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 |
Amazon
AMZN
|
$309M |
| 2 |
Microsoft
MSFT
|
$228M |
| 3 |
Exxon Mobil
XOM
|
$90.9M |
| 4 |
Cameco
CCJ
|
$84.7M |
| 5 |
Advanced Micro Devices
AMD
|
$68.2M |
Top Sells
| 1 |
Apple
AAPL
|
$289M |
| 2 |
Eli Lilly
LLY
|
$167M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$151M |
| 4 |
Comcast
CMCSA
|
$88.8M |
| 5 |
Procter & Gamble
PG
|
$84.4M |
Sector Composition
| 1 | Consumer Staples | 18.07% |
| 2 | Healthcare | 14.73% |
| 3 | Technology | 14.44% |
| 4 | Consumer Discretionary | 12.13% |
| 5 | Communication Services | 8.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Mondelez International
MDLZ
$79B
| $131M | 0.68% |
1,998,050
-136,645
| -6% | -$8.94M |
|
27
Colgate-Palmolive
CL
$67.6B
| $124M | 0.65% |
1,279,238
-13,561
| -1% | -$1.32M |
|
28
Target
TGT
$42B
| $113M | 0.59% |
762,990
-18,320
| -2% | -$2.71M |
|
29
iShares MSCI South Korea ETF
EWY
$5.18B
| $113M | 0.59% |
1,707,431
+832,440
| +95% | +$55M |
|
30
Medtronic
MDT
$119B
| $109M | 0.57% |
1,378,968
+698,741
| +103% | +$55M |
|
|
31
Exxon Mobil
XOM
$480B
| $108M | 0.57% |
941,178
+789,716
| +521% | +$90.9M |
|
32
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.6B
| $106M | 0.56% |
994,200
-19,000
| -2% | -$2.04M |
|
33
Starbucks
SBUX
$99.1B
| $106M | 0.56% |
1,366,655
-582,182
| -30% | -$45.3M |
|
34
Fiserv
FI
$74.1B
| $105M | 0.55% |
704,977
-36,992
| -5% | -$5.51M |
|
35
Stryker
SYK
$151B
| $104M | 0.55% |
306,804
-23,084
| -7% | -$7.85M |
|
36
iShares MSCI Brazil ETF
EWZ
$5.4B
| $102M | 0.53% |
3,732,353
-925,507
| -20% | -$25.3M |
|
|
37
Cameco
CCJ
$33.2B
| $102M | 0.53% |
2,067,777
+1,720,824
| +496% | +$84.7M |
|
|
38
Apple
AAPL
$3.54T
| $98.8M | 0.52% |
469,324
-1,372,830
| -75% | -$289M |
|
39
Booking.com
BKNG
$181B
| $98.8M | 0.52% |
24,949
-1,969
| -7% | -$7.8M |
|
40
HCA Healthcare
HCA
$96.2B
| $95.1M | 0.5% |
295,898
-50,415
| -15% | -$16.2M |
|
41
Cigna
CI
$80.7B
| $93.5M | 0.49% |
282,696
-66,949
| -19% | -$22.1M |
|
42
PayPal
PYPL
$65.5B
| $93.2M | 0.49% |
1,605,935
-225,800
| -12% | -$13.1M |
|
43
Boston Scientific
BSX
$159B
| $90.3M | 0.47% |
1,171,946
-172,553
| -13% | -$13.3M |
|
|
44
Eli Lilly
LLY
$667B
| $86.7M | 0.45% |
95,737
-184,649
| -66% | -$167M |
|
45
KLA
KLAC
$116B
| $83.2M | 0.43% |
100,966
-16,046
| -14% | -$13.2M |
|
46
DoorDash
DASH
$106B
| $74M | 0.39% |
680,210
+85,544
| +14% | +$9.31M |
|
47
CVS Health
CVS
$93.2B
| $73.4M | 0.38% |
1,243,566
-1,211,051
| -49% | -$71.5M |
|
48
Salesforce
CRM
$233B
| $72.8M | 0.38% |
283,272
+112,847
| +66% | +$29M |
|
49
Veeva Systems
VEEV
$43.9B
| $71M | 0.37% |
388,189
-7,107
| -2% | -$1.3M |
|
50
Lam Research
LRCX
$128B
| $70.8M | 0.37% |
665,150
-38,780
| -6% | -$4.13M |
|