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
|
$243M |
| 2 |
Procter & Gamble
PG
|
$205M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$138M |
| 4 |
Coca-Cola
KO
|
$137M |
| 5 |
Johnson & Johnson
JNJ
|
$127M |
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
$442M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$106M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$27.4M |
| 4 |
Tesla
TSLA
|
$15.3M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$11.8M |
Sector Composition
| 1 | Consumer Staples | 23.66% |
| 2 | Consumer Discretionary | 13.07% |
| 3 | Healthcare | 9.52% |
| 4 | Technology | 3.33% |
| 5 | Financials | 3.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Brown-Forman Class B
BF.B
$14.2B
| $38.6M | 0.33% | 486,560 +255,393 | +110% | +$20.3M |
|
52
Sysco
SYY
$38.5B
| $37.1M | 0.32% | 499,421 +260,585 | +109% | +$19.4M |
|
53
General Mills
GIS
$26.4B
| $36.9M | 0.32% | 628,359 +324,734 | +107% | +$19.1M |
|
54
Becton Dickinson
BDX
$55.3B
| $36.6M | 0.32% | 146,285 +77,576 | +113% | +$19.4M |
|
55
Trip.com Group
TCOM
$48.2B
| $35.4M | 0.31% | 1,050,185 +56,879 | +6% | +$1.92M |
|
56
Yum! Brands
YUM
$40.8B
| $33.6M | 0.29% | 309,571 +166,330 | +116% | +$18.1M |
|
57
Microsoft
MSFT
$3.77T
| $33.2M | 0.29% | +149,263 | New | +$33.2M |
|
58
Hershey
HSY
$37.3B
| $31.7M | 0.27% | 208,199 +110,086 | +112% | +$16.8M |
|
|
WBA
59
DELISTED
Walgreens Boots Alliance
WBA
| $31.2M | 0.27% | 781,312 +369,810 | +90% | +$14.7M |
|
60
Archer Daniels Midland
ADM
$30.1B
| $29.4M | 0.25% | 582,713 +313,804 | +117% | +$15.8M |
|
61
GDS Holdings
GDS
$6.62B
| $29.3M | 0.25% | 312,542 +61,464 | +24% | +$5.76M |
|
62
Edwards Lifesciences
EW
$47.8B
| $28.6M | 0.25% | 313,242 +169,585 | +118% | +$15.5M |
|
63
Vipshop
VIPS
$8.25B
| $28.5M | 0.25% | 1,014,098 +45,680 | +5% | +$1.28M |
|
64
HCA Healthcare
HCA
$94.5B
| $27.4M | 0.24% | 166,906 +94,121 | +129% | +$15.5M |
|
65
Dollar Tree
DLTR
$22.8B
| $26.9M | 0.23% | 249,234 +135,348 | +119% | +$14.6M |
|
66
Clorox
CLX
$14.5B
| $26.4M | 0.23% | 130,764 +67,723 | +107% | +$13.7M |
|
67
McCormick & Company Non-Voting
MKC
$18.9B
| $26.3M | 0.23% | 274,592 +210,994 | +332% | +$20.2M |
|
68
ZTO Express
ZTO
$14.6B
| $26M | 0.23% | 893,221 -35,037 | -4% | -$1.02M |
|
69
Boston Scientific
BSX
$156B
| $26M | 0.22% | 722,172 +392,204 | +119% | +$14.1M |
|
70
Bilibili
BILI
$9.6B
| $26M | 0.22% | 302,746 +50,067 | +20% | +$4.29M |
|
71
Hormel Foods
HRL
$14B
| $25.6M | 0.22% | 549,754 +287,630 | +110% | +$13.4M |
|
|
CERN
72
DELISTED
Cerner Corp
CERN
| $24.3M | 0.21% | 309,683 +162,606 | +111% | +$12.8M |
|
73
Tyson Foods
TSN
$20.2B
| $23.9M | 0.21% | 370,532 +192,645 | +108% | +$12.4M |
|
74
Citigroup
C
$178B
| $22.8M | 0.2% | +369,670 | New | +$22.8M |
|
75
Kellanova
K
$27.6B
| $22.6M | 0.2% | 362,611 +191,275 | +112% | +$11.9M |
|