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 |
UnitedHealth
UNH
|
$5.48M |
| 2 |
McDonald's
MCD
|
$5.38M |
| 3 |
Lockheed Martin
LMT
|
$5.2M |
| 4 |
Philip Morris
PM
|
$4.92M |
| 5 |
PepsiCo
PEP
|
$4.55M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 4% |
| 2 | Financials | 2.7% |
| 3 | Industrials | 1.84% |
| 4 | Materials | 1.48% |
| 5 | Consumer Staples | 1.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Eli Lilly
LLY
$652B
| $3.99M | 0.08% |
+28,770
| New | +$3.99M |
|
77
American Tower
AMT
$92.9B
| $3.96M | 0.08% |
+18,187
| New | +$3.96M |
|
78
Altria Group
MO
$112B
| $3.94M | 0.08% |
+101,832
| New | +$3.94M |
|
79
Bristol-Myers Squibb
BMY
$96B
| $3.85M | 0.08% |
+69,134
| New | +$3.85M |
|
80
Thermo Fisher Scientific
TMO
$186B
| $3.66M | 0.07% |
+12,913
| New | +$3.66M |
|
81
Coca-Cola
KO
$292B
| $3.65M | 0.07% |
+82,584
| New | +$3.65M |
|
82
Procter & Gamble
PG
$375B
| $3.65M | 0.07% |
+33,217
| New | +$3.65M |
|
83
Merck
MRK
$212B
| $3.64M | 0.07% |
+49,575
| New | +$3.64M |
|
84
Cigna
CI
$81.5B
| $3.57M | 0.07% |
+20,141
| New | +$3.57M |
|
85
RTX Corp
RTX
$211B
| $3.55M | 0.07% |
+59,769
| New | +$3.55M |
|
86
Fiserv
FI
$73.4B
| $3.55M | 0.07% |
+37,346
| New | +$3.55M |
|
87
Trip.com Group
TCOM
$47.6B
| $3.49M | 0.07% |
148,640
+4,992
| +3% | +$117K |
|
88
Stryker
SYK
$150B
| $3.34M | 0.07% |
+20,046
| New | +$3.34M |
|
89
Automatic Data Processing
ADP
$120B
| $3.24M | 0.06% |
+23,718
| New | +$3.24M |
|
90
Mondelez International
MDLZ
$79.9B
| $3.14M | 0.06% |
+62,701
| New | +$3.14M |
|
91
Restaurant Brands International
QSR
$20.7B
| $3.14M | 0.06% |
78,793
-134
| -0.2% | -$5.34K |
|
92
Aptiv
APTV
$17.5B
| $3.08M | 0.06% |
62,598
-30,952
| -33% | -$1.52M |
|
93
D.R. Horton
DHI
$54.2B
| $3.07M | 0.06% |
90,231
-44,550
| -33% | -$1.51M |
|
94
Lennar Class A
LEN
$36.7B
| $2.96M | 0.06% |
80,099
-40,014
| -33% | -$1.48M |
|
95
Autohome
ATHM
$3.39B
| $2.9M | 0.06% |
40,874
-7,038
| -15% | -$500K |
|
96
Vipshop
VIPS
$8.45B
| $2.88M | 0.06% |
185,093
-26,998
| -13% | -$421K |
|
97
Pembina Pipeline
PBA
$22.1B
| $2.88M | 0.06% |
155,104
-770
| -0.5% | -$14.3K |
|
98
Magna International
MGA
$12.9B
| $2.87M | 0.06% |
90,816
-856
| -0.9% | -$27K |
|
99
Northrop Grumman
NOC
$83.2B
| $2.77M | 0.06% |
+9,167
| New | +$2.77M |
|
100
Pfizer
PFE
$141B
| $2.75M | 0.05% |
+88,686
| New | +$2.75M |
|