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 |
Alibaba
BABA
|
$116M |
| 2 |
Procter & Gamble
PG
|
$82.1M |
| 3 |
PepsiCo
PEP
|
$64.7M |
| 4 |
Johnson & Johnson
JNJ
|
$58.8M |
| 5 |
McDonald's
MCD
|
$58.7M |
Top Sells
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$548M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$328M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$327M |
| 4 |
Walmart
WMT
|
$317M |
| 5 |
Danaher
DHR
|
$227M |
Sector Composition
| 1 | Consumer Staples | 28.01% |
| 2 | Consumer Discretionary | 17.74% |
| 3 | Healthcare | 17.12% |
| 4 | Industrials | 3.49% |
| 5 | Financials | 3.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
751
Centene
CNC
$14.2B
| – | – |
-4,465
| Closed | -$278K |
|
752
Coinbase
COIN
$76.8B
| – | – |
-1,648
| Closed | -$375K |
|
753
Salesforce
CRM
$239B
| – | – |
-6,734
| Closed | -$1.83M |
|
754
DoorDash
DASH
$105B
| – | – |
-1,045
| Closed | -$215K |
|
755
Dropbox
DBX
$8.06B
| – | – |
-7,324
| Closed | -$214K |
|
756
Dell
DELL
$84.4B
| – | – |
-34,305
| Closed | -$1.81M |
|
757
Bombardier Recreational Products
DOOO
$4.78B
| – | – |
-3,627
| Closed | -$336K |
|
758
Ecolab
ECL
$77.6B
| – | – |
-67,976
| Closed | -$14.2M |
|
759
EPAM Systems
EPAM
$9.44B
| – | – |
-784
| Closed | -$447K |
|
760
Elastic
ESTC
$9.21B
| – | – |
-1,513
| Closed | -$225K |
|
761
Exact Sciences
EXAS
$10.2B
| – | – |
-3,065
| Closed | -$293K |
|
762
Franco-Nevada
FNV
$37.3B
| – | – |
-5,115
| Closed | -$664K |
|
763
Fox Class A
FOXA
$27.4B
| – | – |
-14,536
| Closed | -$583K |
|
764
GoDaddy
GDDY
$20.1B
| – | – |
-3,740
| Closed | -$261K |
|
|
GOOS
765
Canada Goose Holdings
GOOS
$1.3B
| – | – |
-6,073
| Closed | -$217K |
|
766
Hasbro
HAS
$11.2B
| – | – |
-2,409
| Closed | -$215K |
|
767
HEICO
HEI
$44.8B
| – | – |
-2,374
| Closed | -$313K |
|
768
Hartford Financial Services
HIG
$37B
| – | – |
-14,579
| Closed | -$1.02M |
|
769
Intercontinental Exchange
ICE
$99.8B
| – | – |
-3,351
| Closed | -$385K |
|
770
Intuit
INTU
$188B
| – | – |
-4,939
| Closed | -$2.67M |
|
771
International Paper
IP
$25.7B
| – | – |
-32,933
| Closed | -$1.74M |
|
772
Jazz Pharmaceuticals
JAZZ
$7.86B
| – | – |
-2,200
| Closed | -$286K |
|
773
Jack Henry & Associates
JKHY
$11.8B
| – | – |
-1,670
| Closed | -$274K |
|
774
Lyft
LYFT
$6.91B
| – | – |
-4,310
| Closed | -$231K |
|
775
Mastercard
MA
$528B
| – | – |
-6,372
| Closed | -$2.22M |
|