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 |
SPDR S&P 500 ETF Trust
SPY
|
$4.33B |
| 2 |
Lam Research
LRCX
|
$163M |
| 3 |
AT&T
T
|
$118M |
| 4 |
PayPal
PYPL
|
$97M |
| 5 |
eBay
EBAY
|
$92.8M |
Top Sells
| 1 |
Procter & Gamble
PG
|
$195M |
| 2 |
Walmart
WMT
|
$187M |
| 3 |
NVIDIA
NVDA
|
$169M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$143M |
| 5 |
Johnson & Johnson
JNJ
|
$135M |
Sector Composition
| 1 | Technology | 15.76% |
| 2 | Healthcare | 9.26% |
| 3 | Consumer Discretionary | 9.01% |
| 4 | Financials | 8.43% |
| 5 | Communication Services | 8.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Abercrombie & Fitch
ANF
$4.46B
| $41M | 0.19% | 274,143 +148,593 | +118% | +$22.2M |
|
102
Medtronic
MDT
$119B
| $40.8M | 0.19% | 511,349 -71,379 | -12% | -$5.7M |
|
103
Trip.com Group
TCOM
$48.2B
| $40.1M | 0.18% | 584,150 -4,110 | -0.7% | -$282K |
|
104
Synchrony
SYF
$28.4B
| $38.1M | 0.17% | 586,678 +422,800 | +258% | +$27.5M |
|
105
United Therapeutics
UTHR
$13.8B
| $38M | 0.17% | 107,730 +45,975 | +74% | +$16.2M |
|
106
Hartford Financial Services
HIG
$37.2B
| $37.9M | 0.17% | 346,555 +77,608 | +29% | +$8.49M |
|
107
BP
BP
$90.8B
| $37.7M | 0.17% | 1,276,035 +295,760 | +30% | +$8.74M |
|
108
PepsiCo
PEP
$204B
| $37.6M | 0.17% | 247,538 -510,356 | -67% | -$77.6M |
|
109
Snowflake
SNOW
$79.6B
| $37.6M | 0.17% | 243,694 +234,484 | +2,546% | +$36.2M |
|
110
McDonald's
MCD
$224B
| $37.5M | 0.17% | 129,334 -107,299 | -45% | -$31.1M |
|
111
GE Aerospace
GE
$292B
| $37.2M | 0.17% | 222,843 +17,228 | +8% | +$2.87M |
|
112
Uber
UBER
$196B
| $36.9M | 0.17% | 612,308 +484,266 | +378% | +$29.2M |
|
113
Celestica
CLS
$22.4B
| $36.2M | 0.17% | 392,390 +225,636 | +135% | +$20.8M |
|
114
DaVita
DVA
$9.85B
| $35.9M | 0.16% | 239,970 +179,744 | +298% | +$26.9M |
|
115
Vale
VALE
$43.9B
| $35.3M | 0.16% | 3,977,115 +1,941,638 | +95% | +$17.2M |
|
116
VeriSign
VRSN
$25.5B
| $34.6M | 0.16% | 167,086 +29,678 | +22% | +$6.14M |
|
117
iShares MSCI China ETF
MCHI
$7.91B
| $33.9M | 0.16% | 722,482 -10,031 | -1% | -$470K |
|
118
iShares China Large-Cap ETF
FXI
$6.65B
| $32.9M | 0.15% | 1,081,888 -15,770 | -1% | -$480K |
|
119
Agnico Eagle Mines
AEM
$72.4B
| $32.5M | 0.15% | 415,276 +211,108 | +103% | +$16.5M |
|
120
Constellation Brands
STZ
$28.5B
| $29.9M | 0.14% | 135,364 -32,538 | -19% | -$7.19M |
|
121
Ameriprise Financial
AMP
$48.5B
| $29.8M | 0.14% | 56,005 +5,495 | +11% | +$2.93M |
|
122
Dropbox
DBX
$7.84B
| $29.5M | 0.14% | 981,914 +278,902 | +40% | +$8.38M |
|
123
Emcor
EME
$27.8B
| $29.4M | 0.13% | 64,682 +42,519 | +192% | +$19.3M |
|
124
DT Midstream
DTM
$10.6B
| $29.3M | 0.13% | 294,266 +108,960 | +59% | +$10.8M |
|
125
Rio Tinto
RIO
$102B
| $29.1M | 0.13% | 494,747 +239,982 | +94% | +$14.1M |
|