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 | |
|---|---|---|---|---|---|---|
|
NOAH
451
Noah Holdings
NOAH
$787M
| $2.47M | 0.02% |
52,337
-2,603
| -5% | -$123K |
|
452
Jefferies Financial Group
JEF
$13.2B
| $2.47M | 0.02% |
75,443
-2,777
| -4% | -$90.8K |
|
|
HSKA
453
DELISTED
Heska Corp
HSKA
| $2.47M | 0.02% |
+10,737
| New | +$2.47M |
|
454
Stride
LRN
$7.17B
| $2.46M | 0.02% |
+76,580
| New | +$2.46M |
|
455
CorVel
CRVL
$4.64B
| $2.46M | 0.02% |
+54,885
| New | +$2.46M |
|
|
MODV
456
DELISTED
ModivCare
MODV
| $2.46M | 0.02% |
+14,441
| New | +$2.46M |
|
457
Vodafone
VOD
$28.6B
| $2.45M | 0.02% |
+143,053
| New | +$2.45M |
|
458
Oracle
ORCL
$678B
| $2.41M | 0.02% |
30,898
+27,782
| +892% | +$2.16M |
|
459
Cullen/Frost Bankers
CFR
$8.34B
| $2.4M | 0.02% |
21,449
+2,503
| +13% | +$280K |
|
460
Jabil
JBL
$22.5B
| $2.39M | 0.02% |
+41,181
| New | +$2.39M |
|
461
Teva Pharmaceuticals
TEVA
$22.6B
| $2.39M | 0.02% |
+241,669
| New | +$2.39M |
|
462
AGCO
AGCO
$8.23B
| $2.39M | 0.02% |
+18,289
| New | +$2.39M |
|
463
Incyte
INCY
$16.9B
| $2.38M | 0.02% |
+28,248
| New | +$2.38M |
|
464
Open Text
OTEX
$8.59B
| $2.37M | 0.02% |
46,650
+8,496
| +22% | +$432K |
|
465
Outset Medical
OM
$245M
| $2.37M | 0.02% |
+3,155
| New | +$2.37M |
|
466
Middleby
MIDD
$7.03B
| $2.32M | 0.01% |
+13,408
| New | +$2.32M |
|
467
Molson Coors Class B
TAP
$9.78B
| $2.3M | 0.01% |
42,839
-158,495
| -79% | -$8.51M |
|
468
Qfin Holdings, Inc. American Depositary Shares
QFIN
$3.72B
| $2.24M | 0.01% |
+53,592
| New | +$2.24M |
|
|
DOYU
469
DouYu International Holdings
DOYU
$242M
| $2.23M | 0.01% |
32,641
+5,375
| +20% | +$368K |
|
470
Weis Markets
WMK
$1.76B
| $2.2M | 0.01% |
+42,488
| New | +$2.2M |
|
|
PDCO
471
DELISTED
Patterson Companies, Inc.
PDCO
| $2.18M | 0.01% |
+71,600
| New | +$2.18M |
|
472
Donaldson
DCI
$9.35B
| $2.15M | 0.01% |
+33,829
| New | +$2.15M |
|
473
ManpowerGroup
MAN
$1.78B
| $2.14M | 0.01% |
+17,961
| New | +$2.14M |
|
474
Monolithic Power Systems
MPWR
$41.4B
| $2.11M | 0.01% |
+5,648
| New | +$2.11M |
|
|
OCFT
475
OneConnect Financial Technology
OCFT
$282M
| $2.09M | 0.01% |
+17,412
| New | +$2.09M |
|