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
|
$146M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$96.8M |
| 3 |
HP
HPQ
|
$17.5M |
| 4 |
IBM
IBM
|
$16.8M |
| 5 |
Micron Technology
MU
|
$13.6M |
Top Sells
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$294M |
| 2 |
F5
FFIV
|
$22.6M |
| 3 |
ANDV
Andeavor
ANDV
|
$20.1M |
| 4 |
Franklin Resources
BEN
|
$18.3M |
| 5 |
Cognizant
CTSH
|
$17.9M |
Sector Composition
| 1 | Technology | 2.18% |
| 2 | Energy | 1.76% |
| 3 | Healthcare | 1.18% |
| 4 | Consumer Discretionary | 1.12% |
| 5 | Materials | 0.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Cisco
CSCO
$274B
| $8.22M | 0.07% | +350,980 | New | +$8.22M |
|
|
LLTC
52
DELISTED
Linear Technology Corp
LLTC
| $8.16M | 0.07% | 205,716 +127,118 | +162% | +$5.04M |
|
53
Cenovus Energy
CVE
$29.9B
| $7.93M | 0.07% | 265,000 -76,500 | -22% | -$2.29M |
|
54
Petrobras
PBR
$79.9B
| $7.89M | 0.07% | 509,400 +16,400 | +3% | +$254K |
|
55
Applied Materials
AMAT
$128B
| $7.83M | 0.07% | 446,699 -4,300 | -1% | -$75.4K |
|
56
Rio Tinto
RIO
$102B
| $7.79M | 0.07% | 159,700 -20,100 | -11% | -$980K |
|
|
SNDK
57
DELISTED
SANDISK CORP
SNDK
| $7.78M | 0.07% | +130,800 | New | +$7.78M |
|
58
EOG Resources
EOG
$68.2B
| $7.78M | 0.07% | 45,969 +10,969 | +31% | +$1.86M |
|
59
Telus
TU
$25.1B
| $7.74M | 0.07% | 232,900 +131,200 | +129% | +$4.36M |
|
60
Enbridge
ENB
$105B
| $7.63M | 0.06% | 182,400 -18,000 | -9% | -$753K |
|
61
Rogers Communications
RCI
$19.4B
| $7.63M | 0.06% | 177,100 +96,500 | +120% | +$4.16M |
|
62
Vale
VALE
$43.9B
| $7.53M | 0.06% | 482,500 -57,400 | -11% | -$896K |
|
|
TIF
63
DELISTED
Tiffany & Co.
TIF
| $7.52M | 0.06% | +98,125 | New | +$7.52M |
|
64
BHP
BHP
$142B
| $7.5M | 0.06% | 112,811 -6,000 | -5% | -$399K |
|
65
AT&T
T
$209B
| $7.43M | 0.06% | 219,600 -6,400 | -3% | -$216K |
|
66
Marriott International Class A Common Stock
MAR
$72.7B
| $7.35M | 0.06% | 174,700 +5,729 | +3% | +$241K |
|
67
BP
BP
$90.8B
| $7.24M | 0.06% | 172,300 -2,900 | -2% | -$122K |
|
68
Chevron
CVX
$324B
| $7.16M | 0.06% | 58,900 -15,635 | -21% | -$1.9M |
|
69
Boeing
BA
$177B
| $7.1M | 0.06% | 60,441 -600 | -1% | -$70.5K |
|
70
Microchip Technology
MCHP
$35.1B
| $7.1M | 0.06% | 176,224 -175,587 | -50% | -$7.07M |
|
|
PCP
71
DELISTED
PRECISION CASTPARTS CORP
PCP
| $6.98M | 0.06% | +30,709 | New | +$6.98M |
|
72
TC Energy
TRP
$54.1B
| $6.97M | 0.06% | 158,400 -28,100 | -15% | -$1.24M |
|
73
Honeywell
HON
$139B
| $6.93M | 0.06% | +83,495 | New | +$6.93M |
|
|
CTXS
74
DELISTED
Citrix Systems Inc
CTXS
| $6.86M | 0.06% | 97,097 -176,903 | -65% | -$12.5M |
|
75
Lowe's Companies
LOW
$145B
| $6.77M | 0.06% | +142,253 | New | +$6.77M |
|