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 | |
|---|---|---|---|---|---|---|
|
KC
276
Kingsoft Cloud Holdings
KC
$3.86B
| $6.85M | 0.04% |
+201,834
| New | +$6.85M |
|
277
KeyCorp
KEY
$21B
| $6.8M | 0.04% |
329,453
+27,277
| +9% | +$563K |
|
278
Hanesbrands
HBI
$2.28B
| $6.71M | 0.04% |
359,258
+35,542
| +11% | +$664K |
|
279
Thor Industries
THO
$5.92B
| $6.64M | 0.04% |
58,713
+5,469
| +10% | +$618K |
|
|
SWAV
280
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
| $6.61M | 0.04% |
+34,853
| New | +$6.61M |
|
281
Coca-Cola Consolidated
COKE
$10.6B
| $6.57M | 0.04% |
+163,380
| New | +$6.57M |
|
282
M&T Bank
MTB
$31.1B
| $6.38M | 0.04% |
43,928
-6,382
| -13% | -$927K |
|
283
Simply Good Foods
SMPL
$2.83B
| $6.34M | 0.04% |
+173,504
| New | +$6.34M |
|
284
Pfizer
PFE
$140B
| $6.32M | 0.04% |
161,325
+153,839
| +2,055% | +$6.02M |
|
|
LHCG
285
DELISTED
LHC Group LLC
LHCG
| $6.32M | 0.04% |
+31,542
| New | +$6.32M |
|
286
Fortive
FTV
$16.2B
| $6.31M | 0.04% |
+90,517
| New | +$6.31M |
|
287
WD-40
WDFC
$2.94B
| $6.3M | 0.04% |
+24,578
| New | +$6.3M |
|
|
HRC
288
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
| $6.25M | 0.04% |
54,983
+46,688
| +563% | +$5.3M |
|
289
iShares MSCI Mexico ETF
EWW
$1.85B
| $6.24M | 0.04% |
130,061
+6,118
| +5% | +$294K |
|
290
Brown & Brown
BRO
$31.5B
| $6.21M | 0.04% |
116,815
+25,830
| +28% | +$1.37M |
|
291
Hewlett Packard
HPE
$31B
| $6.2M | 0.04% |
+425,041
| New | +$6.2M |
|
292
Papa John's
PZZA
$1.63B
| $6.18M | 0.04% |
+59,210
| New | +$6.18M |
|
293
Biogen
BIIB
$20.7B
| $6.18M | 0.04% |
17,856
+9,459
| +113% | +$3.28M |
|
294
Regions Financial
RF
$24.1B
| $6.1M | 0.04% |
302,223
-4,058
| -1% | -$81.9K |
|
295
Tandem Diabetes Care
TNDM
$845M
| $6.1M | 0.04% |
+62,605
| New | +$6.1M |
|
|
ZEN
296
DELISTED
ZENDESK INC
ZEN
| $6.09M | 0.04% |
+42,206
| New | +$6.09M |
|
297
Raymond James Financial
RJF
$33.1B
| $6.06M | 0.04% |
69,915
+5,268
| +8% | +$456K |
|
298
Hain Celestial
HAIN
$168M
| $6.03M | 0.04% |
150,386
+140,975
| +1,498% | +$5.66M |
|
299
Columbia Sportswear
COLM
$3.1B
| $6.02M | 0.04% |
61,218
+9,710
| +19% | +$955K |
|
300
Eli Lilly
LLY
$662B
| $5.98M | 0.04% |
+26,066
| New | +$5.98M |
|