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 | |
|---|---|---|---|---|---|---|
276
Integra LifeSciences
IART
$1.22B
| $5.43M | 0.03% |
80,981
+6,018
| +8% | +$403K |
|
277
Edgewell Personal Care
EPC
$1.05B
| $5.42M | 0.03% |
118,547
+24,752
| +26% | +$1.13M |
|
278
Legend Biotech
LEGN
$6.39B
| $5.41M | 0.03% |
+116,159
| New | +$5.41M |
|
279
Neogen
NEOG
$1.23B
| $5.41M | 0.03% |
119,049
+19,806
| +20% | +$899K |
|
280
Fifth Third Bancorp
FITB
$30.1B
| $5.35M | 0.03% |
122,848
-149,399
| -55% | -$6.51M |
|
281
Premier
PINC
$2.24B
| $5.33M | 0.03% |
129,492
+16,175
| +14% | +$666K |
|
282
Leggett & Platt
LEG
$1.38B
| $5.28M | 0.03% |
128,319
-74,772
| -37% | -$3.08M |
|
283
Willis Towers Watson
WTW
$32.4B
| $5.25M | 0.03% |
22,089
+14,272
| +183% | +$3.39M |
|
284
General Dynamics
GD
$86.8B
| $5.25M | 0.03% |
+25,158
| New | +$5.25M |
|
285
RELX
RELX
$86.4B
| $5.24M | 0.03% |
160,808
-8,181
| -5% | -$267K |
|
286
Cintas
CTAS
$81.7B
| $5.24M | 0.03% |
47,316
+35,712
| +308% | +$3.96M |
|
287
ICU Medical
ICUI
$3.22B
| $5.24M | 0.03% |
22,087
+2,496
| +13% | +$592K |
|
288
QuidelOrtho
QDEL
$1.93B
| $5.23M | 0.03% |
38,738
-3,333
| -8% | -$450K |
|
289
Nu Skin
NUS
$570M
| $5.2M | 0.03% |
102,374
+16,218
| +19% | +$823K |
|
290
Archer Daniels Midland
ADM
$29.9B
| $5.19M | 0.03% |
+76,780
| New | +$5.19M |
|
291
U-Haul Holding Co
UHAL
$10.9B
| $5.18M | 0.03% |
71,280
-47,740
| -40% | -$3.47M |
|
292
Thor Industries
THO
$5.92B
| $5.18M | 0.03% |
49,872
-24,335
| -33% | -$2.53M |
|
293
Nutrien
NTR
$27.9B
| $5.17M | 0.03% |
68,631
+58,061
| +549% | +$4.37M |
|
294
Central Garden & Pet Class A
CENTA
$2.14B
| $5.04M | 0.03% |
131,730
+9,601
| +8% | +$368K |
|
295
Beyond Meat
BYND
$194M
| $5.04M | 0.03% |
77,322
+43,053
| +126% | +$2.81M |
|
296
Floor & Decor
FND
$9.45B
| $5.03M | 0.03% |
38,720
-11,604
| -23% | -$1.51M |
|
297
Graham Holdings Company
GHC
$4.97B
| $4.92M | 0.03% |
7,817
+5,014
| +179% | +$3.16M |
|
|
298
Danaher
DHR
$142B
| $4.92M | 0.03% |
16,864
-776,893
| -98% | -$227M |
|
299
Agilon Health
AGL
$522M
| $4.91M | 0.03% |
181,783
+23,206
| +15% | +$627K |
|
300
Medifast
MED
$152M
| $4.91M | 0.03% |
23,420
+3,044
| +15% | +$638K |
|