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 |
SPDR S&P 500 ETF Trust
SPY
|
$217M |
| 2 |
Apple
AAPL
|
$58.9M |
| 3 |
Coca-Cola
KO
|
$23.4M |
| 4 |
Johnson & Johnson
JNJ
|
$20.5M |
| 5 |
POT
Potash Corp Of Saskatchewan
POT
|
$19.9M |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$172M |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
$72M |
| 3 |
Gilead Sciences
GILD
|
$50.3M |
| 4 |
Microsoft
MSFT
|
$20.4M |
| 5 |
X
US Steel
X
|
$15.2M |
Sector Composition
| 1 | Technology | 3.06% |
| 2 | Materials | 2.19% |
| 3 | Energy | 1.97% |
| 4 | Healthcare | 1.2% |
| 5 | Consumer Staples | 0.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Exxon Mobil
XOM
$487B
| $14.4M | 0.11% | 168,868 +24,768 | +17% | +$2.11M |
|
27
Lam Research
LRCX
$127B
| $14M | 0.11% | 199,604 +139,984 | +235% | +$9.83M |
|
28
Cisco
CSCO
$274B
| $13.9M | 0.11% | +503,980 | New | +$13.9M |
|
29
BP
BP
$90.8B
| $13.8M | 0.11% | 353,600 +6,400 | +2% | +$250K |
|
30
Chevron
CVX
$324B
| $13.8M | 0.11% | 131,500 +9,300 | +8% | +$976K |
|
31
BHP
BHP
$142B
| $13.7M | 0.11% | 295,211 +23,300 | +9% | +$1.08M |
|
32
Occidental Petroleum
OXY
$46.9B
| $13.7M | 0.11% | 187,400 +19,300 | +11% | +$1.41M |
|
|
CERN
33
DELISTED
Cerner Corp
CERN
| $13.7M | 0.11% | 186,470 +135,500 | +266% | +$9.93M |
|
34
ConocoPhillips
COP
$124B
| $13.6M | 0.11% | 217,800 +17,400 | +9% | +$1.08M |
|
35
EOG Resources
EOG
$68.2B
| $13.5M | 0.11% | 147,600 +13,600 | +10% | +$1.25M |
|
36
UnitedHealth
UNH
$281B
| $13.5M | 0.11% | 114,192 +13,692 | +14% | +$1.62M |
|
37
Medtronic
MDT
$119B
| $13.5M | 0.11% | 172,832 +136,200 | +372% | +$10.6M |
|
38
Newmont
NEM
$81.7B
| $13.5M | 0.1% | 620,187 +90,713 | +17% | +$1.97M |
|
|
EMC
39
DELISTED
EMC CORPORATION
EMC
| $13.3M | 0.1% | 518,397 +268,400 | +107% | +$6.86M |
|
40
O'Reilly Automotive
ORLY
$88B
| $13.2M | 0.1% | 60,839 +37,800 | +164% | +$8.17M |
|
41
Rio Tinto
RIO
$102B
| $13.1M | 0.1% | 317,400 +17,900 | +6% | +$741K |
|
42
NVIDIA
NVDA
$4.24T
| $13M | 0.1% | 622,243 +278,700 | +81% | +$5.83M |
|
43
Western Union
WU
$2.8B
| $12.9M | 0.1% | 618,789 -99,300 | -14% | -$2.07M |
|
44
PepsiCo
PEP
$204B
| $12.5M | 0.1% | 130,509 +111,148 | +574% | +$10.6M |
|
|
NE
45
DELISTED
Noble Corporation
NE
| $12.5M | 0.1% | 871,902 +498,778 | +134% | +$7.12M |
|
46
Southwest Airlines
LUV
$17.3B
| $12.3M | 0.1% | 277,631 +2,700 | +1% | +$120K |
|
47
Labcorp
LH
$23.1B
| $12.2M | 0.09% | 96,536 +26,500 | +38% | +$3.34M |
|
48
Sherwin-Williams
SHW
$91.2B
| $12.1M | 0.09% | 42,701 +12,200 | +40% | +$3.47M |
|
49
McKesson
MCK
$85.4B
| $12.1M | 0.09% | 53,313 +31,000 | +139% | +$7.01M |
|
50
Target
TGT
$43.6B
| $12M | 0.09% | +146,600 | New | +$12M |
|