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
|
$243M |
| 2 |
Procter & Gamble
PG
|
$205M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$138M |
| 4 |
Coca-Cola
KO
|
$137M |
| 5 |
Johnson & Johnson
JNJ
|
$127M |
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
$442M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$106M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$27.4M |
| 4 |
Tesla
TSLA
|
$15.3M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$11.8M |
Sector Composition
| 1 | Consumer Staples | 23.66% |
| 2 | Consumer Discretionary | 13.07% |
| 3 | Healthcare | 9.52% |
| 4 | Technology | 3.33% |
| 5 | Financials | 3.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Amphenol
APH
$133B
| $4.86M | 0.04% |
37,198
+9,010
| +32% | +$1.18M |
|
202
Flowers Foods
FLO
$3.18B
| $4.85M | 0.04% |
214,441
+111,359
| +108% | +$2.52M |
|
203
TE Connectivity
TEL
$61B
| $4.84M | 0.04% |
39,960
+10,933
| +38% | +$1.32M |
|
204
Bath & Body Works
BBWI
$6.18B
| $4.8M | 0.04% |
129,094
+14,363
| +13% | +$534K |
|
205
Palo Alto Networks
PANW
$127B
| $4.73M | 0.04% |
13,316
+4,215
| +46% | +$1.5M |
|
206
Cadence Design Systems
CDNS
$95.5B
| $4.68M | 0.04% |
34,299
+7,952
| +30% | +$1.08M |
|
207
QuidelOrtho
QDEL
$1.95B
| $4.6M | 0.04% |
25,608
+14,911
| +139% | +$2.68M |
|
208
Agilent Technologies
A
$35.7B
| $4.51M | 0.04% |
38,099
+8,901
| +30% | +$1.05M |
|
209
Henry Schein
HSIC
$8.44B
| $4.47M | 0.04% |
66,811
+34,000
| +104% | +$2.27M |
|
210
International Paper
IP
$26.2B
| $4.44M | 0.04% |
89,195
-73,037
| -45% | -$3.63M |
|
211
Herbalife
HLF
$1.01B
| $4.43M | 0.04% |
92,108
+21,520
| +30% | +$1.03M |
|
|
ZEN
212
DELISTED
ZENDESK INC
ZEN
| $4.4M | 0.04% |
30,719
-12,972
| -30% | -$1.86M |
|
213
W.W. Grainger
GWW
$48.5B
| $4.39M | 0.04% |
10,745
-5,843
| -35% | -$2.39M |
|
214
State Street
STT
$32.6B
| $4.29M | 0.04% |
+58,995
| New | +$4.29M |
|
|
MOMO
215
Hello Group
MOMO
$1.33B
| $4.22M | 0.04% |
302,195
+12,240
| +4% | +$171K |
|
216
Advanced Micro Devices
AMD
$264B
| $4.19M | 0.04% |
45,706
+23,875
| +109% | +$2.19M |
|
217
Pilgrim's Pride
PPC
$10.6B
| $4.16M | 0.04% |
212,081
+85,779
| +68% | +$1.68M |
|
218
KLA
KLAC
$115B
| $4.15M | 0.04% |
16,008
+4,432
| +38% | +$1.15M |
|
219
Parker-Hannifin
PH
$96.2B
| $4M | 0.03% |
14,671
+4,500
| +44% | +$1.23M |
|
220
MarketAxess Holdings
MKTX
$6.87B
| $3.98M | 0.03% |
+6,972
| New | +$3.98M |
|
221
Datadog
DDOG
$47.7B
| $3.95M | 0.03% |
+40,072
| New | +$3.95M |
|
222
HUTCHMED
HCM
$2.58B
| $3.87M | 0.03% |
120,909
+10,004
| +9% | +$320K |
|
|
ANSS
223
DELISTED
Ansys
ANSS
| $3.84M | 0.03% |
10,557
+2,455
| +30% | +$893K |
|
|
BZUN
224
Baozun
BZUN
$196M
| $3.79M | 0.03% |
110,195
+11,654
| +12% | +$400K |
|
225
LyondellBasell Industries
LYB
$18.1B
| $3.77M | 0.03% |
41,083
+7,741
| +23% | +$710K |
|