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 | |
|---|---|---|---|---|---|---|
251
National Beverage
FIZZ
$3.75B
| $8.07M | 0.05% |
170,823
+81,867
| +92% | +$3.87M |
|
252
Encompass Health
EHC
$12.6B
| $8.05M | 0.05% |
129,653
+125,690
| +3,172% | +$7.8M |
|
253
PACCAR
PCAR
$52B
| $7.98M | 0.05% |
+134,093
| New | +$7.98M |
|
|
SGI
254
Somnigroup International Inc.
SGI
$18.3B
| $7.95M | 0.05% |
202,865
+3,216
| +2% | +$126K |
|
255
Knight Transportation
KNX
$7B
| $7.95M | 0.05% |
174,798
+18,503
| +12% | +$841K |
|
256
Weibo
WB
$2.87B
| $7.8M | 0.05% |
148,176
-6,157
| -4% | -$324K |
|
257
Globus Medical
GMED
$8.18B
| $7.71M | 0.05% |
+99,420
| New | +$7.71M |
|
258
RLX Technology
RLX
$3.18B
| $7.65M | 0.05% |
876,209
+786,042
| +872% | +$6.86M |
|
259
Stanley Black & Decker
SWK
$12.1B
| $7.65M | 0.05% |
+37,302
| New | +$7.65M |
|
260
MarketAxess Holdings
MKTX
$7.01B
| $7.59M | 0.05% |
16,363
+3,490
| +27% | +$1.62M |
|
261
Certara
CERT
$1.69B
| $7.56M | 0.05% |
+266,699
| New | +$7.56M |
|
262
Shake Shack
SHAK
$4.03B
| $7.53M | 0.05% |
70,370
+65,383
| +1,311% | +$7M |
|
263
Chemed
CHE
$6.79B
| $7.53M | 0.05% |
15,858
+9,616
| +154% | +$4.56M |
|
264
Expeditors International
EXPD
$16.4B
| $7.5M | 0.05% |
+59,228
| New | +$7.5M |
|
265
Axalta
AXTA
$6.89B
| $7.46M | 0.05% |
244,707
+15,095
| +7% | +$460K |
|
|
SAFM
266
DELISTED
Sanderson Farms Inc
SAFM
| $7.46M | 0.05% |
+39,689
| New | +$7.46M |
|
267
Toll Brothers
TOL
$14.2B
| $7.43M | 0.05% |
128,486
+3,538
| +3% | +$205K |
|
268
Leggett & Platt
LEG
$1.35B
| $7.34M | 0.05% |
141,751
+15,048
| +12% | +$780K |
|
269
Canadian National Railway
CNI
$60.3B
| $7.25M | 0.05% |
68,664
+57,976
| +542% | +$6.12M |
|
270
NetApp
NTAP
$23.7B
| $7.24M | 0.05% |
+88,499
| New | +$7.24M |
|
271
iQIYI
IQ
$2.61B
| $7.2M | 0.05% |
462,195
-6,336
| -1% | -$98.7K |
|
272
STAAR Surgical
STAA
$1.38B
| $7.12M | 0.05% |
+46,653
| New | +$7.12M |
|
273
Amgen
AMGN
$153B
| $7.09M | 0.05% |
29,099
+28,049
| +2,671% | +$6.84M |
|
274
Regeneron Pharmaceuticals
REGN
$60.8B
| $7.09M | 0.05% |
+12,685
| New | +$7.09M |
|
275
Envista
NVST
$3.54B
| $6.91M | 0.04% |
+159,898
| New | +$6.91M |
|