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 | |
|---|---|---|---|---|---|---|
601
Illinois Tool Works
ITW
$77.6B
| – | – |
-33,451
| Closed | -$6.82M |
|
602
Jacobs Solutions
J
$17.3B
| – | – |
-19,288
| Closed | -$1.74M |
|
603
Jazz Pharmaceuticals
JAZZ
$7.83B
| – | – |
-2,255
| Closed | -$372K |
|
|
JNPR
604
DELISTED
Juniper Networks
JNPR
| – | – |
-42,550
| Closed | -$958K |
|
|
JWN
605
DELISTED
Nordstrom
JWN
| – | – |
-35,043
| Closed | -$1.09M |
|
606
KBR
KBR
$6.32B
| – | – |
-30,971
| Closed | -$958K |
|
607
Keysight
KEYS
$29B
| – | – |
-25,231
| Closed | -$3.33M |
|
608
KLA
KLAC
$121B
| – | – |
-16,008
| Closed | -$4.15M |
|
609
Liberty Global Class A
LBTYA
$4.01B
| – | – |
-44,914
| Closed | -$1.09M |
|
610
Lincoln Electric
LECO
$13.5B
| – | – |
-6,031
| Closed | -$701K |
|
611
Linde
LIN
$223B
| – | – |
-20,149
| Closed | -$5.31M |
|
612
Lam Research
LRCX
$133B
| – | – |
-168,530
| Closed | -$7.96M |
|
613
LyondellBasell Industries
LYB
$17.3B
| – | – |
-41,083
| Closed | -$3.77M |
|
614
ManpowerGroup
MAN
$1.8B
| – | – |
-5,997
| Closed | -$541K |
|
615
Manhattan Associates
MANH
$13.2B
| – | – |
-11,303
| Closed | -$1.19M |
|
616
Matsons
MATX
$3.34B
| – | – |
-10,235
| Closed | -$583K |
|
617
Microchip Technology
MCHP
$35.7B
| – | – |
-52,508
| Closed | -$3.63M |
|
618
MGM Resorts International
MGM
$9.86B
| – | – |
-67,898
| Closed | -$2.14M |
|
619
Middleby
MIDD
$7.2B
| – | – |
-20,344
| Closed | -$2.62M |
|
620
MillerKnoll
MLKN
$1.43B
| – | – |
-19,383
| Closed | -$655K |
|
621
3M
MMM
$82.5B
| – | – |
-3,700
| Closed | -$541K |
|
622
Monolithic Power Systems
MPWR
$41B
| – | – |
-4,430
| Closed | -$1.62M |
|
623
Motorola Solutions
MSI
$79.4B
| – | – |
-20,830
| Closed | -$3.54M |
|
624
MSC Industrial Direct
MSM
$5.23B
| – | – |
-13,726
| Closed | -$1.16M |
|
625
Micron Technology
MU
$147B
| – | – |
-91,214
| Closed | -$6.86M |
|