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 |
Visa
V
|
$129M |
| 2 |
Mondelez International
MDLZ
|
$127M |
| 3 |
Johnson & Johnson
JNJ
|
$62.1M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$46.1M |
| 5 |
Microsoft
MSFT
|
$45.3M |
Top Sells
| 1 |
Medtronic
MDT
|
$225M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$136M |
| 3 |
Walmart
WMT
|
$86.6M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$85.9M |
| 5 |
JPMorgan Chase
JPM
|
$79.6M |
Sector Composition
| 1 | Consumer Staples | 29.72% |
| 2 | Healthcare | 20.65% |
| 3 | Consumer Discretionary | 10.85% |
| 4 | Financials | 7.63% |
| 5 | Technology | 4.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
General Mills
GIS
$26.6B
| $129M | 0.65% |
1,682,988
-97,159
| -5% | -$7.44M |
|
27
Merck
MRK
$210B
| $126M | 0.64% |
1,465,402
+147,055
| +11% | +$12.7M |
|
28
Pfizer
PFE
$141B
| $124M | 0.63% |
2,838,472
-179,203
| -6% | -$7.84M |
|
29
Stryker
SYK
$149B
| $123M | 0.62% |
609,228
-19,813
| -3% | -$4.01M |
|
30
Intuitive Surgical
ISRG
$158B
| $122M | 0.62% |
652,224
+53,069
| +9% | +$9.95M |
|
31
iShares MBS ETF
MBB
$40.9B
| $120M | 0.61% |
1,307,000
+103,200
| +9% | +$9.45M |
|
32
Sysco
SYY
$38.8B
| $119M | 0.6% |
1,681,464
+733
| +0% | +$51.8K |
|
33
Meta Platforms (Facebook)
META
$1.85T
| $112M | 0.57% |
828,609
+241,954
| +41% | +$32.8M |
|
34
Monster Beverage
MNST
$62B
| $111M | 0.56% |
2,555,430
-132,260
| -5% | -$5.75M |
|
35
Baidu
BIDU
$33.1B
| $108M | 0.55% |
921,253
-222,591
| -19% | -$26.2M |
|
36
Kimberly-Clark
KMB
$42.5B
| $107M | 0.54% |
954,803
+52,882
| +6% | +$5.95M |
|
37
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.4B
| $104M | 0.52% |
1,012,200
-4,000
| -0.4% | -$410K |
|
38
Boston Scientific
BSX
$159B
| $100M | 0.51% |
2,586,040
+271,504
| +12% | +$10.5M |
|
39
Kroger
KR
$45.1B
| $99.9M | 0.51% |
2,283,978
+186,934
| +9% | +$8.18M |
|
40
Exxon Mobil
XOM
$477B
| $99.3M | 0.5% |
1,137,466
-771,464
| -40% | -$67.4M |
|
41
Hershey
HSY
$37.4B
| $95.7M | 0.48% |
433,863
+5,960
| +1% | +$1.31M |
|
42
Veeva Systems
VEEV
$44.4B
| $94.2M | 0.48% |
571,300
+73,713
| +15% | +$12.2M |
|
43
Edwards Lifesciences
EW
$47.7B
| $93.4M | 0.47% |
1,130,712
+135,355
| +14% | +$11.2M |
|
44
Eli Lilly
LLY
$661B
| $93.4M | 0.47% |
288,853
+84,028
| +41% | +$27.2M |
|
45
NIO
NIO
$14.2B
| $92.9M | 0.47% |
5,892,429
+366,307
| +7% | +$5.78M |
|
46
McKesson
MCK
$85.9B
| $91.8M | 0.46% |
270,181
-14,746
| -5% | -$5.01M |
|
47
Becton Dickinson
BDX
$54.3B
| $89.3M | 0.45% |
400,700
-46,895
| -10% | -$10.4M |
|
48
Constellation Brands
STZ
$25.8B
| $87.9M | 0.44% |
382,675
-31,138
| -8% | -$7.15M |
|
49
Dollar Tree
DLTR
$21.3B
| $85.5M | 0.43% |
627,953
-10,072
| -2% | -$1.37M |
|
50
Kraft Heinz
KHC
$31.9B
| $81.2M | 0.41% |
2,434,178
-409,868
| -14% | -$13.7M |
|