M | 0.02% | 19,745 -1,641 | -8% | -$195K |
|
186
Exxon Mobil
XOM
$487B
| $2.34M | 0.02% | 33,155 +964 | +3% | +$68.1K |
|
187
Petrobras
PBR
$79.9B
| $2.33M | 0.02% | 160,868 -5,336 | -3% | -$77.2K |
|
188
BP
BP
$90.8B
| $2.32M | 0.02% | 61,172 +3,833 | +7% | +$146K |
|
189
RTX Corp
RTX
$212B
| $2.31M | 0.02% | 16,892 +1,870 | +12% | +$255K |
|
190
Cummins
CMI
$54.9B
| $2.21M | 0.02% | +13,582 | New | +$2.21M |
|
|
VMW
191
DELISTED
VMware, Inc
VMW
| $2.14M | 0.02% | +14,260 | New | +$2.14M |
|
192
Coca-Cola
KO
$297B
| $2.13M | 0.02% | 39,025 -84,384 | -68% | -$4.59M |
|
193
NVR
NVR
$22.4B
| $2.12M | 0.02% | 569 +420 | +282% | +$1.56M |
|
194
Edwards Lifesciences
EW
$47.8B
| $2.11M | 0.02% | 9,581 +2,114 | +28% | +$465K |
|
195
Fifth Third Bancorp
FITB
$30.3B
| $2.08M | 0.02% | +76,101 | New | +$2.08M |
|
196
Southern Copper
SCCO
$78B
| $2.08M | 0.02% | 60,841 -22,154 | -27% | -$756K |
|
|
AMTD
197
DELISTED
TD Ameritrade Holding Corp
AMTD
| $2.05M | 0.02% | 43,946 -176,228 | -80% | -$8.23M |
|
198
Vipshop
VIPS
$8.25B
| $1.9M | 0.02% | 212,793 +10,628 | +5% | +$94.8K |
|
|
MOMO
199
Hello Group
MOMO
$1.33B
| $1.89M | 0.02% | 60,964 +997 | +2% | +$30.9K |
|
200
Apple
AAPL
$3.45T
| $1.86M | 0.02% | +8,311 | New | +$1.86M |
|