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 | |
|---|---|---|---|---|---|---|
|
DRE
626
DELISTED
Duke Realty Corp.
DRE
| $659K | ﹤0.01% |
+13,914
| New | +$659K |
|
|
BKI
627
DELISTED
Black Knight, Inc. Common Stock
BKI
| $645K | ﹤0.01% |
+8,277
| New | +$645K |
|
628
Visa
V
$668B
| $633K | ﹤0.01% |
2,706
+84
| +3% | +$19.7K |
|
629
Jack Henry & Associates
JKHY
$11.9B
| $632K | ﹤0.01% |
+3,865
| New | +$632K |
|
630
Cable One
CABO
$913M
| $629K | ﹤0.01% |
+329
| New | +$629K |
|
631
Booz Allen Hamilton
BAH
$12.7B
| $620K | ﹤0.01% |
+7,281
| New | +$620K |
|
632
TFI International
TFII
$7.67B
| $607K | ﹤0.01% |
6,638
-3,192
| -32% | -$292K |
|
633
Baker Hughes
BKR
$44.8B
| $605K | ﹤0.01% |
26,462
-515
| -2% | -$11.8K |
|
634
Gildan
GIL
$8.19B
| $599K | ﹤0.01% |
16,213
-2,598
| -14% | -$96K |
|
635
Comcast
CMCSA
$124B
| $595K | ﹤0.01% |
10,435
+4,452
| +74% | +$254K |
|
636
Charter Communications
CHTR
$36B
| $592K | ﹤0.01% |
+821
| New | +$592K |
|
637
Neurocrine Biosciences
NBIX
$14.3B
| $577K | ﹤0.01% |
+5,934
| New | +$577K |
|
638
Unum
UNM
$12.5B
| $575K | ﹤0.01% |
+20,238
| New | +$575K |
|
639
GATX Corp
GATX
$5.99B
| $570K | ﹤0.01% |
+6,440
| New | +$570K |
|
640
CAE Inc
CAE
$8.4B
| $554K | ﹤0.01% |
17,952
-7,326
| -29% | -$226K |
|
641
Steel Dynamics
STLD
$19.2B
| $554K | ﹤0.01% |
+9,289
| New | +$554K |
|
|
CGAU
642
Centerra Gold
CGAU
$1.8B
| $550K | ﹤0.01% |
+72,350
| New | +$550K |
|
643
UDR
UDR
$12.9B
| $550K | ﹤0.01% |
+11,234
| New | +$550K |
|
644
Avista
AVA
$2.94B
| $526K | ﹤0.01% |
+12,321
| New | +$526K |
|
645
Denny's
DENN
$259M
| $516K | ﹤0.01% |
+31,313
| New | +$516K |
|
646
Waste Management
WM
$88.3B
| $515K | ﹤0.01% |
+3,677
| New | +$515K |
|
|
AGR
647
DELISTED
Avangrid, Inc.
AGR
| $513K | ﹤0.01% |
+9,984
| New | +$513K |
|
|
SJR
648
DELISTED
Shaw Communications Inc.
SJR
| $511K | ﹤0.01% |
17,636
-12,466
| -41% | -$361K |
|
|
GTM
649
ZoomInfo Technologies
GTM
$3.36B
| $508K | ﹤0.01% |
+9,744
| New | +$508K |
|
650
Americold
COLD
$3.84B
| $500K | ﹤0.01% |
+13,218
| New | +$500K |
|