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
|
+$195M |
| 2 |
Procter & Gamble
PG
|
+$170M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
+$134M |
| 4 |
Alibaba
BABA
|
+$113M |
| 5 |
Coca-Cola
KO
|
+$100M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$360M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$353M |
| 3 |
iShares China Large-Cap ETF
FXI
|
+$45.8M |
| 4 |
iShares MSCI China ETF
MCHI
|
+$44.4M |
| 5 |
iShares MSCI South Korea ETF
EWY
|
+$14.6M |
Sector Composition
| 1 | Consumer Staples | 15.06% |
| 2 | Consumer Discretionary | 13.12% |
| 3 | Healthcare | 5.46% |
| 4 | Industrials | 3.08% |
| 5 | Communication Services | 2.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Trimble
TRMB
$19.3B
| $1.15M | 0.01% |
23,645
+17,954
| +315% | +$875K |
|
327
Carnival Corp
CCL
$42.8B
| $1.15M | 0.01% |
75,769
+60,140
| +385% | +$913K |
|
328
Tapestry
TPR
$21.8B
| $1.15M | 0.01% |
73,354
+9,696
| +15% | +$152K |
|
329
Jacobs Solutions
J
$17.3B
| $1.14M | 0.01% |
14,865
+11,284
| +315% | +$866K |
|
330
Ashland
ASH
$2.49B
| $1.14M | 0.01% |
16,060
+2,121
| +15% | +$150K |
|
331
PVH
PVH
$4.07B
| $1.13M | 0.01% |
18,883
+2,517
| +15% | +$150K |
|
|
MNDT
332
DELISTED
Mandiant, Inc. Common Stock
MNDT
| $1.13M | 0.01% |
91,109
+48,785
| +115% | +$602K |
|
333
Xylem
XYL
$34.1B
| $1.12M | 0.01% |
+13,315
| New | +$1.12M |
|
334
Cognex
CGNX
$7.49B
| $1.07M | 0.01% |
16,356
+12,443
| +318% | +$810K |
|
335
TEGNA Inc
TGNA
$3.38B
| $1.06M | 0.01% |
90,281
+48,165
| +114% | +$566K |
|
336
Eastman Chemical
EMN
$7.91B
| $1.06M | 0.01% |
13,517
+10,420
| +336% | +$814K |
|
337
Qorvo
QRVO
$8.5B
| $1.05M | 0.01% |
+8,107
| New | +$1.05M |
|
338
GE Aerospace
GE
$293B
| $1.03M | 0.01% |
+33,140
| New | +$1.03M |
|
339
Qualcomm
QCOM
$171B
| $1.02M | 0.01% |
+8,633
| New | +$1.02M |
|
340
IDEX
IEX
$12.4B
| $1.01M | 0.01% |
+5,545
| New | +$1.01M |
|
341
Carter's
CRI
$1.05B
| $1M | 0.01% |
11,588
+1,526
| +15% | +$132K |
|
342
Commercial Metals
CMC
$6.54B
| $982K | 0.01% |
49,138
+26,162
| +114% | +$523K |
|
343
Teradyne
TER
$18.3B
| $978K | 0.01% |
12,303
+9,845
| +401% | +$783K |
|
344
United Airlines
UAL
$34.9B
| $969K | 0.01% |
+27,876
| New | +$969K |
|
345
Monolithic Power Systems
MPWR
$41.4B
| $955K | 0.01% |
+3,414
| New | +$955K |
|
346
Trinity Industries
TRN
$2.29B
| $954K | 0.01% |
48,946
+26,244
| +116% | +$512K |
|
347
Wabtec
WAB
$32.6B
| $935K | 0.01% |
+15,112
| New | +$935K |
|
348
KB Home
KBH
$4.62B
| $923K | 0.01% |
24,042
+3,138
| +15% | +$120K |
|
349
GATX Corp
GATX
$5.99B
| $920K | 0.01% |
14,431
+7,693
| +114% | +$490K |
|
350
NetApp
NTAP
$24.2B
| $920K | 0.01% |
20,980
+15,989
| +320% | +$701K |
|