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 Emerging Markets ETF
EEM
|
$44.6M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$33.5M |
| 3 |
iShares MSCI Brazil ETF
EWZ
|
$26.8M |
| 4 |
Intel
INTC
|
$22.7M |
| 5 |
Walt Disney
DIS
|
$20.9M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$38.1M |
| 2 |
BCE
BCE
|
$29.7M |
| 3 |
VIAB
Viacom Inc. Class B
VIAB
|
$27.3M |
| 4 |
Exelon
EXC
|
$26.3M |
| 5 |
Apple
AAPL
|
$24.1M |
Sector Composition
| 1 | Technology | 3.99% |
| 2 | Energy | 2.82% |
| 3 | Consumer Discretionary | 2.8% |
| 4 | Materials | 2.25% |
| 5 | Healthcare | 2.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
VeriSign
VRSN
$26.2B
| $292K | ﹤0.01% |
+3,300
| New | +$292K |
|
|
LNKD
252
DELISTED
LinkedIn Corporation
LNKD
| $252K | ﹤0.01% |
2,200
-1,900
| -46% | -$218K |
|
253
Conagra Brands
CAG
$9.23B
| $236K | ﹤0.01% |
+6,803
| New | +$236K |
|
254
Advance Auto Parts
AAP
$3.63B
| – | – |
-5,672
| Closed | -$854K |
|
255
Accenture
ACN
$159B
| – | – |
-4,900
| Closed | -$512K |
|
256
Archer Daniels Midland
ADM
$30.2B
| – | – |
-154,603
| Closed | -$5.67M |
|
257
Automatic Data Processing
ADP
$120B
| – | – |
-11,766
| Closed | -$997K |
|
258
Amazon
AMZN
$2.48T
| – | – |
-164,120
| Closed | -$5.55M |
|
|
ANSS
259
DELISTED
Ansys
ANSS
| – | – |
-2,242
| Closed | -$207K |
|
|
260
BCE
BCE
$23.1B
| – | – |
-772,300
| Closed | -$29.7M |
|
261
Berkshire Hathaway Class B
BRK.B
$1.08T
| – | – |
-77,044
| Closed | -$10.2M |
|
262
Colgate-Palmolive
CL
$68.8B
| – | – |
-122,706
| Closed | -$8.18M |
|
263
Core Laboratories
CLB
$592M
| – | – |
-16,842
| Closed | -$1.83M |
|
264
CNX Resources
CNX
$4.18B
| – | – |
-74,064
| Closed | -$488K |
|
265
Columbia Sportswear
COLM
$3.09B
| – | – |
-4,668
| Closed | -$228K |
|
266
Copart
CPRT
$47B
| – | – |
-272,960
| Closed | -$1.3M |
|
267
Carter's
CRI
$1.05B
| – | – |
-2,565
| Closed | -$228K |
|
268
Charles River Laboratories
CRL
$8.07B
| – | – |
-2,687
| Closed | -$216K |
|
269
Commault Systems
CVLT
$7.96B
| – | – |
-5,344
| Closed | -$210K |
|
270
CVS Health
CVS
$93.6B
| – | – |
-83,137
| Closed | -$8.13M |
|
271
Quest Diagnostics
DGX
$20.5B
| – | – |
-64,399
| Closed | -$4.58M |
|
272
Deluxe
DLX
$876M
| – | – |
-5,571
| Closed | -$304K |
|
273
Duke Energy
DUK
$93.8B
| – | – |
-16,376
| Closed | -$1.17M |
|
274
Consolidated Edison
ED
$35.4B
| – | – |
-23,862
| Closed | -$1.53M |
|
275
Estee Lauder
EL
$32.1B
| – | – |
-25,234
| Closed | -$2.22M |
|