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 |
Procter & Gamble
PG
|
$70.9M |
| 2 |
Walmart
WMT
|
$69.6M |
| 3 |
Coca-Cola
KO
|
$59.9M |
| 4 |
Lowe's Companies
LOW
|
$55.4M |
| 5 |
PepsiCo
PEP
|
$44M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$217M |
| 2 |
SPDR Gold Trust
GLD
|
$200M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$182M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$150M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$111M |
Sector Composition
| 1 | Consumer Staples | 27.76% |
| 2 | Consumer Discretionary | 17.04% |
| 3 | Healthcare | 11.47% |
| 4 | Financials | 6.1% |
| 5 | Industrials | 2.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Colgate-Palmolive
CL
$68.8B
| $87.8M | 0.77% |
1,114,169
+212,672
| +24% | +$16.8M |
|
27
iShares MSCI Taiwan ETF
EWT
$6.25B
| $86M | 0.76% |
1,434,120
-51,606
| -3% | -$3.09M |
|
28
Baidu
BIDU
$35.1B
| $78.5M | 0.69% |
360,827
-140,909
| -28% | -$30.7M |
|
29
Bank of America
BAC
$369B
| $70.8M | 0.62% |
1,830,916
+431,445
| +31% | +$16.7M |
|
30
Kimberly-Clark
KMB
$43.1B
| $65.2M | 0.58% |
469,012
+113,822
| +32% | +$15.8M |
|
31
NIO
NIO
$13.4B
| $64.6M | 0.57% |
1,656,390
-304,219
| -16% | -$11.9M |
|
32
Monster Beverage
MNST
$61B
| $64.5M | 0.57% |
1,416,776
+255,282
| +22% | +$11.6M |
|
33
JPMorgan Chase
JPM
$809B
| $62.3M | 0.55% |
409,514
-3,241
| -0.8% | -$493K |
|
34
CVS Health
CVS
$93.6B
| $59.4M | 0.52% |
789,607
-28,172
| -3% | -$2.12M |
|
35
Intuitive Surgical
ISRG
$167B
| $59.1M | 0.52% |
240,111
+40,737
| +20% | +$10M |
|
36
Dollar General
DG
$24.1B
| $58M | 0.51% |
286,419
+24,973
| +10% | +$5.06M |
|
|
37
Vanguard FTSE Developed Markets ETF
VEA
$171B
| $56.3M | 0.5% |
1,146,401
-2,255,952
| -66% | -$111M |
|
38
Kraft Heinz
KHC
$32.3B
| $55.6M | 0.49% |
1,389,032
+125,847
| +10% | +$5.03M |
|
|
39
Lowe's Companies
LOW
$151B
| $55.4M | 0.49% |
+291,137
| New | +$55.4M |
|
40
iShares MSCI EAFE ETF
EFA
$66.2B
| $54.8M | 0.48% |
722,589
-1,422,006
| -66% | -$108M |
|
41
Wells Fargo
WFC
$253B
| $54.6M | 0.48% |
1,398,085
+683,420
| +96% | +$26.7M |
|
42
KE Holdings
BEKE
$22.4B
| $54.3M | 0.48% |
953,368
+176,084
| +23% | +$10M |
|
43
Veeva Systems
VEEV
$44.7B
| $53.1M | 0.47% |
203,435
+38,156
| +23% | +$9.97M |
|
44
Chipotle Mexican Grill
CMG
$55.1B
| $53.1M | 0.47% |
1,867,600
+346,600
| +23% | +$9.85M |
|
45
iShares Core MSCI EAFE ETF
IEFA
$150B
| $50.7M | 0.45% |
703,122
-1,383,435
| -66% | -$99.7M |
|
|
WBA
46
DELISTED
Walgreens Boots Alliance
WBA
| $49.8M | 0.44% |
907,657
+126,345
| +16% | +$6.94M |
|
47
Constellation Brands
STZ
$26.2B
| $49.7M | 0.44% |
218,076
+16,630
| +8% | +$3.79M |
|
48
Becton Dickinson
BDX
$55.1B
| $47.4M | 0.42% |
199,885
+49,943
| +33% | +$11.8M |
|
49
Stryker
SYK
$150B
| $46.2M | 0.41% |
189,719
+815
| +0.4% | +$199K |
|
50
Sysco
SYY
$39.4B
| $45.8M | 0.4% |
581,341
+81,920
| +16% | +$6.45M |
|