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
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$66.7M |
| 2 |
ENDP
Endo International plc
ENDP
|
$25.5M |
| 3 |
Cleveland-Cliffs
CLF
|
$16.7M |
| 4 |
Walt Disney
DIS
|
$14.7M |
| 5 |
Interpublic Group of Companies
IPG
|
$14.6M |
Sector Composition
| 1 | Consumer Discretionary | 2.42% |
| 2 | Energy | 2.05% |
| 3 | Technology | 1.4% |
| 4 | Healthcare | 1.37% |
| 5 | Financials | 1.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Exxon Mobil
XOM
$466B
| $3.49M | 0.03% |
43,266
-137,738
| -76% | -$11.1M |
|
127
ConocoPhillips
COP
$116B
| $3.49M | 0.03% |
79,334
-229,510
| -74% | -$10.1M |
|
128
BP
BP
$87.4B
| $3.47M | 0.03% |
113,103
-389,314
| -77% | -$12M |
|
129
Darden Restaurants
DRI
$24.5B
| $3.45M | 0.03% |
38,147
-26,067
| -41% | -$2.36M |
|
130
Rogers Communications
RCI
$19.4B
| $3.42M | 0.03% |
+72,593
| New | +$3.42M |
|
131
Illumina
ILMN
$15.7B
| $3.25M | 0.03% |
19,247
-21,712
| -53% | -$3.67M |
|
132
EOG Resources
EOG
$64.4B
| $3.21M | 0.03% |
35,504
-108,261
| -75% | -$9.8M |
|
133
Capri Holdings
CPRI
$2.53B
| $3.19M | 0.03% |
87,881
-299,227
| -77% | -$10.8M |
|
|
134
Interpublic Group of Companies
IPG
$9.94B
| $3.16M | 0.03% |
128,240
-593,290
| -82% | -$14.6M |
|
135
Petrobras
PBR
$78.7B
| $3.13M | 0.03% |
391,074
-1,169,917
| -75% | -$9.35M |
|
136
Restaurant Brands International
QSR
$20.7B
| $3.07M | 0.03% |
+49,181
| New | +$3.07M |
|
137
Southern Copper
SCCO
$83.6B
| $3.05M | 0.03% |
92,620
-105,634
| -53% | -$3.48M |
|
138
Whirlpool
WHR
$5.28B
| $2.96M | 0.03% |
15,454
+5,510
| +55% | +$1.06M |
|
139
Waste Management
WM
$88.6B
| $2.92M | 0.03% |
39,843
+22,012
| +123% | +$1.61M |
|
140
Fortis
FTS
$24.8B
| $2.92M | 0.03% |
+83,086
| New | +$2.92M |
|
|
CTXS
141
DELISTED
Citrix Systems Inc
CTXS
| $2.91M | 0.03% |
+36,577
| New | +$2.91M |
|
142
Occidental Petroleum
OXY
$45.2B
| $2.9M | 0.03% |
48,388
-144,221
| -75% | -$8.63M |
|
143
Toll Brothers
TOL
$14.2B
| $2.86M | 0.03% |
+72,381
| New | +$2.86M |
|
144
Stanley Black & Decker
SWK
$12.1B
| $2.82M | 0.03% |
20,052
-9,081
| -31% | -$1.28M |
|
145
Pembina Pipeline
PBA
$22.1B
| $2.8M | 0.03% |
+84,157
| New | +$2.8M |
|
146
Eastman Chemical
EMN
$7.93B
| $2.79M | 0.03% |
+33,231
| New | +$2.79M |
|
147
CGI
GIB
$21.6B
| $2.76M | 0.03% |
+53,989
| New | +$2.76M |
|
148
Verizon
VZ
$187B
| $2.75M | 0.03% |
61,657
+48,308
| +362% | +$2.16M |
|
149
Teck Resources
TECK
$16.8B
| $2.71M | 0.02% |
156,310
+10,367
| +7% | +$179K |
|
150
Vale
VALE
$44.4B
| $2.64M | 0.02% |
301,996
-1,019,109
| -77% | -$8.92M |
|