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 |
Visa
V
|
$129M |
| 2 |
Mondelez International
MDLZ
|
$127M |
| 3 |
Johnson & Johnson
JNJ
|
$62.1M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$46.1M |
| 5 |
Microsoft
MSFT
|
$45.3M |
Top Sells
| 1 |
Medtronic
MDT
|
$225M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$136M |
| 3 |
Walmart
WMT
|
$86.6M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$85.9M |
| 5 |
JPMorgan Chase
JPM
|
$79.6M |
Sector Composition
| 1 | Consumer Staples | 29.72% |
| 2 | Healthcare | 20.65% |
| 3 | Consumer Discretionary | 10.85% |
| 4 | Financials | 7.63% |
| 5 | Technology | 4.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1026
Pool Corp
POOL
$12.4B
| – | – |
-28,266
| Closed | -$9.93M |
|
1027
PPG Industries
PPG
$24.8B
| – | – |
-166,082
| Closed | -$19M |
|
1028
Prudential Financial
PRU
$37.2B
| – | – |
-136,400
| Closed | -$13.1M |
|
1029
Phillips 66
PSX
$53.2B
| – | – |
-17,164
| Closed | -$1.41M |
|
1030
Peloton Interactive
PTON
$3.27B
| – | – |
-26,025
| Closed | -$239K |
|
|
RDFN
1031
DELISTED
Redfin
RDFN
| – | – |
-516,744
| Closed | -$4.26M |
|
1032
RH
RH
$4.7B
| – | – |
-28,145
| Closed | -$5.97M |
|
1033
Rivian
RIVN
$17.2B
| – | – |
-62,818
| Closed | -$1.62M |
|
1034
Ralph Lauren
RL
$18.9B
| – | – |
-72,704
| Closed | -$6.52M |
|
1035
Rockwell Automation
ROK
$38.2B
| – | – |
-8,300
| Closed | -$1.65M |
|
1036
RPM International
RPM
$16.2B
| – | – |
-90,549
| Closed | -$7.13M |
|
1037
Reliance Steel & Aluminium
RS
$15.7B
| – | – |
-31,004
| Closed | -$5.27M |
|
1038
Rayonier
RYN
$4.12B
| – | – |
-22,573
| Closed | -$803K |
|
1039
Sabre
SABR
$675M
| – | – |
-22,254
| Closed | -$130K |
|
1040
SolarEdge
SEDG
$2.04B
| – | – |
-4,162
| Closed | -$1.14M |
|
1041
Sherwin-Williams
SHW
$92.9B
| – | – |
-62,336
| Closed | -$14M |
|
1042
SI-BONE Inc
SIBN
$703M
| – | – |
-48,861
| Closed | -$645K |
|
1043
Snap-on
SNA
$17.1B
| – | – |
-1,388
| Closed | -$273K |
|
1044
Snap
SNAP
$12.4B
| – | – |
-531,415
| Closed | -$6.98M |
|
1045
Synopsys
SNPS
$111B
| – | – |
-10,396
| Closed | -$3.16M |
|