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
|
$146M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$96.8M |
| 3 |
HP
HPQ
|
$17.5M |
| 4 |
IBM
IBM
|
$16.8M |
| 5 |
Micron Technology
MU
|
$13.6M |
Top Sells
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$294M |
| 2 |
F5
FFIV
|
$22.6M |
| 3 |
ANDV
Andeavor
ANDV
|
$20.1M |
| 4 |
Franklin Resources
BEN
|
$18.3M |
| 5 |
Cognizant
CTSH
|
$17.9M |
Sector Composition
| 1 | Technology | 2.18% |
| 2 | Energy | 1.76% |
| 3 | Healthcare | 1.18% |
| 4 | Consumer Discretionary | 1.12% |
| 5 | Materials | 0.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Lam Research
LRCX
$127B
| $6.75M | 0.06% | 131,833 -22,582 | -15% | -$1.16M |
|
77
Newmont
NEM
$81.7B
| $6.24M | 0.05% | 222,126 +11,000 | +5% | +$309K |
|
78
International Paper
IP
$26.2B
| $6.21M | 0.05% | 138,524 +7,100 | +5% | +$318K |
|
|
JNPR
79
DELISTED
Juniper Networks
JNPR
| $5.78M | 0.05% | +290,990 | New | +$5.78M |
|
80
Ventas
VTR
$30.9B
| $5.74M | 0.05% | 93,367 +79,939 | +595% | +$4.92M |
|
81
Pultegroup
PHM
$26B
| $5.73M | 0.05% | 347,314 -262,275 | -43% | -$4.33M |
|
82
Prudential Financial
PRU
$38.6B
| $5.68M | 0.05% | 72,776 +5,700 | +8% | +$444K |
|
83
Wynn Resorts
WYNN
$13.2B
| $5.58M | 0.05% | 35,305 -27,100 | -43% | -$4.28M |
|
84
McKesson
MCK
$85.4B
| $5.56M | 0.05% | 43,327 -2,300 | -5% | -$295K |
|
85
Bath & Body Works
BBWI
$6.18B
| $5.3M | 0.04% | 86,795 +18,595 | +27% | +$1.14M |
|
86
Corning
GLW
$57.4B
| $5.23M | 0.04% | 358,500 +195,900 | +120% | +$2.86M |
|
87
Capital One
COF
$145B
| $5.12M | 0.04% | 74,543 +18,377 | +33% | +$1.26M |
|
88
Dollar Tree
DLTR
$22.8B
| $5.1M | 0.04% | 89,239 -17,824 | -17% | -$1.02M |
|
89
DaVita
DVA
$9.85B
| $5.09M | 0.04% | 89,400 +78,000 | +684% | +$4.44M |
|
90
Annaly Capital Management
NLY
$13.6B
| $5.08M | 0.04% | 438,323 +295,233 | +206% | +$3.42M |
|
|
TYC
91
DELISTED
TYCO INTL PLC COM SHS (IRL)
TYC
| $5.05M | 0.04% | 144,377 -105,600 | -42% | -$3.69M |
|
92
Western Digital
WDC
$27.9B
| $4.99M | 0.04% | 78,700 +59,700 | +314% | +$3.79M |
|
93
Elevance Health
ELV
$71.8B
| $4.94M | 0.04% | 59,026 +22,900 | +63% | +$1.91M |
|
|
AUY
94
DELISTED
Yamana Gold, Inc.
AUY
| $4.79M | 0.04% | 460,500 +9,200 | +2% | +$95.7K |
|
|
AET
95
DELISTED
Aetna Inc
AET
| $4.75M | 0.04% | 74,177 +43,600 | +143% | +$2.79M |
|
|
PX
96
DELISTED
Praxair Inc
PX
| $4.63M | 0.04% | +38,536 | New | +$4.63M |
|
97
VeriSign
VRSN
$25.5B
| $4.6M | 0.04% | 90,338 -27,377 | -23% | -$1.39M |
|
98
Marathon Petroleum
MPC
$54.6B
| $4.5M | 0.04% | 70,000 +52,200 | +293% | +$3.36M |
|
99
NetApp
NTAP
$22.6B
| $4.44M | 0.04% | 104,113 -109,000 | -51% | -$4.65M |
|
100
Ford
F
$46.8B
| $4.43M | 0.04% | +262,364 | New | +$4.43M |
|