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
|
$217M |
| 2 |
Apple
AAPL
|
$58.9M |
| 3 |
Coca-Cola
KO
|
$23.4M |
| 4 |
Johnson & Johnson
JNJ
|
$20.5M |
| 5 |
POT
Potash Corp Of Saskatchewan
POT
|
$19.9M |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$172M |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
$72M |
| 3 |
Gilead Sciences
GILD
|
$50.3M |
| 4 |
Microsoft
MSFT
|
$20.4M |
| 5 |
X
US Steel
X
|
$15.2M |
Sector Composition
| 1 | Technology | 3.06% |
| 2 | Materials | 2.19% |
| 3 | Energy | 1.97% |
| 4 | Healthcare | 1.2% |
| 5 | Consumer Staples | 0.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Suncor Energy
SU
$50.1B
| $11.6M | 0.09% | 395,900 +37,200 | +10% | +$1.09M |
|
52
Quest Diagnostics
DGX
$20.3B
| $11.4M | 0.09% | 148,088 +94,962 | +179% | +$7.3M |
|
|
APC
53
DELISTED
Anadarko Petroleum
APC
| $11.3M | 0.09% | 136,700 +12,800 | +10% | +$1.06M |
|
|
JNPR
54
DELISTED
Juniper Networks
JNPR
| $11.3M | 0.09% | 500,038 +52,428 | +12% | +$1.18M |
|
55
Petrobras
PBR
$79.9B
| $11.1M | 0.09% | 1,846,500 +62,000 | +3% | +$373K |
|
56
Texas Instruments
TXN
$184B
| $11M | 0.09% | 192,007 -9,973 | -5% | -$570K |
|
|
JOY
57
DELISTED
Joy Global Inc
JOY
| $10.7M | 0.08% | 274,096 +128,333 | +88% | +$5.03M |
|
58
Corning
GLW
$57.4B
| $10.7M | 0.08% | 472,076 -89,300 | -16% | -$2.03M |
|
|
CTXS
59
DELISTED
Citrix Systems Inc
CTXS
| $10.7M | 0.08% | 167,028 -56,608 | -25% | -$3.62M |
|
60
Lumen
LUMN
$5.1B
| $10.6M | 0.08% | +305,677 | New | +$10.6M |
|
|
VMW
61
DELISTED
VMware, Inc
VMW
| $10.2M | 0.08% | 124,642 -70,481 | -36% | -$5.78M |
|
62
Prudential Financial
PRU
$38.6B
| $9.95M | 0.08% | 123,917 +73,041 | +144% | +$5.87M |
|
63
Tyson Foods
TSN
$20.2B
| $9.83M | 0.08% | 256,693 +139,878 | +120% | +$5.36M |
|
64
TechnipFMC
FTI
$15.1B
| $9.71M | 0.08% | 262,376 +211,509 | +416% | +$7.83M |
|
65
Phillips 66
PSX
$54B
| $9.33M | 0.07% | 118,650 +79,700 | +205% | +$6.26M |
|
|
BBBY
66
DELISTED
Bed Bath & Beyond Inc
BBBY
| $9.18M | 0.07% | 119,574 +22,300 | +23% | +$1.71M |
|
67
Canadian Natural Resources
CNQ
$65.9B
| $9.08M | 0.07% | 296,000 +24,500 | +9% | +$751K |
|
68
Imperial Oil
IMO
$46.2B
| $8.94M | 0.07% | 224,000 +15,200 | +7% | +$607K |
|
69
Wheaton Precious Metals
WPM
$45.6B
| $8.8M | 0.07% | 462,672 -48,689 | -10% | -$926K |
|
|
LLTC
70
DELISTED
Linear Technology Corp
LLTC
| $8.68M | 0.07% | 185,493 +118,000 | +175% | +$5.52M |
|
71
Biogen
BIIB
$19.4B
| $8.63M | 0.07% | 20,446 +5,300 | +35% | +$2.24M |
|
72
Home Depot
HD
$405B
| $8.56M | 0.07% | 75,380 -1,200 | -2% | -$136K |
|
73
Qualcomm
QCOM
$173B
| $8.5M | 0.07% | 122,565 -70,800 | -37% | -$4.91M |
|
74
Wolfspeed
WOLF
$194M
| $8.49M | 0.07% | +239,237 | New | +$8.49M |
|
|
ESRX
75
DELISTED
Express Scripts Holding Company
ESRX
| $8.41M | 0.07% | 96,962 +19,700 | +25% | +$1.71M |
|