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
|
$243M |
| 2 |
Procter & Gamble
PG
|
$205M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$138M |
| 4 |
Coca-Cola
KO
|
$137M |
| 5 |
Johnson & Johnson
JNJ
|
$127M |
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
$442M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$106M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$27.4M |
| 4 |
Tesla
TSLA
|
$15.3M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$11.8M |
Sector Composition
| 1 | Consumer Staples | 23.66% |
| 2 | Consumer Discretionary | 13.07% |
| 3 | Healthcare | 9.52% |
| 4 | Technology | 3.33% |
| 5 | Financials | 3.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Align Technology
ALGN
$10.3B
| $22.2M | 0.19% | 41,559 +23,760 | +133% | +$12.7M |
|
77
Church & Dwight Co
CHD
$22.7B
| $22.1M | 0.19% | 253,255 +132,952 | +111% | +$11.6M |
|
78
Autohome
ATHM
$3.42B
| $22M | 0.19% | 221,093 +8,699 | +4% | +$867K |
|
79
Coca-Cola Europacific Partners
CCEP
$40.4B
| $22M | 0.19% | 441,962 +225,175 | +104% | +$11.2M |
|
80
Snap
SNAP
$12.1B
| $21.6M | 0.19% | 431,247 -164,901 | -28% | -$8.26M |
|
81
Baxter International
BAX
$12.7B
| $21.6M | 0.19% | 268,996 +144,295 | +116% | +$11.6M |
|
82
Wells Fargo
WFC
$263B
| $21.6M | 0.19% | +714,665 | New | +$21.6M |
|
83
Idexx Laboratories
IDXX
$51.8B
| $21.4M | 0.18% | 42,737 +21,984 | +106% | +$11M |
|
84
United Parcel Service
UPS
$74.1B
| $20.9M | 0.18% | 124,255 -2,607 | -2% | -$439K |
|
85
Tencent Music
TME
$37.8B
| $20.8M | 0.18% | 1,083,467 +60,182 | +6% | +$1.16M |
|
86
Morgan Stanley
MS
$240B
| $19.8M | 0.17% | +289,546 | New | +$19.8M |
|
87
Kroger
KR
$44.9B
| $18.6M | 0.16% | 585,748 +288,434 | +97% | +$9.16M |
|
88
Conagra Brands
CAG
$9.16B
| $18.3M | 0.16% | 503,501 +263,343 | +110% | +$9.55M |
|
89
Huazhu Hotels Group
HTHT
$11.3B
| $18.2M | 0.16% | 403,440 -74,678 | -16% | -$3.36M |
|
90
Zai Lab
ZLAB
$3.68B
| $17.9M | 0.15% | 132,224 +25,455 | +24% | +$3.45M |
|
91
XPeng
XPEV
$20B
| $17.3M | 0.15% | 403,044 +379,455 | +1,609% | +$16.3M |
|
92
Goldman Sachs
GS
$226B
| $17.3M | 0.15% | +65,417 | New | +$17.3M |
|
93
Zimmer Biomet
ZBH
$21B
| $16.6M | 0.14% | 107,485 +58,276 | +118% | +$8.98M |
|
94
Darden Restaurants
DRI
$24.1B
| $16.4M | 0.14% | 137,372 +79,450 | +137% | +$9.46M |
|
95
ResMed
RMD
$40.2B
| $15.8M | 0.14% | 74,279 +37,854 | +104% | +$8.05M |
|
96
CSX Corp
CSX
$60.6B
| $15.3M | 0.13% | 168,666 +51,964 | +45% | +$4.72M |
|
97
Workday
WDAY
$61.6B
| $15.1M | 0.13% | 62,889 -33,709 | -35% | -$8.08M |
|
98
Union Pacific
UNP
$133B
| $14.9M | 0.13% | 71,573 +31,812 | +80% | +$6.62M |
|
99
Blackrock
BLK
$175B
| $14.4M | 0.12% | +19,917 | New | +$14.4M |
|
100
J.M. Smucker
SJM
$11.8B
| $13.6M | 0.12% | 117,291 +61,232 | +109% | +$7.08M |
|