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 |
Gen Digital
GEN
|
$23.5M |
| 2 |
Eastman Chemical
EMN
|
$21.7M |
| 3 |
PepsiCo
PEP
|
$21.6M |
| 4 |
Kohl's
KSS
|
$20M |
| 5 |
Exelon
EXC
|
$19.5M |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.5B |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
$841M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$44.1M |
| 4 |
Apple
AAPL
|
$28.3M |
| 5 |
Chipotle Mexican Grill
CMG
|
$17.4M |
Sector Composition
| 1 | Technology | 4.32% |
| 2 | Materials | 3.47% |
| 3 | Consumer Discretionary | 3.19% |
| 4 | Energy | 2.92% |
| 5 | Communication Services | 2.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
3M
MMM
$82.8B
| $5.65M | 0.08% |
39,836
+29,950
| +303% | +$4.25M |
|
127
KLA
KLAC
$115B
| $5.6M | 0.07% |
111,925
-7,302
| -6% | -$365K |
|
128
Skyworks Solutions
SWKS
$11.1B
| $5.28M | 0.07% |
+62,702
| New | +$5.28M |
|
|
MXIM
129
DELISTED
Maxim Integrated Products
MXIM
| $5.26M | 0.07% |
+157,542
| New | +$5.26M |
|
130
Emerson Electric
EMR
$74.3B
| $5.18M | 0.07% |
117,268
+70,800
| +152% | +$3.13M |
|
|
PXD
131
DELISTED
Pioneer Natural Resource Co.
PXD
| $5.09M | 0.07% |
41,800
+3,100
| +8% | +$377K |
|
132
Elevance Health
ELV
$71.8B
| $5.06M | 0.07% |
36,141
+2,600
| +8% | +$364K |
|
133
McKesson
MCK
$85.4B
| $4.94M | 0.07% |
26,713
-3,000
| -10% | -$555K |
|
134
CF Industries
CF
$14B
| $4.91M | 0.07% |
+109,236
| New | +$4.91M |
|
135
Booking.com
BKNG
$181B
| $4.9M | 0.07% |
3,960
+1,900
| +92% | +$2.35M |
|
136
CenterPoint Energy
CNP
$24.6B
| $4.87M | 0.07% |
270,109
+91,909
| +52% | +$1.66M |
|
137
Phillips 66
PSX
$54B
| $4.78M | 0.06% |
62,150
+11,100
| +22% | +$853K |
|
138
Urban Outfitters
URBN
$6.02B
| $4.77M | 0.06% |
+162,489
| New | +$4.77M |
|
139
Textron
TXT
$14.3B
| $4.77M | 0.06% |
126,669
+57,068
| +82% | +$2.15M |
|
140
Lincoln National
LNC
$8.14B
| $4.63M | 0.06% |
97,621
+51,000
| +109% | +$2.42M |
|
141
Nucor
NUE
$34.1B
| $4.57M | 0.06% |
+121,625
| New | +$4.57M |
|
142
Cencora
COR
$56.5B
| $4.51M | 0.06% |
47,443
+5,100
| +12% | +$484K |
|
143
PVH
PVH
$4.05B
| $4.49M | 0.06% |
44,000
+25,181
| +134% | +$2.57M |
|
144
Devon Energy
DVN
$22.9B
| $4.37M | 0.06% |
117,700
+11,100
| +10% | +$412K |
|
145
Biogen
BIIB
$19.4B
| $4.31M | 0.06% |
+14,766
| New | +$4.31M |
|
146
Las Vegas Sands
LVS
$39.6B
| $4.23M | 0.06% |
+111,492
| New | +$4.23M |
|
147
Aflac
AFL
$57.2B
| $4.21M | 0.06% |
72,485
+5,600
| +8% | +$326K |
|
148
APA Corp
APA
$8.31B
| $4.2M | 0.06% |
107,300
+8,800
| +9% | +$345K |
|
|
HES
149
DELISTED
Hess
HES
| $4.11M | 0.06% |
82,000
+7,100
| +9% | +$355K |
|
150
Royal Gold
RGLD
$11.8B
| $4.05M | 0.05% |
86,300
+15,500
| +22% | +$728K |
|