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 |
iShares Core S&P 500 ETF
IVV
|
$118M |
| 2 |
JPMorgan Chase
JPM
|
$92.8M |
| 3 |
Bank of America
BAC
|
$64.1M |
| 4 |
Citigroup
C
|
$58.1M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$34.2M |
Top Sells
| 1 |
Procter & Gamble
PG
|
$246M |
| 2 |
Johnson & Johnson
JNJ
|
$202M |
| 3 |
Coca-Cola
KO
|
$194M |
| 4 |
PepsiCo
PEP
|
$181M |
| 5 |
McDonald's
MCD
|
$141M |
Sector Composition
| 1 | Consumer Staples | 27.92% |
| 2 | Healthcare | 19.75% |
| 3 | Financials | 10.48% |
| 4 | Consumer Discretionary | 9.62% |
| 5 | Communication Services | 3.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
826
AGCO
AGCO
$8.28B
| – | – |
-13,224
| Closed | -$1.27M |
|
827
Alnylam Pharmaceuticals
ALNY
$59.2B
| – | – |
-1,283
| Closed | -$257K |
|
828
Applied Materials
AMAT
$130B
| – | – |
-146,625
| Closed | -$12M |
|
829
Advanced Micro Devices
AMD
$245B
| – | – |
-722,710
| Closed | -$45.8M |
|
830
Ametek
AME
$43.3B
| – | – |
-4,452
| Closed | -$505K |
|
831
Air Products & Chemicals
APD
$64.5B
| – | – |
-34,636
| Closed | -$8.06M |
|
832
Amphenol
APH
$135B
| – | – |
-6,686
| Closed | -$224K |
|
833
AptarGroup
ATR
$9.13B
| – | – |
-10,059
| Closed | -$956K |
|
834
Acuity Brands
AYI
$10.4B
| – | – |
-1,622
| Closed | -$255K |
|
835
Best Buy
BBY
$16.1B
| – | – |
-56,629
| Closed | -$3.59M |
|
836
Brookdale Senior Living
BKD
$1.83B
| – | – |
-84,547
| Closed | -$361K |
|
837
Baker Hughes
BKR
$44.9B
| – | – |
-85,142
| Closed | -$1.79M |
|
838
BioLife Solutions
BLFS
$1.27B
| – | – |
-62,642
| Closed | -$1.43M |
|
839
Bloomin' Brands
BLMN
$605M
| – | – |
-117,906
| Closed | -$2.16M |
|
840
Credit Acceptance
CACC
$5.87B
| – | – |
-10,632
| Closed | -$4.66M |
|
841
Avis
CAR
$5.5B
| – | – |
-5,532
| Closed | -$821K |
|
842
Caterpillar
CAT
$198B
| – | – |
-110,621
| Closed | -$18.2M |
|
843
Cadence Design Systems
CDNS
$95.6B
| – | – |
-33,051
| Closed | -$5.4M |
|
844
CDW
CDW
$22.2B
| – | – |
-40,822
| Closed | -$6.37M |
|
845
Cognex
CGNX
$7.55B
| – | – |
-69,130
| Closed | -$2.87M |
|
846
Churchill Downs
CHDN
$7.18B
| – | – |
-5,346
| Closed | -$492K |
|
847
Cummins
CMI
$55.1B
| – | – |
-42,998
| Closed | -$8.75M |
|
848
Canadian Natural Resources
CNQ
$63.2B
| – | – |
-345,752
| Closed | -$8.09M |
|
849
Columbia Sportswear
COLM
$3.09B
| – | – |
-30,866
| Closed | -$2.08M |
|
850
Mr. Cooper
COOP
$13.6B
| – | – |
-244,367
| Closed | -$9.9M |
|