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 Core MSCI Emerging Markets ETF
IEMG
|
$84M |
| 2 |
Royal Bank of Canada
RY
|
$32.3M |
| 3 |
Toronto Dominion Bank
TD
|
$32M |
| 4 |
Cummins
CMI
|
$31.3M |
| 5 |
Toll Brothers
TOL
|
$29.5M |
Top Sells
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$176M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$148M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$71M |
| 4 |
NFX
Newfield Exploration
NFX
|
$34.3M |
| 5 |
Procter & Gamble
PG
|
$30.9M |
Sector Composition
| 1 | Financials | 3.42% |
| 2 | Healthcare | 2.95% |
| 3 | Consumer Discretionary | 2.83% |
| 4 | Energy | 2.39% |
| 5 | Industrials | 2.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
HF Sinclair
DINO
$9.56B
| $9.77M | 0.1% |
142,747
-104,527
| -42% | -$7.15M |
|
77
Magna International
MGA
$12.9B
| $9.77M | 0.1% |
168,012
+118,359
| +238% | +$6.88M |
|
78
Meta Platforms (Facebook)
META
$1.89T
| $9.37M | 0.09% |
48,234
-156,762
| -76% | -$30.5M |
|
79
Intel
INTC
$107B
| $9.19M | 0.09% |
+184,855
| New | +$9.19M |
|
80
Telus
TU
$25.3B
| $9.18M | 0.09% |
517,048
+351,344
| +212% | +$6.24M |
|
|
RTN
81
DELISTED
Raytheon Company
RTN
| $9.05M | 0.09% |
+46,853
| New | +$9.05M |
|
82
Kohl's
KSS
$1.86B
| $8.97M | 0.09% |
+123,066
| New | +$8.97M |
|
83
Intuit
INTU
$188B
| $8.9M | 0.09% |
43,546
+40,592
| +1,374% | +$8.29M |
|
84
Occidental Petroleum
OXY
$45.2B
| $8.79M | 0.09% |
105,046
+73,969
| +238% | +$6.19M |
|
85
Tyson Foods
TSN
$20B
| $8.74M | 0.09% |
126,865
-7,988
| -6% | -$550K |
|
86
Lincoln National
LNC
$7.98B
| $8.73M | 0.09% |
140,181
+107,114
| +324% | +$6.67M |
|
87
Comcast
CMCSA
$125B
| $8.53M | 0.09% |
259,927
-174,184
| -40% | -$5.71M |
|
88
United Parcel Service
UPS
$72.1B
| $8.34M | 0.08% |
+78,480
| New | +$8.34M |
|
89
Honeywell
HON
$136B
| $8.29M | 0.08% |
60,032
+54,064
| +906% | +$7.46M |
|
90
Starbucks
SBUX
$97.1B
| $8.24M | 0.08% |
+168,609
| New | +$8.24M |
|
91
Verizon
VZ
$187B
| $8.17M | 0.08% |
162,294
-70,073
| -30% | -$3.53M |
|
92
Coca-Cola
KO
$292B
| $8.07M | 0.08% |
183,893
-47,959
| -21% | -$2.1M |
|
|
SPLK
93
DELISTED
Splunk Inc
SPLK
| $7.96M | 0.08% |
+80,339
| New | +$7.96M |
|
94
General Mills
GIS
$27B
| $7.91M | 0.08% |
178,795
-179,091
| -50% | -$7.93M |
|
95
Walt Disney
DIS
$212B
| $7.67M | 0.08% |
73,221
-39,210
| -35% | -$4.11M |
|
96
McKesson
MCK
$85.5B
| $7.57M | 0.08% |
56,752
+51,501
| +981% | +$6.87M |
|
97
Franco-Nevada
FNV
$37.3B
| $7.42M | 0.07% |
101,772
+55,206
| +119% | +$4.03M |
|
98
iShares MSCI South Korea ETF
EWY
$5.22B
| $7.41M | 0.07% |
109,461
-94,950
| -46% | -$6.43M |
|
99
Goldman Sachs
GS
$223B
| $7.29M | 0.07% |
+33,045
| New | +$7.29M |
|
100
Nucor
NUE
$33.8B
| $7.29M | 0.07% |
116,611
+98,221
| +534% | +$6.14M |
|