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 |
iShares MSCI Emerging Markets ETF
EEM
|
$44.6M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$33.5M |
| 3 |
iShares MSCI Brazil ETF
EWZ
|
$26.8M |
| 4 |
Intel
INTC
|
$22.7M |
| 5 |
Walt Disney
DIS
|
$20.9M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$38.1M |
| 2 |
BCE
BCE
|
$29.7M |
| 3 |
VIAB
Viacom Inc. Class B
VIAB
|
$27.3M |
| 4 |
Exelon
EXC
|
$26.3M |
| 5 |
Apple
AAPL
|
$24.1M |
Sector Composition
| 1 | Technology | 3.99% |
| 2 | Energy | 2.82% |
| 3 | Consumer Discretionary | 2.8% |
| 4 | Materials | 2.25% |
| 5 | Healthcare | 2.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Marriott International Class A Common Stock
MAR
$72.7B
| $9.92M | 0.13% | 139,328 -123,948 | -47% | -$8.82M |
|
52
NetApp
NTAP
$22.6B
| $9.72M | 0.12% | 356,145 -463,701 | -57% | -$12.7M |
|
53
United Therapeutics
UTHR
$13.8B
| $9.56M | 0.12% | 85,833 +57,672 | +205% | +$6.43M |
|
|
AGU
54
DELISTED
Agrium
AGU
| $9.55M | 0.12% | +108,106 | New | +$9.55M |
|
|
NUAN
55
DELISTED
Nuance Communications, Inc.
NUAN
| $9.5M | 0.12% | 508,442 +498,035 | +4,786% | +$9.31M |
|
56
Mondelez International
MDLZ
$79.5B
| $9.49M | 0.12% | +236,635 | New | +$9.49M |
|
57
Canadian Natural Resources
CNQ
$65.9B
| $9.43M | 0.12% | 347,200 +7,100 | +2% | +$193K |
|
58
Agnico Eagle Mines
AEM
$72.4B
| $9.22M | 0.12% | 254,927 -68,874 | -21% | -$2.49M |
|
59
Yum! Brands
YUM
$40.8B
| $9.22M | 0.12% | 112,607 +6,892 | +7% | +$564K |
|
60
Franco-Nevada
FNV
$36.3B
| $9.15M | 0.12% | 148,428 -22,600 | -13% | -$1.39M |
|
61
Darden Restaurants
DRI
$24.1B
| $9.14M | 0.12% | 137,901 +118,293 | +603% | +$7.84M |
|
|
CTXS
62
DELISTED
Citrix Systems Inc
CTXS
| $9.13M | 0.12% | 116,143 +33,818 | +41% | +$2.66M |
|
63
Lumen
LUMN
$5.1B
| $9.11M | 0.12% | 285,184 -472,066 | -62% | -$15.1M |
|
64
Imperial Oil
IMO
$46.2B
| $9.06M | 0.11% | 270,000 +7,300 | +3% | +$245K |
|
65
Carnival Corp
CCL
$43.2B
| $8.91M | 0.11% | +168,849 | New | +$8.91M |
|
66
D.R. Horton
DHI
$50.5B
| $8.68M | 0.11% | 287,118 +110,578 | +63% | +$3.34M |
|
|
ANDV
67
DELISTED
Andeavor
ANDV
| $8.62M | 0.11% | 100,208 +7,585 | +8% | +$652K |
|
68
Microchip Technology
MCHP
$35.1B
| $8.54M | 0.11% | 177,145 +107,112 | +153% | +$5.16M |
|
69
LyondellBasell Industries
LYB
$18.1B
| $8.53M | 0.11% | 99,716 -74,656 | -43% | -$6.39M |
|
|
VAR
70
DELISTED
Varian Medical Systems, Inc.
VAR
| $8.5M | 0.11% | 106,243 +56,487 | +114% | +$4.52M |
|
71
Lam Research
LRCX
$127B
| $8.46M | 0.11% | 102,380 +88,100 | +617% | +$7.28M |
|
72
Booking.com
BKNG
$181B
| $8.44M | 0.11% | 6,551 -409 | -6% | -$527K |
|
73
Alphabet (Google) Class A
GOOGL
$2.57T
| $8.34M | 0.11% | +10,926 | New | +$8.34M |
|
74
Target
TGT
$43.6B
| $8.28M | 0.1% | 100,682 -32,035 | -24% | -$2.64M |
|
75
Valero Energy
VLO
$47.2B
| $8.23M | 0.1% | 128,291 -54,566 | -30% | -$3.5M |
|