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 | |
|---|---|---|---|---|---|---|
76
Akamai
AKAM
$11.3B
| $8.13M | 0.1% | 146,236 -63,455 | -30% | -$3.53M |
|
77
Lincoln National
LNC
$8.14B
| $7.88M | 0.1% | +201,026 | New | +$7.88M |
|
78
Wheaton Precious Metals
WPM
$45.6B
| $7.82M | 0.1% | 471,620 -140,772 | -23% | -$2.33M |
|
79
F5
FFIV
$18B
| $7.68M | 0.1% | 72,523 -72,532 | -50% | -$7.68M |
|
80
Cardinal Health
CAH
$35.5B
| $7.66M | 0.1% | 93,432 +29,100 | +45% | +$2.38M |
|
|
APC
81
DELISTED
Anadarko Petroleum
APC
| $7.61M | 0.1% | 163,380 +5,480 | +3% | +$255K |
|
82
Danaher
DHR
$147B
| $7.47M | 0.09% | +78,785 | New | +$7.47M |
|
83
Textron
TXT
$14.3B
| $7.42M | 0.09% | 203,412 +123,443 | +154% | +$4.5M |
|
|
NE
84
DELISTED
Noble Corporation
NE
| $7.38M | 0.09% | 713,159 -884,193 | -55% | -$9.15M |
|
|
PXD
85
DELISTED
Pioneer Natural Resource Co.
PXD
| $7.25M | 0.09% | 51,500 +6,100 | +13% | +$859K |
|
86
Western Union
WU
$2.8B
| $7.24M | 0.09% | 375,341 -426,301 | -53% | -$8.22M |
|
|
GOLD
87
DELISTED
Randgold Resources Ltd
GOLD
| $7.23M | 0.09% | 79,581 -18,519 | -19% | -$1.68M |
|
88
Meta Platforms (Facebook)
META
$1.86T
| $7.2M | 0.09% | 63,100 -54,400 | -46% | -$6.21M |
|
89
3M
MMM
$82.8B
| $7.07M | 0.09% | +42,436 | New | +$7.07M |
|
90
Applied Materials
AMAT
$128B
| $7.06M | 0.09% | +333,083 | New | +$7.06M |
|
91
Home Depot
HD
$405B
| $6.95M | 0.09% | +52,080 | New | +$6.95M |
|
92
American Express
AXP
$231B
| $6.87M | 0.09% | +111,908 | New | +$6.87M |
|
93
Salesforce
CRM
$245B
| $6.82M | 0.09% | 92,321 +35,056 | +61% | +$2.59M |
|
94
NRG Energy
NRG
$28.2B
| $6.75M | 0.09% | 519,050 -808,584 | -61% | -$10.5M |
|
95
Southern Copper
SCCO
$78B
| $6.75M | 0.09% | 243,700 -27,400 | -10% | -$759K |
|
|
LLTC
96
DELISTED
Linear Technology Corp
LLTC
| $6.44M | 0.08% | 144,517 +71,717 | +99% | +$3.2M |
|
97
O'Reilly Automotive
ORLY
$88B
| $6.42M | 0.08% | +23,469 | New | +$6.42M |
|
98
Vale
VALE
$43.9B
| $6.42M | 0.08% | 1,525,500 -7,100 | -0.5% | -$29.9K |
|
99
AutoZone
AZO
$70.2B
| $6.35M | 0.08% | +7,968 | New | +$6.35M |
|
|
STJ
100
DELISTED
St Jude Medical
STJ
| $6.32M | 0.08% | 114,830 +37,663 | +49% | +$2.07M |
|