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 | |
|---|---|---|---|---|---|---|
26
Rio Tinto
RIO
$102B
| $14.6M | 0.19% | 516,900 +142,000 | +38% | +$4.01M |
|
|
JNPR
27
DELISTED
Juniper Networks
JNPR
| $14.6M | 0.18% | 570,738 +304,500 | +114% | +$7.77M |
|
28
ConocoPhillips
COP
$124B
| $14.5M | 0.18% | 360,044 +130,344 | +57% | +$5.25M |
|
29
Occidental Petroleum
OXY
$46.9B
| $14.4M | 0.18% | 210,000 +49,100 | +31% | +$3.36M |
|
30
BHP
BHP
$142B
| $14.4M | 0.18% | 554,511 +137,400 | +33% | +$3.56M |
|
31
Chevron
CVX
$324B
| $14.3M | 0.18% | 149,700 +29,400 | +24% | +$2.8M |
|
32
BP
BP
$90.8B
| $14.2M | 0.18% | 470,100 +125,800 | +37% | +$3.8M |
|
33
Exxon Mobil
XOM
$487B
| $14.1M | 0.18% | 168,800 +30,200 | +22% | +$2.52M |
|
34
Adobe
ADBE
$151B
| $13.9M | 0.18% | 148,279 +50,800 | +52% | +$4.77M |
|
35
Suncor Energy
SU
$50.1B
| $13.9M | 0.18% | 496,000 +78,000 | +19% | +$2.18M |
|
36
AT&T
T
$209B
| $13.8M | 0.17% | 351,847 -69,000 | -16% | -$2.7M |
|
37
Pfizer
PFE
$141B
| $13.6M | 0.17% | 460,039 +25,631 | +6% | +$760K |
|
38
Newmont
NEM
$81.7B
| $13.2M | 0.17% | 497,372 -460,197 | -48% | -$12.2M |
|
39
Qualcomm
QCOM
$173B
| $13.2M | 0.17% | 258,247 +40,125 | +18% | +$2.05M |
|
40
EOG Resources
EOG
$68.2B
| $12.6M | 0.16% | 174,265 +19,865 | +13% | +$1.44M |
|
|
POT
41
DELISTED
Potash Corp Of Saskatchewan
POT
| $12.3M | 0.16% | +721,300 | New | +$12.3M |
|
42
Verizon
VZ
$186B
| $11.9M | 0.15% | 220,065 -203,600 | -48% | -$11M |
|
43
Texas Instruments
TXN
$184B
| $11.9M | 0.15% | 206,381 +97,773 | +90% | +$5.61M |
|
|
DISH
44
DELISTED
DISH Network Corp.
DISH
| $11.7M | 0.15% | +252,757 | New | +$11.7M |
|
|
45
Apple
AAPL
$3.45T
| $11.6M | 0.15% | 106,000 -221,452 | -68% | -$24.1M |
|
46
Merck
MRK
$210B
| $11.2M | 0.14% | 210,746 +54,500 | +35% | +$2.88M |
|
47
Petrobras
PBR
$79.9B
| $11.1M | 0.14% | 1,895,300 +40,100 | +2% | +$234K |
|
48
Macy's
M
$3.59B
| $10.6M | 0.13% | 240,880 -530,306 | -69% | -$23.4M |
|
|
RHT
49
DELISTED
Red Hat Inc
RHT
| $10.4M | 0.13% | 139,767 +104,077 | +292% | +$7.75M |
|
50
Cisco
CSCO
$274B
| $10.3M | 0.13% | 360,790 -50,390 | -12% | -$1.43M |
|