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
|
$230M |
| 2 |
Procter & Gamble
PG
|
$207M |
| 3 |
Johnson & Johnson
JNJ
|
$183M |
| 4 |
Coca-Cola
KO
|
$139M |
| 5 |
PepsiCo
PEP
|
$130M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$498M |
| 2 |
Mondelez International
MDLZ
|
$107M |
| 3 |
Archer Daniels Midland
ADM
|
$40.5M |
| 4 |
General Mills
GIS
|
$40.1M |
| 5 |
WBA
Walgreens Boots Alliance
WBA
|
$39.3M |
Sector Composition
| 1 | Consumer Staples | 28.4% |
| 2 | Healthcare | 17.39% |
| 3 | Consumer Discretionary | 15.01% |
| 4 | Financials | 5.24% |
| 5 | Technology | 4.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Carrier Global
CARR
$54.1B
| $16.4M | 0.11% |
336,646
+23,386
| +7% | +$1.14M |
|
152
Cardinal Health
CAH
$35.7B
| $16.3M | 0.1% |
285,333
+121,240
| +74% | +$6.92M |
|
153
Masco
MAS
$15.5B
| $16.2M | 0.1% |
275,764
+14,713
| +6% | +$867K |
|
154
Pool Corp
POOL
$11.8B
| $15.8M | 0.1% |
34,466
+7,323
| +27% | +$3.36M |
|
155
Agilent Technologies
A
$36.4B
| $15.7M | 0.1% |
+106,234
| New | +$15.7M |
|
156
LKQ Corp
LKQ
$8.31B
| $15.7M | 0.1% |
318,821
+29,168
| +10% | +$1.44M |
|
157
Pultegroup
PHM
$27.2B
| $15.6M | 0.1% |
286,180
+8,148
| +3% | +$445K |
|
158
T Rowe Price
TROW
$24.5B
| $15.5M | 0.1% |
78,130
+10,175
| +15% | +$2.01M |
|
159
Masimo
MASI
$7.77B
| $15.4M | 0.1% |
63,600
+25,147
| +65% | +$6.1M |
|
160
Bank of New York Mellon
BK
$74.4B
| $15.4M | 0.1% |
300,234
-553
| -0.2% | -$28.3K |
|
161
Emerson Electric
EMR
$74.9B
| $15.4M | 0.1% |
+159,777
| New | +$15.4M |
|
|
ABMD
162
DELISTED
Abiomed Inc
ABMD
| $15.3M | 0.1% |
48,921
+17,920
| +58% | +$5.59M |
|
163
Eaton
ETN
$136B
| $15.1M | 0.1% |
+101,747
| New | +$15.1M |
|
164
Southern Copper
SCCO
$81.9B
| $15M | 0.1% |
+245,412
| New | +$15M |
|
165
Dentsply Sirona
XRAY
$2.86B
| $14.9M | 0.1% |
235,771
+98,913
| +72% | +$6.26M |
|
166
Adobe
ADBE
$146B
| $14.9M | 0.1% |
+25,380
| New | +$14.9M |
|
167
Whirlpool
WHR
$5.14B
| $14.7M | 0.09% |
67,381
+3,119
| +5% | +$680K |
|
168
TE Connectivity
TEL
$61.6B
| $14.6M | 0.09% |
+108,137
| New | +$14.6M |
|
169
Vipshop
VIPS
$8.37B
| $14.6M | 0.09% |
724,971
-26,130
| -3% | -$525K |
|
170
Mohawk Industries
MHK
$8.41B
| $14.5M | 0.09% |
75,306
+5,481
| +8% | +$1.05M |
|
171
Casey's General Stores
CASY
$18.5B
| $14.5M | 0.09% |
74,279
+24,557
| +49% | +$4.78M |
|
172
Lennox International
LII
$19.7B
| $14.4M | 0.09% |
40,971
+2,504
| +7% | +$878K |
|
173
Fortune Brands Innovations
FBIN
$7.09B
| $14.1M | 0.09% |
165,536
+2,117
| +1% | +$180K |
|
174
Freshpet
FRPT
$2.6B
| $13.7M | 0.09% |
83,995
+29,632
| +55% | +$4.83M |
|
175
Texas Roadhouse
TXRH
$11.3B
| $13.6M | 0.09% |
141,442
+45,497
| +47% | +$4.38M |
|