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 | |
|---|---|---|---|---|---|---|
301
Citizens Financial Group
CFG
$22.3B
| $5.97M | 0.04% |
130,076
-1,527
| -1% | -$70K |
|
302
Medifast
MED
$149M
| $5.93M | 0.04% |
+20,970
| New | +$5.93M |
|
303
AbbVie
ABBV
$371B
| $5.93M | 0.04% |
+52,605
| New | +$5.93M |
|
304
Principal Financial Group
PFG
$17.8B
| $5.91M | 0.04% |
93,511
+7,815
| +9% | +$494K |
|
305
J&J Snack Foods
JJSF
$2.11B
| $5.89M | 0.04% |
+33,792
| New | +$5.89M |
|
306
Trimble
TRMB
$19.3B
| $5.89M | 0.04% |
+71,956
| New | +$5.89M |
|
307
Xylem
XYL
$34.1B
| $5.84M | 0.04% |
+48,720
| New | +$5.84M |
|
|
CTXS
308
DELISTED
Citrix Systems Inc
CTXS
| $5.81M | 0.04% |
+49,574
| New | +$5.81M |
|
309
Qorvo
QRVO
$8.5B
| $5.77M | 0.04% |
+29,485
| New | +$5.77M |
|
|
NVRO
310
DELISTED
NEVRO CORP.
NVRO
| $5.77M | 0.04% |
+34,773
| New | +$5.77M |
|
311
Merck
MRK
$210B
| $5.7M | 0.04% |
+73,297
| New | +$5.7M |
|
312
Dover
DOV
$24.4B
| $5.69M | 0.04% |
+37,788
| New | +$5.69M |
|
313
QuidelOrtho
QDEL
$1.93B
| $5.66M | 0.04% |
44,173
+26,271
| +147% | +$3.37M |
|
314
Ubiquiti
UI
$35.3B
| $5.64M | 0.04% |
+18,071
| New | +$5.64M |
|
315
Ashland
ASH
$2.49B
| $5.61M | 0.04% |
64,112
+5,445
| +9% | +$476K |
|
316
Beyond Meat
BYND
$194M
| $5.6M | 0.04% |
35,586
-38,772
| -52% | -$6.11M |
|
|
TWOU
317
DELISTED
2U, Inc.
TWOU
| $5.57M | 0.04% |
+4,455
| New | +$5.57M |
|
318
Teradyne
TER
$18.9B
| $5.57M | 0.04% |
+41,550
| New | +$5.57M |
|
319
Phreesia
PHR
$1.6B
| $5.56M | 0.04% |
+90,721
| New | +$5.56M |
|
320
AstraZeneca
AZN
$253B
| $5.47M | 0.04% |
+91,336
| New | +$5.47M |
|
321
American Well
AMWL
$112M
| $5.44M | 0.03% |
+21,635
| New | +$5.44M |
|
|
JOYY
322
JOYY Inc. American Depositary Shares
JOYY
$3.27B
| $5.37M | 0.03% |
81,343
-4,799
| -6% | -$317K |
|
323
Bristol-Myers Squibb
BMY
$95.1B
| $5.36M | 0.03% |
80,217
+74,848
| +1,394% | +$5M |
|
324
PTC
PTC
$25.5B
| $5.27M | 0.03% |
+37,316
| New | +$5.27M |
|
325
Carvana
CVNA
$51.4B
| $5.22M | 0.03% |
17,287
+3,115
| +22% | +$940K |
|