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 |
Visa
V
|
$129M |
| 2 |
Mondelez International
MDLZ
|
$127M |
| 3 |
Johnson & Johnson
JNJ
|
$62.1M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$46.1M |
| 5 |
Microsoft
MSFT
|
$45.3M |
Top Sells
| 1 |
Medtronic
MDT
|
$225M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$136M |
| 3 |
Walmart
WMT
|
$86.6M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$85.9M |
| 5 |
JPMorgan Chase
JPM
|
$79.6M |
Sector Composition
| 1 | Consumer Staples | 29.72% |
| 2 | Healthcare | 20.65% |
| 3 | Consumer Discretionary | 10.85% |
| 4 | Financials | 7.63% |
| 5 | Technology | 4.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Nutrien
NTR
$27.4B
| $13.6M | 0.07% |
161,621
+34,140
| +27% | +$2.86M |
|
202
GDS Holdings
GDS
$6.35B
| $13.5M | 0.07% |
765,183
+56,104
| +8% | +$991K |
|
203
NNN REIT
NNN
$8.18B
| $13.5M | 0.07% |
338,926
+233,993
| +223% | +$9.33M |
|
204
Qfin Holdings, Inc. American Depositary Shares
QFIN
$3.81B
| $13.5M | 0.07% |
1,053,731
+610,554
| +138% | +$7.83M |
|
205
Schlumberger
SLB
$53.4B
| $13.4M | 0.07% |
372,701
-713,719
| -66% | -$25.6M |
|
206
Dentsply Sirona
XRAY
$2.92B
| $13.4M | 0.07% |
471,422
+34,719
| +8% | +$984K |
|
207
TJX Companies
TJX
$155B
| $13.3M | 0.07% |
213,425
-47,397
| -18% | -$2.94M |
|
208
Herbalife
HLF
$1.02B
| $13.2M | 0.07% |
661,653
+150,220
| +29% | +$2.99M |
|
209
AvalonBay Communities
AVB
$27.8B
| $13M | 0.07% |
70,844
-18,910
| -21% | -$3.48M |
|
210
Tencent Music
TME
$37.7B
| $12.9M | 0.07% |
3,176,015
+158,321
| +5% | +$643K |
|
211
Crown Castle
CCI
$41.9B
| $12.8M | 0.06% |
88,437
-18,252
| -17% | -$2.64M |
|
212
Valero Energy
VLO
$48.7B
| $12.8M | 0.06% |
119,408
-12,119
| -9% | -$1.29M |
|
213
Willis Towers Watson
WTW
$32.1B
| $12.7M | 0.06% |
63,278
+20,046
| +46% | +$4.03M |
|
214
Helen of Troy
HELE
$587M
| $12.7M | 0.06% |
131,521
+62,992
| +92% | +$6.08M |
|
215
NovoCure
NVCR
$1.37B
| $12.7M | 0.06% |
166,502
+15,032
| +10% | +$1.14M |
|
216
Centene
CNC
$14.2B
| $12.6M | 0.06% |
162,298
+98,142
| +153% | +$7.64M |
|
217
Sprouts Farmers Market
SFM
$13.6B
| $12.6M | 0.06% |
452,292
+122,169
| +37% | +$3.39M |
|
218
Universal Health Services
UHS
$12.1B
| $12.3M | 0.06% |
139,459
-42,389
| -23% | -$3.74M |
|
219
Teck Resources
TECK
$16.8B
| $12.2M | 0.06% |
+399,985
| New | +$12.2M |
|
220
Dominion Energy
D
$49.7B
| $12.2M | 0.06% |
176,779
-201,150
| -53% | -$13.9M |
|
221
Global Payments
GPN
$21.3B
| $12.2M | 0.06% |
113,054
+41,683
| +58% | +$4.5M |
|
222
Applied Materials
AMAT
$130B
| $12M | 0.06% |
146,625
-34,749
| -19% | -$2.85M |
|
223
EOG Resources
EOG
$64.4B
| $12M | 0.06% |
107,521
-187,134
| -64% | -$20.9M |
|
224
Suncor Energy
SU
$48.5B
| $12M | 0.06% |
424,208
+207,412
| +96% | +$5.87M |
|
225
Duke Energy
DUK
$93.8B
| $12M | 0.06% |
129,060
-213,277
| -62% | -$19.8M |
|