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 | |
|---|---|---|---|---|---|---|
776
Moody's
MCO
$89.5B
| – | – |
-3,318
| Closed | -$1.18M |
|
777
MongoDB
MDB
$26.4B
| – | – |
-867
| Closed | -$409K |
|
778
MetLife
MET
$52.9B
| – | – |
-12,857
| Closed | -$794K |
|
779
Manulife Financial
MFC
$52.1B
| – | – |
-11,370
| Closed | -$219K |
|
780
MSCI
MSCI
$42.9B
| – | – |
-1,516
| Closed | -$922K |
|
781
Motorola Solutions
MSI
$79.8B
| – | – |
-937
| Closed | -$218K |
|
782
Netflix
NFLX
$529B
| – | – |
-1,672
| Closed | -$1.02M |
|
783
Nike
NKE
$109B
| – | – |
-6,864
| Closed | -$997K |
|
784
NetApp
NTAP
$23.7B
| – | – |
-13,972
| Closed | -$1.25M |
|
785
News Corp Class A
NWSA
$16.6B
| – | – |
-11,222
| Closed | -$264K |
|
786
NexGen Energy
NXE
$4.46B
| – | – |
-12,074
| Closed | -$57K |
|
787
NXP Semiconductors
NXPI
$57.2B
| – | – |
-2,145
| Closed | -$420K |
|
788
Okta
OKTA
$16.1B
| – | – |
-2,751
| Closed | -$653K |
|
789
Oracle
ORCL
$654B
| – | – |
-59,919
| Closed | -$5.22M |
|
790
Pinterest
PINS
$25.8B
| – | – |
-11,807
| Closed | -$602K |
|
791
Prologis
PLD
$105B
| – | – |
-7,222
| Closed | -$906K |
|
792
Perrigo
PRGO
$3.12B
| – | – |
-31,273
| Closed | -$1.48M |
|
793
PayPal
PYPL
$65.2B
| – | – |
-6,545
| Closed | -$1.7M |
|
794
RB Global
RBA
$21.4B
| – | – |
-5,758
| Closed | -$355K |
|
795
Repligen
RGEN
$7.01B
| – | – |
-736
| Closed | -$213K |
|
796
Synopsys
SNPS
$111B
| – | – |
-2,725
| Closed | -$816K |
|
797
TransAlta
TAC
$3.64B
| – | – |
-18,844
| Closed | -$199K |
|
798
Tenet Healthcare
THC
$17.3B
| – | – |
-15,285
| Closed | -$1.02M |
|
799
Thomson Reuters
TRI
$78.7B
| – | – |
-4,119
| Closed | -$472K |
|
800
TransUnion
TRU
$17.5B
| – | – |
-3,364
| Closed | -$378K |
|