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 | |
|---|---|---|---|---|---|---|
151
Emerson Electric
EMR
$74.9B
| $3.6M | 0.03% |
63,497
+15,330
| +32% | +$868K |
|
152
Cenovus Energy
CVE
$29.7B
| $3.57M | 0.03% |
211,900
+29,200
| +16% | +$492K |
|
153
KLA
KLAC
$115B
| $3.51M | 0.03% |
+60,292
| New | +$3.51M |
|
154
Gold Fields
GFI
$29.9B
| $3.49M | 0.03% |
869,100
+51,300
| +6% | +$206K |
|
155
Aflac
AFL
$58.1B
| $3.39M | 0.03% |
105,770
-14,200
| -12% | -$454K |
|
156
Eldorado Gold
EGO
$5.12B
| $3.38M | 0.03% |
147,520
-6,180
| -4% | -$142K |
|
157
EQT Corp
EQT
$32.3B
| $3.38M | 0.03% |
74,950
+5,695
| +8% | +$257K |
|
|
SWN
158
DELISTED
Southwestern Energy Company
SWN
| $3.37M | 0.03% |
145,283
-419,118
| -74% | -$9.72M |
|
|
SE
159
DELISTED
Spectra Energy Corp Wi
SE
| $3.35M | 0.03% |
92,525
+77,700
| +524% | +$2.81M |
|
160
Coterra Energy
CTRA
$18.6B
| $3.26M | 0.03% |
110,500
+10,000
| +10% | +$295K |
|
|
RHT
161
DELISTED
Red Hat Inc
RHT
| $3.2M | 0.02% |
42,190
+12,823
| +44% | +$971K |
|
162
General Dynamics
GD
$86.7B
| $3.18M | 0.02% |
+23,390
| New | +$3.18M |
|
163
Analog Devices
ADI
$121B
| $3.06M | 0.02% |
48,549
-20,060
| -29% | -$1.26M |
|
164
HF Sinclair
DINO
$9.65B
| $3.04M | 0.02% |
75,542
+47,516
| +170% | +$1.91M |
|
165
Intuit
INTU
$186B
| $3.04M | 0.02% |
+31,372
| New | +$3.04M |
|
166
Elevance Health
ELV
$69.4B
| $3.02M | 0.02% |
19,541
-7,600
| -28% | -$1.17M |
|
|
ARG
167
DELISTED
AIRGAS INC
ARG
| $2.93M | 0.02% |
+27,600
| New | +$2.93M |
|
168
3M
MMM
$82.8B
| $2.9M | 0.02% |
+21,033
| New | +$2.9M |
|
|
CELG
169
DELISTED
Celgene Corp
CELG
| $2.8M | 0.02% |
+24,296
| New | +$2.8M |
|
170
C.H. Robinson
CHRW
$15.1B
| $2.76M | 0.02% |
37,726
+10,700
| +40% | +$783K |
|
171
Kinross Gold
KGC
$26.2B
| $2.68M | 0.02% |
1,205,000
-20,200
| -2% | -$45K |
|
|
VRN
172
DELISTED
Veren
VRN
| $2.67M | 0.02% |
123,218
+18,781
| +18% | +$407K |
|
|
DNR
173
DELISTED
Denbury Resources, Inc.
DNR
| $2.64M | 0.02% |
361,885
-1,246,130
| -77% | -$9.08M |
|
174
Cigna
CI
$81.2B
| $2.63M | 0.02% |
20,345
-6,636
| -25% | -$859K |
|
175
Altria Group
MO
$112B
| $2.61M | 0.02% |
+52,100
| New | +$2.61M |
|