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 |
Gen Digital
GEN
|
$23.5M |
| 2 |
Eastman Chemical
EMN
|
$21.7M |
| 3 |
PepsiCo
PEP
|
$21.6M |
| 4 |
Kohl's
KSS
|
$20M |
| 5 |
Exelon
EXC
|
$19.5M |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.5B |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
$841M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$44.1M |
| 4 |
Apple
AAPL
|
$28.3M |
| 5 |
Chipotle Mexican Grill
CMG
|
$17.4M |
Sector Composition
| 1 | Technology | 4.32% |
| 2 | Materials | 3.47% |
| 3 | Consumer Discretionary | 3.19% |
| 4 | Energy | 2.92% |
| 5 | Communication Services | 2.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Paychex
PAYX
$48.8B
| $1.68M | 0.02% |
35,355
-118,259
| -77% | -$5.63M |
|
202
Sally Beauty Holdings
SBH
$1.41B
| $1.64M | 0.02% |
+69,206
| New | +$1.64M |
|
|
VRN
203
DELISTED
Veren
VRN
| $1.63M | 0.02% |
142,700
+26,500
| +23% | +$302K |
|
204
Range Resources
RRC
$8.13B
| $1.55M | 0.02% |
48,100
+4,000
| +9% | +$128K |
|
|
LNKD
205
DELISTED
LinkedIn Corporation
LNKD
| $1.52M | 0.02% |
8,000
+6,200
| +344% | +$1.18M |
|
206
Wabtec
WAB
$32.6B
| $1.48M | 0.02% |
16,828
+8,800
| +110% | +$775K |
|
|
SNI
207
DELISTED
Scripps Networks Interactive, Inc Common Class A
SNI
| $1.47M | 0.02% |
29,848
+26,254
| +730% | +$1.29M |
|
208
Newell Brands
NWL
$2.43B
| $1.46M | 0.02% |
+36,700
| New | +$1.46M |
|
209
Ovintiv
OVV
$10.9B
| $1.45M | 0.02% |
226,700
-270,900
| -54% | -$1.74M |
|
210
Crown Castle
CCI
$43B
| $1.44M | 0.02% |
+18,257
| New | +$1.44M |
|
211
Jacobs Solutions
J
$17.3B
| $1.44M | 0.02% |
38,381
+28,900
| +305% | +$1.08M |
|
212
Sensata Technologies
ST
$4.63B
| $1.44M | 0.02% |
32,416
+22,916
| +241% | +$1.02M |
|
213
Travel + Leisure Co
TNL
$4.01B
| $1.42M | 0.02% |
19,800
+14,300
| +260% | +$1.03M |
|
214
Flowserve
FLS
$6.9B
| $1.39M | 0.02% |
33,762
+24,500
| +265% | +$1.01M |
|
|
SGEN
215
DELISTED
Seagen Inc. Common Stock
SGEN
| $1.39M | 0.02% |
+36,000
| New | +$1.39M |
|
|
CHK
216
DELISTED
Chesapeake Energy Corporation
CHK
| $1.38M | 0.02% |
188,600
+26,600
| +16% | +$195K |
|
217
Hershey
HSY
$37.5B
| $1.37M | 0.02% |
14,883
-3,393
| -19% | -$312K |
|
|
TRQ
218
DELISTED
Turquoise Hill Resources Ltd
TRQ
| $1.32M | 0.02% |
519,300
+30,000
| +6% | +$76.3K |
|
219
Reliance Steel & Aluminium
RS
$15.3B
| $1.32M | 0.02% |
+24,350
| New | +$1.32M |
|
220
Cameco
CCJ
$32.4B
| $1.31M | 0.02% |
107,500
+3,800
| +4% | +$46.1K |
|
221
Deluxe
DLX
$867M
| $1.26M | 0.02% |
+22,671
| New | +$1.26M |
|
222
Charles River Laboratories
CRL
$7.88B
| $1.25M | 0.02% |
+19,687
| New | +$1.25M |
|
223
Murphy Oil
MUR
$3.67B
| $1.23M | 0.02% |
50,600
+4,000
| +9% | +$96.8K |
|
224
Bio-Techne
TECH
$8.16B
| $1.2M | 0.02% |
+12,978
| New | +$1.2M |
|
225
Tractor Supply
TSCO
$32.8B
| $1.2M | 0.02% |
+14,216
| New | +$1.2M |
|