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
|
$44.6M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$33.5M |
| 3 |
iShares MSCI Brazil ETF
EWZ
|
$26.8M |
| 4 |
Intel
INTC
|
$22.7M |
| 5 |
Walt Disney
DIS
|
$20.9M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$38.1M |
| 2 |
BCE
BCE
|
$29.7M |
| 3 |
VIAB
Viacom Inc. Class B
VIAB
|
$27.3M |
| 4 |
Exelon
EXC
|
$26.3M |
| 5 |
Apple
AAPL
|
$24.1M |
Sector Composition
| 1 | Technology | 3.99% |
| 2 | Energy | 2.82% |
| 3 | Consumer Discretionary | 2.8% |
| 4 | Materials | 2.25% |
| 5 | Healthcare | 2.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Illinois Tool Works
ITW
$77.6B
| $3.67M | 0.05% |
+35,779
| New | +$3.67M |
|
152
Corning
GLW
$61B
| $3.59M | 0.05% |
172,017
-60,100
| -26% | -$1.26M |
|
153
BorgWarner
BWA
$9.53B
| $3.59M | 0.05% |
106,097
+39,598
| +60% | +$1.34M |
|
|
CLR
154
DELISTED
CONTINENTAL RESOURCES INC.
CLR
| $3.57M | 0.05% |
117,660
+2,660
| +2% | +$80.8K |
|
155
MetLife
MET
$52.9B
| $3.56M | 0.05% |
+90,932
| New | +$3.56M |
|
156
Cenovus Energy
CVE
$28.7B
| $3.48M | 0.04% |
266,300
+3,100
| +1% | +$40.5K |
|
157
EQT Corp
EQT
$32.2B
| $3.4M | 0.04% |
92,926
+7,269
| +8% | +$266K |
|
158
C.H. Robinson
CHRW
$14.9B
| $3.39M | 0.04% |
45,656
-67,618
| -60% | -$5.02M |
|
|
AUY
159
DELISTED
Yamana Gold, Inc.
AUY
| $3.39M | 0.04% |
1,114,768
-309,700
| -22% | -$942K |
|
160
Coterra Energy
CTRA
$18.3B
| $3.37M | 0.04% |
148,500
+23,100
| +18% | +$525K |
|
161
Kinross Gold
KGC
$26.9B
| $3.33M | 0.04% |
971,900
-538,900
| -36% | -$1.85M |
|
162
Labcorp
LH
$23.2B
| $3.3M | 0.04% |
32,825
+11,843
| +56% | +$1.19M |
|
163
Lowe's Companies
LOW
$151B
| $3.26M | 0.04% |
+42,992
| New | +$3.26M |
|
164
NVIDIA
NVDA
$4.07T
| $3.22M | 0.04% |
+3,608,840
| New | +$3.22M |
|
165
Analog Devices
ADI
$122B
| $3.17M | 0.04% |
53,581
-290,848
| -84% | -$17.2M |
|
166
Williams-Sonoma
WSM
$24.7B
| $2.97M | 0.04% |
+108,600
| New | +$2.97M |
|
|
MRO
167
DELISTED
Marathon Oil Corporation
MRO
| $2.95M | 0.04% |
264,500
+54,700
| +26% | +$609K |
|
|
MXIM
168
DELISTED
Maxim Integrated Products
MXIM
| $2.89M | 0.04% |
78,500
+34,660
| +79% | +$1.27M |
|
169
ResMed
RMD
$40.6B
| $2.87M | 0.04% |
+49,576
| New | +$2.87M |
|
170
PACCAR
PCAR
$52B
| $2.85M | 0.04% |
78,084
-99,200
| -56% | -$3.62M |
|
171
Royal Gold
RGLD
$12.2B
| $2.85M | 0.04% |
55,500
-18,100
| -25% | -$928K |
|
172
United Parcel Service
UPS
$72.1B
| $2.8M | 0.04% |
+26,533
| New | +$2.8M |
|
|
LVLT
173
DELISTED
Level 3 Communications Inc
LVLT
| $2.77M | 0.04% |
52,460
-85,040
| -62% | -$4.5M |
|
|
WBA
174
DELISTED
Walgreens Boots Alliance
WBA
| $2.76M | 0.03% |
+32,760
| New | +$2.76M |
|
175
Rockwell Automation
ROK
$38.2B
| $2.7M | 0.03% |
23,700
-20,709
| -47% | -$2.36M |
|