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 |
SPDR S&P 500 ETF Trust
SPY
|
$217M |
| 2 |
Apple
AAPL
|
$58.9M |
| 3 |
Coca-Cola
KO
|
$23.4M |
| 4 |
Johnson & Johnson
JNJ
|
$20.5M |
| 5 |
POT
Potash Corp Of Saskatchewan
POT
|
$19.9M |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$172M |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
$72M |
| 3 |
Gilead Sciences
GILD
|
$50.3M |
| 4 |
Microsoft
MSFT
|
$20.4M |
| 5 |
X
US Steel
X
|
$15.2M |
Sector Composition
| 1 | Technology | 3.06% |
| 2 | Materials | 2.19% |
| 3 | Energy | 1.97% |
| 4 | Healthcare | 1.2% |
| 5 | Consumer Staples | 0.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Colgate-Palmolive
CL
$68.8B
| – | – |
-53,471
| Closed | -$3.7M |
|
352
Comerica
CMA
$8.85B
| – | – |
-8,048
| Closed | -$377K |
|
353
Cummins
CMI
$55.1B
| – | – |
-42,966
| Closed | -$6.19M |
|
354
Campbell Soup
CPB
$10.1B
| – | – |
-60,800
| Closed | -$2.68M |
|
355
Salesforce
CRM
$239B
| – | – |
-9,423
| Closed | -$559K |
|
356
Commault Systems
CVLT
$7.96B
| – | – |
-3,900
| Closed | -$202K |
|
357
CVS Health
CVS
$93.6B
| – | – |
-55,411
| Closed | -$5.34M |
|
358
Ecolab
ECL
$77.6B
| – | – |
-10,510
| Closed | -$1.1M |
|
359
Estee Lauder
EL
$32.1B
| – | – |
-3,849
| Closed | -$293K |
|
360
Eaton
ETN
$136B
| – | – |
-4,980
| Closed | -$338K |
|
361
Expedia Group
EXPE
$26.6B
| – | – |
-3,000
| Closed | -$256K |
|
362
Fastenal
FAST
$55.1B
| – | – |
-199,608
| Closed | -$2.37M |
|
363
FedEx
FDX
$53.7B
| – | – |
-4,095
| Closed | -$711K |
|
364
Fidelity National Information Services
FIS
$35.9B
| – | – |
-3,300
| Closed | -$205K |
|
365
Fossil Group
FOSL
$165M
| – | – |
-10,692
| Closed | -$1.18M |
|
366
Fortinet
FTNT
$60.4B
| – | – |
-34,000
| Closed | -$208K |
|
367
Gen Digital
GEN
$18.2B
| – | – |
-23,333
| Closed | -$599K |
|
368
GameStop
GME
$10.1B
| – | – |
-128,000
| Closed | -$1.08M |
|
369
Interpublic Group of Companies
IPG
$9.94B
| – | – |
-331,747
| Closed | -$6.89M |
|
370
Intuitive Surgical
ISRG
$167B
| – | – |
-64,233
| Closed | -$3.78M |
|
371
Gartner
IT
$18.6B
| – | – |
-2,454
| Closed | -$207K |
|
372
Illinois Tool Works
ITW
$77.6B
| – | – |
-43,460
| Closed | -$4.12M |
|
373
JPMorgan Chase
JPM
$809B
| – | – |
-33,742
| Closed | -$2.11M |
|
|
JWN
374
DELISTED
Nordstrom
JWN
| – | – |
-9,043
| Closed | -$718K |
|
375
Kellanova
K
$27.8B
| – | – |
-16,397
| Closed | -$1.01M |
|