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
|
$42.8M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$35M |
| 3 |
iShares MSCI South Korea ETF
EWY
|
$25.7M |
| 4 |
GE Aerospace
GE
|
$22.7M |
| 5 |
Intel
INTC
|
$22.5M |
Top Sells
| 1 |
iShares MSCI Brazil ETF
EWZ
|
$159M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$155M |
| 3 |
CVS Health
CVS
|
$47.7M |
| 4 |
WBA
Walgreens Boots Alliance
WBA
|
$39.7M |
| 5 |
Oracle
ORCL
|
$38.6M |
Sector Composition
| 1 | Financials | 3.43% |
| 2 | Consumer Discretionary | 3.34% |
| 3 | Energy | 2.23% |
| 4 | Healthcare | 1.95% |
| 5 | Industrials | 1.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Nucor
NUE
$33.8B
| $9.37M | 0.1% |
147,627
+31,016
| +27% | +$1.97M |
|
77
Tyson Foods
TSN
$20B
| $9.19M | 0.1% |
154,354
+27,489
| +22% | +$1.64M |
|
78
Skyworks Solutions
SWKS
$11.2B
| $9.01M | 0.09% |
+99,345
| New | +$9.01M |
|
79
Magna International
MGA
$12.9B
| $8.98M | 0.09% |
171,150
+3,138
| +2% | +$165K |
|
80
Rogers Communications
RCI
$19.4B
| $8.78M | 0.09% |
170,840
+25,134
| +17% | +$1.29M |
|
81
ConocoPhillips
COP
$116B
| $8.67M | 0.09% |
112,056
+66,443
| +146% | +$5.14M |
|
82
Macy's
M
$4.64B
| $8.47M | 0.09% |
+243,849
| New | +$8.47M |
|
83
CGI
GIB
$21.6B
| $8.45M | 0.09% |
131,076
+17,290
| +15% | +$1.11M |
|
|
B
84
Barrick Mining Corporation
B
$48.5B
| $8.4M | 0.09% |
759,367
+251,866
| +50% | +$2.79M |
|
85
International Paper
IP
$25.7B
| $8.28M | 0.09% |
177,976
-37,634
| -17% | -$1.75M |
|
86
Microchip Technology
MCHP
$35.6B
| $8.26M | 0.09% |
209,296
+156,314
| +295% | +$6.17M |
|
|
WBA
87
DELISTED
Walgreens Boots Alliance
WBA
| $8.21M | 0.09% |
112,587
-545,062
| -83% | -$39.7M |
|
88
FedEx
FDX
$53.7B
| $8.11M | 0.08% |
33,673
+20,715
| +160% | +$4.99M |
|
89
Pembina Pipeline
PBA
$22.1B
| $8M | 0.08% |
235,660
+35,398
| +18% | +$1.2M |
|
90
Merck
MRK
$212B
| $7.9M | 0.08% |
116,641
-81,524
| -41% | -$5.52M |
|
91
VF Corp
VFC
$5.86B
| $7.34M | 0.08% |
83,398
+6,841
| +9% | +$602K |
|
92
Franco-Nevada
FNV
$37.3B
| $7.34M | 0.08% |
117,368
+15,596
| +15% | +$975K |
|
93
Ross Stores
ROST
$49.4B
| $7.29M | 0.08% |
73,510
+58,937
| +404% | +$5.84M |
|
94
Teck Resources
TECK
$16.8B
| $7.28M | 0.08% |
302,186
+38,997
| +15% | +$939K |
|
|
95
CVS Health
CVS
$93.6B
| $7.26M | 0.08% |
92,216
-606,551
| -87% | -$47.7M |
|
96
Biogen
BIIB
$20.6B
| $7.22M | 0.07% |
20,432
-2,387
| -10% | -$843K |
|
|
SWN
97
DELISTED
Southwestern Energy Company
SWN
| $6.98M | 0.07% |
1,365,464
-2,274,740
| -62% | -$11.6M |
|
98
HF Sinclair
DINO
$9.56B
| $6.97M | 0.07% |
99,731
-43,016
| -30% | -$3.01M |
|
99
Restaurant Brands International
QSR
$20.7B
| $6.93M | 0.07% |
117,089
+16,865
| +17% | +$998K |
|
100
Sherwin-Williams
SHW
$92.9B
| $6.89M | 0.07% |
45,384
-5,676
| -11% | -$861K |
|