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 Core MSCI Emerging Markets ETF
IEMG
|
$59.6M |
| 2 |
Broadcom
AVGO
|
$44.9M |
| 3 |
Coca-Cola
KO
|
$43.7M |
| 4 |
Schlumberger
SLB
|
$40.5M |
| 5 |
Netflix
NFLX
|
$35.9M |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$73.6M |
| 2 |
Johnson & Johnson
JNJ
|
$71.2M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$49.9M |
| 4 |
Tradeweb Markets
TW
|
$48.3M |
| 5 |
Visa
V
|
$38.9M |
Sector Composition
| 1 | Consumer Staples | 26.54% |
| 2 | Healthcare | 20.27% |
| 3 | Consumer Discretionary | 12.77% |
| 4 | Technology | 5.34% |
| 5 | Financials | 4.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Monster Beverage
MNST
$61.7B
| $121M | 0.73% |
2,281,687
+376,841
| +20% | +$20M |
|
27
Booking.com
BKNG
$179B
| $121M | 0.73% |
39,146
-3,893
| -9% | -$12M |
|
28
Stryker
SYK
$151B
| $113M | 0.68% |
413,519
+27,782
| +7% | +$7.59M |
|
29
iShares China Large-Cap ETF
FXI
$6.53B
| $108M | 0.66% |
4,088,740
+845,964
| +26% | +$22.4M |
|
30
Comcast
CMCSA
$126B
| $101M | 0.61% |
2,285,043
+196,201
| +9% | +$8.7M |
|
31
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.6B
| $101M | 0.61% |
988,500
+18,700
| +2% | +$1.91M |
|
32
Veeva Systems
VEEV
$43.9B
| $94.6M | 0.57% |
465,146
-28,813
| -6% | -$5.86M |
|
33
HCA Healthcare
HCA
$96.9B
| $92.4M | 0.56% |
375,708
+72,965
| +24% | +$17.9M |
|
34
Kroger
KR
$45.2B
| $91.7M | 0.55% |
2,048,620
+265,291
| +15% | +$11.9M |
|
35
Boston Scientific
BSX
$160B
| $91.6M | 0.55% |
1,735,096
-3,548
| -0.2% | -$187K |
|
36
Cisco
CSCO
$270B
| $90.2M | 0.55% |
1,677,465
+517,914
| +45% | +$27.8M |
|
37
Target
TGT
$42.1B
| $89.9M | 0.54% |
813,024
+218,323
| +37% | +$24.1M |
|
38
Becton Dickinson
BDX
$54.4B
| $89.9M | 0.54% |
347,693
+18,708
| +6% | +$4.84M |
|
39
AbbVie
ABBV
$376B
| $85.9M | 0.52% |
575,960
-58,345
| -9% | -$8.7M |
|
40
Kimberly-Clark
KMB
$42.8B
| $84.4M | 0.51% |
698,740
+46,681
| +7% | +$5.64M |
|
41
iShares MSCI China ETF
MCHI
$7.76B
| $84.1M | 0.51% |
1,941,855
+515,608
| +36% | +$22.3M |
|
42
Philip Morris
PM
$250B
| $82M | 0.5% |
885,361
+70,776
| +9% | +$6.55M |
|
43
PayPal
PYPL
$64.7B
| $82M | 0.5% |
1,402,042
-100,051
| -7% | -$5.85M |
|
44
Bristol-Myers Squibb
BMY
$95.9B
| $80.3M | 0.49% |
1,383,482
+261,063
| +23% | +$15.2M |
|
|
45
Schlumberger
SLB
$53.5B
| $76.3M | 0.46% |
1,308,550
+695,465
| +113% | +$40.5M |
|
46
Estee Lauder
EL
$32B
| $76.2M | 0.46% |
527,061
+17,902
| +4% | +$2.59M |
|
47
Edwards Lifesciences
EW
$47.7B
| $73.1M | 0.44% |
1,055,596
+273,312
| +35% | +$18.9M |
|
48
Uber
UBER
$191B
| $67.7M | 0.41% |
1,470,977
+410,575
| +39% | +$18.9M |
|
49
Dollar Tree
DLTR
$20.3B
| $65M | 0.39% |
610,401
+18,876
| +3% | +$2.01M |
|
50
General Mills
GIS
$26.6B
| $64.7M | 0.39% |
1,011,482
-52,588
| -5% | -$3.37M |
|