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 Brazil ETF
EWZ
|
$94.7M |
| 2 |
B
Barrick Mining Corporation
B
|
$19.3M |
| 3 |
LyondellBasell Industries
LYB
|
$18.9M |
| 4 |
SPLS
Staples Inc
SPLS
|
$18.3M |
| 5 |
Johnson & Johnson
JNJ
|
$15.7M |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$170M |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
$161M |
| 3 |
Micron Technology
MU
|
$23.6M |
| 4 |
VMW
VMware, Inc
VMW
|
$23.3M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$21.2M |
Sector Composition
| 1 | Materials | 3.64% |
| 2 | Energy | 3.29% |
| 3 | Technology | 3.08% |
| 4 | Consumer Discretionary | 3.06% |
| 5 | Healthcare | 3.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
D.R. Horton
DHI
$51.3B
| $9.09M | 0.11% |
288,718
+1,600
| +0.6% | +$50.4K |
|
|
CTXS
77
DELISTED
Citrix Systems Inc
CTXS
| $9M | 0.11% |
141,074
-4,778
| -3% | -$305K |
|
78
Valero Energy
VLO
$48.3B
| $8.63M | 0.11% |
169,291
+41,000
| +32% | +$2.09M |
|
79
PVH
PVH
$4.1B
| $8.27M | 0.1% |
87,792
+61,100
| +229% | +$5.76M |
|
80
Emerson Electric
EMR
$72.9B
| $8.26M | 0.1% |
158,317
+131,317
| +486% | +$6.85M |
|
|
VMW
81
DELISTED
VMware, Inc
VMW
| $8.08M | 0.1% |
141,162
-406,875
| -74% | -$23.3M |
|
|
APC
82
DELISTED
Anadarko Petroleum
APC
| $7.95M | 0.1% |
149,380
-14,000
| -9% | -$745K |
|
83
American Tower
AMT
$91.9B
| $7.93M | 0.1% |
69,800
+8,312
| +14% | +$944K |
|
|
PXD
84
DELISTED
Pioneer Natural Resource Co.
PXD
| $7.76M | 0.1% |
51,300
-200
| -0.4% | -$30.2K |
|
85
Invesco
IVZ
$9.68B
| $7.68M | 0.1% |
+300,822
| New | +$7.68M |
|
|
GAP
86
The Gap, Inc.
GAP
$8.38B
| $7.64M | 0.1% |
+359,813
| New | +$7.64M |
|
87
Boeing
BA
$176B
| $7.46M | 0.09% |
57,456
+18,800
| +49% | +$2.44M |
|
|
GOLD
88
DELISTED
Randgold Resources Ltd
GOLD
| $7.35M | 0.09% |
65,581
-14,000
| -18% | -$1.57M |
|
89
Vale
VALE
$43.6B
| $7.29M | 0.09% |
1,439,700
-85,800
| -6% | -$434K |
|
90
PPG Industries
PPG
$24.6B
| $7.19M | 0.09% |
+69,020
| New | +$7.19M |
|
91
Lam Research
LRCX
$124B
| $6.82M | 0.09% |
810,800
-213,000
| -21% | -$1.79M |
|
92
United Therapeutics
UTHR
$17.7B
| $6.79M | 0.09% |
64,100
-21,733
| -25% | -$2.3M |
|
93
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.7B
| $6.75M | 0.08% |
+79,700
| New | +$6.75M |
|
94
Walt Disney
DIS
$211B
| $6.73M | 0.08% |
68,800
-141,500
| -67% | -$13.8M |
|
95
Eaton
ETN
$134B
| $6.71M | 0.08% |
112,292
+87,461
| +352% | +$5.22M |
|
96
Skyworks Solutions
SWKS
$10.9B
| $6.61M | 0.08% |
104,469
+45,956
| +79% | +$2.91M |
|
97
Cognizant
CTSH
$35.1B
| $6.44M | 0.08% |
112,500
+94,900
| +539% | +$5.43M |
|
98
Prudential Financial
PRU
$37.8B
| $6.42M | 0.08% |
89,917
+53,600
| +148% | +$3.82M |
|
99
Adobe
ADBE
$148B
| $6.34M | 0.08% |
66,200
-82,079
| -55% | -$7.86M |
|
100
Southern Copper
SCCO
$82B
| $6.34M | 0.08% |
246,771
-9,139
| -4% | -$235K |
|