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
|
$243M |
| 2 |
Procter & Gamble
PG
|
$205M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$138M |
| 4 |
Coca-Cola
KO
|
$137M |
| 5 |
Johnson & Johnson
JNJ
|
$127M |
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
$442M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$106M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$27.4M |
| 4 |
Tesla
TSLA
|
$15.3M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$11.8M |
Sector Composition
| 1 | Consumer Staples | 23.66% |
| 2 | Consumer Discretionary | 13.07% |
| 3 | Healthcare | 9.52% |
| 4 | Technology | 3.33% |
| 5 | Financials | 3.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Performance Food Group
PFGC
$16.4B
| $3.76M | 0.03% |
+78,979
| New | +$3.76M |
|
227
Ameriprise Financial
AMP
$47.9B
| $3.75M | 0.03% |
+19,319
| New | +$3.75M |
|
228
Ball Corp
BALL
$13.9B
| $3.75M | 0.03% |
40,207
+9,363
| +30% | +$872K |
|
229
Cummins
CMI
$54.3B
| $3.75M | 0.03% |
16,495
+4,944
| +43% | +$1.12M |
|
230
HubSpot
HUBS
$24.5B
| $3.74M | 0.03% |
9,442
-3,155
| -25% | -$1.25M |
|
|
FRC
231
DELISTED
First Republic Bank
FRC
| $3.72M | 0.03% |
+25,329
| New | +$3.72M |
|
232
C.H. Robinson
CHRW
$15.1B
| $3.71M | 0.03% |
39,502
-3,614
| -8% | -$339K |
|
233
Penumbra
PEN
$10.6B
| $3.69M | 0.03% |
21,078
+12,637
| +150% | +$2.21M |
|
234
Boeing
BA
$178B
| $3.63M | 0.03% |
+16,970
| New | +$3.63M |
|
235
Corning
GLW
$58.4B
| $3.63M | 0.03% |
100,901
+28,346
| +39% | +$1.02M |
|
236
Microchip Technology
MCHP
$33.7B
| $3.63M | 0.03% |
26,254
+7,048
| +37% | +$973K |
|
|
SIVB
237
DELISTED
SVB Financial Group
SIVB
| $3.61M | 0.03% |
+9,319
| New | +$3.61M |
|
238
Fifth Third Bancorp
FITB
$29.9B
| $3.61M | 0.03% |
+130,814
| New | +$3.61M |
|
239
Nucor
NUE
$33.5B
| $3.57M | 0.03% |
67,191
-57,429
| -46% | -$3.05M |
|
240
Motorola Solutions
MSI
$79B
| $3.54M | 0.03% |
20,830
+4,774
| +30% | +$812K |
|
241
Dayforce
DAY
$11B
| $3.52M | 0.03% |
33,046
-7,456
| -18% | -$794K |
|
242
Packaging Corp of America
PKG
$19.4B
| $3.5M | 0.03% |
25,359
-13,265
| -34% | -$1.83M |
|
243
Fair Isaac
FICO
$35.7B
| $3.42M | 0.03% |
6,700
-5,111
| -43% | -$2.61M |
|
244
Quanta Services
PWR
$55.8B
| $3.42M | 0.03% |
47,479
-9,355
| -16% | -$674K |
|
245
Oracle
ORCL
$631B
| $3.35M | 0.03% |
+51,817
| New | +$3.35M |
|
246
Keysight
KEYS
$27.7B
| $3.33M | 0.03% |
25,231
+7,547
| +43% | +$997K |
|
|
NOAH
247
Noah Holdings
NOAH
$834M
| $3.32M | 0.03% |
69,436
+4,167
| +6% | +$199K |
|
248
Arthur J. Gallagher & Co
AJG
$77.2B
| $3.26M | 0.03% |
+26,347
| New | +$3.26M |
|
249
PACCAR
PCAR
$51.8B
| $3.17M | 0.03% |
36,741
+9,682
| +36% | +$835K |
|
250
Deckers Outdoor
DECK
$18.1B
| $3.13M | 0.03% |
10,923
-489
| -4% | -$140K |
|