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 | |
|---|---|---|---|---|---|---|
26
Intuitive Surgical
ISRG
$167B
| $119M | 0.77% |
389,058
+148,947
| +62% | +$45.7M |
|
27
CVS Health
CVS
$93.6B
| $99.7M | 0.64% |
1,194,682
+405,075
| +51% | +$33.8M |
|
28
Veeva Systems
VEEV
$44.7B
| $97.6M | 0.63% |
313,960
+110,525
| +54% | +$34.4M |
|
29
Dollar General
DG
$24.1B
| $97M | 0.62% |
448,466
+162,047
| +57% | +$35.1M |
|
30
Monster Beverage
MNST
$61B
| $95.5M | 0.61% |
2,090,788
+674,012
| +48% | +$30.8M |
|
31
JD.com
JD
$44.6B
| $94.8M | 0.61% |
1,187,217
-53,436
| -4% | -$4.26M |
|
32
iShares MSCI Taiwan ETF
EWT
$6.25B
| $91.2M | 0.59% |
1,426,758
-7,362
| -0.5% | -$471K |
|
33
Kimberly-Clark
KMB
$43.1B
| $89.2M | 0.57% |
667,037
+198,025
| +42% | +$26.5M |
|
34
NIO
NIO
$13.4B
| $87.9M | 0.56% |
1,652,896
-3,494
| -0.2% | -$186K |
|
35
Kraft Heinz
KHC
$32.3B
| $86M | 0.55% |
2,108,387
+719,355
| +52% | +$29.3M |
|
36
Chipotle Mexican Grill
CMG
$55.1B
| $86M | 0.55% |
2,772,650
+905,050
| +48% | +$28.1M |
|
37
Stryker
SYK
$150B
| $82M | 0.53% |
315,758
+126,039
| +66% | +$32.7M |
|
38
Bank of America
BAC
$369B
| $79.5M | 0.51% |
1,927,176
+96,260
| +5% | +$3.97M |
|
39
Constellation Brands
STZ
$26.2B
| $78.3M | 0.5% |
334,840
+116,764
| +54% | +$27.3M |
|
40
JPMorgan Chase
JPM
$809B
| $76.4M | 0.49% |
490,961
+81,447
| +20% | +$12.7M |
|
41
Baidu
BIDU
$35.1B
| $72.6M | 0.47% |
356,033
-4,794
| -1% | -$977K |
|
42
Edwards Lifesciences
EW
$47.5B
| $72.2M | 0.46% |
697,284
+307,385
| +79% | +$31.8M |
|
43
Sysco
SYY
$39.4B
| $68.5M | 0.44% |
881,371
+300,030
| +52% | +$23.3M |
|
44
Boston Scientific
BSX
$159B
| $67.3M | 0.43% |
1,572,870
+597,739
| +61% | +$25.6M |
|
45
Hershey
HSY
$37.6B
| $64.9M | 0.42% |
372,629
+119,501
| +47% | +$20.8M |
|
46
Yum! Brands
YUM
$40.1B
| $64.8M | 0.42% |
562,981
+174,367
| +45% | +$20.1M |
|
47
Wells Fargo
WFC
$253B
| $64.3M | 0.41% |
1,420,010
+21,925
| +2% | +$993K |
|
48
Becton Dickinson
BDX
$55.1B
| $60.2M | 0.39% |
253,654
+53,769
| +27% | +$12.8M |
|
49
HCA Healthcare
HCA
$98.5B
| $58.7M | 0.38% |
283,772
+121,089
| +74% | +$25M |
|
50
Brown-Forman Class B
BF.B
$13.7B
| $57.7M | 0.37% |
769,491
+189,834
| +33% | +$14.2M |
|