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 | |
|---|---|---|---|---|---|---|
101
T-Mobile US
TMUS
$284B
| $2.64M | 0.05% |
+31,469
| New | +$2.64M |
|
102
Old Dominion Freight Line
ODFL
$31.7B
| $2.58M | 0.05% |
39,252
-48,450
| -55% | -$3.18M |
|
103
International Flavors & Fragrances
IFF
$16.9B
| $2.57M | 0.05% |
25,145
-12,408
| -33% | -$1.27M |
|
104
TJX Companies
TJX
$155B
| $2.52M | 0.05% |
+52,646
| New | +$2.52M |
|
105
JB Hunt Transport Services
JBHT
$13.9B
| $2.41M | 0.05% |
26,159
-12,851
| -33% | -$1.19M |
|
106
Genuine Parts
GPC
$19.4B
| $2.4M | 0.05% |
35,615
-17,566
| -33% | -$1.18M |
|
107
Progressive
PGR
$143B
| $2.36M | 0.05% |
+32,009
| New | +$2.36M |
|
108
Masco
MAS
$15.9B
| $2.34M | 0.05% |
67,800
-36,323
| -35% | -$1.26M |
|
109
Crown Castle
CCI
$41.9B
| $2.34M | 0.05% |
+16,207
| New | +$2.34M |
|
110
GDS Holdings
GDS
$6.35B
| $2.31M | 0.05% |
39,860
+102
| +0.3% | +$5.91K |
|
111
NVR
NVR
$23.5B
| $2.29M | 0.05% |
891
-458
| -34% | -$1.18M |
|
112
Humana
HUM
$37B
| $2.28M | 0.05% |
+7,267
| New | +$2.28M |
|
113
Chubb
CB
$111B
| $2.2M | 0.04% |
+19,732
| New | +$2.2M |
|
114
Open Text
OTEX
$8.45B
| $2.19M | 0.04% |
63,460
-44
| -0.1% | -$1.52K |
|
115
Kinross Gold
KGC
$26.9B
| $2.17M | 0.04% |
546,636
-95,751
| -15% | -$380K |
|
116
CarMax
KMX
$9.11B
| $2.17M | 0.04% |
40,301
-20,041
| -33% | -$1.08M |
|
117
Celanese
CE
$5.34B
| $2.16M | 0.04% |
29,374
-15,015
| -34% | -$1.1M |
|
118
Waste Management
WM
$88.6B
| $2.16M | 0.04% |
+23,288
| New | +$2.16M |
|
119
Estee Lauder
EL
$32.1B
| $2.12M | 0.04% |
+13,331
| New | +$2.12M |
|
|
SJR
120
DELISTED
Shaw Communications Inc.
SJR
| $2.11M | 0.04% |
131,617
-317
| -0.2% | -$5.08K |
|
121
General Dynamics
GD
$86.8B
| $2.1M | 0.04% |
+15,892
| New | +$2.1M |
|
122
Allegion
ALLE
$14.8B
| $2.1M | 0.04% |
22,827
-11,211
| -33% | -$1.03M |
|
123
Target
TGT
$42.3B
| $2.1M | 0.04% |
+22,556
| New | +$2.1M |
|
124
Colgate-Palmolive
CL
$68.8B
| $2.08M | 0.04% |
+31,361
| New | +$2.08M |
|
125
Advance Auto Parts
AAP
$3.63B
| $2.02M | 0.04% |
21,620
+3,804
| +21% | +$355K |
|