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
|
$230M |
| 2 |
Procter & Gamble
PG
|
$207M |
| 3 |
Johnson & Johnson
JNJ
|
$183M |
| 4 |
Coca-Cola
KO
|
$139M |
| 5 |
PepsiCo
PEP
|
$130M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$498M |
| 2 |
Mondelez International
MDLZ
|
$107M |
| 3 |
Archer Daniels Midland
ADM
|
$40.5M |
| 4 |
General Mills
GIS
|
$40.1M |
| 5 |
WBA
Walgreens Boots Alliance
WBA
|
$39.3M |
Sector Composition
| 1 | Consumer Staples | 28.4% |
| 2 | Healthcare | 17.39% |
| 3 | Consumer Discretionary | 15.01% |
| 4 | Financials | 5.24% |
| 5 | Technology | 4.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Trip.com Group
TCOM
$47B
| $26.7M | 0.17% |
752,982
-12,706
| -2% | -$451K |
|
102
Deere & Co
DE
$127B
| $26.6M | 0.17% |
+75,426
| New | +$26.6M |
|
|
ATVI
103
DELISTED
Activision Blizzard Inc.
ATVI
| $26.5M | 0.17% |
+277,637
| New | +$26.5M |
|
104
Ecolab
ECL
$77.9B
| $26.3M | 0.17% |
127,618
+8,669
| +7% | +$1.79M |
|
105
Applied Materials
AMAT
$126B
| $25.9M | 0.17% |
+182,210
| New | +$25.9M |
|
106
J.M. Smucker
SJM
$12B
| $25.7M | 0.17% |
198,599
+73,729
| +59% | +$9.55M |
|
107
McKesson
MCK
$86.3B
| $25.7M | 0.16% |
134,338
+74,547
| +125% | +$14.3M |
|
108
GoodRx Holdings
GDRX
$1.47B
| $25.6M | 0.16% |
+711,678
| New | +$25.6M |
|
109
Truist Financial
TFC
$60.1B
| $25.4M | 0.16% |
457,369
+38,116
| +9% | +$2.12M |
|
110
Li Auto
LI
$24.5B
| $25.3M | 0.16% |
723,563
+511,413
| +241% | +$17.9M |
|
111
Newmont
NEM
$82B
| $25.1M | 0.16% |
395,880
+389,210
| +5,835% | +$24.7M |
|
112
Cencora
COR
$57.2B
| $24.5M | 0.16% |
214,367
+99,908
| +87% | +$11.4M |
|
113
Ford
F
$46.5B
| $23.9M | 0.15% |
1,608,812
+10,568
| +0.7% | +$157K |
|
114
Lam Research
LRCX
$127B
| $23.8M | 0.15% |
+365,060
| New | +$23.8M |
|
115
XPeng
XPEV
$18.8B
| $23.6M | 0.15% |
531,328
+19,822
| +4% | +$881K |
|
116
Air Products & Chemicals
APD
$64.3B
| $23.1M | 0.15% |
+80,241
| New | +$23.1M |
|
117
Boston Beer
SAM
$2.42B
| $23M | 0.15% |
22,561
+7,438
| +49% | +$7.59M |
|
118
Labcorp
LH
$22.7B
| $22.9M | 0.15% |
96,764
+42,852
| +79% | +$10.2M |
|
119
Chegg
CHGG
$165M
| $22.9M | 0.15% |
275,669
+103,174
| +60% | +$8.57M |
|
120
CarMax
KMX
$9.05B
| $22.5M | 0.14% |
174,482
+15,132
| +9% | +$1.95M |
|
121
Autodesk
ADSK
$67.7B
| $22.4M | 0.14% |
+76,787
| New | +$22.4M |
|
122
Steris
STE
$23.9B
| $22.2M | 0.14% |
107,783
+51,884
| +93% | +$10.7M |
|
123
NovoCure
NVCR
$1.33B
| $21.4M | 0.14% |
+96,642
| New | +$21.4M |
|
124
Freeport-McMoran
FCX
$65.5B
| $21M | 0.13% |
565,743
+556,989
| +6,363% | +$20.7M |
|
125
Hologic
HOLX
$14.6B
| $20.7M | 0.13% |
309,749
+129,050
| +71% | +$8.61M |
|