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
|
$258M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$152M |
| 3 |
Apple
AAPL
|
$25M |
| 4 |
GE Aerospace
GE
|
$22.1M |
| 5 |
JNPR
Juniper Networks
JNPR
|
$19.9M |
Top Sells
| 1 |
Gen Digital
GEN
|
$23.8M |
| 2 |
Johnson & Johnson
JNJ
|
$20.6M |
| 3 |
Cisco
CSCO
|
$14.6M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$11.7M |
| 5 |
CELG
Celgene Corp
CELG
|
$9.94M |
Sector Composition
| 1 | Technology | 3.07% |
| 2 | Energy | 2.47% |
| 3 | Materials | 1.34% |
| 4 | Industrials | 0.94% |
| 5 | Consumer Discretionary | 0.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
GG
26
DELISTED
Goldcorp Inc
GG
| $14.7M | 0.11% |
526,707
+11,200
| +2% | +$313K |
|
27
Coca-Cola
KO
$292B
| $14.7M | 0.11% |
+346,874
| New | +$14.7M |
|
|
BBBY
28
DELISTED
Bed Bath & Beyond Inc
BBBY
| $14.6M | 0.11% |
+255,200
| New | +$14.6M |
|
|
B
29
Barrick Mining Corporation
B
$48.5B
| $14M | 0.11% |
765,400
+59,100
| +8% | +$1.08M |
|
30
Qualcomm
QCOM
$172B
| $13.9M | 0.1% |
175,965
-22,900
| -12% | -$1.81M |
|
31
BP
BP
$87.4B
| $13.4M | 0.1% |
311,383
| – | – |
|
32
EQT Corp
EQT
$32.2B
| $13.1M | 0.1% |
225,167
+173,364
| +335% | +$10.1M |
|
33
Conagra Brands
CAG
$9.23B
| $12.8M | 0.1% |
554,840
-149,095
| -21% | -$3.44M |
|
34
Chevron
CVX
$310B
| $12.6M | 0.09% |
96,400
| – | – |
|
35
PepsiCo
PEP
$200B
| $12.6M | 0.09% |
140,477
+60,900
| +77% | +$5.44M |
|
36
Petrobras
PBR
$78.7B
| $12.5M | 0.09% |
855,600
-151,700
| -15% | -$2.22M |
|
|
37
Cisco
CSCO
$264B
| $12.3M | 0.09% |
495,180
-585,600
| -54% | -$14.6M |
|
38
Pultegroup
PHM
$27.7B
| $12.1M | 0.09% |
600,814
+132,300
| +28% | +$2.67M |
|
39
Rio Tinto
RIO
$104B
| $12.1M | 0.09% |
222,300
+7,500
| +3% | +$407K |
|
40
Carnival Corp
CCL
$42.8B
| $12M | 0.09% |
319,835
+107,000
| +50% | +$4.03M |
|
|
XLNX
41
DELISTED
Xilinx Inc
XLNX
| $11.9M | 0.09% |
251,379
+219,000
| +676% | +$10.4M |
|
42
BHP
BHP
$138B
| $11.8M | 0.09% |
203,193
+2,247
| +1% | +$130K |
|
43
Pfizer
PFE
$141B
| $11.7M | 0.09% |
414,230
+296,068
| +251% | +$8.34M |
|
44
Welltower
WELL
$112B
| $11.6M | 0.09% |
185,647
+11,754
| +7% | +$737K |
|
45
Vale
VALE
$44.4B
| $11.5M | 0.09% |
872,000
+17,200
| +2% | +$228K |
|
46
Freeport-McMoran
FCX
$66.5B
| $11.1M | 0.08% |
305,185
-62,900
| -17% | -$2.3M |
|
47
Newmont
NEM
$83.7B
| $10.7M | 0.08% |
420,926
+23,000
| +6% | +$585K |
|
|
CHK
48
DELISTED
Chesapeake Energy Corporation
CHK
| $10.2M | 0.08% |
1,728
-303
| -15% | -$1.78M |
|
49
NetApp
NTAP
$23.7B
| $9.96M | 0.07% |
272,647
+71,843
| +36% | +$2.62M |
|
50
Cenovus Energy
CVE
$28.7B
| $9.85M | 0.07% |
303,300
+61,300
| +25% | +$1.99M |
|