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 |
SPDR S&P 500 ETF Trust
SPY
|
$217M |
| 2 |
Apple
AAPL
|
$58.9M |
| 3 |
Coca-Cola
KO
|
$23.4M |
| 4 |
Johnson & Johnson
JNJ
|
$20.5M |
| 5 |
POT
Potash Corp Of Saskatchewan
POT
|
$19.9M |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$172M |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
$72M |
| 3 |
Gilead Sciences
GILD
|
$50.3M |
| 4 |
Microsoft
MSFT
|
$20.4M |
| 5 |
X
US Steel
X
|
$15.2M |
Sector Composition
| 1 | Technology | 3.06% |
| 2 | Materials | 2.19% |
| 3 | Energy | 1.97% |
| 4 | Healthcare | 1.2% |
| 5 | Consumer Staples | 0.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ALXN
126
DELISTED
Alexion Pharmaceuticals Inc
ALXN
| $5.04M | 0.04% |
29,099
+10,586
| +57% | +$1.83M |
|
127
Western Digital
WDC
$31.9B
| $4.97M | 0.04% |
72,287
+52,258
| +261% | +$3.6M |
|
128
Weyerhaeuser
WY
$18.9B
| $4.82M | 0.04% |
145,273
+4,900
| +3% | +$162K |
|
|
MRO
129
DELISTED
Marathon Oil Corporation
MRO
| $4.78M | 0.04% |
183,100
+15,300
| +9% | +$400K |
|
130
Crown Castle
CCI
$41.9B
| $4.7M | 0.04% |
+56,991
| New | +$4.7M |
|
131
Chipotle Mexican Grill
CMG
$55.1B
| $4.55M | 0.04% |
+349,950
| New | +$4.55M |
|
132
Cognizant
CTSH
$35.1B
| $4.53M | 0.04% |
72,600
-132,000
| -65% | -$8.24M |
|
133
Royal Gold
RGLD
$12.2B
| $4.52M | 0.04% |
71,600
+900
| +1% | +$56.8K |
|
134
DaVita
DVA
$9.86B
| $4.5M | 0.04% |
55,326
+5,300
| +11% | +$431K |
|
135
PACCAR
PCAR
$52B
| $4.49M | 0.04% |
106,578
+25,950
| +32% | +$1.09M |
|
|
AUY
136
DELISTED
Yamana Gold, Inc.
AUY
| $4.33M | 0.03% |
1,207,100
-103,800
| -8% | -$373K |
|
137
AngloGold Ashanti
AU
$30.2B
| $4.3M | 0.03% |
460,700
+30,100
| +7% | +$281K |
|
138
NextEra Energy, Inc.
NEE
$146B
| $4.28M | 0.03% |
164,672
+108,532
| +193% | +$2.82M |
|
139
Duke Energy
DUK
$93.8B
| $4.28M | 0.03% |
+55,776
| New | +$4.28M |
|
140
NetApp
NTAP
$23.7B
| $4.26M | 0.03% |
120,147
-43,900
| -27% | -$1.56M |
|
|
141
Microsoft
MSFT
$3.68T
| $4.07M | 0.03% |
100,045
-501,000
| -83% | -$20.4M |
|
142
Clorox
CLX
$15.5B
| $4.06M | 0.03% |
36,742
+33,400
| +999% | +$3.69M |
|
|
SNDK
143
DELISTED
SANDISK CORP
SNDK
| $4M | 0.03% |
62,900
+29,200
| +87% | +$1.86M |
|
144
Xerox
XRX
$493M
| $4M | 0.03% |
+118,172
| New | +$4M |
|
145
Paychex
PAYX
$48.7B
| $3.97M | 0.03% |
80,072
+6,100
| +8% | +$303K |
|
146
Teck Resources
TECK
$16.8B
| $3.83M | 0.03% |
279,100
-75,300
| -21% | -$1.03M |
|
|
CXO
147
DELISTED
CONCHO RESOURCES INC.
CXO
| $3.8M | 0.03% |
32,800
+7,967
| +32% | +$923K |
|
148
American Express
AXP
$227B
| $3.78M | 0.03% |
48,417
+19,900
| +70% | +$1.55M |
|
149
General Mills
GIS
$27B
| $3.74M | 0.03% |
65,981
-14,300
| -18% | -$809K |
|
150
Illumina
ILMN
$15.7B
| $3.61M | 0.03% |
+20,002
| New | +$3.61M |
|