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 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$59.6M |
| 2 |
Broadcom
AVGO
|
$44.9M |
| 3 |
Coca-Cola
KO
|
$43.7M |
| 4 |
Schlumberger
SLB
|
$40.5M |
| 5 |
Netflix
NFLX
|
$35.9M |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$73.6M |
| 2 |
Johnson & Johnson
JNJ
|
$71.2M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$49.9M |
| 4 |
Tradeweb Markets
TW
|
$48.3M |
| 5 |
Visa
V
|
$38.9M |
Sector Composition
| 1 | Consumer Staples | 26.54% |
| 2 | Healthcare | 20.27% |
| 3 | Consumer Discretionary | 12.77% |
| 4 | Technology | 5.34% |
| 5 | Financials | 4.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
L3Harris
LHX
$51B
| $14.4M | 0.09% |
82,538
+62,421
| +310% | +$10.9M |
|
177
BioMarin Pharmaceuticals
BMRN
$11.1B
| $14.3M | 0.09% |
161,394
+11,418
| +8% | +$1.01M |
|
178
Owens Corning
OC
$13B
| $14.3M | 0.09% |
104,537
+51,255
| +96% | +$6.99M |
|
179
Hartford Financial Services
HIG
$37B
| $14.2M | 0.09% |
200,727
+73,171
| +57% | +$5.19M |
|
180
H&R Block
HRB
$6.85B
| $14.2M | 0.09% |
330,084
+154,945
| +88% | +$6.67M |
|
181
Berkshire Hathaway Class B
BRK.B
$1.08T
| $14.1M | 0.09% |
40,212
+36,785
| +1,073% | +$12.9M |
|
182
Campbell Soup
CPB
$10.1B
| $13.7M | 0.08% |
332,637
-51,645
| -13% | -$2.12M |
|
183
Skyworks Solutions
SWKS
$11.2B
| $13.7M | 0.08% |
138,461
+99,259
| +253% | +$9.79M |
|
184
AutoNation
AN
$8.55B
| $13.5M | 0.08% |
89,280
+68,811
| +336% | +$10.4M |
|
185
Acuity Brands
AYI
$10.4B
| $13.5M | 0.08% |
79,030
+57,000
| +259% | +$9.71M |
|
186
Affiliated Managers Group
AMG
$6.54B
| $13.3M | 0.08% |
101,995
+69,100
| +210% | +$9.01M |
|
187
Masco
MAS
$15.9B
| $13.2M | 0.08% |
247,459
+195,307
| +374% | +$10.4M |
|
188
CME Group
CME
$94.4B
| $13.2M | 0.08% |
65,803
-144,189
| -69% | -$28.9M |
|
189
Texas Roadhouse
TXRH
$11.2B
| $13.2M | 0.08% |
136,975
+6,304
| +5% | +$606K |
|
190
Robert Half
RHI
$3.77B
| $13.1M | 0.08% |
179,124
+73,810
| +70% | +$5.41M |
|
191
Paycom
PAYC
$12.6B
| $13M | 0.08% |
50,136
+30,405
| +154% | +$7.88M |
|
192
Norfolk Southern
NSC
$62.3B
| $12.9M | 0.08% |
65,730
+23,595
| +56% | +$4.65M |
|
193
Electronic Arts
EA
$42.2B
| $12.9M | 0.08% |
+107,452
| New | +$12.9M |
|
194
Louisiana-Pacific
LPX
$6.9B
| $12.8M | 0.08% |
231,684
+155,789
| +205% | +$8.61M |
|
195
Baker Hughes
BKR
$44.9B
| $12.8M | 0.08% |
+361,022
| New | +$12.8M |
|
196
Dentsply Sirona
XRAY
$2.92B
| $12.5M | 0.08% |
366,438
+24,796
| +7% | +$847K |
|
197
Atkore
ATKR
$1.99B
| $12.5M | 0.08% |
83,818
+21,818
| +35% | +$3.26M |
|
198
KLA
KLAC
$119B
| $12.3M | 0.07% |
26,880
+11,004
| +69% | +$5.05M |
|
199
Range Resources
RRC
$8.27B
| $12.3M | 0.07% |
379,492
+287,779
| +314% | +$9.33M |
|
200
Microchip Technology
MCHP
$35.6B
| $12.1M | 0.07% |
+155,492
| New | +$12.1M |
|