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 |
Gen Digital
GEN
|
$23.5M |
| 2 |
Eastman Chemical
EMN
|
$21.7M |
| 3 |
PepsiCo
PEP
|
$21.6M |
| 4 |
Kohl's
KSS
|
$20M |
| 5 |
Exelon
EXC
|
$19.5M |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.5B |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
$841M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$44.1M |
| 4 |
Apple
AAPL
|
$28.3M |
| 5 |
Chipotle Mexican Grill
CMG
|
$17.4M |
Sector Composition
| 1 | Technology | 4.32% |
| 2 | Materials | 3.47% |
| 3 | Consumer Discretionary | 3.19% |
| 4 | Energy | 2.92% |
| 5 | Communication Services | 2.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Wynn Resorts
WYNN
$13.2B
| $12.7M | 0.17% |
+239,500
| New | +$12.7M |
|
52
Merck
MRK
$210B
| $12.4M | 0.17% |
251,746
+234,605
| +1,369% | +$11.6M |
|
53
Lam Research
LRCX
$127B
| $12.3M | 0.17% |
188,937
+171,200
| +965% | +$11.2M |
|
54
CSX Corp
CSX
$60.6B
| $11.8M | 0.16% |
+438,805
| New | +$11.8M |
|
55
FirstEnergy
FE
$25.2B
| $11.6M | 0.15% |
+369,675
| New | +$11.6M |
|
56
BP
BP
$90.8B
| $11.4M | 0.15% |
373,900
+20,300
| +6% | +$620K |
|
57
Chevron
CVX
$324B
| $11.4M | 0.15% |
144,800
+13,300
| +10% | +$1.05M |
|
58
ConocoPhillips
COP
$124B
| $11.3M | 0.15% |
235,900
+18,100
| +8% | +$868K |
|
59
Exxon Mobil
XOM
$487B
| $11.3M | 0.15% |
152,100
-79,668
| -34% | -$5.92M |
|
60
Cummins
CMI
$54.9B
| $11.3M | 0.15% |
103,900
+86,600
| +501% | +$9.4M |
|
|
GG
61
DELISTED
Goldcorp Inc
GG
| $11.1M | 0.15% |
888,861
-60,500
| -6% | -$757K |
|
62
Occidental Petroleum
OXY
$46.9B
| $11.1M | 0.15% |
167,400
-20,000
| -11% | -$1.32M |
|
63
EOG Resources
EOG
$68.2B
| $11M | 0.15% |
150,900
+8,500
| +6% | +$619K |
|
64
Western Union
WU
$2.8B
| $10.9M | 0.15% |
594,189
+449,200
| +310% | +$8.25M |
|
65
PPG Industries
PPG
$25.1B
| $10.9M | 0.15% |
+123,985
| New | +$10.9M |
|
66
Pfizer
PFE
$141B
| $10.9M | 0.15% |
345,708
+266,600
| +337% | +$8.37M |
|
67
Rio Tinto
RIO
$102B
| $10.4M | 0.14% |
306,300
-11,100
| -3% | -$375K |
|
|
X
68
DELISTED
US Steel
X
| $10.3M | 0.14% |
990,071
+574,826
| +138% | +$5.99M |
|
69
BHP
BHP
$142B
| $10.1M | 0.14% |
320,011
+25,100
| +9% | +$794K |
|
70
Suncor Energy
SU
$50.1B
| $10.1M | 0.13% |
377,800
-472,000
| -56% | -$12.6M |
|
71
Newmont
NEM
$81.7B
| $10M | 0.13% |
625,274
-70,215
| -10% | -$1.13M |
|
|
SPLS
72
DELISTED
Staples Inc
SPLS
| $9.94M | 0.13% |
+847,135
| New | +$9.94M |
|
73
Amazon
AMZN
$2.44T
| $9.68M | 0.13% |
+18,906
| New | +$9.68M |
|
74
Macy's
M
$3.59B
| $9.65M | 0.13% |
187,971
+148,400
| +375% | +$7.62M |
|
|
EMC
75
DELISTED
EMC CORPORATION
EMC
| $9.47M | 0.13% |
392,019
+144,822
| +59% | +$3.5M |
|