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
|
$187M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$77.8M |
| 3 |
American Express
AXP
|
$19.6M |
| 4 |
RTX Corp
RTX
|
$14.9M |
| 5 |
United Parcel Service
UPS
|
$14.7M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$363M |
| 2 |
Microsoft
MSFT
|
$35.6M |
| 3 |
Intel
INTC
|
$15.1M |
| 4 |
Ventas
VTR
|
$14.6M |
| 5 |
Conagra Brands
CAG
|
$12.8M |
Sector Composition
| 1 | Technology | 2.59% |
| 2 | Energy | 1.96% |
| 3 | Materials | 1.29% |
| 4 | Consumer Discretionary | 1.01% |
| 5 | Industrials | 0.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Nucor
NUE
$33.8B
| $1.84M | 0.01% |
33,850
+26,011
| +332% | +$1.41M |
|
177
Hershey
HSY
$37.6B
| $1.82M | 0.01% |
+19,076
| New | +$1.82M |
|
|
178
Ventas
VTR
$30.9B
| $1.76M | 0.01% |
24,858
-205,787
| -89% | -$14.6M |
|
179
Lincoln National
LNC
$7.98B
| $1.74M | 0.01% |
32,492
+2,700
| +9% | +$145K |
|
180
Southern Company
SO
$101B
| $1.72M | 0.01% |
39,500
-20,900
| -35% | -$912K |
|
181
Rockwell Automation
ROK
$38.2B
| $1.72M | 0.01% |
15,620
+8,500
| +119% | +$934K |
|
182
Waste Management
WM
$88.6B
| $1.68M | 0.01% |
35,400
+7,500
| +27% | +$357K |
|
|
MXIM
183
DELISTED
Maxim Integrated Products
MXIM
| $1.68M | 0.01% |
55,449
-173,417
| -76% | -$5.24M |
|
184
Medtronic
MDT
$119B
| $1.68M | 0.01% |
+27,045
| New | +$1.68M |
|
|
TLM
185
DELISTED
TALISMAN ENERGY INC
TLM
| $1.64M | 0.01% |
189,200
+2,400
| +1% | +$20.8K |
|
186
CNX Resources
CNX
$4.18B
| $1.62M | 0.01% |
51,384
+2,160
| +4% | +$68.1K |
|
187
Sherwin-Williams
SHW
$92.9B
| $1.58M | 0.01% |
21,603
+6,537
| +43% | +$477K |
|
188
Honeywell
HON
$136B
| $1.54M | 0.01% |
17,302
-14,370
| -45% | -$1.28M |
|
189
Dover
DOV
$24.4B
| $1.52M | 0.01% |
23,419
+9,118
| +64% | +$592K |
|
190
Western Digital
WDC
$31.9B
| $1.52M | 0.01% |
+20,667
| New | +$1.52M |
|
191
VF Corp
VFC
$5.86B
| $1.48M | 0.01% |
+23,872
| New | +$1.48M |
|
192
ManpowerGroup
MAN
$1.91B
| $1.48M | 0.01% |
+21,148
| New | +$1.48M |
|
193
SM Energy
SM
$3.09B
| $1.44M | 0.01% |
+18,483
| New | +$1.44M |
|
194
Colgate-Palmolive
CL
$68.8B
| $1.42M | 0.01% |
+21,806
| New | +$1.42M |
|
195
Jabil
JBL
$22.5B
| $1.42M | 0.01% |
70,219
-7,700
| -10% | -$155K |
|
|
ATVI
196
DELISTED
Activision Blizzard Inc.
ATVI
| $1.39M | 0.01% |
66,966
-27,448
| -29% | -$571K |
|
197
Meta Platforms (Facebook)
META
$1.89T
| $1.39M | 0.01% |
+17,600
| New | +$1.39M |
|
198
Lear
LEA
$5.91B
| $1.36M | 0.01% |
+15,700
| New | +$1.36M |
|
|
TRQ
199
DELISTED
Turquoise Hill Resources Ltd
TRQ
| $1.35M | 0.01% |
35,830
-80
| -0.2% | -$3.01K |
|
200
Electronic Arts
EA
$42.2B
| $1.33M | 0.01% |
+37,352
| New | +$1.33M |
|