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 | |
|---|---|---|---|---|---|---|
551
Cadence Design Systems
CDNS
$95.6B
| – | – |
-34,299
| Closed | -$4.68M |
|
552
Cognex
CGNX
$7.55B
| – | – |
-21,474
| Closed | -$1.72M |
|
553
Choice Hotels
CHH
$5.41B
| – | – |
-7,264
| Closed | -$775K |
|
554
Commercial Metals
CMC
$6.63B
| – | – |
-40,329
| Closed | -$828K |
|
555
Cummins
CMI
$55.1B
| – | – |
-16,495
| Closed | -$3.75M |
|
556
CommScope
COMM
$3.55B
| – | – |
-18,134
| Closed | -$243K |
|
557
Cognizant
CTSH
$35.1B
| – | – |
-8,875
| Closed | -$727K |
|
558
Crane NXT
CXT
$3.51B
| – | – |
-47,311
| Closed | -$1.28M |
|
559
Donaldson
DCI
$9.44B
| – | – |
-12,754
| Closed | -$713K |
|
560
Datadog
DDOG
$47.5B
| – | – |
-40,072
| Closed | -$3.95M |
|
561
Deere & Co
DE
$128B
| – | – |
-31,479
| Closed | -$8.47M |
|
562
Dell
DELL
$84.4B
| – | – |
-66,411
| Closed | -$2.47M |
|
563
Deluxe
DLX
$876M
| – | – |
-12,081
| Closed | -$353K |
|
564
Dover
DOV
$24.4B
| – | – |
-14,474
| Closed | -$1.83M |
|
565
Dow Inc
DOW
$17.4B
| – | – |
-52,305
| Closed | -$2.9M |
|
566
Dynatrace
DT
$15.1B
| – | – |
-23,398
| Closed | -$1.01M |
|
567
Electronic Arts
EA
$42.2B
| – | – |
-42,686
| Closed | -$6.13M |
|
568
Eastman Chemical
EMN
$7.93B
| – | – |
-12,232
| Closed | -$1.23M |
|
569
Emerson Electric
EMR
$74.6B
| – | – |
-69,086
| Closed | -$5.55M |
|
570
Enovis
ENOV
$1.84B
| – | – |
-6,696
| Closed | -$441K |
|
571
Enphase Energy
ENPH
$5.18B
| – | – |
-3,108
| Closed | -$545K |
|
572
Entegris
ENTG
$12.4B
| – | – |
-11,413
| Closed | -$1.1M |
|
573
Eaton
ETN
$136B
| – | – |
-23,913
| Closed | -$2.87M |
|
574
Expeditors International
EXPD
$16.4B
| – | – |
-20,809
| Closed | -$1.98M |
|
575
Expedia Group
EXPE
$26.6B
| – | – |
-1,822
| Closed | -$241K |
|