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 | |
|---|---|---|---|---|---|---|
|
ZNGA
251
DELISTED
ZYNGA INC. CL A COMMON
ZNGA
| $3.1M | 0.03% |
314,414
-76,145
| -19% | -$751K |
|
252
Garmin
GRMN
$45.1B
| $3.04M | 0.03% |
25,434
+6,332
| +33% | +$758K |
|
253
Fortinet
FTNT
$58.9B
| $2.96M | 0.03% |
19,957
+4,666
| +31% | +$693K |
|
254
Rockwell Automation
ROK
$38B
| $2.96M | 0.03% |
11,786
+3,366
| +40% | +$844K |
|
255
Gilead Sciences
GILD
$140B
| $2.95M | 0.03% |
+50,600
| New | +$2.95M |
|
|
HRC
256
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
| $2.94M | 0.03% |
30,037
+13,713
| +84% | +$1.34M |
|
257
Dow Inc
DOW
$17.3B
| $2.9M | 0.03% |
52,305
+22,547
| +76% | +$1.25M |
|
258
Factset
FDS
$13.9B
| $2.89M | 0.03% |
8,690
-6,749
| -44% | -$2.24M |
|
259
Eaton
ETN
$134B
| $2.87M | 0.02% |
23,913
-6,925
| -22% | -$832K |
|
260
Regions Financial
RF
$24B
| $2.84M | 0.02% |
+176,342
| New | +$2.84M |
|
261
Ametek
AME
$42.7B
| $2.83M | 0.02% |
23,417
+6,334
| +37% | +$766K |
|
262
Citizens Financial Group
CFG
$22.3B
| $2.81M | 0.02% |
+78,451
| New | +$2.81M |
|
263
New York Times
NYT
$9.63B
| $2.8M | 0.02% |
54,114
-13,822
| -20% | -$715K |
|
264
Northern Trust
NTRS
$24.7B
| $2.72M | 0.02% |
+29,146
| New | +$2.72M |
|
265
AbbVie
ABBV
$374B
| $2.71M | 0.02% |
+25,294
| New | +$2.71M |
|
|
INOV
266
DELISTED
Inovalon Holdings, Inc. Class A Common Stock
INOV
| $2.69M | 0.02% |
148,024
+131,572
| +800% | +$2.39M |
|
|
HUYA
267
Huya Inc
HUYA
$785M
| $2.69M | 0.02% |
134,900
+26,260
| +24% | +$523K |
|
|
JOBS
268
DELISTED
51job, Inc.
JOBS
| $2.67M | 0.02% |
38,193
-12,379
| -24% | -$867K |
|
269
Aecom
ACM
$16.5B
| $2.66M | 0.02% |
53,325
-12,779
| -19% | -$636K |
|
270
Middleby
MIDD
$6.96B
| $2.62M | 0.02% |
20,344
-2,292
| -10% | -$296K |
|
271
National Beverage
FIZZ
$3.85B
| $2.57M | 0.02% |
+30,301
| New | +$2.57M |
|
272
Skyworks Solutions
SWKS
$10.8B
| $2.57M | 0.02% |
16,793
+4,981
| +42% | +$761K |
|
273
Otis Worldwide
OTIS
$33.7B
| $2.53M | 0.02% |
37,501
+11,221
| +43% | +$758K |
|
274
Mastercard
MA
$535B
| $2.53M | 0.02% |
+7,094
| New | +$2.53M |
|
275
Zebra Technologies
ZBRA
$15.6B
| $2.52M | 0.02% |
6,554
+1,515
| +30% | +$582K |
|