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
|
$3.85B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$3.18B |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$3.12B |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$41.3M |
| 5 |
Oracle
ORCL
|
$29.9M |
Top Sells
Sector Composition
| 1 | Technology | 2.54% |
| 2 | Energy | 2.06% |
| 3 | Financials | 1.14% |
| 4 | Materials | 0.95% |
| 5 | Healthcare | 0.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Intuit
INTU
$186B
| $13.7M | 0.12% | +224,939 | New | +$13.7M |
|
27
Lumen
LUMN
$5.1B
| $13.5M | 0.12% | +382,275 | New | +$13.5M |
|
28
Exxon Mobil
XOM
$487B
| $13.5M | 0.12% | +149,471 | New | +$13.5M |
|
29
Microchip Technology
MCHP
$35.1B
| $13.1M | 0.11% | +351,811 | New | +$13.1M |
|
30
Imperial Oil
IMO
$46.2B
| $12.9M | 0.11% | +338,800 | New | +$12.9M |
|
|
RHT
31
DELISTED
Red Hat Inc
RHT
| $11.7M | 0.1% | +243,842 | New | +$11.7M |
|
32
KLA
KLAC
$115B
| $11.6M | 0.1% | +207,899 | New | +$11.6M |
|
33
Pultegroup
PHM
$26B
| $11.6M | 0.1% | +609,589 | New | +$11.6M |
|
34
Canadian Natural Resources
CNQ
$65.9B
| $11.3M | 0.1% | +401,400 | New | +$11.3M |
|
|
MXIM
35
DELISTED
Maxim Integrated Products
MXIM
| $10M | 0.09% | +361,528 | New | +$10M |
|
36
Cenovus Energy
CVE
$29.9B
| $9.71M | 0.09% | +341,500 | New | +$9.71M |
|
37
American Express
AXP
$231B
| $9.68M | 0.08% | +129,537 | New | +$9.68M |
|
38
Southern Copper
SCCO
$78B
| $9.07M | 0.08% | +328,223 | New | +$9.07M |
|
|
BRCM
39
DELISTED
BROADCOM CORP CL-A
BRCM
| $9M | 0.08% | +266,391 | New | +$9M |
|
40
AutoZone
AZO
$70.2B
| $8.94M | 0.08% | +21,110 | New | +$8.94M |
|
41
FirstEnergy
FE
$25.2B
| $8.87M | 0.08% | +237,406 | New | +$8.87M |
|
42
Home Depot
HD
$405B
| $8.84M | 0.08% | +114,080 | New | +$8.84M |
|
43
Chevron
CVX
$324B
| $8.82M | 0.08% | +74,535 | New | +$8.82M |
|
44
Enbridge
ENB
$105B
| $8.4M | 0.07% | +200,400 | New | +$8.4M |
|
45
Occidental Petroleum
OXY
$46.9B
| $8.4M | 0.07% | +94,100 | New | +$8.4M |
|
46
C.H. Robinson
CHRW
$15.2B
| $8.34M | 0.07% | +148,184 | New | +$8.34M |
|
|
ESRX
47
DELISTED
Express Scripts Holding Company
ESRX
| $8.29M | 0.07% | +134,288 | New | +$8.29M |
|
|
TYC
48
DELISTED
TYCO INTL PLC COM SHS (IRL)
TYC
| $8.24M | 0.07% | +249,977 | New | +$8.24M |
|
49
Amgen
AMGN
$155B
| $8.21M | 0.07% | +83,244 | New | +$8.21M |
|
50
NetApp
NTAP
$22.6B
| $8.05M | 0.07% | +213,113 | New | +$8.05M |
|