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 |
Visa
V
|
$129M |
| 2 |
Mondelez International
MDLZ
|
$127M |
| 3 |
Johnson & Johnson
JNJ
|
$62.1M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$46.1M |
| 5 |
Microsoft
MSFT
|
$45.3M |
Top Sells
| 1 |
Medtronic
MDT
|
$225M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$136M |
| 3 |
Walmart
WMT
|
$86.6M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$85.9M |
| 5 |
JPMorgan Chase
JPM
|
$79.6M |
Sector Composition
| 1 | Consumer Staples | 29.72% |
| 2 | Healthcare | 20.65% |
| 3 | Consumer Discretionary | 10.85% |
| 4 | Financials | 7.63% |
| 5 | Technology | 4.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Insulet
PODD
$24.4B
| $20.8M | 0.11% |
90,857
-5,526
| -6% | -$1.27M |
|
152
Cooper Companies
COO
$13.5B
| $20.7M | 0.1% |
314,204
+20,736
| +7% | +$1.37M |
|
153
Casey's General Stores
CASY
$18.5B
| $20.3M | 0.1% |
100,188
-2,803
| -3% | -$568K |
|
154
Humana
HUM
$37.5B
| $20.2M | 0.1% |
41,719
-11,991
| -22% | -$5.82M |
|
155
Progressive
PGR
$146B
| $19.9M | 0.1% |
170,914
-171,568
| -50% | -$19.9M |
|
156
Quest Diagnostics
DGX
$20.1B
| $19.8M | 0.1% |
161,295
-13,962
| -8% | -$1.71M |
|
157
Ameriprise Financial
AMP
$48.3B
| $19.7M | 0.1% |
78,010
-2,558
| -3% | -$645K |
|
158
iShares MSCI Emerging Markets ETF
EEM
$19B
| $19.6M | 0.1% |
561,807
-873,491
| -61% | -$30.5M |
|
159
Intercontinental Exchange
ICE
$99.9B
| $19.5M | 0.1% |
215,352
+145,284
| +207% | +$13.1M |
|
160
Vipshop
VIPS
$8.37B
| $19.2M | 0.1% |
2,279,565
+108,122
| +5% | +$909K |
|
161
Copart
CPRT
$48.3B
| $18.8M | 0.1% |
707,432
+413,716
| +141% | +$11M |
|
162
Automatic Data Processing
ADP
$122B
| $18.7M | 0.09% |
82,577
-4,604
| -5% | -$1.04M |
|
163
BJs Wholesale Club
BJ
$12.7B
| $18.4M | 0.09% |
+253,243
| New | +$18.4M |
|
164
Henry Schein
HSIC
$8.22B
| $18.4M | 0.09% |
279,644
+392
| +0.1% | +$25.8K |
|
165
Caterpillar
CAT
$197B
| $18.2M | 0.09% |
110,621
-125,101
| -53% | -$20.5M |
|
|
MRO
166
DELISTED
Marathon Oil Corporation
MRO
| $18.1M | 0.09% |
802,710
-45,003
| -5% | -$1.02M |
|
|
WBA
167
DELISTED
Walgreens Boots Alliance
WBA
| $17.9M | 0.09% |
571,176
+16,325
| +3% | +$513K |
|
168
AutoZone
AZO
$70.8B
| $17.9M | 0.09% |
8,344
+5,405
| +184% | +$11.6M |
|
169
Gilead Sciences
GILD
$140B
| $17.7M | 0.09% |
286,900
-298,584
| -51% | -$18.4M |
|
170
Charles Schwab
SCHW
$177B
| $17.6M | 0.09% |
244,741
-218,547
| -47% | -$15.7M |
|
171
WisdomTree
WT
$2.02B
| $17.5M | 0.09% |
3,745,448
+1,544,098
| +70% | +$7.23M |
|
172
Everest Group
EG
$14.5B
| $17.2M | 0.09% |
+65,699
| New | +$17.2M |
|
|
HZNP
173
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
| $17M | 0.09% |
275,257
+143,516
| +109% | +$8.88M |
|
174
Occidental Petroleum
OXY
$45.9B
| $16.6M | 0.08% |
270,819
-75,301
| -22% | -$4.63M |
|
|
HES
175
DELISTED
Hess
HES
| $16.4M | 0.08% |
150,687
-4,450
| -3% | -$485K |
|