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
|
$195M |
| 2 |
Procter & Gamble
PG
|
$170M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$134M |
| 4 |
Alibaba
BABA
|
$113M |
| 5 |
Coca-Cola
KO
|
$100M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$360M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$353M |
| 3 |
iShares China Large-Cap ETF
FXI
|
$45.8M |
| 4 |
iShares MSCI China ETF
MCHI
|
$44.4M |
| 5 |
iShares MSCI South Korea ETF
EWY
|
$14.6M |
Sector Composition
| 1 | Consumer Staples | 15.06% |
| 2 | Consumer Discretionary | 13.12% |
| 3 | Healthcare | 5.46% |
| 4 | Industrials | 3.08% |
| 5 | Communication Services | 2.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Baidu
BIDU
$32.8B
| $61.5M | 0.74% | 486,021 +152,648 | +46% | +$19.3M |
|
27
TAL Education Group
TAL
$6.46B
| $52.1M | 0.63% | 684,733 +238,064 | +53% | +$18.1M |
|
28
Abbott
ABT
$231B
| $47.2M | 0.57% | +433,463 | New | +$47.2M |
|
29
Starbucks
SBUX
$100B
| $47M | 0.57% | 547,388 +535,549 | +4,524% | +$46M |
|
30
New Oriental
EDU
$7.85B
| $42.3M | 0.51% | 283,217 +89,663 | +46% | +$13.4M |
|
31
Mondelez International
MDLZ
$79.5B
| $39.4M | 0.47% | +686,216 | New | +$39.4M |
|
32
Estee Lauder
EL
$33B
| $38.3M | 0.46% | +175,579 | New | +$38.3M |
|
33
Target
TGT
$43.6B
| $38.2M | 0.46% | 242,771 +228,940 | +1,655% | +$36M |
|
34
Danaher
DHR
$147B
| $37.2M | 0.45% | +172,543 | New | +$37.2M |
|
35
Yum China
YUMC
$16.4B
| $35.1M | 0.42% | 663,645 +224,703 | +51% | +$11.9M |
|
36
NIO
NIO
$14.3B
| $33.3M | 0.4% | 1,569,456 +713,430 | +83% | +$15.1M |
|
37
Colgate-Palmolive
CL
$67.9B
| $32.9M | 0.4% | +426,955 | New | +$32.9M |
|
38
Trip.com Group
TCOM
$48.2B
| $30.9M | 0.37% | 993,306 +324,679 | +49% | +$10.1M |
|
39
ZTO Express
ZTO
$14.6B
| $27.8M | 0.33% | 928,258 +322,904 | +53% | +$9.66M |
|
40
Dollar General
DG
$23.9B
| $25.6M | 0.31% | 122,107 +115,018 | +1,622% | +$24.1M |
|
41
Kimberly-Clark
KMB
$42.8B
| $24.9M | 0.3% | +168,674 | New | +$24.9M |
|
42
United Parcel Service
UPS
$74.1B
| $21.1M | 0.25% | 126,862 +71,001 | +127% | +$11.8M |
|
43
Workday
WDAY
$61.6B
| $20.8M | 0.25% | 96,598 +51,271 | +113% | +$11M |
|
44
Huazhu Hotels Group
HTHT
$11.3B
| $20.7M | 0.25% | 478,118 +145,358 | +44% | +$6.29M |
|
45
GDS Holdings
GDS
$6.62B
| $20.5M | 0.25% | 251,078 +87,047 | +53% | +$7.12M |
|
46
Autohome
ATHM
$3.42B
| $20.4M | 0.25% | 212,394 +66,896 | +46% | +$6.42M |
|
47
Veeva Systems
VEEV
$44B
| $20.2M | 0.24% | +71,728 | New | +$20.2M |
|
48
Monster Beverage
MNST
$60.9B
| $19.8M | 0.24% | +247,383 | New | +$19.8M |
|
49
CVS Health
CVS
$92.8B
| $19.5M | 0.23% | 333,804 +320,039 | +2,325% | +$18.7M |
|
50
Stryker
SYK
$150B
| $18.9M | 0.23% | 90,840 +77,171 | +565% | +$16.1M |
|