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
|
$213M |
| 2 |
Gilead Sciences
GILD
|
$27.9M |
| 3 |
Microsoft
MSFT
|
$27.2M |
| 4 |
POT
Potash Corp Of Saskatchewan
POT
|
$21.3M |
| 5 |
Eastman Chemical
EMN
|
$18.5M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$393M |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
$59.9M |
| 3 |
Apple
AAPL
|
$30.5M |
| 4 |
RTX Corp
RTX
|
$21.8M |
| 5 |
Fossil Group
FOSL
|
$21.2M |
Sector Composition
| 1 | Technology | 2.42% |
| 2 | Energy | 2.21% |
| 3 | Materials | 2.04% |
| 4 | Healthcare | 1.26% |
| 5 | Industrials | 0.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
AutoZone
AZO
$70B
| $10.4M | 0.08% |
16,768
+10,800
| +181% | +$6.69M |
|
|
APC
52
DELISTED
Anadarko Petroleum
APC
| $10.2M | 0.08% |
123,900
+30,400
| +33% | +$2.51M |
|
53
UnitedHealth
UNH
$277B
| $10.2M | 0.08% |
100,500
+6,200
| +7% | +$627K |
|
54
Vale
VALE
$43.6B
| $10.1M | 0.08% |
1,240,000
+297,900
| +32% | +$2.44M |
|
55
Freeport-McMoran
FCX
$66.3B
| $10.1M | 0.08% |
431,700
+163,900
| +61% | +$3.83M |
|
56
Newmont
NEM
$83.7B
| $10M | 0.08% |
529,474
+98,248
| +23% | +$1.86M |
|
|
JNPR
57
DELISTED
Juniper Networks
JNPR
| $9.99M | 0.08% |
447,610
-566,188
| -56% | -$12.6M |
|
|
AGU
58
DELISTED
Agrium
AGU
| $9.8M | 0.08% |
+103,466
| New | +$9.8M |
|
59
Imperial Oil
IMO
$45B
| $9.02M | 0.07% |
208,800
-15,000
| -7% | -$648K |
|
60
United Rentals
URI
$60.7B
| $8.99M | 0.07% |
88,144
+67,200
| +321% | +$6.86M |
|
61
NRG Energy
NRG
$28.3B
| $8.5M | 0.07% |
315,200
+191,487
| +155% | +$5.16M |
|
62
Pultegroup
PHM
$26.5B
| $8.49M | 0.07% |
395,558
-297,956
| -43% | -$6.39M |
|
63
Caterpillar
CAT
$193B
| $8.45M | 0.07% |
+92,287
| New | +$8.45M |
|
64
Canadian Natural Resources
CNQ
$65.1B
| $8.42M | 0.07% |
271,500
-10,400
| -4% | -$323K |
|
65
Franco-Nevada
FNV
$36.7B
| $8.36M | 0.07% |
169,328
+28,900
| +21% | +$1.43M |
|
66
Lowe's Companies
LOW
$146B
| $8.32M | 0.07% |
120,953
+73,500
| +155% | +$5.06M |
|
67
MetLife
MET
$53.5B
| $8.09M | 0.06% |
149,464
+36,700
| +33% | +$1.99M |
|
68
Home Depot
HD
$405B
| $8.04M | 0.06% |
76,580
+25,600
| +50% | +$2.69M |
|
69
Sherwin-Williams
SHW
$90.2B
| $8.02M | 0.06% |
30,501
+23,300
| +324% | +$6.13M |
|
70
Agnico Eagle Mines
AEM
$74.7B
| $7.94M | 0.06% |
318,791
+41,800
| +15% | +$1.04M |
|
71
Verizon
VZ
$183B
| $7.87M | 0.06% |
168,265
-95,100
| -36% | -$4.45M |
|
|
BCR
72
DELISTED
CR Bard Inc.
BCR
| $7.85M | 0.06% |
47,138
-11,948
| -20% | -$1.99M |
|
73
BCE
BCE
$22.8B
| $7.75M | 0.06% |
+168,400
| New | +$7.75M |
|
74
Labcorp
LH
$22.7B
| $7.56M | 0.06% |
70,036
+15,500
| +28% | +$1.67M |
|
75
VeriSign
VRSN
$25.4B
| $7.51M | 0.06% |
131,728
-12,200
| -8% | -$695K |
|