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 | |
|---|---|---|---|---|---|---|
326
Illumina
ILMN
$15.5B
| $5.19M | 0.03% |
+11,268
| New | +$5.19M |
|
327
News Corp Class A
NWSA
$16.9B
| $5.13M | 0.03% |
+198,887
| New | +$5.13M |
|
328
American Water Works
AWK
$27.3B
| $5.11M | 0.03% |
+33,123
| New | +$5.11M |
|
329
Carter's
CRI
$1.05B
| $5.05M | 0.03% |
48,956
-108
| -0.2% | -$11.1K |
|
330
Pricesmart
PSMT
$3.44B
| $4.94M | 0.03% |
+54,234
| New | +$4.94M |
|
331
U-Haul Holding Co
UHAL
$10.9B
| $4.93M | 0.03% |
83,690
-4,700
| -5% | -$277K |
|
332
Neogen
NEOG
$1.23B
| $4.93M | 0.03% |
+106,970
| New | +$4.93M |
|
333
Cognex
CGNX
$7.49B
| $4.92M | 0.03% |
+58,579
| New | +$4.92M |
|
334
Franklin Resources
BEN
$12.9B
| $4.82M | 0.03% |
150,648
-8,554
| -5% | -$274K |
|
335
Central Garden & Pet Class A
CENTA
$2.14B
| $4.82M | 0.03% |
+124,656
| New | +$4.82M |
|
336
FMC
FMC
$4.73B
| $4.81M | 0.03% |
+44,471
| New | +$4.81M |
|
337
Integra LifeSciences
IART
$1.22B
| $4.77M | 0.03% |
+69,882
| New | +$4.77M |
|
338
Nu Skin
NUS
$570M
| $4.75M | 0.03% |
+83,879
| New | +$4.75M |
|
339
Textron
TXT
$14.7B
| $4.74M | 0.03% |
+68,903
| New | +$4.74M |
|
340
iRobot
IRBT
$104M
| $4.71M | 0.03% |
+50,443
| New | +$4.71M |
|
341
Vertex Pharmaceuticals
VRTX
$101B
| $4.69M | 0.03% |
23,256
+1,567
| +7% | +$316K |
|
342
Dow Inc
DOW
$17B
| $4.67M | 0.03% |
+73,765
| New | +$4.67M |
|
|
NARI
343
DELISTED
Inari Medical, Inc. Common Stock
NARI
| $4.66M | 0.03% |
+49,949
| New | +$4.66M |
|
344
Eastman Chemical
EMN
$7.91B
| $4.64M | 0.03% |
+39,780
| New | +$4.64M |
|
345
Ingersoll Rand
IR
$31.9B
| $4.64M | 0.03% |
+95,019
| New | +$4.64M |
|
346
AMN Healthcare
AMN
$806M
| $4.61M | 0.03% |
+47,490
| New | +$4.61M |
|
347
Wynn Resorts
WYNN
$12.8B
| $4.59M | 0.03% |
+37,497
| New | +$4.59M |
|
|
ONEM
348
DELISTED
1Life Healthcare, Inc. Common Stock
ONEM
| $4.56M | 0.03% |
+137,804
| New | +$4.56M |
|
349
IDEX
IEX
$12.4B
| $4.55M | 0.03% |
+20,688
| New | +$4.55M |
|
350
Huntington Bancshares
HBAN
$25.9B
| $4.53M | 0.03% |
317,736
+9,643
| +3% | +$138K |
|