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 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$137M |
| 2 |
Microsoft
MSFT
|
$19.9M |
| 3 |
Gen Digital
GEN
|
$19M |
| 4 |
Intel
INTC
|
$17.5M |
| 5 |
Gilead Sciences
GILD
|
$14.8M |
Top Sells
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$321M |
| 2 |
American Express
AXP
|
$18.2M |
| 3 |
PepsiCo
PEP
|
$17.3M |
| 4 |
Intuitive Surgical
ISRG
|
$16.1M |
| 5 |
CTXS
Citrix Systems Inc
CTXS
|
$14.7M |
Sector Composition
| 1 | Technology | 2.64% |
| 2 | Energy | 2.12% |
| 3 | Healthcare | 1.28% |
| 4 | Materials | 1.26% |
| 5 | Industrials | 0.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Salesforce
CRM
$242B
| $2.2M | 0.02% |
+38,552
| New | +$2.2M |
|
177
Timken Company
TKR
$5.38B
| $2.11M | 0.02% |
+35,915
| New | +$2.11M |
|
|
NGD
178
New Gold Inc
NGD
$4.85B
| $2.01M | 0.02% |
404,500
-39,500
| -9% | -$196K |
|
179
Accenture
ACN
$162B
| $1.95M | 0.02% |
+24,400
| New | +$1.95M |
|
180
AutoZone
AZO
$70.2B
| $1.94M | 0.02% |
3,610
-4,800
| -57% | -$2.58M |
|
181
JB Hunt Transport Services
JBHT
$14B
| $1.93M | 0.02% |
+26,851
| New | +$1.93M |
|
182
Cencora
COR
$56.5B
| $1.91M | 0.02% |
29,089
+23,800
| +450% | +$1.56M |
|
|
BRSL
183
Brightstar Lottery PLC
BRSL
$3.15B
| $1.88M | 0.02% |
+133,929
| New | +$1.88M |
|
|
TLM
184
DELISTED
TALISMAN ENERGY INC
TLM
| $1.87M | 0.02% |
186,800
-176,100
| -49% | -$1.76M |
|
|
ATVI
185
DELISTED
Activision Blizzard Inc.
ATVI
| $1.86M | 0.02% |
91,014
-599,075
| -87% | -$12.2M |
|
186
SPX Corp
SPXC
$9.25B
| $1.86M | 0.02% |
+18,890
| New | +$1.86M |
|
187
Eli Lilly
LLY
$657B
| $1.85M | 0.02% |
31,439
-16,800
| -35% | -$989K |
|
|
ANSS
188
DELISTED
Ansys
ANSS
| $1.85M | 0.02% |
+23,961
| New | +$1.85M |
|
189
Estee Lauder
EL
$33B
| $1.84M | 0.02% |
+27,439
| New | +$1.84M |
|
|
INFA
190
DELISTED
INFORMATICA CORP
INFA
| $1.82M | 0.01% |
48,200
+27,400
| +132% | +$1.04M |
|
191
Masco
MAS
$15.4B
| $1.81M | 0.01% |
+81,500
| New | +$1.81M |
|
|
CXO
192
DELISTED
CONCHO RESOURCES INC.
CXO
| $1.8M | 0.01% |
14,700
| – | – |
|
|
CB
193
DELISTED
CHUBB CORPORATION
CB
| $1.8M | 0.01% |
+20,100
| New | +$1.8M |
|
194
KBR
KBR
$6.5B
| $1.78M | 0.01% |
+66,669
| New | +$1.78M |
|
195
Eaton
ETN
$134B
| $1.77M | 0.01% |
+23,509
| New | +$1.77M |
|
|
XLNX
196
DELISTED
Xilinx Inc
XLNX
| $1.76M | 0.01% |
32,379
-101,992
| -76% | -$5.53M |
|
197
Cameco
CCJ
$32.8B
| $1.71M | 0.01% |
74,600
+3,200
| +4% | +$73.4K |
|
|
RKT
198
DELISTED
ROCK-TENN COMPANY CL-A
RKT
| $1.66M | 0.01% |
+15,736
| New | +$1.66M |
|
199
Goldman Sachs
GS
$226B
| $1.64M | 0.01% |
+10,017
| New | +$1.64M |
|
200
CNX Resources
CNX
$4.13B
| $1.64M | 0.01% |
41,020
| – | – |
|