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 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$137M |
| 2 |
Microsoft
MSFT
|
$19.9M |
| 3 |
Gen Digital
GEN
|
$19M |
| 4 |
Intel
INTC
|
$17.5M |
| 5 |
Gilead Sciences
GILD
|
$14.8M |
Top Sells
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$321M |
| 2 |
American Express
AXP
|
$18.2M |
| 3 |
PepsiCo
PEP
|
$17.3M |
| 4 |
Intuitive Surgical
ISRG
|
$16.1M |
| 5 |
CTXS
Citrix Systems Inc
CTXS
|
$14.7M |
Sector Composition
| 1 | Technology | 2.64% |
| 2 | Energy | 2.12% |
| 3 | Healthcare | 1.28% |
| 4 | Materials | 1.26% |
| 5 | Industrials | 0.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Wynn Resorts
WYNN
$13.2B
| $9.22M | 0.08% | 41,505 +4,600 | +12% | +$1.02M |
|
52
Pultegroup
PHM
$26B
| $8.99M | 0.07% | 468,514 +161,600 | +53% | +$3.1M |
|
|
JNPR
53
DELISTED
Juniper Networks
JNPR
| $8.95M | 0.07% | 347,582 +186,379 | +116% | +$4.8M |
|
54
Emerson Electric
EMR
$74.3B
| $8.9M | 0.07% | +133,288 | New | +$8.9M |
|
|
BRCM
55
DELISTED
BROADCOM CORP CL-A
BRCM
| $8.85M | 0.07% | 281,328 -327,500 | -54% | -$10.3M |
|
|
WFM
56
DELISTED
Whole Foods Market Inc
WFM
| $8.67M | 0.07% | 170,946 +107,046 | +168% | +$5.43M |
|
57
Boeing
BA
$177B
| $8.49M | 0.07% | 67,641 +46,600 | +221% | +$5.85M |
|
58
MGM Resorts International
MGM
$10.8B
| $8.47M | 0.07% | 327,488 +41,800 | +15% | +$1.08M |
|
59
Altria Group
MO
$113B
| $8.44M | 0.07% | 225,400 +159,300 | +241% | +$5.96M |
|
60
Booking.com
BKNG
$181B
| $8.22M | 0.07% | 6,900 +5,700 | +475% | +$6.79M |
|
|
PCP
61
DELISTED
PRECISION CASTPARTS CORP
PCP
| $8.22M | 0.07% | +32,509 | New | +$8.22M |
|
62
United Rentals
URI
$61.5B
| $8.17M | 0.07% | 86,100 +74,300 | +630% | +$7.05M |
|
63
Carnival Corp
CCL
$43.2B
| $8.06M | 0.07% | +212,835 | New | +$8.06M |
|
64
C.H. Robinson
CHRW
$15.2B
| $7.73M | 0.06% | 147,594 +21,471 | +17% | +$1.12M |
|
|
ALXN
65
DELISTED
Alexion Pharmaceuticals Inc
ALXN
| $7.66M | 0.06% | +50,371 | New | +$7.66M |
|
66
Wheaton Precious Metals
WPM
$45.6B
| $7.65M | 0.06% | 336,861 +33,761 | +11% | +$766K |
|
|
ESRX
67
DELISTED
Express Scripts Holding Company
ESRX
| $7.5M | 0.06% | 99,888 -42,800 | -30% | -$3.21M |
|
68
Texas Instruments
TXN
$184B
| $7.49M | 0.06% | 158,858 +78,300 | +97% | +$3.69M |
|
69
NetApp
NTAP
$22.6B
| $7.41M | 0.06% | 200,804 +80,057 | +66% | +$2.95M |
|
70
Kroger
KR
$44.9B
| $7.41M | 0.06% | 169,677 +143,677 | +553% | +$6.27M |
|
|
MON
71
DELISTED
Monsanto Co
MON
| $7.03M | 0.06% | +61,830 | New | +$7.03M |
|
72
Cenovus Energy
CVE
$29.9B
| $7.01M | 0.06% | 242,000 -24,100 | -9% | -$698K |
|
73
VeriSign
VRSN
$25.5B
| $6.95M | 0.06% | 128,938 -20,838 | -14% | -$1.12M |
|
74
Intercontinental Exchange
ICE
$101B
| $6.9M | 0.06% | 34,900 +31,300 | +869% | +$6.19M |
|
|
RAD
75
DELISTED
Rite Aid Corporation
RAD
| $6.81M | 0.06% | 1,085,900 +953,500 | +720% | +$5.98M |
|