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 |
Walmart
WMT
|
+$230M |
| 2 |
Procter & Gamble
PG
|
+$207M |
| 3 |
Johnson & Johnson
JNJ
|
+$183M |
| 4 |
Coca-Cola
KO
|
+$139M |
| 5 |
PepsiCo
PEP
|
+$130M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$498M |
| 2 |
Mondelez International
MDLZ
|
+$107M |
| 3 |
Archer Daniels Midland
ADM
|
+$40.5M |
| 4 |
General Mills
GIS
|
+$40.1M |
| 5 |
WBA
Walgreens Boots Alliance
WBA
|
+$39.3M |
Sector Composition
| 1 | Consumer Staples | 28.4% |
| 2 | Healthcare | 17.39% |
| 3 | Consumer Discretionary | 15.01% |
| 4 | Financials | 5.24% |
| 5 | Technology | 4.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
601
Edison International
EIX
$20.7B
| $943K | 0.01% |
+16,317
| New | +$943K |
|
|
NTUS
602
DELISTED
Natus Medical Inc
NTUS
| $931K | 0.01% |
+35,852
| New | +$931K |
|
603
IQVIA
IQV
$32.2B
| $905K | 0.01% |
+3,734
| New | +$905K |
|
604
Hartford Financial Services
HIG
$36.9B
| $877K | 0.01% |
14,153
-2,687
| -16% | -$167K |
|
605
CME Group
CME
$94.5B
| $850K | 0.01% |
3,998
+180
| +5% | +$38.3K |
|
606
Brookfield
BN
$99.6B
| $837K | 0.01% |
20,269
-142
| -0.7% | -$5.86K |
|
607
SPDR Bloomberg High Yield Bond ETF
JNK
$8.09B
| $836K | 0.01% |
+7,600
| New | +$836K |
|
608
Tenet Healthcare
THC
$16.9B
| $819K | 0.01% |
+12,224
| New | +$819K |
|
|
ALXN
609
DELISTED
Alexion Pharmaceuticals Inc
ALXN
| $790K | 0.01% |
4,302
-1,909
| -31% | -$351K |
|
610
GoDaddy
GDDY
$20.4B
| $774K | 0.01% |
+8,899
| New | +$774K |
|
|
CTLT
611
DELISTED
CATALENT, INC.
CTLT
| $773K | 0.01% |
+7,149
| New | +$773K |
|
612
OraSure Technologies
OSUR
$241M
| $772K | 0.01% |
+76,139
| New | +$772K |
|
613
Franco-Nevada
FNV
$37.9B
| $770K | ﹤0.01% |
5,297
-640
| -11% | -$93K |
|
614
Royalty Pharma
RPRX
$15.6B
| $752K | ﹤0.01% |
+18,347
| New | +$752K |
|
615
MetLife
MET
$53.1B
| $747K | ﹤0.01% |
+12,478
| New | +$747K |
|
616
Sun Communities
SUI
$16.2B
| $733K | ﹤0.01% |
4,276
-2,149
| -33% | -$368K |
|
617
Cameco
CCJ
$33.7B
| $718K | ﹤0.01% |
37,415
-8,733
| -19% | -$168K |
|
618
Teledyne Technologies
TDY
$25.3B
| $716K | ﹤0.01% |
+1,710
| New | +$716K |
|
619
Meta Platforms (Facebook)
META
$1.91T
| $703K | ﹤0.01% |
2,021
-6
| -0.3% | -$2.09K |
|
620
Equity Lifestyle Properties
ELS
$11.9B
| $698K | ﹤0.01% |
9,393
-3,740
| -28% | -$278K |
|
621
Eldorado Gold
EGO
$5.33B
| $696K | ﹤0.01% |
69,999
-1,302
| -2% | -$12.9K |
|
|
DISCA
622
DELISTED
Discovery, Inc. Series A Common Stock
DISCA
| $685K | ﹤0.01% |
22,324
+11,773
| +112% | +$361K |
|
623
Consolidated Edison
ED
$34.9B
| $683K | ﹤0.01% |
+9,517
| New | +$683K |
|
624
Cenovus Energy
CVE
$29.7B
| $678K | ﹤0.01% |
70,842
| – | – |
|
625
Capitol Federal Financial
CFFN
$836M
| $668K | ﹤0.01% |
56,680
+4,706
| +9% | +$55.5K |
|