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 |
Visa
V
|
$129M |
| 2 |
Mondelez International
MDLZ
|
$127M |
| 3 |
Johnson & Johnson
JNJ
|
$62.1M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$46.1M |
| 5 |
Microsoft
MSFT
|
$45.3M |
Top Sells
| 1 |
Medtronic
MDT
|
$225M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$136M |
| 3 |
Walmart
WMT
|
$86.6M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$85.9M |
| 5 |
JPMorgan Chase
JPM
|
$79.6M |
Sector Composition
| 1 | Consumer Staples | 29.72% |
| 2 | Healthcare | 20.65% |
| 3 | Consumer Discretionary | 10.85% |
| 4 | Financials | 7.63% |
| 5 | Technology | 4.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
Cardinal Health
CAH
$35.7B
| $4.53M | 0.02% |
67,958
-446,545
| -87% | -$29.8M |
|
402
Avery Dennison
AVY
$13.1B
| $4.52M | 0.02% |
27,779
+20,714
| +293% | +$3.37M |
|
403
Steven Madden
SHOO
$2.2B
| $4.51M | 0.02% |
169,158
+22,850
| +16% | +$609K |
|
404
Fortinet
FTNT
$60.4B
| $4.5M | 0.02% |
91,548
+77,140
| +535% | +$3.79M |
|
405
Keysight
KEYS
$28.9B
| $4.49M | 0.02% |
28,544
+14,153
| +98% | +$2.23M |
|
406
SEI Investments
SEIC
$10.8B
| $4.48M | 0.02% |
91,237
-5,920
| -6% | -$290K |
|
|
ONEM
407
DELISTED
1Life Healthcare, Inc. Common Stock
ONEM
| $4.46M | 0.02% |
260,237
-11,661
| -4% | -$200K |
|
408
Certara
CERT
$1.69B
| $4.44M | 0.02% |
334,512
+12,522
| +4% | +$166K |
|
409
WEC Energy
WEC
$34.7B
| $4.41M | 0.02% |
49,320
-52,723
| -52% | -$4.72M |
|
410
Adobe
ADBE
$148B
| $4.39M | 0.02% |
15,947
+13,799
| +642% | +$3.8M |
|
411
Coca-Cola Europacific Partners
CCEP
$40.4B
| $4.38M | 0.02% |
102,718
+86,272
| +525% | +$3.68M |
|
412
AstraZeneca
AZN
$253B
| $4.38M | 0.02% |
79,791
+8,789
| +12% | +$482K |
|
413
Kosmos Energy
KOS
$784M
| $4.37M | 0.02% |
845,360
-14,212
| -2% | -$73.5K |
|
414
Hain Celestial
HAIN
$164M
| $4.33M | 0.02% |
256,269
-10,259
| -4% | -$173K |
|
415
Neogen
NEOG
$1.25B
| $4.33M | 0.02% |
309,699
+137,713
| +80% | +$1.92M |
|
416
Oneok
OKE
$45.7B
| $4.28M | 0.02% |
83,563
+37,708
| +82% | +$1.93M |
|
417
NRG Energy
NRG
$28.6B
| $4.24M | 0.02% |
110,726
+4,130
| +4% | +$158K |
|
418
iQIYI
IQ
$2.61B
| $4.22M | 0.02% |
1,556,607
+77,768
| +5% | +$211K |
|
419
iRobot
IRBT
$102M
| $4.21M | 0.02% |
74,725
-1,735
| -2% | -$97.7K |
|
420
Eversource Energy
ES
$23.6B
| $4.21M | 0.02% |
53,946
-66,987
| -55% | -$5.22M |
|
421
Altice USA
ATUS
$1.05B
| $4.18M | 0.02% |
717,454
+176,751
| +33% | +$1.03M |
|
422
Viatris
VTRS
$12.2B
| $4.18M | 0.02% |
490,631
-200,578
| -29% | -$1.71M |
|
423
LPL Financial
LPLA
$26.6B
| $4.15M | 0.02% |
18,971
+12,547
| +195% | +$2.74M |
|
424
Rollins
ROL
$27.4B
| $4.11M | 0.02% |
118,608
-31,213
| -21% | -$1.08M |
|
425
MGP Ingredients
MGPI
$622M
| $4M | 0.02% |
37,687
-1,215
| -3% | -$129K |
|