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 | |
|---|---|---|---|---|---|---|
101
Teleflex
TFX
$5.59B
| $13.5M | 0.12% | 32,849 +17,434 | +113% | +$7.18M |
|
102
ServiceNow
NOW
$190B
| $13.4M | 0.12% | 24,417 +6,291 | +35% | +$3.46M |
|
103
Boston Beer
SAM
$2.41B
| $12.7M | 0.11% | 12,759 +7,173 | +128% | +$7.13M |
|
104
Chegg
CHGG
$159M
| $12.5M | 0.11% | 138,656 +79,704 | +135% | +$7.2M |
|
105
Newmont
NEM
$81.7B
| $12.4M | 0.11% | 206,770 +130,884 | +172% | +$7.84M |
|
106
Norfolk Southern
NSC
$62.8B
| $12.3M | 0.11% | 51,969 +456 | +0.9% | +$108K |
|
107
DexCom
DXCM
$29.5B
| $12M | 0.1% | 32,524 +15,105 | +87% | +$5.58M |
|
108
West Pharmaceutical
WST
$17.8B
| $12M | 0.1% | 42,363 +24,718 | +140% | +$7M |
|
109
Charles Schwab
SCHW
$174B
| $11.6M | 0.1% | +219,195 | New | +$11.6M |
|
110
Lamb Weston
LW
$8.02B
| $11.5M | 0.1% | 146,399 +77,510 | +113% | +$6.1M |
|
111
Bright Horizons
BFAM
$6.71B
| $11.3M | 0.1% | 65,546 +37,740 | +136% | +$6.53M |
|
112
Hologic
HOLX
$14.9B
| $11.3M | 0.1% | 154,721 +90,375 | +140% | +$6.58M |
|
113
McKesson
MCK
$85.4B
| $11.2M | 0.1% | 64,265 +24,460 | +61% | +$4.25M |
|
114
Adobe
ADBE
$151B
| $11.2M | 0.1% | 22,302 +6,990 | +46% | +$3.5M |
|
115
Southern Copper
SCCO
$78B
| $11.1M | 0.1% | 170,905 +93,696 | +121% | +$6.1M |
|
116
Gaotu Techedu
GOTU
$950M
| $10.8M | 0.09% | 209,585 +1,984 | +1% | +$103K |
|
117
Cencora
COR
$56.5B
| $10.7M | 0.09% | 109,925 +59,602 | +118% | +$5.83M |
|
118
iQIYI
IQ
$2.55B
| $10.5M | 0.09% | 601,773 +64,348 | +12% | +$1.12M |
|
119
Roper Technologies
ROP
$56.6B
| $10.4M | 0.09% | 24,186 +6,452 | +36% | +$2.78M |
|
120
GE Aerospace
GE
$292B
| $10.2M | 0.09% | 946,581 +781,407 | +473% | +$8.44M |
|
121
Labcorp
LH
$23.1B
| $10M | 0.09% | 49,173 +25,949 | +112% | +$5.28M |
|
122
Darling Ingredients
DAR
$5.37B
| $9.99M | 0.09% | 173,149 +103,757 | +150% | +$5.98M |
|
123
Restaurant Brands International
QSR
$20.8B
| $9.71M | 0.08% | 158,825 +55,575 | +54% | +$3.4M |
|
124
Domino's
DPZ
$15.6B
| $9.69M | 0.08% | 25,278 +9,833 | +64% | +$3.77M |
|
125
US Bancorp
USB
$76B
| $9.61M | 0.08% | +206,354 | New | +$9.61M |
|