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 |
Visa
V
|
+$129M |
| 2 |
Mondelez International
MDLZ
|
+$127M |
| 3 |
Johnson & Johnson
JNJ
|
+$62.1M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$46.1M |
| 5 |
Microsoft
MSFT
|
+$45.3M |
Top Sells
| 1 |
Medtronic
MDT
|
+$225M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$136M |
| 3 |
Walmart
WMT
|
+$86.6M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$85.9M |
| 5 |
JPMorgan Chase
JPM
|
+$79.6M |
Sector Composition
| 1 | Consumer Staples | 29.72% |
| 2 | Healthcare | 20.65% |
| 3 | Consumer Discretionary | 10.85% |
| 4 | Financials | 7.63% |
| 5 | Technology | 4.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
Darling Ingredients
DAR
$4.95B
| $1.44M | 0.01% |
21,707
-10,337
| -32% | -$684K |
|
627
Voya Financial
VOYA
$7.25B
| $1.43M | 0.01% |
23,676
+15,660
| +195% | +$947K |
|
628
BioLife Solutions
BLFS
$1.26B
| $1.43M | 0.01% |
62,642
+287
| +0.5% | +$6.53K |
|
629
Ulta Beauty
ULTA
$23B
| $1.42M | 0.01% |
3,545
+2,405
| +211% | +$965K |
|
630
Asbury Automotive
ABG
$4.86B
| $1.41M | 0.01% |
9,311
-5,408
| -37% | -$817K |
|
631
Old Republic International
ORI
$9.84B
| $1.4M | 0.01% |
66,716
-10,064
| -13% | -$211K |
|
632
US Foods
USFD
$17.6B
| $1.4M | 0.01% |
52,782
-16,504
| -24% | -$437K |
|
633
Fortive
FTV
$16.1B
| $1.38M | 0.01% |
23,693
-2,417
| -9% | -$141K |
|
634
Nordson
NDSN
$12.5B
| $1.38M | 0.01% |
6,488
+2,263
| +54% | +$480K |
|
635
Broadcom
AVGO
$1.71T
| $1.38M | 0.01% |
+31,000
| New | +$1.38M |
|
636
National Healthcare
NHC
$1.75B
| $1.37M | 0.01% |
21,590
+28
| +0.1% | +$1.77K |
|
637
EPR Properties
EPR
$4.18B
| $1.36M | 0.01% |
+37,869
| New | +$1.36M |
|
638
Entergy
ETR
$39.4B
| $1.36M | 0.01% |
26,940
-44,172
| -62% | -$2.22M |
|
639
Southwest Airlines
LUV
$16.2B
| $1.34M | 0.01% |
43,559
-136,848
| -76% | -$4.22M |
|
640
Uber
UBER
$197B
| $1.34M | 0.01% |
50,620
-173,191
| -77% | -$4.59M |
|
641
Popular Inc
BPOP
$8.42B
| $1.34M | 0.01% |
18,592
+12,550
| +208% | +$905K |
|
642
Valley National Bancorp
VLY
$6B
| $1.34M | 0.01% |
123,933
+90,939
| +276% | +$982K |
|
643
Zebra Technologies
ZBRA
$15.7B
| $1.33M | 0.01% |
5,091
+890
| +21% | +$233K |
|
644
Alexandria Real Estate Equities
ARE
$14.4B
| $1.33M | 0.01% |
9,499
-15,092
| -61% | -$2.12M |
|
645
Synovus
SNV
$7.15B
| $1.33M | 0.01% |
35,375
+23,822
| +206% | +$894K |
|
646
Pultegroup
PHM
$26.6B
| $1.33M | 0.01% |
35,365
-532,652
| -94% | -$20M |
|
647
Wabtec
WAB
$32.4B
| $1.32M | 0.01% |
16,276
+12,585
| +341% | +$1.02M |
|
648
F5
FFIV
$18.7B
| $1.32M | 0.01% |
9,112
-14,548
| -61% | -$2.11M |
|
649
Mercado Libre
MELI
$119B
| $1.3M | 0.01% |
+1,570
| New | +$1.3M |
|
650
Marvell Technology
MRVL
$58.2B
| $1.3M | 0.01% |
30,210
+23,220
| +332% | +$996K |
|