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 |
Alibaba
BABA
|
$116M |
| 2 |
Procter & Gamble
PG
|
$82.1M |
| 3 |
PepsiCo
PEP
|
$64.7M |
| 4 |
Johnson & Johnson
JNJ
|
$58.8M |
| 5 |
McDonald's
MCD
|
$58.7M |
Top Sells
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$548M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$328M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$327M |
| 4 |
Walmart
WMT
|
$317M |
| 5 |
Danaher
DHR
|
$227M |
Sector Composition
| 1 | Consumer Staples | 28.01% |
| 2 | Consumer Discretionary | 17.74% |
| 3 | Healthcare | 17.12% |
| 4 | Industrials | 3.49% |
| 5 | Financials | 3.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Globus Medical
GMED
$8.03B
| $6.26M | 0.04% |
86,679
-5,237
| -6% | -$378K |
|
252
Arthur J. Gallagher & Co
AJG
$76.2B
| $6.25M | 0.04% |
36,840
-47,952
| -57% | -$8.14M |
|
253
Cracker Barrel
CBRL
$1.13B
| $6.23M | 0.04% |
48,462
+11,098
| +30% | +$1.43M |
|
254
Columbia Sportswear
COLM
$3.07B
| $6.2M | 0.04% |
63,600
-33,322
| -34% | -$3.25M |
|
255
Cigna
CI
$80.4B
| $6.19M | 0.04% |
26,934
+18,572
| +222% | +$4.26M |
|
256
Autohome
ATHM
$3.38B
| $6.16M | 0.04% |
208,850
+25,491
| +14% | +$751K |
|
257
AT&T
T
$207B
| $6.14M | 0.04% |
330,550
+316,718
| +2,290% | +$5.88M |
|
258
State Street
STT
$31.6B
| $6.09M | 0.04% |
65,464
-71,090
| -52% | -$6.61M |
|
259
Coca-Cola Consolidated
COKE
$10.5B
| $6.08M | 0.04% |
98,250
-61,320
| -38% | -$3.8M |
|
260
Northrop Grumman
NOC
$83B
| $6.05M | 0.04% |
15,627
+14,280
| +1,060% | +$5.53M |
|
261
Ameriprise Financial
AMP
$46.4B
| $5.96M | 0.03% |
19,766
-27,482
| -58% | -$8.29M |
|
262
Celsius Holdings
CELH
$14.1B
| $5.96M | 0.03% |
239,787
-144,942
| -38% | -$3.6M |
|
263
Public Storage
PSA
$51.5B
| $5.94M | 0.03% |
+15,847
| New | +$5.94M |
|
264
Amgen
AMGN
$150B
| $5.82M | 0.03% |
25,878
-11,964
| -32% | -$2.69M |
|
|
AMED
265
DELISTED
Amedisys
AMED
| $5.76M | 0.03% |
35,551
+1,502
| +4% | +$243K |
|
266
Hanesbrands
HBI
$2.27B
| $5.72M | 0.03% |
342,291
-172,205
| -33% | -$2.88M |
|
267
Paychex
PAYX
$48.6B
| $5.7M | 0.03% |
41,742
+36,908
| +764% | +$5.04M |
|
268
Ashland
ASH
$2.48B
| $5.69M | 0.03% |
52,884
-36,492
| -41% | -$3.93M |
|
269
AbbVie
ABBV
$368B
| $5.67M | 0.03% |
41,855
-33,241
| -44% | -$4.5M |
|
270
Progressive
PGR
$144B
| $5.65M | 0.03% |
+54,991
| New | +$5.65M |
|
|
TWNK
271
DELISTED
Hostess Brands, Inc. Class A Common Stock
TWNK
| $5.62M | 0.03% |
275,201
+32,098
| +13% | +$655K |
|
272
Shake Shack
SHAK
$3.94B
| $5.6M | 0.03% |
77,652
+9,603
| +14% | +$693K |
|
273
Global Payments
GPN
$21.1B
| $5.57M | 0.03% |
41,219
+29,198
| +243% | +$3.95M |
|
274
Goodyear
GT
$2.44B
| $5.54M | 0.03% |
259,691
-153,412
| -37% | -$3.27M |
|
275
Coursera
COUR
$1.88B
| $5.44M | 0.03% |
222,453
+3,591
| +2% | +$87.8K |
|