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 |
Walmart
WMT
|
$195M |
| 2 |
Procter & Gamble
PG
|
$170M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$134M |
| 4 |
Alibaba
BABA
|
$113M |
| 5 |
Coca-Cola
KO
|
$100M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$360M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$353M |
| 3 |
iShares China Large-Cap ETF
FXI
|
$45.8M |
| 4 |
iShares MSCI China ETF
MCHI
|
$44.4M |
| 5 |
iShares MSCI South Korea ETF
EWY
|
$14.6M |
Sector Composition
| 1 | Consumer Staples | 15.06% |
| 2 | Consumer Discretionary | 13.12% |
| 3 | Healthcare | 5.46% |
| 4 | Industrials | 3.08% |
| 5 | Communication Services | 2.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
lululemon athletica
LULU
$24.2B
| $11.2M | 0.13% | 33,877 +3,850 | +13% | +$1.27M |
|
77
Kellanova
K
$27.6B
| $11.1M | 0.13% | +171,336 | New | +$11.1M |
|
78
Norfolk Southern
NSC
$62.8B
| $11M | 0.13% | 51,513 +18,380 | +55% | +$3.93M |
|
79
Lowe's Companies
LOW
$145B
| $10.8M | 0.13% | 65,196 -37,449 | -36% | -$6.21M |
|
80
Sherwin-Williams
SHW
$91.2B
| $10.8M | 0.13% | 15,509 -6,085 | -28% | -$4.24M |
|
|
CERN
81
DELISTED
Cerner Corp
CERN
| $10.6M | 0.13% | 147,077 +136,001 | +1,228% | +$9.83M |
|
82
Tyson Foods
TSN
$20.2B
| $10.6M | 0.13% | 177,887 +164,600 | +1,239% | +$9.79M |
|
83
Bilibili
BILI
$9.6B
| $10.5M | 0.13% | +252,679 | New | +$10.5M |
|
84
Dollar Tree
DLTR
$22.8B
| $10.4M | 0.13% | 113,886 +107,268 | +1,621% | +$9.8M |
|
85
Fastenal
FAST
$57B
| $10.3M | 0.12% | 227,503 +117,018 | +106% | +$5.28M |
|
86
Kroger
KR
$44.9B
| $10.1M | 0.12% | 297,314 +269,062 | +952% | +$9.12M |
|
87
Baxter International
BAX
$12.7B
| $10M | 0.12% | +124,701 | New | +$10M |
|
88
RingCentral
RNG
$2.76B
| $9.64M | 0.12% | 35,099 +21,474 | +158% | +$5.9M |
|
89
HCA Healthcare
HCA
$94.5B
| $9.08M | 0.11% | 72,785 +60,482 | +492% | +$7.54M |
|
90
CSX Corp
CSX
$60.6B
| $9.06M | 0.11% | 116,702 +42,298 | +57% | +$3.29M |
|
|
JOYY
91
JOYY Inc. American Depositary Shares
JOYY
$2.78B
| $8.91M | 0.11% | 110,414 +36,957 | +50% | +$2.98M |
|
92
Zai Lab
ZLAB
$3.68B
| $8.88M | 0.11% | 106,769 +42,932 | +67% | +$3.57M |
|
93
ServiceNow
NOW
$190B
| $8.79M | 0.11% | 18,126 +13,780 | +317% | +$6.68M |
|
94
Weyerhaeuser
WY
$18.7B
| $8.78M | 0.11% | 307,758 +163,760 | +114% | +$4.67M |
|
95
Conagra Brands
CAG
$9.16B
| $8.58M | 0.1% | 240,158 +222,369 | +1,250% | +$7.94M |
|
96
Coca-Cola Europacific Partners
CCEP
$40.4B
| $8.41M | 0.1% | +216,787 | New | +$8.41M |
|
97
Idexx Laboratories
IDXX
$51.8B
| $8.16M | 0.1% | +20,753 | New | +$8.16M |
|
98
Johnson Controls International
JCI
$69.9B
| $7.9M | 0.1% | 193,385 +25,136 | +15% | +$1.03M |
|
99
Union Pacific
UNP
$133B
| $7.83M | 0.09% | 39,761 +29,314 | +281% | +$5.77M |
|
100
Trane Technologies
TT
$92.5B
| $7.71M | 0.09% | 63,543 +8,355 | +15% | +$1.01M |
|