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 | |
|---|---|---|---|---|---|---|
201
Ovintiv
OVV
$10.8B
| $1.81M | 0.02% | 395,716 -5,326 | -1% | -$24.4K |
|
202
Kroger
KR
$44.9B
| $1.78M | 0.02% | 69,154 -1,738,519 | -96% | -$44.8M |
|
203
Textron
TXT
$14.3B
| $1.77M | 0.02% | 36,145 -101,446 | -74% | -$4.97M |
|
204
Caterpillar
CAT
$196B
| $1.73M | 0.02% | +13,704 | New | +$1.73M |
|
205
SBA Communications
SBAC
$22B
| $1.73M | 0.02% | +7,177 | New | +$1.73M |
|
206
Royal Gold
RGLD
$11.8B
| $1.64M | 0.01% | 13,347 +3,648 | +38% | +$449K |
|
|
KL
207
DELISTED
Kirkland Lake Gold Ltd Ordinary
KL
| $1.58M | 0.01% | 35,208 +3,856 | +12% | +$173K |
|
208
Iron Mountain
IRM
$27.3B
| $1.57M | 0.01% | 48,484 +35,573 | +276% | +$1.15M |
|
209
Lockheed Martin
LMT
$106B
| $1.56M | 0.01% | +3,986 | New | +$1.56M |
|
210
Colgate-Palmolive
CL
$67.9B
| $1.53M | 0.01% | +20,802 | New | +$1.53M |
|
211
Stanley Black & Decker
SWK
$11.5B
| $1.51M | 0.01% | 10,453 -135,782 | -93% | -$19.6M |
|
212
GDS Holdings
GDS
$6.62B
| $1.5M | 0.01% | 37,309 +2,836 | +8% | +$114K |
|
213
Equifax
EFX
$30.3B
| $1.48M | 0.01% | 10,539 -3,061 | -23% | -$431K |
|
|
PXD
214
DELISTED
Pioneer Natural Resource Co.
PXD
| $1.47M | 0.01% | 11,712 -54,235 | -82% | -$6.82M |
|
215
Cameco
CCJ
$33.7B
| $1.47M | 0.01% | 154,617 -449 | -0.3% | -$4.27K |
|
216
AngloGold Ashanti
AU
$28.6B
| $1.33M | 0.01% | 73,030 +13,792 | +23% | +$252K |
|
217
Toll Brothers
TOL
$13.4B
| $1.32M | 0.01% | +32,074 | New | +$1.32M |
|
218
Annaly Capital Management
NLY
$13.6B
| $1.31M | 0.01% | 148,372 -1,027,344 | -87% | -$9.04M |
|
219
Texas Instruments
TXN
$184B
| $1.19M | 0.01% | +9,212 | New | +$1.19M |
|
|
JOBS
220
DELISTED
51job, Inc.
JOBS
| $1.17M | 0.01% | 15,747 -6,670 | -30% | -$493K |
|
221
Lowe's Companies
LOW
$145B
| $1.11M | 0.01% | +10,091 | New | +$1.11M |
|
222
Fiserv
FI
$75.1B
| $1.1M | 0.01% | +10,569 | New | +$1.1M |
|
223
Boston Scientific
BSX
$156B
| $1.08M | 0.01% | 26,571 +14,065 | +112% | +$572K |
|
224
VeriSign
VRSN
$25.5B
| $1.07M | 0.01% | +5,670 | New | +$1.07M |
|
225
Cadence Design Systems
CDNS
$95.5B
| $998K | 0.01% | 15,098 -6,777 | -31% | -$448K |
|