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 |
Alibaba
BABA
|
+$715M |
| 2 |
SPDR Gold Trust
GLD
|
+$319M |
| 3 |
Baidu
BIDU
|
+$173M |
| 4 |
Booking.com
BKNG
|
+$163M |
| 5 |
Salesforce
CRM
|
+$145M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.74B |
| 2 |
Applovin
APP
|
+$129M |
| 3 |
McKesson
MCK
|
+$117M |
| 4 |
Meta Platforms (Facebook)
META
|
+$113M |
| 5 |
AT&T
T
|
+$105M |
Sector Composition
| 1 | Technology | 18.81% |
| 2 | Consumer Discretionary | 12.96% |
| 3 | Financials | 12.67% |
| 4 | Communication Services | 7.72% |
| 5 | Healthcare | 7.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
ManpowerGroup
MAN
$1.83B
| $608K | ﹤0.01% |
10,503
-19,211
| -65% | -$1.11M |
|
552
Honeywell
HON
$137B
| $582K | ﹤0.01% |
+2,750
| New | +$582K |
|
553
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
| $579K | ﹤0.01% |
7,334
| – | – |
|
554
Graham Holdings Company
GHC
$5.13B
| $574K | ﹤0.01% |
597
-5,880
| -91% | -$5.65M |
|
555
Campbell Soup
CPB
$10.1B
| $573K | ﹤0.01% |
14,351
-20,535
| -59% | -$820K |
|
556
Performance Food Group
PFGC
$16.6B
| $573K | ﹤0.01% |
7,283
-2,741
| -27% | -$216K |
|
557
Coca-Cola Europacific Partners
CCEP
$40.9B
| $572K | ﹤0.01% |
6,577
-12,606
| -66% | -$1.1M |
|
558
Zegna
ZGN
$2.25B
| $563K | ﹤0.01% |
76,042
+544
| +0.7% | +$4.03K |
|
559
Lamb Weston
LW
$7.96B
| $548K | ﹤0.01% |
10,281
-68,253
| -87% | -$3.64M |
|
560
Choice Hotels
CHH
$5.33B
| $544K | ﹤0.01% |
4,100
+1,700
| +71% | +$226K |
|
561
McCormick & Company Non-Voting
MKC
$18.7B
| $522K | ﹤0.01% |
6,347
+2,315
| +57% | +$191K |
|
562
Coca-Cola Consolidated
COKE
$10.8B
| $521K | ﹤0.01% |
3,860
-54,920
| -93% | -$7.41M |
|
563
Light & Wonder
LNW
$7.42B
| $521K | ﹤0.01% |
6,011
-2,957
| -33% | -$256K |
|
564
Blue Owl Capital
OBDC
$7.29B
| $516K | ﹤0.01% |
+35,197
| New | +$516K |
|
565
KKR & Co
KKR
$129B
| $515K | ﹤0.01% |
4,454
-2,492
| -36% | -$288K |
|
566
Dover
DOV
$24.4B
| $512K | ﹤0.01% |
2,914
+376
| +15% | +$66.1K |
|
567
Camden Property Trust
CPT
$11.8B
| $503K | ﹤0.01% |
+4,114
| New | +$503K |
|
568
PBF Energy
PBF
$3.31B
| $500K | ﹤0.01% |
+26,171
| New | +$500K |
|
569
DuPont de Nemours
DD
$32.7B
| $490K | ﹤0.01% |
6,561
-85,789
| -93% | -$6.41M |
|
570
RenaissanceRe
RNR
$11.5B
| $490K | ﹤0.01% |
2,040
-49,266
| -96% | -$11.8M |
|
571
Imperial Oil
IMO
$46.8B
| $476K | ﹤0.01% |
6,591
-274,442
| -98% | -$19.8M |
|
572
Wingstop
WING
$7.67B
| $475K | ﹤0.01% |
2,106
-8,238
| -80% | -$1.86M |
|
573
Align Technology
ALGN
$9.85B
| $472K | ﹤0.01% |
2,969
-4,597
| -61% | -$730K |
|
574
Synovus
SNV
$7.19B
| $452K | ﹤0.01% |
9,662
-52,913
| -85% | -$2.47M |
|
575
Valaris
VAL
$3.76B
| $451K | ﹤0.01% |
11,491
-120,996
| -91% | -$4.75M |
|