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 |
Amazon
AMZN
|
$309M |
| 2 |
Microsoft
MSFT
|
$228M |
| 3 |
Exxon Mobil
XOM
|
$90.9M |
| 4 |
Cameco
CCJ
|
$84.7M |
| 5 |
Advanced Micro Devices
AMD
|
$68.2M |
Top Sells
| 1 |
Apple
AAPL
|
$289M |
| 2 |
Eli Lilly
LLY
|
$167M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$151M |
| 4 |
Comcast
CMCSA
|
$88.8M |
| 5 |
Procter & Gamble
PG
|
$84.4M |
Sector Composition
| 1 | Consumer Staples | 18.07% |
| 2 | Healthcare | 14.73% |
| 3 | Technology | 14.44% |
| 4 | Consumer Discretionary | 12.13% |
| 5 | Communication Services | 8.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Comcast
CMCSA
$125B
| $68.3M | 0.36% |
1,744,075
-2,268,300
| -57% | -$88.8M |
|
52
Kimberly-Clark
KMB
$42.5B
| $68M | 0.36% |
492,376
-40,747
| -8% | -$5.63M |
|
53
Kroger
KR
$45.1B
| $63.7M | 0.33% |
1,276,787
-125,587
| -9% | -$6.27M |
|
54
Constellation Brands
STZ
$25.8B
| $62.6M | 0.33% |
243,400
-18,399
| -7% | -$4.73M |
|
55
Electronic Arts
EA
$42B
| $59.1M | 0.31% |
423,900
+135,435
| +47% | +$18.9M |
|
56
Dollar General
DG
$24.1B
| $58.3M | 0.3% |
440,875
+173,820
| +65% | +$23M |
|
57
Cencora
COR
$57.2B
| $57.6M | 0.3% |
255,466
-13,758
| -5% | -$3.1M |
|
58
General Mills
GIS
$26.6B
| $57.1M | 0.3% |
902,514
+337,137
| +60% | +$21.3M |
|
59
AutoZone
AZO
$70.1B
| $56.5M | 0.3% |
19,075
+2,758
| +17% | +$8.17M |
|
60
Uber
UBER
$194B
| $54.8M | 0.29% |
754,661
-761,370
| -50% | -$55.3M |
|
61
Gilead Sciences
GILD
$140B
| $54.2M | 0.28% |
790,644
-221,124
| -22% | -$15.2M |
|
62
Expedia Group
EXPE
$26.3B
| $51.2M | 0.27% |
406,463
+119,988
| +42% | +$15.1M |
|
63
Altria Group
MO
$112B
| $50.5M | 0.26% |
1,108,460
-49,431
| -4% | -$2.25M |
|
64
AbbVie
ABBV
$374B
| $49.5M | 0.26% |
288,525
-161,254
| -36% | -$27.7M |
|
65
Becton Dickinson
BDX
$54.3B
| $49.2M | 0.26% |
210,340
-39,594
| -16% | -$9.25M |
|
66
Edwards Lifesciences
EW
$47.7B
| $48M | 0.25% |
519,812
+34,145
| +7% | +$3.15M |
|
67
Global Payments
GPN
$21B
| $48M | 0.25% |
495,988
+23,559
| +5% | +$2.28M |
|
68
Wells Fargo
WFC
$258B
| $47.7M | 0.25% |
803,889
-85,158
| -10% | -$5.06M |
|
69
Lennar Class A
LEN
$34.7B
| $46.7M | 0.24% |
311,390
-95,712
| -24% | -$14.3M |
|
70
Cardinal Health
CAH
$36B
| $46.3M | 0.24% |
470,816
-80,612
| -15% | -$7.93M |
|
71
Intuitive Surgical
ISRG
$158B
| $46.1M | 0.24% |
103,579
-114,957
| -53% | -$51.1M |
|
72
Citigroup
C
$175B
| $45M | 0.23% |
709,052
+44,594
| +7% | +$2.83M |
|
73
Labcorp
LH
$22.8B
| $42.2M | 0.22% |
207,510
+42,160
| +25% | +$8.58M |
|
74
Prudential Financial
PRU
$37.8B
| $42.1M | 0.22% |
359,483
+9,609
| +3% | +$1.13M |
|
75
Global X Uranium ETF
URA
$4.23B
| $41.3M | 0.22% |
1,426,265
+1,145,624
| +408% | +$33.2M |
|