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 | |
|---|---|---|---|---|---|---|
926
Spotify
SPOT
$146B
| – | – |
-14,586
| Closed | -$1.26M |
|
927
Sensata Technologies
ST
$4.66B
| – | – |
-17,271
| Closed | -$644K |
|
928
Stantec
STN
$12.3B
| – | – |
-16,309
| Closed | -$719K |
|
929
Teck Resources
TECK
$16.8B
| – | – |
-399,985
| Closed | -$12.2M |
|
930
TE Connectivity
TEL
$61.7B
| – | – |
-65,105
| Closed | -$7.19M |
|
931
Teradyne
TER
$19.1B
| – | – |
-10,870
| Closed | -$817K |
|
932
Terex
TEX
$3.47B
| – | – |
-120,564
| Closed | -$3.59M |
|
933
Travel + Leisure Co
TNL
$4.08B
| – | – |
-11,458
| Closed | -$391K |
|
934
Trex
TREX
$6.93B
| – | – |
-4,890
| Closed | -$215K |
|
935
Trimble
TRMB
$19.2B
| – | – |
-44,755
| Closed | -$2.43M |
|
936
Texas Instruments
TXN
$171B
| – | – |
-14,972
| Closed | -$2.32M |
|
937
Textron
TXT
$14.5B
| – | – |
-35,851
| Closed | -$2.09M |
|
938
Unity
U
$18.5B
| – | – |
-37,942
| Closed | -$1.21M |
|
939
United Airlines
UAL
$34.5B
| – | – |
-30,242
| Closed | -$984K |
|
940
U-Haul Holding Co
UHAL
$11.2B
| – | – |
-4,250
| Closed | -$216K |
|
941
Ubiquiti
UI
$34.9B
| – | – |
-10,904
| Closed | -$3.2M |
|
942
Ulta Beauty
ULTA
$23.1B
| – | – |
-3,545
| Closed | -$1.42M |
|
943
United Parcel Service
UPS
$72.1B
| – | – |
-2,419
| Closed | -$391K |
|
944
VICI Properties
VICI
$35.8B
| – | – |
-15,358
| Closed | -$458K |
|
945
Western Digital
WDC
$31.9B
| – | – |
-153,293
| Closed | -$3.77M |
|
946
Whirlpool
WHR
$5.28B
| – | – |
-2,976
| Closed | -$401K |
|
947
Wolfspeed
WOLF
$196M
| – | – |
-6,772
| Closed | -$700K |
|
948
Worthington Enterprises
WOR
$3.24B
| – | – |
-13,398
| Closed | -$315K |
|
949
Wolverine World Wide
WWW
$2.59B
| – | – |
-251,723
| Closed | -$3.87M |
|
950
Wynn Resorts
WYNN
$12.6B
| – | – |
-17,023
| Closed | -$1.07M |
|