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 | |
|---|---|---|---|---|---|---|
201
Chemed
CHE
$6.79B
| $9.44M | 0.05% |
17,841
+1,531
| +9% | +$810K |
|
202
IBM
IBM
$232B
| $9.26M | 0.05% |
+69,299
| New | +$9.26M |
|
203
Papa John's
PZZA
$1.58B
| $9.2M | 0.05% |
68,900
+6,870
| +11% | +$917K |
|
204
Fiserv
FI
$73.4B
| $9.05M | 0.05% |
87,237
+61,693
| +242% | +$6.4M |
|
205
Verizon
VZ
$187B
| $8.94M | 0.05% |
171,993
+150,209
| +690% | +$7.81M |
|
|
SGI
206
Somnigroup International Inc.
SGI
$18.3B
| $8.92M | 0.05% |
189,556
-111,362
| -37% | -$5.24M |
|
207
TJX Companies
TJX
$155B
| $8.81M | 0.05% |
115,991
+80,359
| +226% | +$6.1M |
|
208
Ralph Lauren
RL
$18.9B
| $8.8M | 0.05% |
74,045
-35,081
| -32% | -$4.17M |
|
|
IMAB
209
I-MAB
IMAB
$358M
| $8.8M | 0.05% |
185,614
+39,630
| +27% | +$1.88M |
|
210
Elevance Health
ELV
$70.6B
| $8.79M | 0.05% |
18,962
+16,779
| +769% | +$7.78M |
|
211
New Oriental
EDU
$7.98B
| $8.75M | 0.05% |
416,511
+81,990
| +25% | +$1.72M |
|
212
Bank of New York Mellon
BK
$73.1B
| $8.62M | 0.05% |
148,473
-192,093
| -56% | -$11.2M |
|
213
XPO
XPO
$15.4B
| $8.59M | 0.05% |
186,668
+133,009
| +248% | +$6.12M |
|
214
Toll Brothers
TOL
$14.2B
| $8.55M | 0.05% |
118,040
-68,907
| -37% | -$4.99M |
|
215
T Rowe Price
TROW
$23.8B
| $8.51M | 0.05% |
43,296
-52,704
| -55% | -$10.4M |
|
216
Herbalife
HLF
$1.02B
| $8.33M | 0.05% |
203,508
+30,045
| +17% | +$1.23M |
|
217
Carvana
CVNA
$50.9B
| $8.29M | 0.05% |
35,766
-23,216
| -39% | -$5.38M |
|
218
Hain Celestial
HAIN
$164M
| $8.09M | 0.05% |
189,810
+20,751
| +12% | +$884K |
|
219
AvalonBay Communities
AVB
$27.8B
| $8.04M | 0.05% |
31,841
+12,763
| +67% | +$3.22M |
|
220
Freshpet
FRPT
$2.7B
| $8M | 0.05% |
83,999
+838
| +1% | +$79.8K |
|
221
Envista
NVST
$3.54B
| $8M | 0.05% |
177,462
+29,894
| +20% | +$1.35M |
|
222
Grand Canyon Education
LOPE
$5.74B
| $7.92M | 0.05% |
92,415
+4,971
| +6% | +$426K |
|
223
Gentex
GNTX
$6.25B
| $7.91M | 0.05% |
227,023
-132,809
| -37% | -$4.63M |
|
|
DADA
224
DELISTED
Dada Nexus
DADA
| $7.89M | 0.05% |
599,401
+121,778
| +25% | +$1.6M |
|
225
RLX Technology
RLX
$3.18B
| $7.51M | 0.04% |
1,924,289
+299,432
| +18% | +$1.17M |
|