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 |
Alibaba
BABA
|
$116M |
| 2 |
Procter & Gamble
PG
|
$82.1M |
| 3 |
PepsiCo
PEP
|
$64.7M |
| 4 |
Johnson & Johnson
JNJ
|
$58.8M |
| 5 |
McDonald's
MCD
|
$58.7M |
Top Sells
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$548M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$328M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$327M |
| 4 |
Walmart
WMT
|
$317M |
| 5 |
Danaher
DHR
|
$227M |
Sector Composition
| 1 | Consumer Staples | 28.01% |
| 2 | Consumer Discretionary | 17.74% |
| 3 | Healthcare | 17.12% |
| 4 | Industrials | 3.49% |
| 5 | Financials | 3.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Autoliv
ALV
$9.58B
| $11.6M | 0.07% |
112,627
-59,313
| -34% | -$6.13M |
|
177
Allegion
ALLE
$14.8B
| $11.4M | 0.07% |
86,198
-49,485
| -36% | -$6.55M |
|
178
Altria Group
MO
$112B
| $11.4M | 0.07% |
240,804
+174,533
| +263% | +$8.27M |
|
179
Lennox International
LII
$20.3B
| $11.2M | 0.07% |
34,454
-22,726
| -40% | -$7.37M |
|
180
Penumbra
PEN
$11B
| $11.1M | 0.06% |
38,661
+2,170
| +6% | +$623K |
|
181
Tapestry
TPR
$21.7B
| $11.1M | 0.06% |
272,742
-156,578
| -36% | -$6.36M |
|
182
Universal Health Services
UHS
$12.1B
| $10.9M | 0.06% |
83,833
+846
| +1% | +$110K |
|
183
Chubb
CB
$111B
| $10.6M | 0.06% |
+54,742
| New | +$10.6M |
|
184
Guardant Health
GH
$7.5B
| $10.5M | 0.06% |
105,153
+1,195
| +1% | +$120K |
|
185
Tandem Diabetes Care
TNDM
$850M
| $10.5M | 0.06% |
69,860
+12,252
| +21% | +$1.84M |
|
186
BorgWarner
BWA
$9.53B
| $10.5M | 0.06% |
264,999
-142,029
| -35% | -$5.64M |
|
187
Lear
LEA
$5.91B
| $10.2M | 0.06% |
56,013
-34,963
| -38% | -$6.4M |
|
188
Boston Beer
SAM
$2.47B
| $10.1M | 0.06% |
20,060
-3,822
| -16% | -$1.93M |
|
189
Flowers Foods
FLO
$3.13B
| $10.1M | 0.06% |
367,699
-7,324
| -2% | -$201K |
|
190
Under Armour
UAA
$2.2B
| $9.91M | 0.06% |
467,671
-240,767
| -34% | -$5.1M |
|
191
Capri Holdings
CPRI
$2.53B
| $9.8M | 0.06% |
150,951
-77,291
| -34% | -$5.02M |
|
192
American Water Works
AWK
$28B
| $9.78M | 0.06% |
51,807
+9,476
| +22% | +$1.79M |
|
193
Union Pacific
UNP
$131B
| $9.71M | 0.06% |
38,532
-995
| -3% | -$251K |
|
194
Chegg
CHGG
$185M
| $9.62M | 0.06% |
313,402
+36,515
| +13% | +$1.12M |
|
195
Levi Strauss
LEVI
$8.79B
| $9.6M | 0.06% |
383,577
+248,147
| +183% | +$6.21M |
|
196
Crown Castle
CCI
$41.9B
| $9.57M | 0.06% |
+45,858
| New | +$9.57M |
|
197
DaVita
DVA
$9.86B
| $9.56M | 0.06% |
84,045
-18,439
| -18% | -$2.1M |
|
198
Knight Transportation
KNX
$7B
| $9.53M | 0.06% |
156,357
-87,595
| -36% | -$5.34M |
|
199
Weibo
WB
$2.87B
| $9.48M | 0.06% |
305,999
+53,662
| +21% | +$1.66M |
|
200
Kanzhun
BZ
$11.1B
| $9.45M | 0.05% |
+270,889
| New | +$9.45M |
|