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 Brazil ETF
EWZ
|
$94.7M |
| 2 |
B
Barrick Mining Corporation
B
|
$19.3M |
| 3 |
LyondellBasell Industries
LYB
|
$18.9M |
| 4 |
SPLS
Staples Inc
SPLS
|
$18.3M |
| 5 |
Johnson & Johnson
JNJ
|
$15.7M |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$170M |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
$161M |
| 3 |
Micron Technology
MU
|
$23.6M |
| 4 |
VMW
VMware, Inc
VMW
|
$23.3M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$21.2M |
Sector Composition
| 1 | Materials | 3.64% |
| 2 | Energy | 3.29% |
| 3 | Technology | 3.08% |
| 4 | Consumer Discretionary | 3.06% |
| 5 | Healthcare | 3.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Urban Outfitters
URBN
$6.35B
| $5.4M | 0.07% |
196,329
+76,216
| +63% | +$2.1M |
|
127
Electronic Arts
EA
$42.2B
| $5.29M | 0.07% |
69,800
-626
| -0.9% | -$47.4K |
|
128
VeriSign
VRSN
$26.2B
| $5.24M | 0.07% |
60,601
+57,301
| +1,736% | +$4.95M |
|
129
AngloGold Ashanti
AU
$30.2B
| $5.14M | 0.06% |
284,378
-54,200
| -16% | -$979K |
|
130
Microchip Technology
MCHP
$35.6B
| $5.04M | 0.06% |
198,548
-155,742
| -44% | -$3.95M |
|
131
Home Depot
HD
$417B
| $4.98M | 0.06% |
39,000
-13,080
| -25% | -$1.67M |
|
132
American Express
AXP
$227B
| $4.93M | 0.06% |
81,100
-30,808
| -28% | -$1.87M |
|
|
BCR
133
DELISTED
CR Bard Inc.
BCR
| $4.9M | 0.06% |
20,815
-2,500
| -11% | -$588K |
|
|
CLR
134
DELISTED
CONTINENTAL RESOURCES INC.
CLR
| $4.77M | 0.06% |
105,460
-12,200
| -10% | -$552K |
|
|
CXO
135
DELISTED
CONCHO RESOURCES INC.
CXO
| $4.73M | 0.06% |
39,653
-1,200
| -3% | -$143K |
|
136
Capital One
COF
$142B
| $4.67M | 0.06% |
+73,500
| New | +$4.67M |
|
|
NBL
137
DELISTED
Noble Energy, Inc.
NBL
| $4.53M | 0.06% |
126,362
-11,200
| -8% | -$402K |
|
138
Kinross Gold
KGC
$26.9B
| $4.43M | 0.06% |
906,500
-65,400
| -7% | -$319K |
|
139
Booking.com
BKNG
$178B
| $4.37M | 0.05% |
3,500
-3,051
| -47% | -$3.81M |
|
140
Alphabet (Google) Class A
GOOGL
$2.84T
| $4.29M | 0.05% |
122,000
-96,520
| -44% | -$3.4M |
|
141
Lowe's Companies
LOW
$151B
| $4.26M | 0.05% |
53,800
+10,808
| +25% | +$856K |
|
142
PACCAR
PCAR
$52B
| $4.24M | 0.05% |
122,639
+44,555
| +57% | +$1.54M |
|
143
EQT Corp
EQT
$32.2B
| $4.16M | 0.05% |
98,621
+5,695
| +6% | +$240K |
|
144
Freeport-McMoran
FCX
$66.5B
| $4.12M | 0.05% |
369,991
-31,700
| -8% | -$353K |
|
145
Abbott
ABT
$231B
| $4.09M | 0.05% |
104,100
+92,700
| +813% | +$3.64M |
|
146
NVIDIA
NVDA
$4.07T
| $3.86M | 0.05% |
3,284,840
-324,000
| -9% | -$381K |
|
147
Analog Devices
ADI
$122B
| $3.81M | 0.05% |
67,281
+13,700
| +26% | +$776K |
|
148
FirstEnergy
FE
$25.1B
| $3.75M | 0.05% |
107,345
-2,200
| -2% | -$76.8K |
|
|
ATVI
149
DELISTED
Activision Blizzard Inc.
ATVI
| $3.71M | 0.05% |
93,510
-23,403
| -20% | -$928K |
|
|
LLTC
150
DELISTED
Linear Technology Corp
LLTC
| $3.7M | 0.05% |
79,439
-65,078
| -45% | -$3.03M |
|