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 | |
|---|---|---|---|---|---|---|
201
Hershey
HSY
$37.6B
| $1.92M | 0.02% |
18,476
-600
| -3% | -$62.4K |
|
202
CNX Resources
CNX
$4.18B
| $1.91M | 0.02% |
67,704
+16,320
| +32% | +$460K |
|
203
The Mosaic Company
MOS
$10.3B
| $1.89M | 0.02% |
41,300
+14,300
| +53% | +$653K |
|
204
Baxter International
BAX
$12.5B
| $1.84M | 0.01% |
46,325
+12,335
| +36% | +$491K |
|
205
Alcoa
AA
$8.24B
| $1.84M | 0.01% |
+48,564
| New | +$1.84M |
|
206
PepsiCo
PEP
$200B
| $1.83M | 0.01% |
19,361
-21,892
| -53% | -$2.07M |
|
207
Lincoln National
LNC
$7.98B
| $1.82M | 0.01% |
31,492
-1,000
| -3% | -$57.7K |
|
|
WFM
208
DELISTED
Whole Foods Market Inc
WFM
| $1.82M | 0.01% |
36,021
-196,500
| -85% | -$9.91M |
|
209
Coca-Cola Europacific Partners
CCEP
$40.4B
| $1.77M | 0.01% |
40,076
-108,416
| -73% | -$4.79M |
|
|
PX
210
DELISTED
Praxair Inc
PX
| $1.75M | 0.01% |
13,497
+3,566
| +36% | +$462K |
|
|
VAR
211
DELISTED
Varian Medical Systems, Inc.
VAR
| $1.73M | 0.01% |
+22,803
| New | +$1.73M |
|
212
Bank of America
BAC
$369B
| $1.71M | 0.01% |
+95,391
| New | +$1.71M |
|
|
WBA
213
DELISTED
Walgreens Boots Alliance
WBA
| $1.7M | 0.01% |
+22,260
| New | +$1.7M |
|
214
Western Digital
WDC
$31.9B
| $1.68M | 0.01% |
20,029
-638
| -3% | -$53.4K |
|
215
Cameco
CCJ
$33B
| $1.59M | 0.01% |
96,500
+21,900
| +29% | +$360K |
|
216
Alphabet (Google) Class C
GOOG
$2.84T
| $1.53M | 0.01% |
57,959
-22,040
| -28% | -$583K |
|
217
Royal Caribbean
RCL
$95.7B
| $1.5M | 0.01% |
18,200
+12,300
| +208% | +$1.01M |
|
218
NextEra Energy, Inc.
NEE
$146B
| $1.49M | 0.01% |
56,140
+10,800
| +24% | +$287K |
|
219
Thermo Fisher Scientific
TMO
$186B
| $1.49M | 0.01% |
+11,899
| New | +$1.49M |
|
220
American Eagle Outfitters
AEO
$3.26B
| $1.49M | 0.01% |
107,300
+72,900
| +212% | +$1.01M |
|
221
Brinker International
EAT
$7.04B
| $1.43M | 0.01% |
24,324
+15,600
| +179% | +$916K |
|
222
Williams-Sonoma
WSM
$24.7B
| $1.43M | 0.01% |
37,706
+21,000
| +126% | +$795K |
|
223
DuPont de Nemours
DD
$32.6B
| $1.42M | 0.01% |
+15,459
| New | +$1.42M |
|
|
TRQ
224
DELISTED
Turquoise Hill Resources Ltd
TRQ
| $1.41M | 0.01% |
45,320
+9,490
| +26% | +$294K |
|
225
Honeywell
HON
$136B
| $1.39M | 0.01% |
14,575
-2,727
| -16% | -$260K |
|