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 | |
|---|---|---|---|---|---|---|
576
Fastenal
FAST
$55.1B
| – | – |
-290,314
| Closed | -$7.09M |
|
577
FedEx
FDX
$53.7B
| – | – |
-27,541
| Closed | -$7.15M |
|
578
F5
FFIV
$18.1B
| – | – |
-8,782
| Closed | -$1.55M |
|
579
Flex
FLEX
$20.8B
| – | – |
-95,283
| Closed | -$1.29M |
|
580
FMC
FMC
$4.72B
| – | – |
-15,968
| Closed | -$1.84M |
|
581
First Solar
FSLR
$22B
| – | – |
-22,537
| Closed | -$2.23M |
|
582
Fortinet
FTNT
$60.4B
| – | – |
-99,785
| Closed | -$2.96M |
|
583
Fortive
FTV
$16.2B
| – | – |
-90,630
| Closed | -$6.42M |
|
584
Greif
GEF
$3.57B
| – | – |
-9,552
| Closed | -$448K |
|
585
Graco
GGG
$14.2B
| – | – |
-16,430
| Closed | -$1.19M |
|
586
Corning
GLW
$61B
| – | – |
-100,901
| Closed | -$3.63M |
|
587
Generac Holdings
GNRC
$10.6B
| – | – |
-3,192
| Closed | -$726K |
|
588
Garmin
GRMN
$45.7B
| – | – |
-25,434
| Closed | -$3.04M |
|
589
Guidewire Software
GWRE
$22B
| – | – |
-18,910
| Closed | -$2.43M |
|
590
Hyatt Hotels
H
$13.8B
| – | – |
-13,066
| Closed | -$970K |
|
591
Hudbay
HBM
$5.03B
| – | – |
-36,422
| Closed | -$255K |
|
592
Harley-Davidson
HOG
$3.67B
| – | – |
-55,121
| Closed | -$2.02M |
|
593
Hewlett Packard
HPE
$31B
| – | – |
-146,261
| Closed | -$1.73M |
|
594
HubSpot
HUBS
$25.7B
| – | – |
-9,442
| Closed | -$3.74M |
|
595
IDEX
IEX
$12.4B
| – | – |
-7,652
| Closed | -$1.52M |
|
596
Illumina
ILMN
$15.7B
| – | – |
-590
| Closed | -$212K |
|
597
Intuit
INTU
$188B
| – | – |
-1,528
| Closed | -$580K |
|
598
International Paper
IP
$25.7B
| – | – |
-94,190
| Closed | -$4.44M |
|
599
IPG Photonics
IPGP
$3.56B
| – | – |
-7,795
| Closed | -$1.74M |
|
600
Ingersoll Rand
IR
$32.2B
| – | – |
-26,662
| Closed | -$1.22M |
|