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 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$422M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$187M |
| 3 |
iShares MSCI South Korea ETF
EWY
|
$93.4M |
| 4 |
Molson Coors Class B
TAP
|
$27.4M |
| 5 |
UnitedHealth
UNH
|
$26.2M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$176M |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
$46.5M |
| 3 |
Bristol-Myers Squibb
BMY
|
$21.1M |
| 4 |
Intel
INTC
|
$20.7M |
| 5 |
JNPR
Juniper Networks
JNPR
|
$20.3M |
Sector Composition
| 1 | Energy | 2.75% |
| 2 | Technology | 2.62% |
| 3 | Consumer Discretionary | 2.44% |
| 4 | Financials | 1.98% |
| 5 | Healthcare | 1.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Ralph Lauren
RL
$18.9B
| $1.93M | 0.02% |
+21,400
| New | +$1.93M |
|
202
Intercontinental Exchange
ICE
$99.8B
| $1.92M | 0.02% |
34,000
+7,500
| +28% | +$423K |
|
203
D.R. Horton
DHI
$54.2B
| $1.85M | 0.02% |
67,818
-156,900
| -70% | -$4.29M |
|
|
VRN
204
DELISTED
Veren
VRN
| $1.82M | 0.02% |
133,900
-19,900
| -13% | -$271K |
|
205
Target
TGT
$42.3B
| $1.67M | 0.02% |
23,075
-86,000
| -79% | -$6.21M |
|
206
Sibanye-Stillwater
SBSW
$6.08B
| $1.65M | 0.02% |
248,467
+39,674
| +19% | +$264K |
|
207
C.H. Robinson
CHRW
$14.9B
| $1.65M | 0.02% |
22,500
-46,500
| -67% | -$3.41M |
|
|
TRQ
208
DELISTED
Turquoise Hill Resources Ltd
TRQ
| $1.63M | 0.02% |
50,710
-9,840
| -16% | -$316K |
|
209
PNC Financial Services
PNC
$80.5B
| $1.57M | 0.01% |
+13,400
| New | +$1.57M |
|
210
Monster Beverage
MNST
$61B
| $1.57M | 0.01% |
70,600
-69,260
| -50% | -$1.54M |
|
211
LKQ Corp
LKQ
$8.33B
| $1.51M | 0.01% |
+49,157
| New | +$1.51M |
|
212
Royal Caribbean
RCL
$95.7B
| $1.48M | 0.01% |
+18,000
| New | +$1.48M |
|
|
AMTD
213
DELISTED
TD Ameritrade Holding Corp
AMTD
| $1.46M | 0.01% |
+33,500
| New | +$1.46M |
|
214
Gen Digital
GEN
$18.2B
| $1.38M | 0.01% |
57,564
+8,800
| +18% | +$210K |
|
215
Lowe's Companies
LOW
$151B
| $1.37M | 0.01% |
19,200
-124,800
| -87% | -$8.88M |
|
216
Labcorp
LH
$23.2B
| $1.34M | 0.01% |
12,106
-23,796
| -66% | -$2.62M |
|
217
Public Storage
PSA
$52.2B
| $1.31M | 0.01% |
5,879
-9,100
| -61% | -$2.03M |
|
218
PPL Corp
PPL
$26.6B
| $1.31M | 0.01% |
+38,400
| New | +$1.31M |
|
219
Wynn Resorts
WYNN
$12.6B
| $1.23M | 0.01% |
+14,246
| New | +$1.23M |
|
220
Visa
V
$666B
| $1.19M | 0.01% |
+15,200
| New | +$1.19M |
|
221
NRG Energy
NRG
$28.6B
| $1.17M | 0.01% |
95,524
-316,750
| -77% | -$3.88M |
|
222
Lamb Weston
LW
$8.08B
| $1.15M | 0.01% |
+30,417
| New | +$1.15M |
|
223
Northrop Grumman
NOC
$83.2B
| $1.14M | 0.01% |
+4,900
| New | +$1.14M |
|
224
Intuitive Surgical
ISRG
$167B
| $1.08M | 0.01% |
15,300
-51,300
| -77% | -$3.61M |
|
225
Coca-Cola Europacific Partners
CCEP
$40.4B
| $1.04M | 0.01% |
33,049
+21,665
| +190% | +$680K |
|