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 |
NFX
Newfield Exploration
NFX
|
$38.8M |
| 2 |
Meta Platforms (Facebook)
META
|
$31.3M |
| 3 |
AT&T
T
|
$29.8M |
| 4 |
XEC
CIMAREX ENERGY CO
XEC
|
$29M |
| 5 |
iShares MSCI Brazil ETF
EWZ
|
$28M |
Top Sells
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$1.02B |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$816M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$386M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$142M |
| 5 |
iShares TIPS Bond ETF
TIP
|
$92.7M |
Sector Composition
| 1 | Healthcare | 3.02% |
| 2 | Energy | 2.11% |
| 3 | Consumer Discretionary | 2.02% |
| 4 | Financials | 1.95% |
| 5 | Consumer Staples | 1.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Caterpillar
CAT
$196B
| $8.87M | 0.08% | 60,157 +29,794 | +98% | +$4.39M |
|
77
Suncor Energy
SU
$50.1B
| $8.46M | 0.08% | 245,151 -10,675 | -4% | -$368K |
|
78
Darden Restaurants
DRI
$24.1B
| $8.35M | 0.08% | 97,969 +52,236 | +114% | +$4.45M |
|
79
Masco
MAS
$15.4B
| $8.24M | 0.08% | +203,738 | New | +$8.24M |
|
80
Carnival Corp
CCL
$43.2B
| $8.2M | 0.08% | 125,041 +67,897 | +119% | +$4.45M |
|
|
JNPR
81
DELISTED
Juniper Networks
JNPR
| $8.15M | 0.08% | 334,776 +88,270 | +36% | +$2.15M |
|
|
GAP
82
The Gap, Inc.
GAP
$8.21B
| $8M | 0.08% | +256,264 | New | +$8M |
|
83
Valero Energy
VLO
$47.2B
| $7.81M | 0.07% | +84,155 | New | +$7.81M |
|
84
Regeneron Pharmaceuticals
REGN
$61.5B
| $7.53M | 0.07% | +21,872 | New | +$7.53M |
|
85
Western Union
WU
$2.8B
| $7.43M | 0.07% | 386,407 -298,415 | -44% | -$5.74M |
|
86
Dominion Energy
D
$51.1B
| $7.34M | 0.07% | +108,916 | New | +$7.34M |
|
87
Skyworks Solutions
SWKS
$11.1B
| $7.21M | 0.07% | 71,920 -2,448 | -3% | -$245K |
|
88
Pfizer
PFE
$141B
| $6.9M | 0.07% | +194,322 | New | +$6.9M |
|
|
ANDV
89
DELISTED
Andeavor
ANDV
| $6.85M | 0.07% | +68,095 | New | +$6.85M |
|
90
Southwest Airlines
LUV
$17.3B
| $6.57M | 0.06% | 114,762 +57,115 | +99% | +$3.27M |
|
91
Apple
AAPL
$3.45T
| $6.56M | 0.06% | 39,105 +26,425 | +208% | +$4.43M |
|
92
Royal Caribbean
RCL
$98.7B
| $6.43M | 0.06% | 54,598 +9,790 | +22% | +$1.15M |
|
93
Canadian Natural Resources
CNQ
$65.9B
| $6.42M | 0.06% | 204,475 -7,452 | -4% | -$234K |
|
94
O'Reilly Automotive
ORLY
$88B
| $6.42M | 0.06% | 25,963 +1,588 | +7% | +$393K |
|
95
PACCAR
PCAR
$52.5B
| $6.37M | 0.06% | +96,288 | New | +$6.37M |
|
96
Texas Instruments
TXN
$184B
| $6.2M | 0.06% | +59,711 | New | +$6.2M |
|
97
Ralph Lauren
RL
$18B
| $6.2M | 0.06% | 55,456 +17,172 | +45% | +$1.92M |
|
98
Canadian National Railway
CNI
$60.4B
| $5.92M | 0.06% | 81,112 -1,963 | -2% | -$143K |
|
|
CERN
99
DELISTED
Cerner Corp
CERN
| $5.61M | 0.05% | +96,707 | New | +$5.61M |
|
100
Automatic Data Processing
ADP
$123B
| $5.55M | 0.05% | +48,862 | New | +$5.55M |
|