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 | |
|---|---|---|---|---|---|---|
726
Avis
CAR
$5.48B
| $821K | ﹤0.01% |
+5,532
| New | +$821K |
|
727
Teradyne
TER
$18.7B
| $817K | ﹤0.01% |
10,870
-3,619
| -25% | -$272K |
|
|
GTM
728
ZoomInfo Technologies
GTM
$3.63B
| $808K | ﹤0.01% |
19,395
-8,076
| -29% | -$336K |
|
729
Lincoln Electric
LECO
$13.4B
| $799K | ﹤0.01% |
6,358
+2,120
| +50% | +$266K |
|
730
Masco
MAS
$15.3B
| $789K | ﹤0.01% |
16,899
-270,520
| -94% | -$12.6M |
|
731
Idacorp
IDA
$6.76B
| $786K | ﹤0.01% |
7,937
-925
| -10% | -$91.6K |
|
|
JNPR
732
DELISTED
Juniper Networks
JNPR
| $780K | ﹤0.01% |
29,844
-1,313
| -4% | -$34.3K |
|
733
Zoom
ZM
$25.1B
| $763K | ﹤0.01% |
10,373
-38,557
| -79% | -$2.84M |
|
734
IPG Photonics
IPGP
$3.44B
| $759K | ﹤0.01% |
8,998
+4,585
| +104% | +$387K |
|
735
Middleby
MIDD
$6.99B
| $755K | ﹤0.01% |
5,888
+1,773
| +43% | +$227K |
|
736
Bank of Hawaii
BOH
$2.7B
| $748K | ﹤0.01% |
9,822
+6,606
| +205% | +$503K |
|
737
First American
FAF
$6.74B
| $746K | ﹤0.01% |
16,180
-30,813
| -66% | -$1.42M |
|
738
Ford
F
$45.5B
| $745K | ﹤0.01% |
66,554
-4,554,185
| -99% | -$51M |
|
739
AGNC Investment
AGNC
$10.8B
| $744K | ﹤0.01% |
88,394
-522,233
| -86% | -$4.4M |
|
740
Horace Mann Educators
HMN
$1.89B
| $744K | ﹤0.01% |
+21,078
| New | +$744K |
|
741
Marriott International Class A Common Stock
MAR
$71.2B
| $735K | ﹤0.01% |
5,248
-48,392
| -90% | -$6.78M |
|
742
Associated Banc-Corp
ASB
$4.36B
| $730K | ﹤0.01% |
36,369
+24,642
| +210% | +$495K |
|
743
Stantec
STN
$12.4B
| $719K | ﹤0.01% |
16,309
-2,140
| -12% | -$94.3K |
|
744
Toll Brothers
TOL
$13.8B
| $711K | ﹤0.01% |
16,937
-75,117
| -82% | -$3.15M |
|
745
Wolfspeed
WOLF
$230M
| $700K | ﹤0.01% |
6,772
-2,617
| -28% | -$271K |
|
746
Robinhood
HOOD
$104B
| $677K | ﹤0.01% |
67,056
-8,489
| -11% | -$85.7K |
|
747
Polaris
PII
$3.29B
| $673K | ﹤0.01% |
7,037
-24,350
| -78% | -$2.33M |
|
748
HP
HPQ
$26.5B
| $669K | ﹤0.01% |
26,826
-343,010
| -93% | -$8.55M |
|
|
PACW
749
DELISTED
PacWest Bancorp
PACW
| $666K | ﹤0.01% |
29,454
+20,057
| +213% | +$454K |
|
750
Donaldson
DCI
$9.34B
| $665K | ﹤0.01% |
13,574
+4,397
| +48% | +$215K |
|