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 |
iShares MSCI Emerging Markets ETF
EEM
|
$484M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$426M |
| 3 |
Alibaba
BABA
|
$349M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$273M |
| 5 |
Procter & Gamble
PG
|
$250M |
Top Sells
| 1 |
Lowe's Companies
LOW
|
$35.2M |
| 2 |
Home Depot
HD
|
$33.5M |
| 3 |
SPDR Gold Trust
GLD
|
$32.6M |
| 4 |
JD.com
JD
|
$30.1M |
| 5 |
Tesla
TSLA
|
$26.9M |
Sector Composition
| 1 | Consumer Staples | 25.86% |
| 2 | Healthcare | 17.87% |
| 3 | Consumer Discretionary | 13.79% |
| 4 | Technology | 4.61% |
| 5 | Financials | 4.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Dollar General
DG
$23.9B
| $138M | 0.56% | 619,657 +131,413 | +27% | +$29.3M |
|
27
Becton Dickinson
BDX
$55.3B
| $134M | 0.54% | 503,897 +145,116 | +40% | +$38.6M |
|
28
Edwards Lifesciences
EW
$47.8B
| $134M | 0.54% | 1,135,256 +328,371 | +41% | +$38.7M |
|
|
29
JD.com
JD
$44.1B
| $124M | 0.5% | 2,141,206 -519,938 | -20% | -$30.1M |
|
30
iShares Gold Trust
IAU
$50.6B
| $123M | 0.5% | 3,353,019 -286,944 | -8% | -$10.6M |
|
31
CVS Health
CVS
$92.8B
| $123M | 0.49% | 1,210,917 +428,611 | +55% | +$43.4M |
|
32
Kimberly-Clark
KMB
$42.8B
| $122M | 0.49% | 990,173 +253,863 | +34% | +$31.3M |
|
33
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.5B
| $121M | 0.49% | 998,400 +37,769 | +4% | +$4.57M |
|
34
Sysco
SYY
$38.5B
| $119M | 0.48% | 1,452,034 +368,128 | +34% | +$30.1M |
|
35
Chipotle Mexican Grill
CMG
$56.5B
| $118M | 0.47% | 74,459 +18,778 | +34% | +$29.7M |
|
36
Boston Scientific
BSX
$156B
| $117M | 0.47% | 2,646,012 +818,484 | +45% | +$36.3M |
|
37
NIO
NIO
$14.3B
| $112M | 0.45% | 5,323,524 +2,255,282 | +74% | +$47.5M |
|
38
Berkshire Hathaway Class B
BRK.B
$1.09T
| $106M | 0.43% | +301,705 | New | +$106M |
|
39
iShares China Large-Cap ETF
FXI
$6.65B
| $105M | 0.42% | 3,276,798 +314,765 | +11% | +$10.1M |
|
40
Kroger
KR
$44.9B
| $104M | 0.42% | 1,820,895 +441,448 | +32% | +$25.3M |
|
41
Yum! Brands
YUM
$40.8B
| $104M | 0.42% | 877,836 +247,875 | +39% | +$29.4M |
|
42
Visa
V
$683B
| $102M | 0.41% | 459,283 +299,588 | +188% | +$66.4M |
|
43
Constellation Brands
STZ
$28.5B
| $101M | 0.41% | 440,529 +110,604 | +34% | +$25.5M |
|
44
Dollar Tree
DLTR
$22.8B
| $101M | 0.41% | 630,688 +148,401 | +31% | +$23.8M |
|
45
HCA Healthcare
HCA
$94.5B
| $97.6M | 0.39% | 389,350 +76,485 | +24% | +$19.2M |
|
46
Exxon Mobil
XOM
$487B
| $94.7M | 0.38% | 1,146,997 +1,140,479 | +17,497% | +$94.2M |
|
47
Hershey
HSY
$37.3B
| $93.2M | 0.38% | 430,343 +109,321 | +34% | +$23.7M |
|
48
Kraft Heinz
KHC
$33.1B
| $88.9M | 0.36% | 2,256,361 +729,176 | +48% | +$28.7M |
|
49
Linde
LIN
$224B
| $88.3M | 0.36% | +276,338 | New | +$88.3M |
|
50
Li Auto
LI
$23.7B
| $86.6M | 0.35% | 3,356,105 +1,799,177 | +116% | +$46.4M |
|