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
|
$44.6M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$33.5M |
| 3 |
iShares MSCI Brazil ETF
EWZ
|
$26.8M |
| 4 |
Intel
INTC
|
$22.7M |
| 5 |
Walt Disney
DIS
|
$20.9M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$38.1M |
| 2 |
BCE
BCE
|
$29.7M |
| 3 |
VIAB
Viacom Inc. Class B
VIAB
|
$27.3M |
| 4 |
Exelon
EXC
|
$26.3M |
| 5 |
Apple
AAPL
|
$24.1M |
Sector Composition
| 1 | Technology | 3.99% |
| 2 | Energy | 2.82% |
| 3 | Consumer Discretionary | 2.8% |
| 4 | Materials | 2.25% |
| 5 | Healthcare | 2.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Cameco
CCJ
$33.6B
| $1.62M | 0.02% |
125,600
| – | – |
|
202
Eaton
ETN
$134B
| $1.55M | 0.02% |
24,831
-63,300
| -72% | -$3.96M |
|
|
TRQ
203
DELISTED
Turquoise Hill Resources Ltd
TRQ
| $1.55M | 0.02% |
605,000
+98,300
| +19% | +$252K |
|
|
NGD
204
New Gold Inc
NGD
$4.88B
| $1.54M | 0.02% |
410,400
-162,500
| -28% | -$609K |
|
205
Host Hotels & Resorts
HST
$11.8B
| $1.53M | 0.02% |
91,658
-501,858
| -85% | -$8.38M |
|
|
CIT
206
DELISTED
CIT Group Inc.
CIT
| $1.49M | 0.02% |
+48,000
| New | +$1.49M |
|
207
Emerson Electric
EMR
$72.9B
| $1.47M | 0.02% |
+27,000
| New | +$1.47M |
|
208
Teck Resources
TECK
$16.5B
| $1.41M | 0.02% |
184,700
-212,400
| -53% | -$1.63M |
|
|
PTR
209
DELISTED
PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES)
PTR
| $1.38M | 0.02% |
20,809
-12,800
| -38% | -$849K |
|
210
Teva Pharmaceuticals
TEVA
$21.5B
| $1.32M | 0.02% |
24,700
+600
| +2% | +$32.1K |
|
211
Deere & Co
DE
$127B
| $1.2M | 0.02% |
+15,600
| New | +$1.2M |
|
212
Gen Digital
GEN
$18.3B
| $1.17M | 0.01% |
63,464
-5,800
| -8% | -$107K |
|
213
Crown Castle
CCI
$42.3B
| $1.16M | 0.01% |
13,400
-8,857
| -40% | -$766K |
|
214
Hanesbrands
HBI
$2.17B
| $1.16M | 0.01% |
40,900
+32,900
| +411% | +$932K |
|
215
Campbell Soup
CPB
$10.1B
| $1.15M | 0.01% |
17,951
-87,490
| -83% | -$5.58M |
|
216
Cognizant
CTSH
$35.1B
| $1.1M | 0.01% |
17,600
-44,068
| -71% | -$2.76M |
|
217
Boston Properties
BXP
$11.7B
| $1.09M | 0.01% |
8,557
-5,174
| -38% | -$657K |
|
218
Weyerhaeuser
WY
$17.9B
| $1.08M | 0.01% |
+34,809
| New | +$1.08M |
|
219
Delta Air Lines
DAL
$40B
| $1.07M | 0.01% |
+22,000
| New | +$1.07M |
|
220
Phillips 66
PSX
$52.8B
| $1.05M | 0.01% |
12,129
-39,821
| -77% | -$3.45M |
|
221
Altria Group
MO
$112B
| $1.02M | 0.01% |
16,300
-3,200
| -16% | -$200K |
|
222
Monster Beverage
MNST
$62B
| $917K | 0.01% |
+6,874
| New | +$917K |
|
223
Public Service Enterprise Group
PEG
$40.6B
| $908K | 0.01% |
19,258
-172,100
| -90% | -$8.11M |
|
224
Martin Marietta Materials
MLM
$36.9B
| $893K | 0.01% |
+5,600
| New | +$893K |
|
225
Honeywell
HON
$136B
| $874K | 0.01% |
+7,797
| New | +$874K |
|