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 | |
|---|---|---|---|---|---|---|
426
Brown & Brown
BRO
$31.3B
| $3.98M | 0.02% |
65,821
+211
| +0.3% | +$12.8K |
|
427
J&J Snack Foods
JJSF
$2.12B
| $3.98M | 0.02% |
30,699
-884
| -3% | -$114K |
|
428
Reynolds Consumer Products
REYN
$5B
| $3.97M | 0.02% |
152,612
-4,340
| -3% | -$113K |
|
429
Envista
NVST
$3.54B
| $3.95M | 0.02% |
120,487
+67,522
| +127% | +$2.22M |
|
430
Pricesmart
PSMT
$3.38B
| $3.92M | 0.02% |
68,133
-1,346
| -2% | -$77.5K |
|
431
Strategic Education
STRA
$1.96B
| $3.88M | 0.02% |
63,235
-2,711
| -4% | -$166K |
|
432
Wolverine World Wide
WWW
$2.59B
| $3.87M | 0.02% |
251,723
+72,185
| +40% | +$1.11M |
|
433
Raymond James Financial
RJF
$33B
| $3.87M | 0.02% |
39,156
+34,216
| +693% | +$3.38M |
|
434
Lumentum
LITE
$10.4B
| $3.87M | 0.02% |
+56,374
| New | +$3.87M |
|
435
Group 1 Automotive
GPI
$6.26B
| $3.86M | 0.02% |
27,021
+4,496
| +20% | +$642K |
|
436
Simon Property Group
SPG
$59.5B
| $3.83M | 0.02% |
42,642
-63,567
| -60% | -$5.7M |
|
437
Schrodinger
SDGR
$1.41B
| $3.81M | 0.02% |
152,563
-4,106
| -3% | -$103K |
|
438
Interparfums
IPAR
$3.63B
| $3.81M | 0.02% |
50,476
-1,390
| -3% | -$105K |
|
|
PDCO
439
DELISTED
Patterson Companies, Inc.
PDCO
| $3.81M | 0.02% |
158,527
-3,416
| -2% | -$82.1K |
|
440
Western Digital
WDC
$31.9B
| $3.77M | 0.02% |
153,293
-36,825
| -19% | -$906K |
|
441
Jazz Pharmaceuticals
JAZZ
$7.86B
| $3.76M | 0.02% |
+28,223
| New | +$3.76M |
|
442
Huntington Bancshares
HBAN
$25.7B
| $3.74M | 0.02% |
283,466
+169,033
| +148% | +$2.23M |
|
443
Entegris
ENTG
$12.4B
| $3.69M | 0.02% |
44,447
+33,631
| +311% | +$2.79M |
|
444
Lockheed Martin
LMT
$108B
| $3.65M | 0.02% |
9,453
-66,933
| -88% | -$25.9M |
|
445
Sunrun
RUN
$4.19B
| $3.61M | 0.02% |
130,720
-23,261
| -15% | -$642K |
|
446
Tronox
TROX
$710M
| $3.61M | 0.02% |
294,343
+27,743
| +10% | +$340K |
|
|
NUVA
447
DELISTED
NuVasive, Inc.
NUVA
| $3.6M | 0.02% |
82,175
-104
| -0.1% | -$4.56K |
|
448
Best Buy
BBY
$16.1B
| $3.59M | 0.02% |
56,629
-79,135
| -58% | -$5.01M |
|
449
Terex
TEX
$3.47B
| $3.59M | 0.02% |
120,564
-32,823
| -21% | -$976K |
|
450
Teva Pharmaceuticals
TEVA
$21.7B
| $3.59M | 0.02% |
444,258
-40,785
| -8% | -$329K |
|