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 | |
|---|---|---|---|---|---|---|
876
Targa Resources
TRGP
$35.3B
| – | – |
-20,747
| Closed | -$1.24M |
|
877
TripAdvisor
TRIP
$2.06B
| – | – |
-10,115
| Closed | -$180K |
|
878
T Rowe Price
TROW
$23.2B
| – | – |
-33,933
| Closed | -$3.86M |
|
879
Trane Technologies
TT
$93.8B
| – | – |
-162,820
| Closed | -$21.1M |
|
880
10x Genomics
TXG
$1.61B
| – | – |
-8,676
| Closed | -$393K |
|
881
Tyler Technologies
TYL
$23.9B
| – | – |
-2,851
| Closed | -$948K |
|
882
Under Armour
UAA
$2.15B
| – | – |
-337,860
| Closed | -$2.81M |
|
883
UFP Industries
UFPI
$5.97B
| – | – |
-12,549
| Closed | -$855K |
|
884
Upstart Holdings
UPST
$6.03B
| – | – |
-6,910
| Closed | -$218K |
|
885
Visteon
VC
$3.5B
| – | – |
-19,751
| Closed | -$2.05M |
|
886
VF Corp
VFC
$6.08B
| – | – |
-308,575
| Closed | -$13.6M |
|
887
VeriSign
VRSN
$26.9B
| – | – |
-7,378
| Closed | -$1.24M |
|
888
Vistra
VST
$70.5B
| – | – |
-23,001
| Closed | -$526K |
|
889
NCR Voyix
VYX
$1.78B
| – | – |
-15,997
| Closed | -$305K |
|
890
Wendy's
WEN
$1.88B
| – | – |
-14,353
| Closed | -$271K |
|
891
Williams-Sonoma
WSM
$24.9B
| – | – |
-226,298
| Closed | -$12.6M |
|
892
XPO
XPO
$15.9B
| – | – |
-160,999
| Closed | -$4.61M |
|
893
Xerox
XRX
$467M
| – | – |
-57,795
| Closed | -$858K |
|
894
Zscaler
ZS
$45B
| – | – |
-11,327
| Closed | -$1.69M |
|
895
Zoetis
ZTS
$66.9B
| – | – |
-14,551
| Closed | -$2.5M |
|
|
LOGC
896
DELISTED
ContextLogic
LOGC
| – | – |
-1,634
| Closed | -$78K |
|
|
VRN
897
DELISTED
Veren
VRN
| – | – |
-109,919
| Closed | -$780K |
|
|
GAP
898
The Gap, Inc.
GAP
$8.98B
| – | – |
-75,123
| Closed | -$619K |
|
|
SIX
899
DELISTED
Six Flags Entertainment Corp.
SIX
| – | – |
-95,409
| Closed | -$2.07M |
|
|
MDC
900
DELISTED
M.D.C. Holdings, Inc.
MDC
| – | – |
-64,719
| Closed | -$2.09M |
|