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 |
NFX
Newfield Exploration
NFX
|
$38.8M |
| 2 |
Meta Platforms (Facebook)
META
|
$31.3M |
| 3 |
AT&T
T
|
$29.8M |
| 4 |
XEC
CIMAREX ENERGY CO
XEC
|
$29M |
| 5 |
iShares MSCI Brazil ETF
EWZ
|
$28M |
Top Sells
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$1.02B |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$816M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$386M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$142M |
| 5 |
iShares TIPS Bond ETF
TIP
|
$92.7M |
Sector Composition
| 1 | Healthcare | 3.02% |
| 2 | Energy | 2.11% |
| 3 | Consumer Discretionary | 2.02% |
| 4 | Financials | 1.95% |
| 5 | Consumer Staples | 1.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Cleveland-Cliffs
CLF
$5.32B
| $36.2M | 0.35% | 5,213,414 +1,887,312 | +57% | +$13.1M |
|
27
Oracle
ORCL
$635B
| $35.1M | 0.33% | 766,634 +508,206 | +197% | +$23.3M |
|
28
Kimberly-Clark
KMB
$42.8B
| $34M | 0.32% | 309,077 +154,812 | +100% | +$17M |
|
|
29
Meta Platforms (Facebook)
META
$1.86T
| $32.8M | 0.31% | 204,996 +195,732 | +2,113% | +$31.3M |
|
30
Bread Financial
BFH
$3.09B
| $32.3M | 0.31% | 151,517 +67,814 | +81% | +$14.4M |
|
|
BBBY
31
DELISTED
Bed Bath & Beyond Inc
BBBY
| $31.4M | 0.3% | 1,496,117 +384,496 | +35% | +$8.07M |
|
32
Procter & Gamble
PG
$368B
| $30.9M | 0.29% | 390,041 +270,510 | +226% | +$21.4M |
|
|
XEC
33
DELISTED
CIMAREX ENERGY CO
XEC
| $30.1M | 0.29% | 321,653 +309,767 | +2,606% | +$29M |
|
34
Biogen
BIIB
$19.4B
| $21.1M | 0.2% | +77,197 | New | +$21.1M |
|
|
WBA
35
DELISTED
Walgreens Boots Alliance
WBA
| $20.6M | 0.2% | 314,587 -79,310 | -20% | -$5.19M |
|
36
GE Aerospace
GE
$292B
| $19.8M | 0.19% | 1,470,532 +1,286,758 | +700% | +$17.3M |
|
37
Franklin Resources
BEN
$13.3B
| $19.4M | 0.18% | 559,059 +538,971 | +2,683% | +$18.7M |
|
38
PPL Corp
PPL
$27B
| $18.8M | 0.18% | 664,181 -12,558 | -2% | -$355K |
|
39
United Therapeutics
UTHR
$13.8B
| $18.1M | 0.17% | 161,349 +67,626 | +72% | +$7.6M |
|
40
Eli Lilly
LLY
$657B
| $17.5M | 0.17% | 225,798 +101,858 | +82% | +$7.88M |
|
41
Cencora
COR
$56.5B
| $17M | 0.16% | 197,132 +178,733 | +971% | +$15.4M |
|
42
General Mills
GIS
$26.4B
| $16.1M | 0.15% | 357,886 +324,237 | +964% | +$14.6M |
|
|
X
43
DELISTED
US Steel
X
| $15.9M | 0.15% | 451,835 +319,093 | +240% | +$11.2M |
|
44
iShares MSCI South Korea ETF
EWY
$5.13B
| $15.4M | 0.15% | 204,411 -242,258 | -54% | -$18.3M |
|
45
Comcast
CMCSA
$125B
| $14.8M | 0.14% | 434,111 +386,439 | +811% | +$13.2M |
|
46
Micron Technology
MU
$133B
| $14.8M | 0.14% | 283,278 -201,606 | -42% | -$10.5M |
|
47
DaVita
DVA
$9.85B
| $14.7M | 0.14% | +223,124 | New | +$14.7M |
|
|
DISH
48
DELISTED
DISH Network Corp.
DISH
| $13.3M | 0.13% | 350,428 +190,977 | +120% | +$7.24M |
|
49
Transocean
RIG
$2.86B
| $13.1M | 0.12% | 1,320,394 +340,449 | +35% | +$3.37M |
|
50
Royal Bank of Canada
RY
$205B
| $13M | 0.12% | 168,721 -3,830 | -2% | -$296K |
|