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
|
$213M |
| 2 |
Gilead Sciences
GILD
|
$27.9M |
| 3 |
Microsoft
MSFT
|
$27.2M |
| 4 |
POT
Potash Corp Of Saskatchewan
POT
|
$21.3M |
| 5 |
Eastman Chemical
EMN
|
$18.5M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$393M |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
$59.9M |
| 3 |
Apple
AAPL
|
$30.5M |
| 4 |
RTX Corp
RTX
|
$21.8M |
| 5 |
Fossil Group
FOSL
|
$21.2M |
Sector Composition
| 1 | Technology | 2.42% |
| 2 | Energy | 2.21% |
| 3 | Materials | 2.04% |
| 4 | Healthcare | 1.26% |
| 5 | Industrials | 0.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Medtronic
MDT
$119B
| $2.65M | 0.02% |
36,632
+9,587
| +35% | +$692K |
|
177
Ovintiv
OVV
$10.6B
| $2.57M | 0.02% |
36,840
-700
| -2% | -$48.9K |
|
178
Wells Fargo
WFC
$253B
| $2.57M | 0.02% |
+46,881
| New | +$2.57M |
|
|
WFT
179
DELISTED
Weatherford International plc
WFT
| $2.53M | 0.02% |
+221,155
| New | +$2.53M |
|
|
CXO
180
DELISTED
CONCHO RESOURCES INC.
CXO
| $2.48M | 0.02% |
24,833
-3,667
| -13% | -$366K |
|
181
Las Vegas Sands
LVS
$36.9B
| $2.4M | 0.02% |
41,265
-32,189
| -44% | -$1.87M |
|
182
TechnipFMC
FTI
$16B
| $2.38M | 0.02% |
68,365
-24,530
| -26% | -$855K |
|
183
Fastenal
FAST
$55.1B
| $2.37M | 0.02% |
199,608
-64,616
| -24% | -$768K |
|
|
NGD
184
New Gold Inc
NGD
$4.99B
| $2.36M | 0.02% |
547,900
+83,800
| +18% | +$361K |
|
185
Perrigo
PRGO
$3.12B
| $2.32M | 0.02% |
+13,900
| New | +$2.32M |
|
|
186
RTX Corp
RTX
$211B
| $2.32M | 0.02% |
32,112
-300,720
| -90% | -$21.8M |
|
|
VRN
187
DELISTED
Veren
VRN
| $2.3M | 0.02% |
104,437
+18,994
| +22% | +$418K |
|
188
Range Resources
RRC
$8.27B
| $2.22M | 0.02% |
41,600
+9,600
| +30% | +$513K |
|
189
Murphy Oil
MUR
$3.56B
| $2.19M | 0.02% |
43,400
+10,300
| +31% | +$520K |
|
190
JPMorgan Chase
JPM
$809B
| $2.11M | 0.02% |
+33,742
| New | +$2.11M |
|
|
ANDV
191
DELISTED
Andeavor
ANDV
| $2.09M | 0.02% |
+28,040
| New | +$2.09M |
|
192
Tapestry
TPR
$21.7B
| $2.08M | 0.02% |
+55,485
| New | +$2.08M |
|
|
RHT
193
DELISTED
Red Hat Inc
RHT
| $2.03M | 0.02% |
29,367
-34,740
| -54% | -$2.4M |
|
194
Abbott
ABT
$231B
| $2.03M | 0.02% |
+45,000
| New | +$2.03M |
|
195
C.H. Robinson
CHRW
$14.9B
| $2.02M | 0.02% |
+27,026
| New | +$2.02M |
|
196
Danaher
DHR
$143B
| $2.02M | 0.02% |
+35,117
| New | +$2.02M |
|
|
MJN
197
DELISTED
Mead Johnson Nutrition Company
MJN
| $2.01M | 0.02% |
20,018
-27,601
| -58% | -$2.78M |
|
198
Southern Company
SO
$101B
| $1.96M | 0.02% |
40,000
+500
| +1% | +$24.6K |
|
199
Mastercard
MA
$528B
| $1.95M | 0.02% |
22,677
+17,400
| +330% | +$1.5M |
|
200
Stanley Black & Decker
SWK
$12.1B
| $1.92M | 0.02% |
20,000
+12,453
| +165% | +$1.2M |
|