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
|
$230M |
| 2 |
Procter & Gamble
PG
|
$207M |
| 3 |
Johnson & Johnson
JNJ
|
$183M |
| 4 |
Coca-Cola
KO
|
$139M |
| 5 |
PepsiCo
PEP
|
$130M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$498M |
| 2 |
Mondelez International
MDLZ
|
$107M |
| 3 |
Archer Daniels Midland
ADM
|
$40.5M |
| 4 |
General Mills
GIS
|
$40.1M |
| 5 |
WBA
Walgreens Boots Alliance
WBA
|
$39.3M |
Sector Composition
| 1 | Consumer Staples | 28.4% |
| 2 | Healthcare | 17.39% |
| 3 | Consumer Discretionary | 15.01% |
| 4 | Financials | 5.24% |
| 5 | Technology | 4.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Flowers Foods
FLO
$3.13B
| $9.34M | 0.06% |
386,078
+129,414
| +50% | +$3.13M |
|
227
Keysight
KEYS
$28.9B
| $9.29M | 0.06% |
+60,176
| New | +$9.29M |
|
228
Capri Holdings
CPRI
$2.53B
| $9.29M | 0.06% |
162,354
+15,581
| +11% | +$891K |
|
229
Ralph Lauren
RL
$18.9B
| $9.27M | 0.06% |
78,658
+9,459
| +14% | +$1.11M |
|
230
Aramark
ARMK
$10.2B
| $9.25M | 0.06% |
343,952
-110,367
| -24% | -$2.97M |
|
|
SIVB
231
DELISTED
SVB Financial Group
SIVB
| $9.17M | 0.06% |
16,484
+83
| +0.5% | +$46.2K |
|
232
Pilgrim's Pride
PPC
$10.5B
| $9.15M | 0.06% |
412,478
+109,220
| +36% | +$2.42M |
|
233
Cisco
CSCO
$264B
| $8.83M | 0.06% |
166,654
+160,289
| +2,518% | +$8.5M |
|
234
Rockwell Automation
ROK
$38.2B
| $8.79M | 0.06% |
+30,725
| New | +$8.79M |
|
235
Gilead Sciences
GILD
$143B
| $8.73M | 0.06% |
126,710
+65,118
| +106% | +$4.48M |
|
236
Skyworks Solutions
SWKS
$11.2B
| $8.72M | 0.06% |
+45,464
| New | +$8.72M |
|
|
AMED
237
DELISTED
Amedisys
AMED
| $8.64M | 0.06% |
35,274
+16,190
| +85% | +$3.97M |
|
238
Gentex
GNTX
$6.25B
| $8.62M | 0.06% |
260,583
+14,918
| +6% | +$494K |
|
239
Zebra Technologies
ZBRA
$16B
| $8.6M | 0.06% |
+16,233
| New | +$8.6M |
|
240
Henry Schein
HSIC
$8.42B
| $8.54M | 0.05% |
115,038
+53,617
| +87% | +$3.98M |
|
241
Union Pacific
UNP
$131B
| $8.51M | 0.05% |
38,671
+37,126
| +2,403% | +$8.17M |
|
|
WBA
242
DELISTED
Walgreens Boots Alliance
WBA
| $8.48M | 0.05% |
161,138
-746,519
| -82% | -$39.3M |
|
243
Ametek
AME
$43.3B
| $8.47M | 0.05% |
+63,466
| New | +$8.47M |
|
244
Grand Canyon Education
LOPE
$5.74B
| $8.45M | 0.05% |
93,895
+31,055
| +49% | +$2.79M |
|
245
Fifth Third Bancorp
FITB
$30.2B
| $8.31M | 0.05% |
217,316
+2,087
| +1% | +$79.8K |
|
246
Northern Trust
NTRS
$24.3B
| $8.23M | 0.05% |
71,176
+7,811
| +12% | +$903K |
|
247
PVH
PVH
$4.22B
| $8.18M | 0.05% |
76,055
+7,054
| +10% | +$759K |
|
248
Autohome
ATHM
$3.39B
| $8.13M | 0.05% |
127,034
-34,351
| -21% | -$2.2M |
|
249
Garmin
GRMN
$45.7B
| $8.09M | 0.05% |
+55,945
| New | +$8.09M |
|
250
AutoNation
AN
$8.55B
| $8.08M | 0.05% |
85,218
+8,252
| +11% | +$782K |
|