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 |
Lam Research
LRCX
|
$171M |
| 2 |
Broadcom
AVGO
|
$161M |
| 3 |
Constellation Energy
CEG
|
$149M |
| 4 |
Apple
AAPL
|
$131M |
| 5 |
Qualcomm
QCOM
|
$129M |
Top Sells
| 1 |
Procter & Gamble
PG
|
$345M |
| 2 |
Walmart
WMT
|
$296M |
| 3 |
Johnson & Johnson
JNJ
|
$281M |
| 4 |
McDonald's
MCD
|
$255M |
| 5 |
Costco
COST
|
$241M |
Sector Composition
| 1 | Technology | 19.57% |
| 2 | Consumer Discretionary | 11.09% |
| 3 | Healthcare | 10.68% |
| 4 | Consumer Staples | 9.77% |
| 5 | Communication Services | 9.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
McDonald's
MCD
$225B
| $72.1M | 0.41% |
236,633
-837,803
| -78% | -$255M |
|
52
Super Micro Computer
SMCI
$23.9B
| $67.1M | 0.38% |
161,104
+145,327
| +921% | +$60.5M |
|
53
Eli Lilly
LLY
$659B
| $64.9M | 0.37% |
73,271
-22,466
| -23% | -$19.9M |
|
54
AutoZone
AZO
$69.7B
| $64.7M | 0.37% |
20,546
+1,471
| +8% | +$4.63M |
|
55
Goldman Sachs
GS
$221B
| $63.2M | 0.36% |
127,571
+81,172
| +175% | +$40.2M |
|
56
Colgate-Palmolive
CL
$67.4B
| $63M | 0.36% |
606,621
-672,617
| -53% | -$69.8M |
|
57
Comcast
CMCSA
$124B
| $58.2M | 0.33% |
1,392,641
-351,434
| -20% | -$14.7M |
|
58
Citigroup
C
$173B
| $55.9M | 0.32% |
892,638
+183,586
| +26% | +$11.5M |
|
59
Alibaba
BABA
$325B
| $54.4M | 0.31% |
+512,303
| New | +$54.4M |
|
60
Arista Networks
ANET
$172B
| $53.6M | 0.3% |
139,688
+133,633
| +2,207% | +$51.3M |
|
61
Cencora
COR
$57.3B
| $53.4M | 0.3% |
237,450
-18,016
| -7% | -$4.06M |
|
62
Medtronic
MDT
$118B
| $52.5M | 0.3% |
582,728
-796,240
| -58% | -$71.7M |
|
63
iShares MSCI Mexico ETF
EWW
$1.82B
| $51.5M | 0.29% |
+958,294
| New | +$51.5M |
|
64
Cardinal Health
CAH
$35.9B
| $51.4M | 0.29% |
465,259
-5,557
| -1% | -$614K |
|
65
Pultegroup
PHM
$26.3B
| $51.4M | 0.29% |
358,089
+94,535
| +36% | +$13.6M |
|
66
Pinterest
PINS
$25.1B
| $51.2M | 0.29% |
1,581,652
+969,775
| +158% | +$31.4M |
|
67
Global Payments
GPN
$20.9B
| $48.5M | 0.27% |
473,515
-22,473
| -5% | -$2.3M |
|
68
Schlumberger
SLB
$52.2B
| $48.5M | 0.27% |
1,155,760
+407,323
| +54% | +$17.1M |
|
69
CVS Health
CVS
$93.1B
| $47.4M | 0.27% |
754,152
-489,414
| -39% | -$30.8M |
|
70
HP
HPQ
$26.8B
| $47.3M | 0.27% |
1,318,599
+1,270,642
| +2,650% | +$45.6M |
|
71
Baker Hughes
BKR
$44.3B
| $44.6M | 0.25% |
1,234,630
+332,000
| +37% | +$12M |
|
72
Airbnb
ABNB
$76.7B
| $44.3M | 0.25% |
349,523
+184,311
| +112% | +$23.4M |
|
73
Allstate
ALL
$53.3B
| $44.2M | 0.25% |
233,259
+114,419
| +96% | +$21.7M |
|
74
Constellation Brands
STZ
$25.9B
| $43.3M | 0.25% |
167,902
-75,498
| -31% | -$19.5M |
|
75
Deckers Outdoor
DECK
$18.4B
| $43.2M | 0.24% |
270,915
+248,131
| +1,089% | +$39.6M |
|