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 |
Walmart
WMT
|
$243M |
| 2 |
Procter & Gamble
PG
|
$205M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$138M |
| 4 |
Coca-Cola
KO
|
$137M |
| 5 |
Johnson & Johnson
JNJ
|
$127M |
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
$442M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$106M |
| 3 |
NetEase
NTES
|
$28.5M |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
$27.4M |
| 5 |
Tesla
TSLA
|
$15.3M |
Sector Composition
| 1 | Consumer Staples | 23.66% |
| 2 | Consumer Discretionary | 13.07% |
| 3 | Healthcare | 9.52% |
| 4 | Technology | 3.33% |
| 5 | Financials | 3.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
Advance Auto Parts
AAP
$3.63B
| – | – |
-15,624
| Closed | -$2.4M |
|
527
Adient
ADNT
$2B
| – | – |
-24,934
| Closed | -$432K |
|
528
Albemarle
ALB
$9.6B
| – | – |
-27,645
| Closed | -$2.47M |
|
529
Allegion
ALLE
$14.8B
| – | – |
-23,983
| Closed | -$2.37M |
|
530
Autoliv
ALV
$9.58B
| – | – |
-23,182
| Closed | -$1.69M |
|
531
AutoNation
AN
$8.55B
| – | – |
-23,172
| Closed | -$1.23M |
|
532
A.O. Smith
AOS
$10.3B
| – | – |
-41,963
| Closed | -$2.22M |
|
533
Ashland
ASH
$2.51B
| – | – |
-16,060
| Closed | -$1.14M |
|
534
Avnet
AVT
$4.49B
| – | – |
-9,880
| Closed | -$255K |
|
535
Axalta
AXTA
$6.89B
| – | – |
-61,170
| Closed | -$1.36M |
|
536
BorgWarner
BWA
$9.53B
| – | – |
-62,529
| Closed | -$2.13M |
|
537
Carrier Global
CARR
$55.8B
| – | – |
-23,956
| Closed | -$732K |
|
538
Cabot Corp
CBT
$4.31B
| – | – |
-17,505
| Closed | -$631K |
|
539
Carnival Corp
CCL
$42.8B
| – | – |
-75,769
| Closed | -$1.15M |
|
540
Celanese
CE
$5.34B
| – | – |
-31,418
| Closed | -$3.38M |
|
541
Columbia Sportswear
COLM
$3.09B
| – | – |
-8,552
| Closed | -$744K |
|
542
Capri Holdings
CPRI
$2.53B
| – | – |
-39,928
| Closed | -$719K |
|
543
Carter's
CRI
$1.05B
| – | – |
-11,588
| Closed | -$1M |
|
544
Carpenter Technology
CRS
$12.3B
| – | – |
-19,737
| Closed | -$358K |
|
545
DuPont de Nemours
DD
$32.6B
| – | – |
-107,549
| Closed | -$5.97M |
|
546
Ecolab
ECL
$77.6B
| – | – |
-28,847
| Closed | -$5.77M |
|
547
Ford
F
$46.7B
| – | – |
-365,071
| Closed | -$2.43M |
|
548
Fortune Brands Innovations
FBIN
$7.3B
| – | – |
-42,927
| Closed | -$3.17M |
|
549
GATX Corp
GATX
$5.97B
| – | – |
-14,431
| Closed | -$920K |
|
550
General Motors
GM
$55.5B
| – | – |
-62,667
| Closed | -$1.85M |
|