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 | |
|---|---|---|---|---|---|---|
151
Cardinal Health
CAH
$35.5B
| $8.01M | 0.07% | 149,616 +78,954 | +112% | +$4.23M |
|
152
Lam Research
LRCX
$127B
| $7.96M | 0.07% | 16,853 +6,121 | +57% | +$2.89M |
|
|
SPLK
153
DELISTED
Splunk Inc
SPLK
| $7.85M | 0.07% | 46,198 -19,220 | -29% | -$3.27M |
|
154
Qualcomm
QCOM
$173B
| $7.8M | 0.07% | 51,180 +42,547 | +493% | +$6.48M |
|
155
CrowdStrike
CRWD
$106B
| $7.51M | 0.07% | +35,453 | New | +$7.51M |
|
156
Guardant Health
GH
$8.41B
| $7.27M | 0.06% | 56,367 +32,496 | +136% | +$4.19M |
|
157
Marriott International Class A Common Stock
MAR
$72.7B
| $7.25M | 0.06% | +54,984 | New | +$7.25M |
|
158
Casey's General Stores
CASY
$18.4B
| $7.24M | 0.06% | 40,537 +23,051 | +132% | +$4.12M |
|
159
FedEx
FDX
$54.5B
| $7.15M | 0.06% | 27,541 +4,654 | +20% | +$1.21M |
|
160
US Foods
USFD
$17.5B
| $7.09M | 0.06% | 212,942 +112,390 | +112% | +$3.74M |
|
161
Fastenal
FAST
$57B
| $7.09M | 0.06% | 145,157 -82,346 | -36% | -$4.02M |
|
162
United Rentals
URI
$61.5B
| $6.94M | 0.06% | 29,944 +197 | +0.7% | +$45.7K |
|
163
Arista Networks
ANET
$172B
| $6.91M | 0.06% | 23,771 -7,171 | -23% | -$2.08M |
|
164
Micron Technology
MU
$133B
| $6.86M | 0.06% | 91,214 +30,821 | +51% | +$2.32M |
|
165
Hilton Worldwide
HLT
$64.9B
| $6.84M | 0.06% | +61,510 | New | +$6.84M |
|
166
Illinois Tool Works
ITW
$77.1B
| $6.82M | 0.06% | 33,451 +10,130 | +43% | +$2.07M |
|
|
VMW
167
DELISTED
VMware, Inc
VMW
| $6.8M | 0.06% | 48,452 +16,983 | +54% | +$2.38M |
|
168
Cisco
CSCO
$274B
| $6.54M | 0.06% | +146,184 | New | +$6.54M |
|
169
Helen of Troy
HELE
$564M
| $6.44M | 0.06% | 28,968 +15,903 | +122% | +$3.53M |
|
170
Fortive
FTV
$16.2B
| $6.42M | 0.06% | 90,630 -10,164 | -10% | -$720K |
|
171
Caterpillar
CAT
$196B
| $6.38M | 0.06% | 35,021 +10,539 | +43% | +$1.92M |
|
172
Bank of New York Mellon
BK
$74.5B
| $6.26M | 0.05% | +147,431 | New | +$6.26M |
|
173
Meta Platforms (Facebook)
META
$1.86T
| $6.22M | 0.05% | +22,770 | New | +$6.22M |
|
174
Electronic Arts
EA
$43B
| $6.13M | 0.05% | 42,686 +15,398 | +56% | +$2.21M |
|
175
Freshpet
FRPT
$2.72B
| $6.1M | 0.05% | 42,953 +23,461 | +120% | +$3.33M |
|