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
|
$243M |
| 2 |
Procter & Gamble
PG
|
$205M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$138M |
| 4 |
Coca-Cola
KO
|
$137M |
| 5 |
Johnson & Johnson
JNJ
|
$127M |
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
$442M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$106M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$27.4M |
| 4 |
Tesla
TSLA
|
$15.3M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$11.8M |
Sector Composition
| 1 | Consumer Staples | 23.66% |
| 2 | Consumer Discretionary | 13.07% |
| 3 | Healthcare | 9.52% |
| 4 | Technology | 3.33% |
| 5 | Financials | 3.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Estee Lauder
EL
$33B
| $100M | 0.87% | 376,904 +201,325 | +115% | +$53.6M |
|
27
Abbott
ABT
$231B
| $100M | 0.87% | 912,926 +479,463 | +111% | +$52.5M |
|
28
NIO
NIO
$14.3B
| $95.6M | 0.83% | 1,960,609 +391,153 | +25% | +$19.1M |
|
29
Target
TGT
$43.6B
| $95.1M | 0.82% | 538,938 +296,167 | +122% | +$52.3M |
|
30
Danaher
DHR
$147B
| $92.6M | 0.8% | 416,757 +244,214 | +142% | +$54.2M |
|
31
Mondelez International
MDLZ
$79.5B
| $86.1M | 0.75% | 1,472,203 +785,987 | +115% | +$46M |
|
32
iShares MSCI Taiwan ETF
EWT
$6.11B
| $78.9M | 0.68% | 1,485,726 +48,117 | +3% | +$2.55M |
|
33
Colgate-Palmolive
CL
$67.9B
| $77.1M | 0.67% | 901,497 +474,542 | +111% | +$40.6M |
|
34
CVS Health
CVS
$92.8B
| $55.9M | 0.48% | 817,779 +483,975 | +145% | +$33.1M |
|
35
Dollar General
DG
$23.9B
| $55M | 0.48% | 261,446 +139,339 | +114% | +$29.3M |
|
36
Intuitive Surgical
ISRG
$170B
| $54.4M | 0.47% | 66,458 +40,031 | +151% | +$32.7M |
|
37
Monster Beverage
MNST
$60.9B
| $53.7M | 0.46% | 580,747 +333,364 | +135% | +$30.8M |
|
38
JPMorgan Chase
JPM
$829B
| $52.4M | 0.45% | +412,755 | New | +$52.4M |
|
39
New Oriental
EDU
$7.85B
| $52.2M | 0.45% | 280,862 -2,355 | -0.8% | -$438K |
|
40
TAL Education Group
TAL
$6.46B
| $51.8M | 0.45% | 724,925 +40,192 | +6% | +$2.87M |
|
41
Kimberly-Clark
KMB
$42.8B
| $47.9M | 0.41% | 355,190 +186,516 | +111% | +$25.1M |
|
42
KE Holdings
BEKE
$20.8B
| $47.8M | 0.41% | 777,284 +690,860 | +799% | +$42.5M |
|
43
Stryker
SYK
$150B
| $46.3M | 0.4% | 188,904 +98,064 | +108% | +$24M |
|
44
Veeva Systems
VEEV
$44B
| $45M | 0.39% | 165,279 +93,551 | +130% | +$25.5M |
|
45
NetEase
NTES
$86.2B
| $44.2M | 0.38% | 461,752 +309,832 | +204% | +$29.7M |
|
46
Constellation Brands
STZ
$28.5B
| $44.1M | 0.38% | 201,446 +105,258 | +109% | +$23.1M |
|
47
Kraft Heinz
KHC
$33.1B
| $43.8M | 0.38% | 1,263,185 +680,776 | +117% | +$23.6M |
|
48
Bank of America
BAC
$376B
| $42.4M | 0.37% | +1,399,471 | New | +$42.4M |
|
49
Chipotle Mexican Grill
CMG
$56.5B
| $42.2M | 0.37% | 30,420 +17,330 | +132% | +$24M |
|
50
Yum China
YUMC
$16.4B
| $41.7M | 0.36% | 730,465 +66,820 | +10% | +$3.81M |
|