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 |
Alphabet (Google) Class A
GOOGL
|
$502M |
| 2 |
NVIDIA
NVDA
|
$394M |
| 3 |
Apple
AAPL
|
$316M |
| 4 |
Amazon
AMZN
|
$189M |
| 5 |
Microsoft
MSFT
|
$161M |
Top Sells
| 1 |
Costco
COST
|
$112M |
| 2 |
Coca-Cola
KO
|
$105M |
| 3 |
Pinduoduo
PDD
|
$104M |
| 4 |
Cisco
CSCO
|
$90M |
| 5 |
Procter & Gamble
PG
|
$87.1M |
Sector Composition
| 1 | Consumer Staples | 18.95% |
| 2 | Healthcare | 17.5% |
| 3 | Technology | 13.07% |
| 4 | Consumer Discretionary | 11.08% |
| 5 | Communication Services | 9.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Marathon Petroleum
MPC
$54.8B
| $48.7M | 0.25% |
241,633
+16,761
| +7% | +$3.38M |
|
77
Spotify
SPOT
$146B
| $46.9M | 0.24% |
177,817
+6,749
| +4% | +$1.78M |
|
78
Zimmer Biomet
ZBH
$20.9B
| $46.8M | 0.24% |
354,903
+35,736
| +11% | +$4.72M |
|
79
Edwards Lifesciences
EW
$47.5B
| $46.4M | 0.23% |
485,667
-417,561
| -46% | -$39.9M |
|
80
Corpay
CPAY
$22.4B
| $45.9M | 0.23% |
148,628
+20,063
| +16% | +$6.19M |
|
81
Restaurant Brands International
QSR
$20.7B
| $44.1M | 0.22% |
554,184
-60,080
| -10% | -$4.78M |
|
82
Progressive
PGR
$143B
| $43.4M | 0.22% |
209,762
-274,465
| -57% | -$56.8M |
|
83
Citigroup
C
$176B
| $42M | 0.21% |
664,458
+124,257
| +23% | +$7.86M |
|
84
Dollar General
DG
$24.1B
| $41.7M | 0.21% |
267,055
-14,448
| -5% | -$2.25M |
|
85
Travelers Companies
TRV
$62B
| $41.4M | 0.21% |
180,042
+127,794
| +245% | +$29.4M |
|
86
Prudential Financial
PRU
$37.2B
| $41.1M | 0.21% |
349,874
+155,859
| +80% | +$18.3M |
|
87
MetLife
MET
$52.9B
| $40.6M | 0.21% |
547,562
-33,235
| -6% | -$2.46M |
|
88
Kellanova
K
$27.8B
| $40.1M | 0.2% |
699,828
+62,124
| +10% | +$3.56M |
|
89
General Mills
GIS
$27B
| $39.6M | 0.2% |
565,377
-398,267
| -41% | -$27.9M |
|
90
Expedia Group
EXPE
$26.6B
| $39.5M | 0.2% |
286,475
+137,348
| +92% | +$18.9M |
|
91
T-Mobile US
TMUS
$284B
| $39.2M | 0.2% |
240,362
-34,972
| -13% | -$5.71M |
|
92
Electronic Arts
EA
$42.2B
| $38.3M | 0.19% |
288,465
+214,337
| +289% | +$28.4M |
|
93
Bristol-Myers Squibb
BMY
$96B
| $38.1M | 0.19% |
703,226
-1,981
| -0.3% | -$107K |
|
94
Church & Dwight Co
CHD
$23.3B
| $37.4M | 0.19% |
359,022
-61,497
| -15% | -$6.41M |
|
95
Lamb Weston
LW
$8.08B
| $37M | 0.19% |
347,041
-52,657
| -13% | -$5.61M |
|
|
BECN
96
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $36.7M | 0.19% |
374,346
+281,066
| +301% | +$27.6M |
|
97
Philip Morris
PM
$251B
| $36.6M | 0.19% |
399,410
-583,837
| -59% | -$53.5M |
|
98
Labcorp
LH
$23.2B
| $36.1M | 0.18% |
165,350
+87,733
| +113% | +$19.2M |
|
99
S&P Global
SPGI
$164B
| $35.2M | 0.18% |
+82,637
| New | +$35.2M |
|
100
Bank of New York Mellon
BK
$73.1B
| $34.8M | 0.18% |
604,233
+262,215
| +77% | +$15.1M |
|