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 |
iShares MSCI Emerging Markets ETF
EEM
|
$163M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$55.2M |
| 4 |
VMW
VMware, Inc
VMW
|
$26.5M |
| 5 |
Macy's
M
|
$20.4M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$25.7M |
| 2 |
Gen Digital
GEN
|
$25.6M |
| 3 |
MON
Monsanto Co
MON
|
$24.9M |
| 4 |
Coca-Cola
KO
|
$22.9M |
| 5 |
Applied Materials
AMAT
|
$21.7M |
Sector Composition
| 1 | Technology | 4.12% |
| 2 | Consumer Discretionary | 3.36% |
| 3 | Energy | 2.88% |
| 4 | Communication Services | 2.3% |
| 5 | Materials | 2.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Consolidated Edison
ED
$35.1B
| $1.53M | 0.02% |
+23,862
| New | +$1.53M |
|
202
Teck Resources
TECK
$16.4B
| $1.53M | 0.02% |
397,100
-14,100
| -3% | -$54.2K |
|
|
203
Gen Digital
GEN
$18.2B
| $1.46M | 0.02% |
69,264
-1,217,152
| -95% | -$25.6M |
|
204
Ovintiv
OVV
$11B
| $1.35M | 0.02% |
265,700
+39,000
| +17% | +$197K |
|
205
Tapestry
TPR
$21.4B
| $1.34M | 0.02% |
40,878
-423,900
| -91% | -$13.9M |
|
|
NGD
206
New Gold Inc
NGD
$4.85B
| $1.33M | 0.02% |
572,900
+63,500
| +12% | +$147K |
|
207
Kroger
KR
$45.4B
| $1.31M | 0.02% |
+31,300
| New | +$1.31M |
|
208
Copart
CPRT
$46.9B
| $1.3M | 0.02% |
+34,120
| New | +$1.3M |
|
209
Range Resources
RRC
$8.25B
| $1.28M | 0.02% |
52,100
+4,000
| +8% | +$98.4K |
|
|
TRQ
210
DELISTED
Turquoise Hill Resources Ltd
TRQ
| $1.28M | 0.02% |
506,700
-12,600
| -2% | -$31.8K |
|
211
Darden Restaurants
DRI
$24.3B
| $1.25M | 0.02% |
+19,608
| New | +$1.25M |
|
212
Murphy Oil
MUR
$3.7B
| $1.19M | 0.02% |
52,800
+2,200
| +4% | +$49.4K |
|
213
Duke Energy
DUK
$94.8B
| $1.17M | 0.02% |
16,376
-77,000
| -82% | -$5.5M |
|
214
Altria Group
MO
$113B
| $1.14M | 0.01% |
19,500
+11,500
| +144% | +$669K |
|
215
Lam Research
LRCX
$123B
| $1.13M | 0.01% |
14,280
-174,657
| -92% | -$13.9M |
|
216
Stryker
SYK
$149B
| $1.13M | 0.01% |
+12,164
| New | +$1.13M |
|
217
SBA Communications
SBAC
$21.7B
| $1.13M | 0.01% |
+10,714
| New | +$1.13M |
|
218
Intuitive Surgical
ISRG
$168B
| $1.11M | 0.01% |
2,024
-5,800
| -74% | -$3.17M |
|
219
General Dynamics
GD
$87.3B
| $1.03M | 0.01% |
+7,490
| New | +$1.03M |
|
220
Ralph Lauren
RL
$18.8B
| $1.01M | 0.01% |
9,030
-147,828
| -94% | -$16.5M |
|
221
Automatic Data Processing
ADP
$121B
| $997K | 0.01% |
11,766
-2,900
| -20% | -$246K |
|
222
Las Vegas Sands
LVS
$39.1B
| $977K | 0.01% |
22,292
-89,200
| -80% | -$3.91M |
|
|
LNKD
223
DELISTED
LinkedIn Corporation
LNKD
| $923K | 0.01% |
4,100
-3,900
| -49% | -$878K |
|
224
Ross Stores
ROST
$49.5B
| $915K | 0.01% |
17,000
-2,400
| -12% | -$129K |
|
225
Advance Auto Parts
AAP
$3.57B
| $854K | 0.01% |
+5,672
| New | +$854K |
|