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
|
+$2.7B |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$1.38B |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$970M |
| 4 |
iShares MSCI Brazil ETF
EWZ
|
+$341M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$130M |
Top Sells
| 1 |
XEC
CIMAREX ENERGY CO
XEC
|
+$70.3M |
| 2 |
X
US Steel
X
|
+$66.9M |
| 3 |
CELG
Celgene Corp
CELG
|
+$56.3M |
| 4 |
International Paper
IP
|
+$47.1M |
| 5 |
SWN
Southwestern Energy Company
SWN
|
+$45.8M |
Sector Composition
| 1 | Financials | 2.31% |
| 2 | Consumer Discretionary | 2.13% |
| 3 | Healthcare | 1.71% |
| 4 | Industrials | 1.43% |
| 5 | Materials | 1.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
BHP
BHP
$135B
| $2.86M | 0.02% |
58,576
-4,311
| -7% | -$210K |
|
177
Bausch Health
BHC
$2.71B
| $2.85M | 0.02% |
115,412
-26,660
| -19% | -$658K |
|
178
Rio Tinto
RIO
$101B
| $2.81M | 0.02% |
47,739
-6,058
| -11% | -$356K |
|
179
TripAdvisor
TRIP
$2.02B
| $2.81M | 0.02% |
+54,578
| New | +$2.81M |
|
180
Boston Properties
BXP
$12B
| $2.8M | 0.02% |
20,936
-58,260
| -74% | -$7.8M |
|
181
EOG Resources
EOG
$64.2B
| $2.79M | 0.02% |
29,289
-1,220
| -4% | -$116K |
|
182
Vale
VALE
$44.2B
| $2.78M | 0.02% |
212,687
+19,794
| +10% | +$259K |
|
|
SJR
183
DELISTED
Shaw Communications Inc.
SJR
| $2.76M | 0.02% |
132,460
-34,128
| -20% | -$710K |
|
184
Exxon Mobil
XOM
$472B
| $2.73M | 0.02% |
33,755
-382
| -1% | -$30.9K |
|
185
Gildan
GIL
$8.19B
| $2.71M | 0.02% |
75,369
-15,548
| -17% | -$559K |
|
186
Petrobras
PBR
$79.5B
| $2.7M | 0.02% |
169,526
-16,559
| -9% | -$264K |
|
187
Dover
DOV
$24.4B
| $2.7M | 0.02% |
+28,745
| New | +$2.7M |
|
188
Citigroup
C
$179B
| $2.69M | 0.02% |
43,256
-68,560
| -61% | -$4.27M |
|
189
Martin Marietta Materials
MLM
$37.8B
| $2.68M | 0.02% |
+13,326
| New | +$2.68M |
|
190
Chevron
CVX
$312B
| $2.67M | 0.02% |
21,640
-1,226
| -5% | -$151K |
|
191
Oracle
ORCL
$678B
| $2.6M | 0.02% |
48,445
-238,003
| -83% | -$12.8M |
|
|
MRO
192
DELISTED
Marathon Oil Corporation
MRO
| $2.57M | 0.02% |
153,949
-124,225
| -45% | -$2.08M |
|
193
BP
BP
$87.8B
| $2.51M | 0.02% |
58,306
+2,470
| +4% | +$106K |
|
194
Newmont
NEM
$83.4B
| $2.5M | 0.02% |
69,773
+11,176
| +19% | +$400K |
|
195
Huazhu Hotels Group
HTHT
$11.7B
| $2.49M | 0.02% |
59,071
+4,435
| +8% | +$187K |
|
196
JB Hunt Transport Services
JBHT
$13.8B
| $2.49M | 0.02% |
+24,569
| New | +$2.49M |
|
197
Open Text
OTEX
$8.59B
| $2.44M | 0.01% |
63,508
-20,028
| -24% | -$769K |
|
|
VIAB
198
DELISTED
Viacom Inc. Class B
VIAB
| $2.41M | 0.01% |
+85,971
| New | +$2.41M |
|
199
Ovintiv
OVV
$10.6B
| $2.38M | 0.01% |
65,764
-14,519
| -18% | -$526K |
|
200
Visa
V
$664B
| $2.31M | 0.01% |
+14,789
| New | +$2.31M |
|