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 |
Walmart
WMT
|
+$195M |
| 2 |
Procter & Gamble
PG
|
+$170M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
+$134M |
| 4 |
Alibaba
BABA
|
+$113M |
| 5 |
Coca-Cola
KO
|
+$100M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$360M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$353M |
| 3 |
iShares China Large-Cap ETF
FXI
|
+$45.8M |
| 4 |
iShares MSCI China ETF
MCHI
|
+$44.4M |
| 5 |
iShares MSCI South Korea ETF
EWY
|
+$14.6M |
Sector Composition
| 1 | Consumer Staples | 15.06% |
| 2 | Consumer Discretionary | 13.12% |
| 3 | Healthcare | 5.46% |
| 4 | Industrials | 3.08% |
| 5 | Communication Services | 2.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Motorola Solutions
MSI
$79.6B
| $2.52M | 0.03% |
16,056
+12,182
| +314% | +$1.91M |
|
227
Deckers Outdoor
DECK
$17.1B
| $2.51M | 0.03% |
68,472
+36,018
| +111% | +$1.32M |
|
228
Flowers Foods
FLO
$3.13B
| $2.51M | 0.03% |
+103,082
| New | +$2.51M |
|
229
Darling Ingredients
DAR
$5.01B
| $2.5M | 0.03% |
+69,392
| New | +$2.5M |
|
230
Steel Dynamics
STLD
$19.2B
| $2.49M | 0.03% |
86,818
+46,248
| +114% | +$1.32M |
|
231
Ollie's Bargain Outlet
OLLI
$7.85B
| $2.48M | 0.03% |
+28,376
| New | +$2.48M |
|
232
Manhattan Associates
MANH
$13B
| $2.47M | 0.03% |
25,872
+13,609
| +111% | +$1.3M |
|
233
Robert Half
RHI
$3.65B
| $2.47M | 0.03% |
46,657
+24,535
| +111% | +$1.3M |
|
234
Albemarle
ALB
$8.54B
| $2.47M | 0.03% |
27,645
+3,123
| +13% | +$279K |
|
235
Cummins
CMI
$54.4B
| $2.44M | 0.03% |
11,551
+9,521
| +469% | +$2.01M |
|
236
Ford
F
$45.7B
| $2.43M | 0.03% |
365,071
+64,861
| +22% | +$432K |
|
237
Ingredion
INGR
$8.16B
| $2.41M | 0.03% |
+31,864
| New | +$2.41M |
|
238
Dentsply Sirona
XRAY
$2.77B
| $2.4M | 0.03% |
+54,868
| New | +$2.4M |
|
239
Advance Auto Parts
AAP
$3.57B
| $2.4M | 0.03% |
15,624
-4,074
| -21% | -$625K |
|
|
MZTI
240
The Marzetti Company Common Stock
MZTI
$5.02B
| $2.4M | 0.03% |
+13,396
| New | +$2.4M |
|
241
Allegion
ALLE
$14.6B
| $2.37M | 0.03% |
23,983
+2,721
| +13% | +$269K |
|
242
Corning
GLW
$62B
| $2.35M | 0.03% |
72,555
+56,572
| +354% | +$1.83M |
|
243
LyondellBasell Industries
LYB
$17.5B
| $2.35M | 0.03% |
33,342
+25,735
| +338% | +$1.81M |
|
244
QuidelOrtho
QDEL
$1.94B
| $2.35M | 0.03% |
+10,697
| New | +$2.35M |
|
245
PACCAR
PCAR
$51.2B
| $2.31M | 0.03% |
40,589
+33,548
| +476% | +$1.91M |
|
246
KLA
KLAC
$121B
| $2.24M | 0.03% |
11,576
+9,285
| +405% | +$1.8M |
|
247
LKQ Corp
LKQ
$8.31B
| $2.24M | 0.03% |
80,746
+10,669
| +15% | +$296K |
|
248
US Foods
USFD
$17.6B
| $2.23M | 0.03% |
+100,552
| New | +$2.23M |
|
249
Palo Alto Networks
PANW
$132B
| $2.23M | 0.03% |
54,606
+41,406
| +314% | +$1.69M |
|
250
A.O. Smith
AOS
$10.1B
| $2.22M | 0.03% |
41,963
+4,787
| +13% | +$253K |
|