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
|
$258M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$152M |
| 3 |
Apple
AAPL
|
$25M |
| 4 |
GE Aerospace
GE
|
$22.1M |
| 5 |
JNPR
Juniper Networks
JNPR
|
$19.9M |
Top Sells
| 1 |
Gen Digital
GEN
|
$23.8M |
| 2 |
Johnson & Johnson
JNJ
|
$20.6M |
| 3 |
Cisco
CSCO
|
$14.6M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$11.7M |
| 5 |
CELG
Celgene Corp
CELG
|
$9.94M |
Sector Composition
| 1 | Technology | 3.07% |
| 2 | Energy | 2.47% |
| 3 | Materials | 1.34% |
| 4 | Industrials | 0.94% |
| 5 | Consumer Discretionary | 0.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Lowe's Companies
LOW
$151B
| $4.1M | 0.03% |
85,353
+68,700
| +413% | +$3.3M |
|
127
Teck Resources
TECK
$16.8B
| $4.09M | 0.03% |
178,700
+5,900
| +3% | +$135K |
|
128
Mohawk Industries
MHK
$8.65B
| $4.05M | 0.03% |
29,308
-8,992
| -23% | -$1.24M |
|
129
Bread Financial
BFH
$3.09B
| $4.04M | 0.03% |
18,011
-1,629
| -8% | -$366K |
|
130
Eastman Chemical
EMN
$7.93B
| $4.03M | 0.03% |
46,127
+34,140
| +285% | +$2.98M |
|
|
BCR
131
DELISTED
CR Bard Inc.
BCR
| $3.92M | 0.03% |
27,386
-15,800
| -37% | -$2.26M |
|
132
FMC
FMC
$4.72B
| $3.91M | 0.03% |
+63,311
| New | +$3.91M |
|
133
Xerox
XRX
$493M
| $3.81M | 0.03% |
116,089
-6,452
| -5% | -$211K |
|
134
KLA
KLAC
$119B
| $3.67M | 0.03% |
50,584
-13,300
| -21% | -$966K |
|
135
Prudential Financial
PRU
$37.2B
| $3.62M | 0.03% |
40,776
+1,100
| +3% | +$97.7K |
|
136
Lockheed Martin
LMT
$108B
| $3.61M | 0.03% |
22,437
+1,000
| +5% | +$161K |
|
|
SWN
137
DELISTED
Southwestern Energy Company
SWN
| $3.6M | 0.03% |
79,196
+16,396
| +26% | +$746K |
|
138
Aflac
AFL
$57.2B
| $3.52M | 0.03% |
113,172
+31,200
| +38% | +$971K |
|
139
Coca-Cola Europacific Partners
CCEP
$40.4B
| $3.38M | 0.03% |
+70,805
| New | +$3.38M |
|
140
Boston Properties
BXP
$12.2B
| $3.29M | 0.02% |
+27,800
| New | +$3.29M |
|
141
Labcorp
LH
$23.2B
| $3.22M | 0.02% |
36,626
+27,277
| +292% | +$2.4M |
|
142
Ross Stores
ROST
$49.4B
| $3.15M | 0.02% |
+95,154
| New | +$3.15M |
|
|
ESV
143
DELISTED
Ensco Rowan plc
ESV
| $3.14M | 0.02% |
14,125
+1,325
| +10% | +$295K |
|
|
LLTC
144
DELISTED
Linear Technology Corp
LLTC
| $3.13M | 0.02% |
66,493
-523
| -0.8% | -$24.6K |
|
|
VRN
145
DELISTED
Veren
VRN
| $3.13M | 0.02% |
76,995
| – | – |
|
146
Marathon Petroleum
MPC
$54.8B
| $3.12M | 0.02% |
+80,000
| New | +$3.12M |
|
147
Schlumberger
SLB
$53.4B
| $3.09M | 0.02% |
26,187
+23,100
| +748% | +$2.72M |
|
|
DNR
148
DELISTED
Denbury Resources, Inc.
DNR
| $3.09M | 0.02% |
167,294
+68,700
| +70% | +$1.27M |
|
149
Macy's
M
$4.64B
| $3.03M | 0.02% |
52,171
+35,100
| +206% | +$2.04M |
|
|
JOY
150
DELISTED
Joy Global Inc
JOY
| $2.97M | 0.02% |
+48,230
| New | +$2.97M |
|