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 | |
|---|---|---|---|---|---|---|
776
Gentex
GNTX
$6.23B
| $496K | ﹤0.01% |
20,803
-277,830
| -93% | -$6.62M |
|
777
Autoliv
ALV
$9.72B
| $492K | ﹤0.01% |
7,377
-64,100
| -90% | -$4.28M |
|
778
Churchill Downs
CHDN
$6.84B
| $492K | ﹤0.01% |
+5,346
| New | +$492K |
|
779
WaFd
WAFD
$2.47B
| $477K | ﹤0.01% |
+15,919
| New | +$477K |
|
|
BZUN
780
Baozun
BZUN
$248M
| $470K | ﹤0.01% |
74,911
-2,688
| -3% | -$16.9K |
|
781
Old Dominion Freight Line
ODFL
$31.2B
| $469K | ﹤0.01% |
3,772
-261,874
| -99% | -$32.6M |
|
782
Watts Water Technologies
WTS
$9.47B
| $467K | ﹤0.01% |
3,716
-161
| -4% | -$20.2K |
|
783
Etsy
ETSY
$6.04B
| $463K | ﹤0.01% |
4,625
-36,560
| -89% | -$3.66M |
|
784
VICI Properties
VICI
$35.4B
| $458K | ﹤0.01% |
15,358
+6,196
| +68% | +$185K |
|
785
Warner Bros
WBD
$32.3B
| $454K | ﹤0.01% |
39,456
-2,174,433
| -98% | -$25M |
|
786
Allete
ALE
$3.7B
| $448K | ﹤0.01% |
8,954
-344
| -4% | -$17.2K |
|
|
AD
787
Array Digital Infrastructure, Inc.
AD
$4.44B
| $443K | ﹤0.01% |
17,006
-1,917
| -10% | -$49.9K |
|
788
Gaming and Leisure Properties
GLPI
$13.5B
| $437K | ﹤0.01% |
9,877
-6,648
| -40% | -$294K |
|
|
TIGR
789
UP Fintech Holding
TIGR
$2.04B
| $430K | ﹤0.01% |
130,569
-4,602
| -3% | -$15.2K |
|
790
TransUnion
TRU
$18B
| $426K | ﹤0.01% |
7,159
-6,095
| -46% | -$363K |
|
791
Home Depot
HD
$418B
| $424K | ﹤0.01% |
1,537
-229,308
| -99% | -$63.3M |
|
792
Avista
AVA
$2.94B
| $422K | ﹤0.01% |
11,385
-1,142
| -9% | -$42.3K |
|
793
Denny's
DENN
$260M
| $420K | ﹤0.01% |
44,625
+10,458
| +31% | +$98.4K |
|
794
Interpublic Group of Companies
IPG
$9.59B
| $419K | ﹤0.01% |
16,348
-73,769
| -82% | -$1.89M |
|
795
Repligen
RGEN
$6.87B
| $416K | ﹤0.01% |
2,224
-1,386
| -38% | -$259K |
|
796
Lincoln National
LNC
$7.91B
| $415K | ﹤0.01% |
9,447
-4,297
| -31% | -$189K |
|
797
Fresh Del Monte Produce
FDP
$1.7B
| $413K | ﹤0.01% |
17,761
-621
| -3% | -$14.4K |
|
798
Charles River Laboratories
CRL
$7.7B
| $404K | ﹤0.01% |
2,053
-3,553
| -63% | -$699K |
|
799
Whirlpool
WHR
$5.24B
| $401K | ﹤0.01% |
2,976
-73,297
| -96% | -$9.88M |
|
800
Travel + Leisure Co
TNL
$4.06B
| $391K | ﹤0.01% |
11,458
-98,841
| -90% | -$3.37M |
|