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 |
Procter & Gamble
PG
|
+$70.9M |
| 2 |
Walmart
WMT
|
+$69.6M |
| 3 |
Coca-Cola
KO
|
+$59.9M |
| 4 |
Lowe's Companies
LOW
|
+$55.4M |
| 5 |
PepsiCo
PEP
|
+$44M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$217M |
| 2 |
SPDR Gold Trust
GLD
|
+$200M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
+$182M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$150M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$111M |
Sector Composition
| 1 | Consumer Staples | 27.76% |
| 2 | Consumer Discretionary | 17.04% |
| 3 | Healthcare | 11.47% |
| 4 | Financials | 6.1% |
| 5 | Industrials | 2.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
TEGNA Inc
TGNA
$3.38B
| – | – |
-60,681
| Closed | -$846K |
|
477
Timken Company
TKR
$5.3B
| – | – |
-12,643
| Closed | -$978K |
|
478
Travel + Leisure Co
TNL
$4.06B
| – | – |
-7,920
| Closed | -$355K |
|
479
Trimble
TRMB
$19.1B
| – | – |
-30,766
| Closed | -$2.05M |
|
480
Toro Company
TTC
$7.72B
| – | – |
-23,359
| Closed | -$2.22M |
|
481
Take-Two Interactive
TTWO
$45.9B
| – | – |
-1,683
| Closed | -$350K |
|
482
Texas Instruments
TXN
$169B
| – | – |
-35,511
| Closed | -$5.83M |
|
483
Textron
TXT
$14.4B
| – | – |
-28,139
| Closed | -$1.36M |
|
484
Ubiquiti
UI
$36B
| – | – |
-8,446
| Closed | -$2.35M |
|
485
Viavi Solutions
VIAV
$2.61B
| – | – |
-52,337
| Closed | -$784K |
|
486
Vishay Intertechnology
VSH
$2.06B
| – | – |
-39,692
| Closed | -$822K |
|
487
Wabtec
WAB
$32.4B
| – | – |
-19,148
| Closed | -$1.4M |
|
488
Westlake Corp
WLK
$11.1B
| – | – |
-24,993
| Closed | -$2.04M |
|
489
Wolfspeed
WOLF
$280M
| – | – |
-10,508
| Closed | -$1.11M |
|
490
Worthington Enterprises
WOR
$3.15B
| – | – |
-20,462
| Closed | -$648K |
|
491
Watsco
WSO
$16.4B
| – | – |
-4,398
| Closed | -$996K |
|
492
Wynn Resorts
WYNN
$12.7B
| – | – |
-9,578
| Closed | -$1.08M |
|
493
XPO
XPO
$15.4B
| – | – |
-12,713
| Closed | -$524K |
|
494
Xylem
XYL
$33.4B
| – | – |
-18,152
| Closed | -$1.85M |
|
495
Zebra Technologies
ZBRA
$15.8B
| – | – |
-6,554
| Closed | -$2.52M |
|
496
Zillow
ZG
$20.4B
| – | – |
-1,760
| Closed | -$239K |
|
497
Zoom
ZM
$25.5B
| – | – |
-7,233
| Closed | -$2.44M |
|
498
Zscaler
ZS
$43.7B
| – | – |
-26,098
| Closed | -$5.21M |
|
499
Zoetis
ZTS
$66.7B
| – | – |
-1,559
| Closed | -$258K |
|
|
QVCGA
500
QVC Group, Inc. Series A Common Stock
QVCGA
$80.8M
| – | – |
-2,504
| Closed | -$1.37M |
|