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 |
Visa
V
|
$129M |
| 2 |
Mondelez International
MDLZ
|
$127M |
| 3 |
Johnson & Johnson
JNJ
|
$62.1M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$46.1M |
| 5 |
Microsoft
MSFT
|
$45.3M |
Top Sells
| 1 |
Medtronic
MDT
|
$225M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$136M |
| 3 |
Walmart
WMT
|
$86.6M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$85.9M |
| 5 |
JPMorgan Chase
JPM
|
$79.6M |
Sector Composition
| 1 | Consumer Staples | 29.72% |
| 2 | Healthcare | 20.65% |
| 3 | Consumer Discretionary | 10.85% |
| 4 | Financials | 7.63% |
| 5 | Technology | 4.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Canadian Pacific Kansas City
CP
$70.3B
| $11.9M | 0.06% |
177,256
-57,705
| -25% | -$3.87M |
|
227
Aflac
AFL
$57.2B
| $11.9M | 0.06% |
211,027
-103,020
| -33% | -$5.79M |
|
228
Electronic Arts
EA
$42.2B
| $11.6M | 0.06% |
100,665
+79,320
| +372% | +$9.18M |
|
229
Canadian National Railway
CNI
$60.3B
| $11.6M | 0.06% |
107,097
-17,827
| -14% | -$1.94M |
|
230
Chemed
CHE
$6.79B
| $11.6M | 0.06% |
26,595
+5,007
| +23% | +$2.19M |
|
231
Paychex
PAYX
$48.7B
| $11.5M | 0.06% |
102,734
+4,648
| +5% | +$522K |
|
232
Amdocs
DOX
$9.46B
| $11.5M | 0.06% |
144,991
+89,759
| +163% | +$7.13M |
|
233
Pinterest
PINS
$25.8B
| $11.5M | 0.06% |
493,655
-273,911
| -36% | -$6.38M |
|
234
Albertsons Companies
ACI
$10.7B
| $11.4M | 0.06% |
458,939
+65,701
| +17% | +$1.63M |
|
235
EQT Corp
EQT
$32.2B
| $11.4M | 0.06% |
279,887
+260,873
| +1,372% | +$10.6M |
|
236
Waste Management
WM
$88.6B
| $11.1M | 0.06% |
69,397
+7,769
| +13% | +$1.24M |
|
237
Masimo
MASI
$8B
| $11.1M | 0.06% |
78,634
-33,739
| -30% | -$4.76M |
|
238
General Dynamics
GD
$86.8B
| $11.1M | 0.06% |
52,307
-64,739
| -55% | -$13.7M |
|
239
Jabil
JBL
$22.5B
| $11.1M | 0.06% |
192,263
-57,189
| -23% | -$3.3M |
|
240
Penumbra
PEN
$11B
| $11.1M | 0.06% |
58,511
-576
| -1% | -$109K |
|
241
Verisk Analytics
VRSK
$37.8B
| $11M | 0.06% |
64,435
+15,354
| +31% | +$2.62M |
|
242
Aon
AON
$79.9B
| $11M | 0.06% |
40,987
+22,448
| +121% | +$6.01M |
|
243
Sarepta Therapeutics
SRPT
$1.96B
| $10.9M | 0.06% |
98,408
-27,110
| -22% | -$3M |
|
244
Acadia Healthcare
ACHC
$2.19B
| $10.8M | 0.05% |
138,515
-107
| -0.1% | -$8.37K |
|
245
Linde
LIN
$220B
| $10.7M | 0.05% |
39,759
-12,795
| -24% | -$3.45M |
|
246
LyondellBasell Industries
LYB
$17.7B
| $10.5M | 0.05% |
139,747
-176,664
| -56% | -$13.3M |
|
247
Teladoc Health
TDOC
$1.38B
| $10.5M | 0.05% |
413,500
-9,331
| -2% | -$237K |
|
248
West Pharmaceutical
WST
$18B
| $10.4M | 0.05% |
42,077
+18,921
| +82% | +$4.66M |
|
249
Adtalem Global Education
ATGE
$4.83B
| $10.3M | 0.05% |
283,597
+126,939
| +81% | +$4.63M |
|
250
SLM Corp
SLM
$6.49B
| $10.3M | 0.05% |
738,548
+162,486
| +28% | +$2.27M |
|