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
|
$258M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$152M |
| 3 |
Apple
AAPL
|
$25M |
| 4 |
GE Aerospace
GE
|
$22.1M |
| 5 |
JNPR
Juniper Networks
JNPR
|
$19.9M |
Top Sells
| 1 |
Gen Digital
GEN
|
$23.8M |
| 2 |
Johnson & Johnson
JNJ
|
$20.6M |
| 3 |
Cisco
CSCO
|
$14.6M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$11.7M |
| 5 |
CELG
Celgene Corp
CELG
|
$9.94M |
Sector Composition
| 1 | Technology | 3.07% |
| 2 | Energy | 2.47% |
| 3 | Materials | 1.34% |
| 4 | Industrials | 0.94% |
| 5 | Consumer Discretionary | 0.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Ovintiv
OVV
$10.9B
| $7.02M | 0.05% |
59,140
+12,740
| +27% | +$1.51M |
|
77
Agnico Eagle Mines
AEM
$74.5B
| $6.98M | 0.05% |
182,158
+13,600
| +8% | +$521K |
|
|
GOLD
78
DELISTED
Randgold Resources Ltd
GOLD
| $6.95M | 0.05% |
83,417
+6,089
| +8% | +$508K |
|
|
79
Johnson & Johnson
JNJ
$431B
| $6.89M | 0.05% |
65,893
-197,100
| -75% | -$20.6M |
|
80
Lam Research
LRCX
$127B
| $6.87M | 0.05% |
1,016,200
+248,030
| +32% | +$1.68M |
|
81
Analog Devices
ADI
$121B
| $6.81M | 0.05% |
+125,906
| New | +$6.81M |
|
82
UnitedHealth
UNH
$281B
| $6.72M | 0.05% |
82,200
+14,300
| +21% | +$1.17M |
|
83
Public Storage
PSA
$51.3B
| $6.72M | 0.05% |
+39,200
| New | +$6.72M |
|
84
Corning
GLW
$59.7B
| $6.64M | 0.05% |
302,490
+228,445
| +309% | +$5.01M |
|
|
AUY
85
DELISTED
Yamana Gold, Inc.
AUY
| $6.42M | 0.05% |
781,400
+52,800
| +7% | +$434K |
|
|
CERN
86
DELISTED
Cerner Corp
CERN
| $6.26M | 0.05% |
121,400
+78,223
| +181% | +$4.03M |
|
87
Adobe
ADBE
$146B
| $6.26M | 0.05% |
86,503
+14,100
| +19% | +$1.02M |
|
88
Whirlpool
WHR
$5.14B
| $6.18M | 0.05% |
44,401
+28,420
| +178% | +$3.96M |
|
89
AngloGold Ashanti
AU
$29.2B
| $6.1M | 0.05% |
354,600
+22,800
| +7% | +$392K |
|
|
CTXS
90
DELISTED
Citrix Systems Inc
CTXS
| $6.03M | 0.05% |
121,085
-21,402
| -15% | -$1.07M |
|
|
PCP
91
DELISTED
PRECISION CASTPARTS CORP
PCP
| $6.01M | 0.05% |
23,817
-8,692
| -27% | -$2.19M |
|
|
HES
92
DELISTED
Hess
HES
| $5.95M | 0.04% |
60,200
-1,900
| -3% | -$188K |
|
93
Boeing
BA
$174B
| $5.95M | 0.04% |
46,741
-20,900
| -31% | -$2.66M |
|
|
PXD
94
DELISTED
Pioneer Natural Resource Co.
PXD
| $5.91M | 0.04% |
25,700
| – | – |
|
95
Devon Energy
DVN
$22.6B
| $5.84M | 0.04% |
73,500
| – | – |
|
|
96
Gen Digital
GEN
$18.2B
| $5.64M | 0.04% |
246,433
-1,039,796
| -81% | -$23.8M |
|
97
3M
MMM
$82.8B
| $5.63M | 0.04% |
+46,986
| New | +$5.63M |
|
98
Southwest Airlines
LUV
$16.3B
| $5.55M | 0.04% |
206,431
+139,500
| +208% | +$3.75M |
|
99
MGM Resorts International
MGM
$10.1B
| $5.49M | 0.04% |
208,088
-119,400
| -36% | -$3.15M |
|
|
EMC
100
DELISTED
EMC CORPORATION
EMC
| $5.46M | 0.04% |
207,232
-33,830
| -14% | -$891K |
|