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
|
$195M |
| 2 |
Procter & Gamble
PG
|
$170M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$134M |
| 4 |
Alibaba
BABA
|
$113M |
| 5 |
Coca-Cola
KO
|
$100M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$360M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$353M |
| 3 |
iShares China Large-Cap ETF
FXI
|
$45.8M |
| 4 |
iShares MSCI China ETF
MCHI
|
$44.4M |
| 5 |
iShares MSCI South Korea ETF
EWY
|
$14.6M |
Sector Composition
| 1 | Consumer Staples | 15.06% |
| 2 | Consumer Discretionary | 13.12% |
| 3 | Healthcare | 5.46% |
| 4 | Industrials | 3.08% |
| 5 | Communication Services | 2.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
151
iShares MSCI South Korea ETF
EWY
$5.22B
| $4.52M | 0.05% |
69,171
-223,121
| -76% | -$14.6M |
|
152
Illinois Tool Works
ITW
$77.6B
| $4.51M | 0.05% |
23,321
+18,969
| +436% | +$3.67M |
|
|
ZEN
153
DELISTED
ZENDESK INC
ZEN
| $4.5M | 0.05% |
43,691
+26,068
| +148% | +$2.68M |
|
154
C.H. Robinson
CHRW
$14.9B
| $4.41M | 0.05% |
43,116
+22,945
| +114% | +$2.34M |
|
155
Labcorp
LH
$23.2B
| $4.37M | 0.05% |
27,033
+22,888
| +552% | +$3.7M |
|
156
Hologic
HOLX
$14.8B
| $4.28M | 0.05% |
+64,346
| New | +$4.28M |
|
157
Bright Horizons
BFAM
$6.64B
| $4.23M | 0.05% |
+27,806
| New | +$4.23M |
|
158
Cooper Companies
COO
$13.5B
| $4.23M | 0.05% |
+50,136
| New | +$4.23M |
|
159
Packaging Corp of America
PKG
$19.8B
| $4.21M | 0.05% |
38,624
+20,328
| +111% | +$2.22M |
|
160
Chegg
CHGG
$185M
| $4.21M | 0.05% |
+58,952
| New | +$4.21M |
|
|
MOMO
161
Hello Group
MOMO
$1.37B
| $3.99M | 0.05% |
289,955
+92,862
| +47% | +$1.28M |
|
|
JOBS
162
DELISTED
51job, Inc.
JOBS
| $3.94M | 0.05% |
50,572
+15,530
| +44% | +$1.21M |
|
163
CarMax
KMX
$9.11B
| $3.92M | 0.05% |
42,673
+5,043
| +13% | +$463K |
|
164
NVR
NVR
$23.5B
| $3.92M | 0.05% |
960
+109
| +13% | +$445K |
|
165
Applied Materials
AMAT
$130B
| $3.89M | 0.05% |
65,422
+52,356
| +401% | +$3.11M |
|
166
Quest Diagnostics
DGX
$20.5B
| $3.77M | 0.05% |
32,883
+28,005
| +574% | +$3.21M |
|
167
Steris
STE
$24.2B
| $3.75M | 0.05% |
+21,265
| New | +$3.75M |
|
168
Masco
MAS
$15.9B
| $3.73M | 0.04% |
67,721
+7,176
| +12% | +$396K |
|
169
HubSpot
HUBS
$25.7B
| $3.68M | 0.04% |
12,597
+8,097
| +180% | +$2.37M |
|
170
Toro Company
TTC
$7.99B
| $3.67M | 0.04% |
43,685
+22,994
| +111% | +$1.93M |
|
171
Caterpillar
CAT
$198B
| $3.65M | 0.04% |
+24,482
| New | +$3.65M |
|
172
Bath & Body Works
BBWI
$6.06B
| $3.65M | 0.04% |
141,922
+75,551
| +114% | +$1.94M |
|
173
Genuine Parts
GPC
$19.4B
| $3.65M | 0.04% |
38,322
+5,018
| +15% | +$478K |
|
174
NVIDIA
NVDA
$4.07T
| $3.59M | 0.04% |
+265,240
| New | +$3.59M |
|
175
HUTCHMED
HCM
$2.74B
| $3.58M | 0.04% |
110,905
+36,259
| +49% | +$1.17M |
|