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 | |
|---|---|---|---|---|---|---|
801
United Parcel Service
UPS
$71.1B
| $391K | ﹤0.01% |
2,419
-66,148
| -96% | -$10.7M |
|
802
Carter's
CRI
$1.04B
| $385K | ﹤0.01% |
5,880
-110,234
| -95% | -$7.22M |
|
803
Hasbro
HAS
$10.9B
| $384K | ﹤0.01% |
5,693
-3,547
| -38% | -$239K |
|
804
Kohl's
KSS
$1.8B
| $380K | ﹤0.01% |
15,116
-48,689
| -76% | -$1.22M |
|
805
PVH
PVH
$3.93B
| $379K | ﹤0.01% |
8,469
-191,076
| -96% | -$8.55M |
|
806
Morningstar
MORN
$10.6B
| $373K | ﹤0.01% |
1,756
-1,226
| -41% | -$260K |
|
807
UDR
UDR
$12.7B
| $373K | ﹤0.01% |
8,944
-352,065
| -98% | -$14.7M |
|
808
Lennox International
LII
$19.6B
| $369K | ﹤0.01% |
1,658
-41,541
| -96% | -$9.25M |
|
809
Brookdale Senior Living
BKD
$1.81B
| $361K | ﹤0.01% |
84,547
-2,882
| -3% | -$12.3K |
|
810
Okta
OKTA
$15.9B
| $361K | ﹤0.01% |
+6,351
| New | +$361K |
|
811
Nucor
NUE
$32.6B
| $358K | ﹤0.01% |
3,346
-108,761
| -97% | -$11.6M |
|
812
Compass Minerals
CMP
$752M
| $349K | ﹤0.01% |
9,060
-2,634
| -23% | -$101K |
|
813
Mercury Insurance
MCY
$4.31B
| $347K | ﹤0.01% |
12,226
-1,686
| -12% | -$47.9K |
|
814
Vail Resorts
MTN
$5.37B
| $345K | ﹤0.01% |
1,602
-1,142
| -42% | -$246K |
|
815
Roku
ROKU
$14B
| $341K | ﹤0.01% |
6,052
-4,019
| -40% | -$226K |
|
816
Macerich
MAC
$4.53B
| $335K | ﹤0.01% |
42,180
-9,894
| -19% | -$78.6K |
|
817
GameStop
GME
$10.9B
| $331K | ﹤0.01% |
13,153
-8,939
| -40% | -$225K |
|
818
Garmin
GRMN
$45.4B
| $326K | ﹤0.01% |
4,057
+598
| +17% | +$48.1K |
|
|
OCFT
819
OneConnect Financial Technology
OCFT
$281M
| $323K | ﹤0.01% |
44,676
-1,587
| -3% | -$11.5K |
|
820
Telephone and Data Systems
TDS
$4.45B
| $315K | ﹤0.01% |
+22,661
| New | +$315K |
|
821
Worthington Enterprises
WOR
$3.22B
| $315K | ﹤0.01% |
+13,398
| New | +$315K |
|
822
Bruker
BRKR
$4.63B
| $313K | ﹤0.01% |
5,894
-4,159
| -41% | -$221K |
|
823
Five Below
FIVE
$8.05B
| $313K | ﹤0.01% |
2,276
-1,559
| -41% | -$214K |
|
824
Avnet
AVT
$4.5B
| $307K | ﹤0.01% |
8,497
-45,077
| -84% | -$1.63M |
|
825
Dropbox
DBX
$8.29B
| $306K | ﹤0.01% |
14,784
-9,700
| -40% | -$201K |
|