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 MSCI Emerging Markets ETF
IEMG
|
$59.6M |
| 2 |
Broadcom
AVGO
|
$44.9M |
| 3 |
Coca-Cola
KO
|
$43.7M |
| 4 |
Schlumberger
SLB
|
$40.5M |
| 5 |
Netflix
NFLX
|
$35.9M |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$73.6M |
| 2 |
Johnson & Johnson
JNJ
|
$71.2M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$49.9M |
| 4 |
Tradeweb Markets
TW
|
$48.3M |
| 5 |
Visa
V
|
$38.9M |
Sector Composition
| 1 | Consumer Staples | 26.54% |
| 2 | Healthcare | 20.27% |
| 3 | Consumer Discretionary | 12.77% |
| 4 | Technology | 5.34% |
| 5 | Financials | 4.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
BorgWarner
BWA
$9.53B
| $6.73M | 0.04% |
166,714
-3,589
| -2% | -$145K |
|
302
3M
MMM
$82.7B
| $6.68M | 0.04% |
85,305
+9,134
| +12% | +$715K |
|
303
Gen Digital
GEN
$18.2B
| $6.59M | 0.04% |
372,731
+4,047
| +1% | +$71.6K |
|
304
Genpact
G
$7.82B
| $6.59M | 0.04% |
181,933
+171,040
| +1,570% | +$6.19M |
|
305
Cummins
CMI
$55.1B
| $6.55M | 0.04% |
28,676
-10,788
| -27% | -$2.46M |
|
306
Flowers Foods
FLO
$3.13B
| $6.55M | 0.04% |
295,278
-107,021
| -27% | -$2.37M |
|
307
Steven Madden
SHOO
$2.2B
| $6.52M | 0.04% |
205,342
+142,533
| +227% | +$4.53M |
|
308
Ralph Lauren
RL
$18.9B
| $6.52M | 0.04% |
56,126
+45,857
| +447% | +$5.32M |
|
309
Reliance Steel & Aluminium
RS
$15.7B
| $6.48M | 0.04% |
+24,696
| New | +$6.48M |
|
310
Teladoc Health
TDOC
$1.38B
| $6.46M | 0.04% |
347,570
+26,070
| +8% | +$485K |
|
311
GSK
GSK
$81.5B
| $6.45M | 0.04% |
178,038
-13,099
| -7% | -$475K |
|
312
Thomson Reuters
TRI
$78.7B
| $6.41M | 0.04% |
+52,413
| New | +$6.41M |
|
313
ODP
ODP
$668M
| $6.25M | 0.04% |
135,536
+105,197
| +347% | +$4.85M |
|
314
Neurocrine Biosciences
NBIX
$14.3B
| $6.19M | 0.04% |
54,995
-170
| -0.3% | -$19.1K |
|
315
Coca-Cola Consolidated
COKE
$10.5B
| $6.18M | 0.04% |
97,110
+4,480
| +5% | +$285K |
|
316
Sarepta Therapeutics
SRPT
$1.96B
| $6.12M | 0.04% |
50,464
+19,608
| +64% | +$2.38M |
|
317
Kosmos Energy
KOS
$784M
| $6.12M | 0.04% |
+747,742
| New | +$6.12M |
|
318
Murphy USA
MUSA
$7.47B
| $6.1M | 0.04% |
17,839
+5,299
| +42% | +$1.81M |
|
319
Primerica
PRI
$8.85B
| $6.09M | 0.04% |
31,404
+16,003
| +104% | +$3.1M |
|
320
Simply Good Foods
SMPL
$2.86B
| $6.08M | 0.04% |
176,242
+8,469
| +5% | +$292K |
|
321
Teck Resources
TECK
$16.8B
| $6.08M | 0.04% |
+140,581
| New | +$6.08M |
|
322
Matsons
MATX
$3.36B
| $6.08M | 0.04% |
68,483
+47,187
| +222% | +$4.19M |
|
323
Evolent Health
EVH
$1.11B
| $6.07M | 0.04% |
222,967
+16,453
| +8% | +$448K |
|
324
Toll Brothers
TOL
$14.2B
| $6.05M | 0.04% |
81,804
+55,549
| +212% | +$4.11M |
|
325
Freshpet
FRPT
$2.7B
| $6.04M | 0.04% |
91,726
+70,274
| +328% | +$4.63M |
|