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 | |
|---|---|---|---|---|---|---|
101
Fortive
FTV
$16.2B
| $7.68M | 0.09% | 100,794 +54,210 | +116% | +$4.13M |
|
102
Adobe
ADBE
$151B
| $7.51M | 0.09% | +15,312 | New | +$7.51M |
|
103
PPG Industries
PPG
$25.1B
| $7.49M | 0.09% | 61,342 +6,926 | +13% | +$846K |
|
104
Vulcan Materials
VMC
$38.5B
| $7.31M | 0.09% | 53,943 +28,401 | +111% | +$3.85M |
|
105
DexCom
DXCM
$29.5B
| $7.18M | 0.09% | +17,419 | New | +$7.18M |
|
106
D.R. Horton
DHI
$50.5B
| $7.15M | 0.09% | 94,522 +10,645 | +13% | +$805K |
|
107
Paycom
PAYC
$12.8B
| $7.12M | 0.09% | 22,860 +13,444 | +143% | +$4.18M |
|
108
VF Corp
VFC
$5.91B
| $7.12M | 0.09% | 101,296 +11,649 | +13% | +$818K |
|
109
Weibo
WB
$2.81B
| $7.08M | 0.09% | 194,312 +66,152 | +52% | +$2.41M |
|
110
Roper Technologies
ROP
$56.6B
| $7.01M | 0.08% | 17,734 +10,452 | +144% | +$4.13M |
|
111
Lennar Class A
LEN
$34.5B
| $6.77M | 0.08% | 82,905 +10,914 | +15% | +$891K |
|
112
Zimmer Biomet
ZBH
$21B
| $6.7M | 0.08% | +49,209 | New | +$6.7M |
|
113
Home Depot
HD
$405B
| $6.58M | 0.08% | 23,690 -11,513 | -33% | -$3.2M |
|
114
International Paper
IP
$26.2B
| $6.58M | 0.08% | 162,232 +86,425 | +114% | +$3.5M |
|
115
Domino's
DPZ
$15.6B
| $6.57M | 0.08% | +15,445 | New | +$6.57M |
|
|
LVGO
116
DELISTED
Livongo Health, Inc. Common Stock
LVGO
| $6.51M | 0.08% | +46,494 | New | +$6.51M |
|
117
J.M. Smucker
SJM
$11.8B
| $6.48M | 0.08% | 56,059 +51,908 | +1,250% | +$6M |
|
118
Aptiv
APTV
$17.3B
| $6.44M | 0.08% | 70,199 +11,415 | +19% | +$1.05M |
|
119
Arista Networks
ANET
$172B
| $6.4M | 0.08% | 30,942 +16,340 | +112% | +$3.38M |
|
120
ResMed
RMD
$40.2B
| $6.24M | 0.08% | +36,425 | New | +$6.24M |
|
121
Air Products & Chemicals
APD
$65.5B
| $6.22M | 0.07% | 20,874 +15,840 | +315% | +$4.72M |
|
122
Martin Marietta Materials
MLM
$37.2B
| $5.97M | 0.07% | 25,375 +13,361 | +111% | +$3.14M |
|
123
DuPont de Nemours
DD
$32.2B
| $5.97M | 0.07% | 107,549 +35,264 | +49% | +$1.96M |
|
124
Restaurant Brands International
QSR
$20.8B
| $5.94M | 0.07% | +103,250 | New | +$5.94M |
|
125
McKesson
MCK
$85.4B
| $5.93M | 0.07% | 39,805 +36,150 | +989% | +$5.38M |
|