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 |
Alibaba
BABA
|
$116M |
| 2 |
Procter & Gamble
PG
|
$82.1M |
| 3 |
PepsiCo
PEP
|
$64.7M |
| 4 |
Johnson & Johnson
JNJ
|
$58.8M |
| 5 |
McDonald's
MCD
|
$58.7M |
Top Sells
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$548M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$328M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$327M |
| 4 |
Walmart
WMT
|
$317M |
| 5 |
Danaher
DHR
|
$227M |
Sector Composition
| 1 | Consumer Staples | 28.01% |
| 2 | Consumer Discretionary | 17.74% |
| 3 | Healthcare | 17.12% |
| 4 | Industrials | 3.49% |
| 5 | Financials | 3.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Insulet
PODD
$24.5B
| $20.2M | 0.12% |
75,754
+12,337
| +19% | +$3.28M |
|
127
Lamb Weston
LW
$8.08B
| $19.8M | 0.11% |
311,816
+28,518
| +10% | +$1.81M |
|
128
Bristol-Myers Squibb
BMY
$96B
| $19.7M | 0.11% |
315,455
+110,359
| +54% | +$6.88M |
|
129
American Tower
AMT
$92.9B
| $19.6M | 0.11% |
67,032
+52,143
| +350% | +$15.3M |
|
130
Genuine Parts
GPC
$19.4B
| $19.2M | 0.11% |
136,832
-76,174
| -36% | -$10.7M |
|
131
Huazhu Hotels Group
HTHT
$11.5B
| $18.1M | 0.11% |
484,337
+92,034
| +23% | +$3.44M |
|
132
Celanese
CE
$5.34B
| $18M | 0.1% |
107,112
-61,627
| -37% | -$10.4M |
|
133
Molson Coors Class B
TAP
$9.96B
| $18M | 0.1% |
387,490
+156,762
| +68% | +$7.27M |
|
134
Canadian Pacific Kansas City
CP
$70.3B
| $17.7M | 0.1% |
245,457
+87,555
| +55% | +$6.31M |
|
|
ABMD
135
DELISTED
Abiomed Inc
ABMD
| $17.6M | 0.1% |
48,998
+2,451
| +5% | +$880K |
|
136
Teleflex
TFX
$5.78B
| $16.9M | 0.1% |
51,513
+22,923
| +80% | +$7.53M |
|
137
Cardinal Health
CAH
$35.7B
| $16.7M | 0.1% |
324,609
+29,349
| +10% | +$1.51M |
|
138
Masco
MAS
$15.9B
| $16.7M | 0.1% |
237,704
-140,317
| -37% | -$9.85M |
|
139
Masimo
MASI
$8B
| $16.6M | 0.1% |
56,836
+83
| +0.1% | +$24.3K |
|
140
Canadian National Railway
CNI
$60.3B
| $16.5M | 0.1% |
133,904
-2,599
| -2% | -$320K |
|
141
LKQ Corp
LKQ
$8.33B
| $16.4M | 0.1% |
273,950
-166,333
| -38% | -$9.98M |
|
142
Omnicell
OMCL
$1.47B
| $16.3M | 0.09% |
90,384
+15,368
| +20% | +$2.77M |
|
143
RTX Corp
RTX
$211B
| $16M | 0.09% |
+186,232
| New | +$16M |
|
144
Bright Horizons
BFAM
$6.64B
| $15.8M | 0.09% |
125,438
+8,392
| +7% | +$1.06M |
|
145
Dentsply Sirona
XRAY
$2.92B
| $15.8M | 0.09% |
282,660
+43,784
| +18% | +$2.44M |
|
146
Advance Auto Parts
AAP
$3.63B
| $15.4M | 0.09% |
64,256
-33,106
| -34% | -$7.94M |
|
147
PNC Financial Services
PNC
$80.5B
| $15.2M | 0.09% |
75,956
-91,621
| -55% | -$18.4M |
|
148
US Bancorp
USB
$75.9B
| $14.9M | 0.09% |
265,304
-319,261
| -55% | -$17.9M |
|
149
Casey's General Stores
CASY
$18.8B
| $14.8M | 0.09% |
74,764
+3,507
| +5% | +$692K |
|
150
Marsh & McLennan
MMC
$100B
| $14.7M | 0.09% |
84,697
+59,328
| +234% | +$10.3M |
|