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 | |
|---|---|---|---|---|---|---|
|
B
76
Barrick Mining Corporation
B
$45.4B
| $9.31M | 0.12% |
1,463,603
-37,397
| -2% | -$238K |
|
77
PACCAR
PCAR
$52.5B
| $9.26M | 0.12% |
177,395
+153,900
| +655% | +$8.03M |
|
|
APC
78
DELISTED
Anadarko Petroleum
APC
| $8.76M | 0.12% |
145,100
+11,600
| +9% | +$701K |
|
79
Telus
TU
$25.1B
| $8.76M | 0.12% |
279,300
+248,900
| +819% | +$7.81M |
|
|
DNR
80
DELISTED
Denbury Resources, Inc.
DNR
| $8.67M | 0.12% |
3,553,063
+2,825,253
| +388% | +$6.89M |
|
81
LyondellBasell Industries
LYB
$18.1B
| $8.65M | 0.12% |
+103,772
| New | +$8.65M |
|
82
Amgen
AMGN
$155B
| $8.58M | 0.11% |
62,033
+19,460
| +46% | +$2.69M |
|
83
Salesforce
CRM
$245B
| $8.54M | 0.11% |
123,054
+26,131
| +27% | +$1.81M |
|
84
Rogers Communications
RCI
$19.4B
| $8.48M | 0.11% |
247,300
+221,600
| +862% | +$7.6M |
|
85
Target
TGT
$43.6B
| $8.43M | 0.11% |
107,115
+35,415
| +49% | +$2.79M |
|
|
ESRX
86
DELISTED
Express Scripts Holding Company
ESRX
| $8.39M | 0.11% |
103,662
+18,000
| +21% | +$1.46M |
|
|
MJN
87
DELISTED
Mead Johnson Nutrition Company
MJN
| $8.36M | 0.11% |
+118,768
| New | +$8.36M |
|
|
RHT
88
DELISTED
Red Hat Inc
RHT
| $8.31M | 0.11% |
115,590
+44,300
| +62% | +$3.18M |
|
89
Intel
INTC
$107B
| $8.29M | 0.11% |
275,015
+9,312
| +4% | +$281K |
|
90
Archer Daniels Midland
ADM
$30.1B
| $8.28M | 0.11% |
199,703
+132,800
| +198% | +$5.5M |
|
91
Corning
GLW
$57.4B
| $8.23M | 0.11% |
480,676
+120,100
| +33% | +$2.06M |
|
|
ANDV
92
DELISTED
Andeavor
ANDV
| $8.13M | 0.11% |
83,623
+69,100
| +476% | +$6.72M |
|
93
UnitedHealth
UNH
$281B
| $8.1M | 0.11% |
69,792
-30,200
| -30% | -$3.5M |
|
94
Franco-Nevada
FNV
$36.3B
| $7.91M | 0.11% |
179,828
+17,100
| +11% | +$752K |
|
95
Southwest Airlines
LUV
$17.3B
| $7.86M | 0.11% |
+206,514
| New | +$7.86M |
|
96
Sherwin-Williams
SHW
$91.2B
| $7.75M | 0.1% |
34,791
+31,000
| +818% | +$6.91M |
|
97
MetLife
MET
$54.1B
| $7.68M | 0.1% |
162,945
+38,000
| +30% | +$1.79M |
|
98
Walmart
WMT
$774B
| $7.66M | 0.1% |
118,088
+1,984
| +2% | +$129K |
|
99
Xerox
XRX
$501M
| $7.6M | 0.1% |
781,083
+194,495
| +33% | +$1.89M |
|
100
Petrobras
PBR
$79.9B
| $7.6M | 0.1% |
1,746,700
+185,300
| +12% | +$806K |
|