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 |
SPDR S&P 500 ETF Trust
SPY
|
$457M |
| 2 |
SPDR Gold Trust
GLD
|
$235M |
| 3 |
iShares China Large-Cap ETF
FXI
|
$166M |
| 4 |
Alibaba
BABA
|
$145M |
| 5 |
iShares MSCI China ETF
MCHI
|
$125M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 9.21% |
| 2 | Communication Services | 2.72% |
| 3 | Industrials | 2.14% |
| 4 | Technology | 1.45% |
| 5 | Consumer Staples | 1.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Under Armour
UAA
$2.14B
| $1.02M | 0.02% |
104,797
-6,242
| -6% | -$60.8K |
|
177
Sonoco
SON
$4.66B
| $1.01M | 0.02% |
+19,374
| New | +$1.01M |
|
178
HubSpot
HUBS
$25.5B
| $1.01M | 0.02% |
+4,500
| New | +$1.01M |
|
179
Cintas
CTAS
$84.6B
| $1.01M | 0.02% |
3,787
-1,927
| -34% | -$513K |
|
180
Sysco
SYY
$38.5B
| $1.01M | 0.02% |
18,467
-9,389
| -34% | -$513K |
|
|
VMW
181
DELISTED
VMware, Inc
VMW
| $1.01M | 0.02% |
+6,503
| New | +$1.01M |
|
182
Clorox
CLX
$14.5B
| $1.01M | 0.02% |
4,584
-2,277
| -33% | -$500K |
|
183
Paychex
PAYX
$50.1B
| $989K | 0.02% |
13,058
-6,645
| -34% | -$503K |
|
184
General Motors
GM
$55.7B
| $986K | 0.02% |
38,990
+2,655
| +7% | +$67.1K |
|
185
Digital Realty Trust
DLR
$57.2B
| $982K | 0.02% |
6,913
+2,193
| +46% | +$312K |
|
186
Hershey
HSY
$37.3B
| $982K | 0.02% |
7,578
-3,857
| -34% | -$500K |
|
|
CDK
187
DELISTED
CDK Global, Inc.
CDK
| $971K | 0.02% |
+23,435
| New | +$971K |
|
188
Ashland
ASH
$2.57B
| $963K | 0.02% |
13,939
-893
| -6% | -$61.7K |
|
189
Kroger
KR
$44.9B
| $956K | 0.02% |
28,252
-14,001
| -33% | -$474K |
|
190
Republic Services
RSG
$73B
| $950K | 0.02% |
11,581
-5,966
| -34% | -$489K |
|
191
Hormel Foods
HRL
$13.8B
| $947K | 0.02% |
19,619
-9,946
| -34% | -$480K |
|
192
Toll Brothers
TOL
$13.4B
| $945K | 0.02% |
28,998
-2,875
| -9% | -$93.7K |
|
193
Oshkosh
OSK
$8.92B
| $940K | 0.02% |
+13,124
| New | +$940K |
|
194
Hanesbrands
HBI
$2.23B
| $907K | 0.02% |
80,311
-8,855
| -10% | -$100K |
|
|
BEST
195
DELISTED
BEST Inc. American Depositary Shares, each representing twenty (20) Class A Ordinary Shares
BEST
| $907K | 0.02% |
+211,944
| New | +$907K |
|
196
CVS Health
CVS
$94B
| $894K | 0.02% |
13,765
-17,764
| -56% | -$1.15M |
|
197
Starbucks
SBUX
$102B
| $871K | 0.01% |
11,839
-12,595
| -52% | -$927K |
|
198
O'Reilly Automotive
ORLY
$88B
| $869K | 0.01% |
2,062
-16,498
| -89% | -$6.95M |
|
199
Electronic Arts
EA
$43B
| $868K | 0.01% |
6,573
+4,206
| +178% | +$555K |
|
|
SGI
200
Somnigroup International Inc.
SGI
$17.6B
| $854K | 0.01% |
11,874
-1,362
| -10% | -$98K |
|