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 |
iShares Core S&P 500 ETF
IVV
|
+$218M |
| 2 |
CVS Health
CVS
|
+$179M |
| 3 |
Mastercard
MA
|
+$142M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$103M |
| 5 |
Meta Platforms (Facebook)
META
|
+$92.8M |
Top Sells
| 1 |
Alibaba
BABA
|
+$814M |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
+$729M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$303M |
| 4 |
SPDR Gold Trust
GLD
|
+$135M |
| 5 |
JD.com
JD
|
+$124M |
Sector Composition
| 1 | Consumer Staples | 25.98% |
| 2 | Healthcare | 19.03% |
| 3 | Consumer Discretionary | 12.6% |
| 4 | Financials | 7.27% |
| 5 | Communication Services | 3.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Ross Stores
ROST
$48.7B
| $13.3M | 0.06% |
188,930
+168,897
| +843% | +$11.9M |
|
277
Genuine Parts
GPC
$19.3B
| $13.1M | 0.06% |
98,516
+10,266
| +12% | +$1.37M |
|
278
American Water Works
AWK
$27.3B
| $13.1M | 0.06% |
87,836
+997
| +1% | +$148K |
|
279
Prudential Financial
PRU
$37.1B
| $13.1M | 0.06% |
136,400
+69,655
| +104% | +$6.66M |
|
280
PACCAR
PCAR
$51.2B
| $13M | 0.06% |
237,303
+4,791
| +2% | +$263K |
|
281
United Therapeutics
UTHR
$18.3B
| $12.8M | 0.05% |
+54,426
| New | +$12.8M |
|
282
Jabil
JBL
$22.5B
| $12.8M | 0.05% |
249,452
+162,327
| +186% | +$8.31M |
|
283
Steel Dynamics
STLD
$19.2B
| $12.6M | 0.05% |
190,874
+180,409
| +1,724% | +$11.9M |
|
284
Bank of New York Mellon
BK
$73.9B
| $12.6M | 0.05% |
302,289
+161,260
| +114% | +$6.73M |
|
285
Oracle
ORCL
$678B
| $12.6M | 0.05% |
+179,741
| New | +$12.6M |
|
286
Williams-Sonoma
WSM
$24.7B
| $12.6M | 0.05% |
226,298
+138,882
| +159% | +$7.7M |
|
287
AbbVie
ABBV
$372B
| $12.5M | 0.05% |
81,850
+6,334
| +8% | +$970K |
|
288
United Parcel Service
UPS
$71.5B
| $12.5M | 0.05% |
68,567
+66,750
| +3,674% | +$12.2M |
|
289
American International
AIG
$43.5B
| $12.4M | 0.05% |
243,378
+94,910
| +64% | +$4.85M |
|
|
SAFM
290
DELISTED
Sanderson Farms Inc
SAFM
| $12.4M | 0.05% |
57,634
+3,713
| +7% | +$800K |
|
291
Fiserv
FI
$74.2B
| $12.4M | 0.05% |
139,253
+57,265
| +70% | +$5.09M |
|
292
Owens Corning
OC
$12.5B
| $12.3M | 0.05% |
166,070
+54,320
| +49% | +$4.04M |
|
|
B
293
Barrick Mining Corporation
B
$49.7B
| $12.3M | 0.05% |
695,540
+235,365
| +51% | +$4.15M |
|
294
Healthcare Realty
HR
$6.57B
| $12.2M | 0.05% |
+437,990
| New | +$12.2M |
|
295
United Airlines
UAL
$34.2B
| $12.2M | 0.05% |
344,504
+94,995
| +38% | +$3.36M |
|
296
HP
HPQ
$27.1B
| $12.1M | 0.05% |
369,836
-102,332
| -22% | -$3.35M |
|
297
Flowers Foods
FLO
$3.13B
| $12.1M | 0.05% |
459,201
+22,323
| +5% | +$588K |
|
298
Whirlpool
WHR
$5.24B
| $11.8M | 0.05% |
76,273
+30,998
| +68% | +$4.8M |
|
299
Nucor
NUE
$32.4B
| $11.7M | 0.05% |
+112,107
| New | +$11.7M |
|
300
WEX
WEX
$5.92B
| $11.7M | 0.05% |
74,945
+72,438
| +2,889% | +$11.3M |
|