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
|
$146M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$96.8M |
| 3 |
HP
HPQ
|
$17.5M |
| 4 |
IBM
IBM
|
$16.8M |
| 5 |
Micron Technology
MU
|
$13.6M |
Top Sells
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$294M |
| 2 |
F5
FFIV
|
$22.6M |
| 3 |
ANDV
Andeavor
ANDV
|
$20.1M |
| 4 |
Franklin Resources
BEN
|
$18.3M |
| 5 |
Cognizant
CTSH
|
$17.9M |
Sector Composition
| 1 | Technology | 2.18% |
| 2 | Energy | 1.76% |
| 3 | Healthcare | 1.18% |
| 4 | Consumer Discretionary | 1.12% |
| 5 | Materials | 0.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
DuPont de Nemours
DD
$31.7B
| $1.66M | 0.01% |
+43,208
| New | +$1.66M |
|
177
Royal Gold
RGLD
$12B
| $1.59M | 0.01% |
32,600
-3,200
| -9% | -$156K |
|
178
EQT Corp
EQT
$32.7B
| $1.57M | 0.01% |
17,700
+2,400
| +16% | +$213K |
|
179
Pfizer
PFE
$142B
| $1.57M | 0.01% |
+54,608
| New | +$1.57M |
|
180
Patterson-UTI
PTEN
$2.21B
| $1.52M | 0.01% |
71,182
-59,332
| -45% | -$1.27M |
|
181
Range Resources
RRC
$8.25B
| $1.5M | 0.01% |
19,700
-1,700
| -8% | -$129K |
|
182
Biogen
BIIB
$20.5B
| $1.49M | 0.01% |
6,174
-4,338
| -41% | -$1.04M |
|
|
NGD
183
New Gold Inc
NGD
$4.85B
| $1.48M | 0.01% |
248,100
-4,100
| -2% | -$24.5K |
|
184
Tyson Foods
TSN
$20.1B
| $1.48M | 0.01% |
+52,300
| New | +$1.48M |
|
185
Cummins
CMI
$54.5B
| $1.47M | 0.01% |
+11,080
| New | +$1.47M |
|
186
US Bancorp
USB
$75.5B
| $1.46M | 0.01% |
39,884
-13,100
| -25% | -$479K |
|
187
Alcoa
AA
$8.01B
| $1.45M | 0.01% |
+178,921
| New | +$1.45M |
|
188
Analog Devices
ADI
$122B
| $1.43M | 0.01% |
+30,400
| New | +$1.43M |
|
|
DISH
189
DELISTED
DISH Network Corp.
DISH
| $1.34M | 0.01% |
+29,800
| New | +$1.34M |
|
190
Murphy Oil
MUR
$3.7B
| $1.33M | 0.01% |
22,100
-3,200
| -13% | -$193K |
|
|
CIE
191
DELISTED
Cobalt International Energy, Inc
CIE
| $1.29M | 0.01% |
52,000
+10,700
| +26% | +$266K |
|
192
Johnson Controls International
JCI
$69.3B
| $1.22M | 0.01% |
+29,414
| New | +$1.22M |
|
193
Gen Digital
GEN
$18.2B
| $1.15M | 0.01% |
46,366
-33,900
| -42% | -$839K |
|
194
Clorox
CLX
$14.7B
| $1.14M | 0.01% |
+13,977
| New | +$1.14M |
|
195
Lincoln National
LNC
$8.09B
| $1.13M | 0.01% |
27,018
+17,300
| +178% | +$726K |
|
196
Norfolk Southern
NSC
$62.4B
| $1.13M | 0.01% |
+14,657
| New | +$1.13M |
|
197
Stryker
SYK
$149B
| $1.12M | 0.01% |
16,567
-6,433
| -28% | -$435K |
|
198
Welltower
WELL
$112B
| $1.09M | 0.01% |
+17,486
| New | +$1.09M |
|
199
T Rowe Price
TROW
$23.2B
| $1.09M | 0.01% |
15,138
-46,000
| -75% | -$3.31M |
|
200
O'Reilly Automotive
ORLY
$87.6B
| $1.06M | 0.01% |
8,321
-25,205
| -75% | -$3.22M |
|