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
|
$258M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$152M |
| 3 |
Apple
AAPL
|
$25M |
| 4 |
GE Aerospace
GE
|
$22.1M |
| 5 |
JNPR
Juniper Networks
JNPR
|
$19.9M |
Top Sells
| 1 |
Gen Digital
GEN
|
$23.8M |
| 2 |
Johnson & Johnson
JNJ
|
$20.6M |
| 3 |
Cisco
CSCO
|
$14.6M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$11.7M |
| 5 |
CELG
Celgene Corp
CELG
|
$9.94M |
Sector Composition
| 1 | Technology | 3.07% |
| 2 | Energy | 2.47% |
| 3 | Materials | 1.34% |
| 4 | Industrials | 0.94% |
| 5 | Consumer Discretionary | 0.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Robert Half
RHI
$3.77B
| $1.64M | 0.01% |
34,245
+6,700
| +24% | +$320K |
|
202
Jabil
JBL
$22.5B
| $1.63M | 0.01% |
77,919
+13,300
| +21% | +$278K |
|
203
Valmont Industries
VMI
$7.46B
| $1.63M | 0.01% |
+10,697
| New | +$1.63M |
|
204
Danaher
DHR
$143B
| $1.59M | 0.01% |
29,963
-60,853
| -67% | -$3.22M |
|
205
NOV
NOV
$4.95B
| $1.58M | 0.01% |
19,217
-46,011
| -71% | -$3.79M |
|
206
Entergy
ETR
$39.2B
| $1.57M | 0.01% |
+38,232
| New | +$1.57M |
|
207
AutoZone
AZO
$70.6B
| $1.54M | 0.01% |
2,868
-742
| -21% | -$398K |
|
208
Lincoln National
LNC
$7.98B
| $1.53M | 0.01% |
29,792
+8,074
| +37% | +$415K |
|
209
PACCAR
PCAR
$52B
| $1.52M | 0.01% |
+36,300
| New | +$1.52M |
|
210
Cameco
CCJ
$33B
| $1.47M | 0.01% |
74,600
| – | – |
|
211
Intercontinental Exchange
ICE
$99.8B
| $1.44M | 0.01% |
38,000
-136,500
| -78% | -$5.16M |
|
212
Public Service Enterprise Group
PEG
$40.5B
| $1.42M | 0.01% |
34,748
+2,500
| +8% | +$102K |
|
213
Cognizant
CTSH
$35.1B
| $1.41M | 0.01% |
+28,800
| New | +$1.41M |
|
214
AT&T
T
$212B
| $1.4M | 0.01% |
52,430
+25,818
| +97% | +$689K |
|
|
CIE
215
DELISTED
Cobalt International Energy, Inc
CIE
| $1.4M | 0.01% |
5,073
-160
| -3% | -$44K |
|
216
IAMGOLD
IAG
$5.7B
| $1.38M | 0.01% |
334,700
+48,600
| +17% | +$200K |
|
217
Mondelez International
MDLZ
$79.9B
| $1.31M | 0.01% |
+34,800
| New | +$1.31M |
|
218
Patterson-UTI
PTEN
$2.18B
| $1.31M | 0.01% |
37,444
-63,138
| -63% | -$2.21M |
|
219
Waste Management
WM
$88.6B
| $1.25M | 0.01% |
27,900
-59,000
| -68% | -$2.64M |
|
220
Walt Disney
DIS
$212B
| $1.24M | 0.01% |
+14,513
| New | +$1.24M |
|
221
NextEra Energy, Inc.
NEE
$146B
| $1.24M | 0.01% |
+48,300
| New | +$1.24M |
|
|
TRQ
222
DELISTED
Turquoise Hill Resources Ltd
TRQ
| $1.2M | 0.01% |
35,910
| – | – |
|
223
Harmony Gold Mining
HMY
$8.78B
| $1.18M | 0.01% |
396,000
+42,600
| +12% | +$127K |
|
224
HF Sinclair
DINO
$9.56B
| $1.17M | 0.01% |
+26,726
| New | +$1.17M |
|
225
Dover
DOV
$24.4B
| $1.05M | 0.01% |
14,301
-35,871
| -71% | -$2.64M |
|