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 |
Alphabet (Google) Class A
GOOGL
|
$502M |
| 2 |
NVIDIA
NVDA
|
$394M |
| 3 |
Apple
AAPL
|
$316M |
| 4 |
Walmart
WMT
|
$261M |
| 5 |
Amazon
AMZN
|
$189M |
Top Sells
| 1 |
Costco
COST
|
$112M |
| 2 |
Coca-Cola
KO
|
$105M |
| 3 |
Pinduoduo
PDD
|
$104M |
| 4 |
Cisco
CSCO
|
$90M |
| 5 |
Procter & Gamble
PG
|
$87.1M |
Sector Composition
| 1 | Consumer Staples | 18.95% |
| 2 | Healthcare | 17.5% |
| 3 | Technology | 13.07% |
| 4 | Consumer Discretionary | 11.08% |
| 5 | Communication Services | 9.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
iShares Core S&P 500 ETF
IVV
$662B
| $1.1B | 5.57% | 2,096,972 -25,242 | -1% | -$13.3M |
|
2
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $963M | 4.87% | 18,663,470 -29,080 | -0.2% | -$1.5M |
|
|
3
Alphabet (Google) Class A
GOOGL
$2.57T
| $810M | 4.1% | 5,368,853 +3,324,416 | +163% | +$502M |
|
|
4
Procter & Gamble
PG
$368B
| $666M | 3.37% | 4,106,729 -536,793 | -12% | -$87.1M |
|
|
5
NVIDIA
NVDA
$4.24T
| $637M | 3.22% | 704,599 +436,110 | +162% | +$394M |
|
6
Meta Platforms (Facebook)
META
$1.86T
| $483M | 2.44% | 994,051 +327,992 | +49% | +$159M |
|
7
Johnson & Johnson
JNJ
$427B
| $450M | 2.27% | 2,843,233 +68,546 | +2% | +$10.8M |
|
|
8
Walmart
WMT
$774B
| $414M | 2.1% | 6,886,092 +4,342,303 | +171% | +$261M |
|
|
9
Costco
COST
$418B
| $392M | 1.98% | 534,828 -152,744 | -22% | -$112M |
|
|
10
Coca-Cola
KO
$297B
| $385M | 1.95% | 6,288,687 -1,714,657 | -21% | -$105M |
|
11
PepsiCo
PEP
$204B
| $375M | 1.89% | 2,141,024 -300,826 | -12% | -$52.6M |
|
12
SPDR S&P 500 ETF Trust
SPY
$658B
| $374M | 1.89% | 714,394 -108,857 | -13% | -$56.9M |
|
13
McDonald's
MCD
$224B
| $343M | 1.74% | 1,218,039 -137,625 | -10% | -$38.8M |
|
|
14
Apple
AAPL
$3.45T
| $316M | 1.6% | 1,842,154 +1,841,045 | +166,009% | +$316M |
|
15
Merck
MRK
$210B
| $276M | 1.39% | 2,090,256 +133,194 | +7% | +$17.6M |
|
16
Visa
V
$683B
| $264M | 1.33% | 945,064 -140,655 | -13% | -$39.3M |
|
17
Microsoft
MSFT
$3.77T
| $244M | 1.23% | 579,525 +381,793 | +193% | +$161M |
|
18
Eli Lilly
LLY
$657B
| $218M | 1.1% | 280,386 -37,200 | -12% | -$28.9M |
|
19
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
| $202M | 1.02% | 4,826,743 -545,294 | -10% | -$22.8M |
|
20
Abbott
ABT
$231B
| $197M | 1% | 1,736,157 -161,062 | -8% | -$18.3M |
|
21
CVS Health
CVS
$92.8B
| $196M | 0.99% | 2,454,617 -599,787 | -20% | -$47.8M |
|
|
22
Amazon
AMZN
$2.44T
| $189M | 0.96% | +1,047,891 | New | +$189M |
|
|
23
Pinduoduo
PDD
$171B
| $180M | 0.91% | 1,544,497 -892,158 | -37% | -$104M |
|
24
Starbucks
SBUX
$100B
| $178M | 0.9% | 1,948,837 -470,227 | -19% | -$43M |
|
25
Comcast
CMCSA
$125B
| $174M | 0.88% | 4,012,375 +68,868 | +2% | +$2.99M |
|