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 |
Eli Lilly
LLY
|
$149M |
| 2 |
NVIDIA
NVDA
|
$109M |
| 3 |
iShares MSCI Brazil ETF
EWZ
|
$96.2M |
| 4 |
Comcast
CMCSA
|
$72.7M |
| 5 |
Progressive
PGR
|
$70.4M |
Top Sells
| 1 |
Costco
COST
|
$92.8M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$82.1M |
| 3 |
Coca-Cola
KO
|
$58.5M |
| 4 |
Broadcom
AVGO
|
$58.3M |
| 5 |
Lam Research
LRCX
|
$51M |
Sector Composition
| 1 | Consumer Staples | 23.84% |
| 2 | Healthcare | 20.59% |
| 3 | Consumer Discretionary | 12.23% |
| 4 | Financials | 6.67% |
| 5 | Communication Services | 5.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
NVIDIA
NVDA
$4.15T
| $133M | 0.74% |
2,684,890
+2,203,810
| +458% | +$109M |
|
27
Booking.com
BKNG
$179B
| $130M | 0.73% |
36,694
-2,452
| -6% | -$8.7M |
|
28
Chipotle Mexican Grill
CMG
$55.4B
| $124M | 0.69% |
2,709,700
-1,021,750
| -27% | -$46.7M |
|
29
Colgate-Palmolive
CL
$67.5B
| $123M | 0.69% |
1,546,886
-152,761
| -9% | -$12.2M |
|
30
Stryker
SYK
$151B
| $121M | 0.68% |
405,048
-8,471
| -2% | -$2.54M |
|
31
Mastercard
MA
$536B
| $118M | 0.66% |
276,189
+117,673
| +74% | +$50.2M |
|
32
HCA Healthcare
HCA
$97.2B
| $115M | 0.65% |
426,276
+50,568
| +13% | +$13.7M |
|
33
Cigna
CI
$80.9B
| $112M | 0.63% |
373,690
+152,413
| +69% | +$45.6M |
|
34
Target
TGT
$42.2B
| $111M | 0.62% |
776,047
-36,977
| -5% | -$5.27M |
|
35
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.6B
| $106M | 0.59% |
960,000
-28,500
| -3% | -$3.15M |
|
36
Boston Scientific
BSX
$160B
| $102M | 0.57% |
1,757,512
+22,416
| +1% | +$1.3M |
|
37
iShares China Large-Cap ETF
FXI
$6.54B
| $99.5M | 0.56% |
4,138,983
+50,243
| +1% | +$1.21M |
|
38
Cisco
CSCO
$270B
| $97.1M | 0.54% |
1,921,718
+244,253
| +15% | +$12.3M |
|
39
Regeneron Pharmaceuticals
REGN
$59.9B
| $96.7M | 0.54% |
110,132
+49,383
| +81% | +$43.4M |
|
|
40
iShares MSCI Brazil ETF
EWZ
$5.36B
| $96.2M | 0.54% |
+2,750,734
| New | +$96.2M |
|
41
AbbVie
ABBV
$375B
| $94.1M | 0.53% |
606,893
+30,933
| +5% | +$4.79M |
|
42
Philip Morris
PM
$250B
| $92.5M | 0.52% |
983,247
+97,886
| +11% | +$9.21M |
|
43
Monster Beverage
MNST
$62B
| $90.7M | 0.51% |
1,574,845
-706,842
| -31% | -$40.7M |
|
44
PayPal
PYPL
$65B
| $88.6M | 0.5% |
1,442,844
+40,802
| +3% | +$2.51M |
|
45
Kroger
KR
$45B
| $88.3M | 0.49% |
1,932,588
-116,032
| -6% | -$5.3M |
|
46
Veeva Systems
VEEV
$43.9B
| $86.8M | 0.49% |
450,835
-14,311
| -3% | -$2.76M |
|
47
Fiserv
FI
$73.7B
| $85.6M | 0.48% |
644,315
+256,159
| +66% | +$34M |
|
48
Dollar Tree
DLTR
$20.4B
| $82.9M | 0.46% |
583,782
-26,619
| -4% | -$3.78M |
|
49
iShares MSCI China ETF
MCHI
$7.77B
| $80.4M | 0.45% |
1,972,950
+31,095
| +2% | +$1.27M |
|
50
Kimberly-Clark
KMB
$42.8B
| $79.3M | 0.44% |
652,830
-45,910
| -7% | -$5.58M |
|