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 |
UnitedHealth
UNH
|
$5.48M |
| 2 |
McDonald's
MCD
|
$5.38M |
| 3 |
Lockheed Martin
LMT
|
$5.2M |
| 4 |
Philip Morris
PM
|
$4.92M |
| 5 |
PepsiCo
PEP
|
$4.55M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 4% |
| 2 | Financials | 2.7% |
| 3 | Industrials | 1.84% |
| 4 | Materials | 1.48% |
| 5 | Consumer Staples | 1.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Thomson Reuters
TRI
$78.7B
| $5.65M | 0.11% |
80,866
-4,130
| -5% | -$289K |
|
52
O'Reilly Automotive
ORLY
$89B
| $5.59M | 0.11% |
278,400
+92,175
| +49% | +$1.85M |
|
53
New Oriental
EDU
$7.98B
| $5.56M | 0.11% |
51,365
-4,054
| -7% | -$439K |
|
|
54
UnitedHealth
UNH
$286B
| $5.48M | 0.11% |
+21,977
| New | +$5.48M |
|
|
55
McDonald's
MCD
$224B
| $5.38M | 0.11% |
+32,541
| New | +$5.38M |
|
56
Yum China
YUMC
$16.5B
| $5.3M | 0.11% |
124,394
-23,292
| -16% | -$993K |
|
|
57
Lockheed Martin
LMT
$108B
| $5.2M | 0.1% |
+15,345
| New | +$5.2M |
|
58
Fortis
FTS
$24.8B
| $5.16M | 0.1% |
135,438
-437
| -0.3% | -$16.7K |
|
59
Wheaton Precious Metals
WPM
$47.3B
| $5.13M | 0.1% |
188,057
-41,937
| -18% | -$1.14M |
|
60
Pinduoduo
PDD
$177B
| $5.06M | 0.1% |
140,348
+12,859
| +10% | +$463K |
|
|
61
Philip Morris
PM
$251B
| $4.92M | 0.1% |
+67,447
| New | +$4.92M |
|
62
PPG Industries
PPG
$24.8B
| $4.84M | 0.1% |
57,883
-28,673
| -33% | -$2.4M |
|
63
VF Corp
VFC
$5.86B
| $4.71M | 0.09% |
87,014
-44,587
| -34% | -$2.41M |
|
64
CGI
GIB
$21.6B
| $4.7M | 0.09% |
87,856
-2,325
| -3% | -$124K |
|
65
Rogers Communications
RCI
$19.4B
| $4.66M | 0.09% |
112,935
-1,138
| -1% | -$47K |
|
|
66
PepsiCo
PEP
$200B
| $4.55M | 0.09% |
+37,889
| New | +$4.55M |
|
67
Accenture
ACN
$159B
| $4.53M | 0.09% |
+27,763
| New | +$4.53M |
|
68
Huazhu Hotels Group
HTHT
$11.5B
| $4.43M | 0.09% |
154,310
-17,280
| -10% | -$496K |
|
69
Johnson Controls International
JCI
$69.5B
| $4.38M | 0.09% |
162,427
-84,399
| -34% | -$2.28M |
|
70
Waste Connections
WCN
$46.1B
| $4.32M | 0.09% |
56,304
+5,132
| +10% | +$394K |
|
71
S&P Global
SPGI
$164B
| $4.32M | 0.09% |
+17,634
| New | +$4.32M |
|
72
Abbott
ABT
$231B
| $4.31M | 0.09% |
+54,586
| New | +$4.31M |
|
73
Honeywell
HON
$136B
| $4.15M | 0.08% |
+31,048
| New | +$4.15M |
|
74
Agnico Eagle Mines
AEM
$76.3B
| $4.12M | 0.08% |
104,251
-11,623
| -10% | -$460K |
|
75
Fidelity National Information Services
FIS
$35.9B
| $4.11M | 0.08% |
+33,824
| New | +$4.11M |
|