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 | |
|---|---|---|---|---|---|---|
876
Corning
GLW
$61B
| – | – |
-331,687
| Closed | -$9.63M |
|
877
Garmin
GRMN
$45.7B
| – | – |
-4,057
| Closed | -$326K |
|
878
Gray Television
GTN
$625M
| – | – |
-209,282
| Closed | -$3M |
|
879
Guidewire Software
GWRE
$22B
| – | – |
-9,747
| Closed | -$600K |
|
880
Halliburton
HAL
$18.8B
| – | – |
-99,236
| Closed | -$2.44M |
|
881
Home Depot
HD
$417B
| – | – |
-1,537
| Closed | -$424K |
|
882
Hilton Worldwide
HLT
$64B
| – | – |
-5,188
| Closed | -$626K |
|
883
Harley-Davidson
HOG
$3.67B
| – | – |
-7,231
| Closed | -$252K |
|
884
Host Hotels & Resorts
HST
$12B
| – | – |
-11,110
| Closed | -$176K |
|
885
Howmet Aerospace
HWM
$71.8B
| – | – |
-166,058
| Closed | -$5.14M |
|
886
Intercontinental Exchange
ICE
$99.8B
| – | – |
-215,352
| Closed | -$19.5M |
|
887
Interpublic Group of Companies
IPG
$9.94B
| – | – |
-16,348
| Closed | -$419K |
|
888
IPG Photonics
IPGP
$3.56B
| – | – |
-8,998
| Closed | -$759K |
|
889
Ingersoll Rand
IR
$32.2B
| – | – |
-25,567
| Closed | -$1.11M |
|
|
JNPR
890
DELISTED
Juniper Networks
JNPR
| – | – |
-29,844
| Closed | -$780K |
|
891
Keysight
KEYS
$28.9B
| – | – |
-28,544
| Closed | -$4.49M |
|
892
OrthoPediatrics
KIDS
$524M
| – | – |
-21,888
| Closed | -$1.01M |
|
893
KLA
KLAC
$119B
| – | – |
-22,288
| Closed | -$6.75M |
|
894
Kohl's
KSS
$1.86B
| – | – |
-15,116
| Closed | -$380K |
|
895
Lincoln Electric
LECO
$13.5B
| – | – |
-6,358
| Closed | -$799K |
|
896
Linde
LIN
$220B
| – | – |
-39,759
| Closed | -$10.7M |
|
897
Lincoln National
LNC
$7.98B
| – | – |
-9,447
| Closed | -$415K |
|
898
Lowe's Companies
LOW
$151B
| – | – |
-5,721
| Closed | -$1.07M |
|
899
Pulmonx
LUNG
$70.9M
| – | – |
-52,412
| Closed | -$873K |
|
900
Las Vegas Sands
LVS
$36.9B
| – | – |
-54,948
| Closed | -$2.06M |
|