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 | |
|---|---|---|---|---|---|---|
|
TWTR
526
DELISTED
Twitter, Inc.
TWTR
| – | – |
-18,587
| Closed | -$1.01M |
|
527
Alcoa
AA
$8.24B
| – | – |
-66,454
| Closed | -$1.53M |
|
528
Agilent Technologies
A
$36.5B
| – | – |
-38,099
| Closed | -$4.51M |
|
529
AbbVie
ABBV
$375B
| – | – |
-25,294
| Closed | -$2.71M |
|
530
Aecom
ACM
$16.8B
| – | – |
-53,325
| Closed | -$2.66M |
|
531
Adobe
ADBE
$148B
| – | – |
-22,302
| Closed | -$11.2M |
|
532
Analog Devices
ADI
$122B
| – | – |
-36,089
| Closed | -$5.33M |
|
533
Autodesk
ADSK
$69.5B
| – | – |
-27,818
| Closed | -$8.49M |
|
534
AGCO
AGCO
$8.28B
| – | – |
-7,259
| Closed | -$748K |
|
535
Alaska Air
ALK
$7.28B
| – | – |
-14,672
| Closed | -$763K |
|
536
Applied Materials
AMAT
$130B
| – | – |
-94,726
| Closed | -$8.18M |
|
537
Advanced Micro Devices
AMD
$245B
| – | – |
-45,706
| Closed | -$4.19M |
|
538
Ametek
AME
$43.3B
| – | – |
-23,417
| Closed | -$2.83M |
|
539
Amkor Technology
AMKR
$6.09B
| – | – |
-57,098
| Closed | -$861K |
|
|
ANSS
540
DELISTED
Ansys
ANSS
| – | – |
-10,557
| Closed | -$3.84M |
|
541
Air Products & Chemicals
APD
$64.5B
| – | – |
-33,207
| Closed | -$9.07M |
|
542
Amphenol
APH
$135B
| – | – |
-148,792
| Closed | -$4.86M |
|
543
Arrow Electronics
ARW
$6.57B
| – | – |
-4,541
| Closed | -$442K |
|
544
ATI
ATI
$10.7B
| – | – |
-29,885
| Closed | -$501K |
|
545
AptarGroup
ATR
$9.13B
| – | – |
-7,412
| Closed | -$1.02M |
|
546
Ball Corp
BALL
$13.9B
| – | – |
-40,207
| Closed | -$3.75M |
|
547
BWX Technologies
BWXT
$15B
| – | – |
-11,095
| Closed | -$669K |
|
548
Boyd Gaming
BYD
$6.93B
| – | – |
-20,606
| Closed | -$884K |
|
549
Caterpillar
CAT
$198B
| – | – |
-35,021
| Closed | -$6.38M |
|
550
Chemours
CC
$2.34B
| – | – |
-20,277
| Closed | -$503K |
|