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
|
$243M |
| 2 |
Procter & Gamble
PG
|
$205M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$138M |
| 4 |
Coca-Cola
KO
|
$137M |
| 5 |
Johnson & Johnson
JNJ
|
$127M |
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
$442M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$106M |
| 3 |
NetEase
NTES
|
$28.5M |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
$27.4M |
| 5 |
Tesla
TSLA
|
$15.3M |
Sector Composition
| 1 | Consumer Staples | 23.66% |
| 2 | Consumer Discretionary | 13.07% |
| 3 | Healthcare | 9.52% |
| 4 | Technology | 3.33% |
| 5 | Financials | 3.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Acuity Brands
AYI
$10.2B
| $1.72M | 0.01% |
14,212
-2,109
| -13% | -$255K |
|
327
PTC
PTC
$25.4B
| $1.71M | 0.01% |
14,279
+3,319
| +30% | +$397K |
|
328
Bausch Health
BHC
$2.72B
| $1.63M | 0.01% |
+78,814
| New | +$1.63M |
|
|
CDK
329
DELISTED
CDK Global, Inc.
CDK
| $1.63M | 0.01% |
31,363
-18,125
| -37% | -$940K |
|
330
Monolithic Power Systems
MPWR
$39.6B
| $1.62M | 0.01% |
4,430
+1,016
| +30% | +$372K |
|
331
Brown & Brown
BRO
$31.4B
| $1.6M | 0.01% |
+33,737
| New | +$1.6M |
|
332
Occidental Petroleum
OXY
$45.6B
| $1.59M | 0.01% |
+91,682
| New | +$1.59M |
|
333
Cloudflare
NET
$71.7B
| $1.57M | 0.01% |
+20,619
| New | +$1.57M |
|
334
Allison Transmission
ALSN
$7.36B
| $1.55M | 0.01% |
35,814
-10,307
| -22% | -$445K |
|
335
F5
FFIV
$17.8B
| $1.55M | 0.01% |
8,782
+2,672
| +44% | +$470K |
|
336
Kinross Gold
KGC
$26.6B
| $1.54M | 0.01% |
+210,192
| New | +$1.54M |
|
337
Alcoa
AA
$8.05B
| $1.53M | 0.01% |
66,454
-10,275
| -13% | -$237K |
|
338
IDEX
IEX
$12.1B
| $1.52M | 0.01% |
7,652
+2,107
| +38% | +$420K |
|
|
ALXN
339
DELISTED
Alexion Pharmaceuticals Inc
ALXN
| $1.48M | 0.01% |
+9,500
| New | +$1.48M |
|
340
LPL Financial
LPLA
$28.5B
| $1.47M | 0.01% |
+14,137
| New | +$1.47M |
|
341
Invesco
IVZ
$9.68B
| $1.47M | 0.01% |
+84,402
| New | +$1.47M |
|
342
Sonoco
SON
$4.53B
| $1.44M | 0.01% |
24,353
-17,045
| -41% | -$1.01M |
|
|
PLAN
343
DELISTED
Anaplan, Inc.
PLAN
| $1.44M | 0.01% |
20,033
-9,173
| -31% | -$659K |
|
344
CGI
GIB
$21.5B
| $1.42M | 0.01% |
+17,926
| New | +$1.42M |
|
345
ON Semiconductor
ON
$19.5B
| $1.42M | 0.01% |
43,354
+10,875
| +33% | +$356K |
|
346
Wabtec
WAB
$32.7B
| $1.4M | 0.01% |
19,148
+4,036
| +27% | +$296K |
|
|
QVCGA
347
QVC Group, Inc. Series A Common Stock
QVCGA
$65.8M
| $1.37M | 0.01% |
125,192
-47,828
| -28% | -$524K |
|
348
Voya Financial
VOYA
$7.28B
| $1.36M | 0.01% |
+23,187
| New | +$1.36M |
|
349
Textron
TXT
$14.2B
| $1.36M | 0.01% |
28,139
+5,374
| +24% | +$260K |
|
|
MNDT
350
DELISTED
Mandiant, Inc. Common Stock
MNDT
| $1.33M | 0.01% |
57,750
-33,359
| -37% | -$769K |
|