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 | |
|---|---|---|---|---|---|---|
376
Norfolk Southern
NSC
$61.3B
| $3.85M | 0.02% |
14,516
+8,847
| +156% | +$2.35M |
|
377
AvalonBay Communities
AVB
$27.8B
| $3.85M | 0.02% |
+18,442
| New | +$3.85M |
|
378
IPG Photonics
IPGP
$3.46B
| $3.78M | 0.02% |
+17,914
| New | +$3.78M |
|
379
Boston Properties
BXP
$11.5B
| $3.76M | 0.02% |
32,783
+25,516
| +351% | +$2.92M |
|
380
Albertsons Companies
ACI
$10.5B
| $3.75M | 0.02% |
+190,940
| New | +$3.75M |
|
381
Invesco
IVZ
$9.91B
| $3.75M | 0.02% |
140,401
+6,272
| +5% | +$168K |
|
382
Usana Health Sciences
USNA
$555M
| $3.74M | 0.02% |
+36,530
| New | +$3.74M |
|
383
Goodyear
GT
$2.45B
| $3.73M | 0.02% |
217,434
+20,482
| +10% | +$351K |
|
384
F5
FFIV
$18.7B
| $3.73M | 0.02% |
+19,966
| New | +$3.73M |
|
|
MDC
385
DELISTED
M.D.C. Holdings, Inc.
MDC
| $3.71M | 0.02% |
73,248
+6,743
| +10% | +$341K |
|
386
SEI Investments
SEIC
$10.7B
| $3.7M | 0.02% |
59,764
+4,409
| +8% | +$273K |
|
387
Mettler-Toledo International
MTD
$26.5B
| $3.69M | 0.02% |
+2,666
| New | +$3.69M |
|
388
Spectrum Brands
SPB
$1.35B
| $3.68M | 0.02% |
+43,271
| New | +$3.68M |
|
389
Merit Medical Systems
MMSI
$5.43B
| $3.67M | 0.02% |
+56,706
| New | +$3.67M |
|
390
Guidewire Software
GWRE
$21.6B
| $3.63M | 0.02% |
+32,184
| New | +$3.63M |
|
391
Edgewell Personal Care
EPC
$1.04B
| $3.62M | 0.02% |
+82,456
| New | +$3.62M |
|
392
Graco
GGG
$14B
| $3.59M | 0.02% |
+47,468
| New | +$3.59M |
|
393
AdaptHealth
AHCO
$1.25B
| $3.59M | 0.02% |
+130,965
| New | +$3.59M |
|
394
Otis Worldwide
OTIS
$34.5B
| $3.58M | 0.02% |
+43,774
| New | +$3.58M |
|
395
Dynatrace
DT
$15.3B
| $3.56M | 0.02% |
+60,989
| New | +$3.56M |
|
396
Universal Display
OLED
$6.64B
| $3.55M | 0.02% |
+15,949
| New | +$3.55M |
|
|
NUVA
397
DELISTED
NuVasive, Inc.
NUVA
| $3.54M | 0.02% |
+52,285
| New | +$3.54M |
|
398
Equinix
EQIX
$76.3B
| $3.51M | 0.02% |
+4,377
| New | +$3.51M |
|
399
HUTCHMED
HCM
$2.76B
| $3.49M | 0.02% |
88,917
-2,444
| -3% | -$96K |
|
400
Haemonetics
HAE
$2.61B
| $3.46M | 0.02% |
+51,905
| New | +$3.46M |
|