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
|
$187M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$77.8M |
| 3 |
American Express
AXP
|
$19.6M |
| 4 |
RTX Corp
RTX
|
$14.9M |
| 5 |
United Parcel Service
UPS
|
$14.7M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$363M |
| 2 |
Microsoft
MSFT
|
$35.6M |
| 3 |
Intel
INTC
|
$15.1M |
| 4 |
Ventas
VTR
|
$14.6M |
| 5 |
Conagra Brands
CAG
|
$12.8M |
Sector Composition
| 1 | Technology | 2.59% |
| 2 | Energy | 1.96% |
| 3 | Materials | 1.29% |
| 4 | Consumer Discretionary | 1.01% |
| 5 | Industrials | 0.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Boeing
BA
$174B
| $4.71M | 0.04% |
36,941
-9,800
| -21% | -$1.25M |
|
102
Eastman Chemical
EMN
$7.93B
| $4.7M | 0.04% |
58,127
+12,000
| +26% | +$971K |
|
103
Home Depot
HD
$417B
| $4.68M | 0.04% |
+50,980
| New | +$4.68M |
|
104
AngloGold Ashanti
AU
$30.2B
| $4.63M | 0.04% |
385,600
+31,000
| +9% | +$372K |
|
|
MJN
105
DELISTED
Mead Johnson Nutrition Company
MJN
| $4.58M | 0.04% |
+47,619
| New | +$4.58M |
|
|
CLR
106
DELISTED
CONTINENTAL RESOURCES INC.
CLR
| $4.58M | 0.04% |
68,900
+2,300
| +3% | +$153K |
|
|
NBL
107
DELISTED
Noble Energy, Inc.
NBL
| $4.58M | 0.04% |
66,952
+2,100
| +3% | +$144K |
|
108
Las Vegas Sands
LVS
$36.9B
| $4.57M | 0.04% |
73,454
-49,100
| -40% | -$3.05M |
|
109
Bath & Body Works
BBWI
$6.06B
| $4.56M | 0.04% |
+84,146
| New | +$4.56M |
|
110
Berkshire Hathaway Class B
BRK.B
$1.08T
| $4.55M | 0.04% |
+32,966
| New | +$4.55M |
|
111
PPG Industries
PPG
$24.8B
| $4.54M | 0.04% |
46,178
+37,746
| +448% | +$3.71M |
|
|
CHK
112
DELISTED
Chesapeake Energy Corporation
CHK
| $4.51M | 0.04% |
981
-747
| -43% | -$3.43M |
|
113
Eldorado Gold
EGO
$5.31B
| $4.35M | 0.03% |
128,800
+4,600
| +4% | +$155K |
|
114
Prudential Financial
PRU
$37.2B
| $4.35M | 0.03% |
49,476
+8,700
| +21% | +$765K |
|
|
STJ
115
DELISTED
St Jude Medical
STJ
| $4.22M | 0.03% |
+70,236
| New | +$4.22M |
|
116
Gen Digital
GEN
$18.2B
| $4.18M | 0.03% |
177,833
-68,600
| -28% | -$1.61M |
|
117
Ovintiv
OVV
$10.6B
| $3.98M | 0.03% |
37,540
-21,600
| -37% | -$2.29M |
|
|
ALTR
118
DELISTED
ALTERA CORP
ALTR
| $3.94M | 0.03% |
110,049
-170,300
| -61% | -$6.09M |
|
119
Royal Gold
RGLD
$12.2B
| $3.84M | 0.03% |
59,200
+2,400
| +4% | +$156K |
|
|
GAP
120
The Gap, Inc.
GAP
$8.83B
| $3.84M | 0.03% |
92,145
+41,900
| +83% | +$1.75M |
|
121
PepsiCo
PEP
$200B
| $3.84M | 0.03% |
41,253
-99,224
| -71% | -$9.24M |
|
122
NRG Energy
NRG
$28.6B
| $3.77M | 0.03% |
123,713
+108,686
| +723% | +$3.31M |
|
123
TechnipFMC
FTI
$16B
| $3.75M | 0.03% |
92,895
+30,509
| +49% | +$1.23M |
|
124
Salesforce
CRM
$239B
| $3.7M | 0.03% |
64,223
-75,129
| -54% | -$4.32M |
|
125
Fluor
FLR
$6.72B
| $3.64M | 0.03% |
54,503
+23,000
| +73% | +$1.54M |
|