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 | |
|---|---|---|---|---|---|---|
126
NVIDIA
NVDA
$4.24T
| $9.46M | 0.08% | 18,107 +11,476 | +173% | +$5.99M |
|
127
Aramark
ARMK
$10.3B
| $9.43M | 0.08% | 245,100 +128,229 | +110% | +$4.93M |
|
|
JOYY
128
JOYY Inc. American Depositary Shares
JOYY
$2.78B
| $9.43M | 0.08% | 117,909 +7,495 | +7% | +$599K |
|
129
Steris
STE
$24.1B
| $9.33M | 0.08% | 49,231 +27,966 | +132% | +$5.3M |
|
130
Freeport-McMoran
FCX
$63.7B
| $9.33M | 0.08% | 358,588 +221,370 | +161% | +$5.76M |
|
131
Cooper Companies
COO
$13.4B
| $9.28M | 0.08% | 25,532 +12,998 | +104% | +$4.72M |
|
132
RingCentral
RNG
$2.76B
| $9.12M | 0.08% | 24,067 -11,032 | -31% | -$4.18M |
|
133
Air Products & Chemicals
APD
$65.5B
| $9.07M | 0.08% | 33,207 +12,333 | +59% | +$3.37M |
|
134
Aon
AON
$79.1B
| $8.9M | 0.08% | +42,140 | New | +$8.9M |
|
135
Weyerhaeuser
WY
$18.7B
| $8.9M | 0.08% | 265,502 -42,256 | -14% | -$1.42M |
|
136
Lufax Holding
LU
$2.55B
| $8.77M | 0.08% | +617,670 | New | +$8.77M |
|
137
PNC Financial Services
PNC
$81.7B
| $8.68M | 0.08% | +58,222 | New | +$8.68M |
|
|
ATVI
138
DELISTED
Activision Blizzard Inc.
ATVI
| $8.65M | 0.07% | 93,185 +34,591 | +59% | +$3.21M |
|
139
Weibo
WB
$2.81B
| $8.5M | 0.07% | 207,473 +13,161 | +7% | +$539K |
|
140
Autodesk
ADSK
$67.3B
| $8.49M | 0.07% | 27,818 +7,094 | +34% | +$2.17M |
|
141
Deere & Co
DE
$129B
| $8.47M | 0.07% | 31,479 +10,297 | +49% | +$2.77M |
|
142
Alphabet (Google) Class A
GOOGL
$2.57T
| $8.47M | 0.07% | +4,830 | New | +$8.47M |
|
143
Truist Financial
TFC
$60.4B
| $8.44M | 0.07% | +176,184 | New | +$8.44M |
|
144
Masimo
MASI
$7.59B
| $8.42M | 0.07% | 31,380 +18,149 | +137% | +$4.87M |
|
|
ABMD
145
DELISTED
Abiomed Inc
ABMD
| $8.4M | 0.07% | 25,917 +15,226 | +142% | +$4.94M |
|
146
Molson Coors Class B
TAP
$9.98B
| $8.21M | 0.07% | 181,626 +88,122 | +94% | +$3.98M |
|
147
Applied Materials
AMAT
$128B
| $8.18M | 0.07% | 94,726 +29,304 | +45% | +$2.53M |
|
148
Beyond Meat
BYND
$192M
| $8.13M | 0.07% | 65,071 +34,146 | +110% | +$4.27M |
|
149
Quest Diagnostics
DGX
$20.3B
| $8.07M | 0.07% | 67,743 +34,860 | +106% | +$4.15M |
|
150
Southwest Airlines
LUV
$17.3B
| $8.03M | 0.07% | +172,248 | New | +$8.03M |
|