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 | |
|---|---|---|---|---|---|---|
151
JB Hunt Transport Services
JBHT
$13.9B
| $2.96M | 0.02% |
40,151
+13,300
| +50% | +$981K |
|
152
TechnipFMC
FTI
$16B
| $2.84M | 0.02% |
62,386
+45,562
| +271% | +$2.07M |
|
|
NGD
153
New Gold Inc
NGD
$4.99B
| $2.83M | 0.02% |
445,400
+40,900
| +10% | +$260K |
|
154
Honeywell
HON
$136B
| $2.81M | 0.02% |
31,672
-77,095
| -71% | -$6.83M |
|
|
AET
155
DELISTED
Aetna Inc
AET
| $2.77M | 0.02% |
34,219
+3,300
| +11% | +$268K |
|
156
Southern Company
SO
$101B
| $2.74M | 0.02% |
+60,400
| New | +$2.74M |
|
|
SPLS
157
DELISTED
Staples Inc
SPLS
| $2.73M | 0.02% |
252,058
-294,303
| -54% | -$3.19M |
|
158
eBay
EBAY
$42.3B
| $2.73M | 0.02% |
129,611
+79,121
| +157% | +$1.67M |
|
159
General Mills
GIS
$27B
| $2.73M | 0.02% |
51,925
+40,800
| +367% | +$2.14M |
|
|
JWN
160
DELISTED
Nordstrom
JWN
| $2.71M | 0.02% |
+39,903
| New | +$2.71M |
|
|
CXO
161
DELISTED
CONCHO RESOURCES INC.
CXO
| $2.64M | 0.02% |
18,300
+3,600
| +24% | +$520K |
|
162
Gold Fields
GFI
$30.8B
| $2.63M | 0.02% |
706,600
+98,300
| +16% | +$366K |
|
|
ESRX
163
DELISTED
Express Scripts Holding Company
ESRX
| $2.61M | 0.02% |
37,654
-62,234
| -62% | -$4.32M |
|
164
Consolidated Edison
ED
$35.4B
| $2.6M | 0.02% |
44,978
-147,500
| -77% | -$8.52M |
|
165
Paychex
PAYX
$48.7B
| $2.52M | 0.02% |
60,572
+50,345
| +492% | +$2.09M |
|
166
Cigna
CI
$81.5B
| $2.49M | 0.02% |
27,081
-35,900
| -57% | -$3.3M |
|
167
Fluor
FLR
$6.72B
| $2.42M | 0.02% |
+31,503
| New | +$2.42M |
|
168
Tractor Supply
TSCO
$32.1B
| $2.37M | 0.02% |
+196,080
| New | +$2.37M |
|
169
DaVita
DVA
$9.86B
| $2.25M | 0.02% |
31,098
-33,843
| -52% | -$2.45M |
|
170
Cummins
CMI
$55.1B
| $2.23M | 0.02% |
14,424
+5,189
| +56% | +$800K |
|
171
Murphy Oil
MUR
$3.56B
| $2.2M | 0.02% |
33,100
-2,300
| -6% | -$153K |
|
172
Kellanova
K
$27.8B
| $2.19M | 0.02% |
35,554
-146,881
| -81% | -$9.06M |
|
173
Owens Corning
OC
$13B
| $2.15M | 0.02% |
55,451
+45,000
| +431% | +$1.74M |
|
174
Halliburton
HAL
$18.8B
| $2.12M | 0.02% |
29,800
+24,700
| +484% | +$1.75M |
|
|
ATVI
175
DELISTED
Activision Blizzard Inc.
ATVI
| $2.11M | 0.02% |
94,414
+3,400
| +4% | +$75.8K |
|