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 |
Visa
V
|
+$129M |
| 2 |
Mondelez International
MDLZ
|
+$127M |
| 3 |
Johnson & Johnson
JNJ
|
+$62.1M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$46.1M |
| 5 |
Microsoft
MSFT
|
+$45.3M |
Top Sells
| 1 |
Medtronic
MDT
|
+$225M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$136M |
| 3 |
Walmart
WMT
|
+$86.6M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$85.9M |
| 5 |
JPMorgan Chase
JPM
|
+$79.6M |
Sector Composition
| 1 | Consumer Staples | 29.72% |
| 2 | Healthcare | 20.65% |
| 3 | Consumer Discretionary | 10.85% |
| 4 | Financials | 7.63% |
| 5 | Technology | 4.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
ManpowerGroup
MAN
$1.75B
| $2.11M | 0.01% |
32,591
-21,552
| -40% | -$1.39M |
|
552
Textron
TXT
$14.4B
| $2.09M | 0.01% |
35,851
+12,026
| +50% | +$701K |
|
553
Columbia Sportswear
COLM
$3.01B
| $2.08M | 0.01% |
30,866
-27,356
| -47% | -$1.84M |
|
554
Emerson Electric
EMR
$75.2B
| $2.08M | 0.01% |
28,352
-14,988
| -35% | -$1.1M |
|
555
Cullen/Frost Bankers
CFR
$8.11B
| $2.07M | 0.01% |
15,622
+10,623
| +213% | +$1.4M |
|
556
Las Vegas Sands
LVS
$37.4B
| $2.06M | 0.01% |
54,948
-176,735
| -76% | -$6.63M |
|
557
Moderna
MRNA
$9.46B
| $2.06M | 0.01% |
17,435
-231,722
| -93% | -$27.4M |
|
558
Dover
DOV
$24.1B
| $2.06M | 0.01% |
17,677
+585
| +3% | +$68.2K |
|
559
Blackstone
BX
$139B
| $2.06M | 0.01% |
+24,610
| New | +$2.06M |
|
560
H&R Block
HRB
$6.73B
| $2.05M | 0.01% |
48,167
-92,250
| -66% | -$3.92M |
|
|
NOAH
561
Noah Holdings
NOAH
$787M
| $2.04M | 0.01% |
154,600
-26,438
| -15% | -$349K |
|
562
Vornado Realty Trust
VNO
$7.77B
| $2.03M | 0.01% |
87,750
-2,845
| -3% | -$65.9K |
|
563
CorVel
CRVL
$4.39B
| $2.03M | 0.01% |
43,950
-195
| -0.4% | -$9K |
|
564
Lennar Class A
LEN
$35.4B
| $2.03M | 0.01% |
28,080
-552,061
| -95% | -$39.8M |
|
565
Graphic Packaging
GPK
$6.14B
| $2.01M | 0.01% |
+101,722
| New | +$2.01M |
|
|
MODV
566
DELISTED
ModivCare
MODV
| $1.99M | 0.01% |
19,999
+2
| +0% | +$199 |
|
567
AdaptHealth
AHCO
$1.24B
| $1.96M | 0.01% |
104,247
-1,590
| -2% | -$29.9K |
|
568
Transmedics
TMDX
$3.67B
| $1.96M | 0.01% |
46,889
+26,063
| +125% | +$1.09M |
|
569
American Financial Group
AFG
$11.4B
| $1.95M | 0.01% |
15,824
-1,260
| -7% | -$155K |
|
570
Fidelity National Financial
FNF
$16.2B
| $1.94M | 0.01% |
55,803
-35,083
| -39% | -$1.22M |
|
571
Commerce Bancshares
CBSH
$8B
| $1.94M | 0.01% |
33,851
+22,746
| +205% | +$1.3M |
|
572
KeyCorp
KEY
$21.1B
| $1.93M | 0.01% |
120,545
+46,063
| +62% | +$738K |
|
573
Astrana Health
ASTH
$1.34B
| $1.93M | 0.01% |
49,512
-90
| -0.2% | -$3.51K |
|
574
Rio Tinto
RIO
$101B
| $1.92M | 0.01% |
34,906
-1,864
| -5% | -$103K |
|
575
Jack in the Box
JACK
$345M
| $1.91M | 0.01% |
+25,741
| New | +$1.91M |
|