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 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$213M |
| 2 |
Gilead Sciences
GILD
|
$27.9M |
| 3 |
Microsoft
MSFT
|
$27.2M |
| 4 |
POT
Potash Corp Of Saskatchewan
POT
|
$21.3M |
| 5 |
Eastman Chemical
EMN
|
$18.5M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$393M |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
$59.9M |
| 3 |
Apple
AAPL
|
$30.5M |
| 4 |
RTX Corp
RTX
|
$21.8M |
| 5 |
Fossil Group
FOSL
|
$21.2M |
Sector Composition
| 1 | Technology | 2.42% |
| 2 | Energy | 2.21% |
| 3 | Materials | 2.04% |
| 4 | Healthcare | 1.26% |
| 5 | Industrials | 0.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
AUY
101
DELISTED
Yamana Gold, Inc.
AUY
| $5.27M | 0.04% |
1,310,900
+105,900
| +9% | +$426K |
|
102
Biogen
BIIB
$20.8B
| $5.14M | 0.04% |
15,146
+13,500
| +820% | +$4.58M |
|
|
ATVI
103
DELISTED
Activision Blizzard Inc.
ATVI
| $5.04M | 0.04% |
250,066
+183,100
| +273% | +$3.69M |
|
104
Weyerhaeuser
WY
$17.9B
| $5.04M | 0.04% |
140,373
+44,600
| +47% | +$1.6M |
|
|
CHK
105
DELISTED
Chesapeake Energy Corporation
CHK
| $5.03M | 0.04% |
257,156
+60,968
| +31% | +$1.19M |
|
|
MON
106
DELISTED
Monsanto Co
MON
| $4.92M | 0.04% |
+41,199
| New | +$4.92M |
|
|
CA
107
DELISTED
CA, Inc.
CA
| $4.88M | 0.04% |
160,097
-548,100
| -77% | -$16.7M |
|
108
Teck Resources
TECK
$16.5B
| $4.86M | 0.04% |
354,400
+96,900
| +38% | +$1.33M |
|
109
Regeneron Pharmaceuticals
REGN
$59.8B
| $4.84M | 0.04% |
11,800
+10,200
| +638% | +$4.18M |
|
110
F5
FFIV
$17.8B
| $4.83M | 0.04% |
+36,997
| New | +$4.83M |
|
|
MRO
111
DELISTED
Marathon Oil Corporation
MRO
| $4.75M | 0.04% |
167,800
+39,600
| +31% | +$1.12M |
|
112
Lam Research
LRCX
$124B
| $4.73M | 0.04% |
+59,620
| New | +$4.73M |
|
|
PTR
113
DELISTED
PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES)
PTR
| $4.7M | 0.04% |
42,397
-600
| -1% | -$66.6K |
|
114
Eldorado Gold
EGO
$5.18B
| $4.7M | 0.04% |
768,500
+124,500
| +19% | +$761K |
|
115
Tyson Foods
TSN
$20B
| $4.68M | 0.04% |
116,815
+33,600
| +40% | +$1.35M |
|
116
McKesson
MCK
$85.9B
| $4.63M | 0.04% |
22,313
+4,600
| +26% | +$955K |
|
117
Rockwell Automation
ROK
$38.1B
| $4.63M | 0.04% |
41,620
+26,000
| +166% | +$2.89M |
|
118
Telus
TU
$25.1B
| $4.62M | 0.04% |
+127,600
| New | +$4.62M |
|
119
Prudential Financial
PRU
$37.8B
| $4.6M | 0.04% |
50,876
+1,400
| +3% | +$127K |
|
120
O'Reilly Automotive
ORLY
$88.1B
| $4.44M | 0.04% |
23,039
+3,800
| +20% | +$732K |
|
121
Royal Gold
RGLD
$11.9B
| $4.43M | 0.04% |
70,700
+11,500
| +19% | +$721K |
|
122
Mondelez International
MDLZ
$79.3B
| $4.38M | 0.03% |
120,500
-20,300
| -14% | -$737K |
|
123
Macy's
M
$4.42B
| $4.29M | 0.03% |
65,271
+11,300
| +21% | +$743K |
|
124
General Mills
GIS
$26.6B
| $4.28M | 0.03% |
80,281
+39,156
| +95% | +$2.09M |
|
|
NBL
125
DELISTED
Noble Energy, Inc.
NBL
| $4.26M | 0.03% |
89,752
+22,800
| +34% | +$1.08M |
|