Bridgewater Associates, LP
Institutional investor · Portfolio as of Q1 2020
Top Holdings399 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 3.6M | $918.6M | 18.2% | $226.33 | +6.56% | 6 qtrssince 2018-Q4 | Decreased 0 |
SPDR GOLD TRUST | 4.1M | $600.6M | 11.9% | $121.17 | +26.20% | 6 qtrssince 2018-Q4 | Unchanged 0 |
VANGUARD FTSE EMERGING MARKETS | 13.9M | $465.5M | 9.2% | $31.82 | -12.45% | 6 qtrssince 2018-Q4 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 1.3M | $332M | 6.6% | $222.91 | +8.17% | 6 qtrssince 2018-Q4 | Decreased 0 |
ISHARES 20 PLUS YEAR TREASURY BD | 1.7M | $279.1M | 5.5% | $100.11 | -18.43% | 6 qtrssince 2018-Q4 | Decreased 0 |
ISHARES IBOXX INVESTMENT GRA | 1.8M | $227M | 4.5% | $86.52 | +13.51% | 6 qtrssince 2018-Q4 | Decreased 0 |
ISHARES MSCI BRAZIL ETF | 8.2M | $192.6M | 3.8% | $26.50 | -40.19% | 6 qtrssince 2018-Q4 | Decreased 0 |
ISHARES | 11.7M | $176M | 3.5% | — | — | — | — |
ISHARES CORE MSCI EMERGING | 3.3M | $134.6M | 2.7% | $41.13 | -16.99% | 6 qtrssince 2018-Q4 | Decreased 0 |
ISHR IBX USD HIYLD CB ETF-UI | 1.5M | $115.2M | 2.3% | $55.33 | -1.36% | 6 qtrssince 2018-Q4 | Decreased 0 |
ISHARES MSCI EMERGING MARKETS INDEX FUND | 3.3M | $114.1M | 2.3% | $36.14 | -17.88% | 6 qtrssince 2018-Q4 | Decreased 0 |
ISHARES MSCI SOUTH KOREA ETF | 2.1M | $98.6M | 2.0% | $51.94 | -20.37% | 6 qtrssince 2018-Q4 | Decreased 0 |
ISHARES MSCI INDIA ETF | 3.8M | $91.7M | 1.8% | $32.30 | -32.23% | 5 qtrssince 2019-Q1 | Increased 47 |
ISHARES MSCI EAFE ETF CL USD INC | 1.6M | $88.1M | 1.7% | $48.09 | -6.24% | 6 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD FTSE DEVELOPED ETF | 2.6M | $86.8M | 1.7% | $30.19 | -7.38% | 6 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 812,571 | $78.6M | 1.6% | $74.46 | +27.10% | 6 qtrssince 2018-Q4 | Decreased 0 |
ISHARES CORE MSCI EAFE ETF | 1.5M | $74.3M | 1.5% | $44.76 | -6.51% | 6 qtrssince 2018-Q4 | Decreased 0 |
ISHARES INC MSCI TAIWAN ETF | 2M | $66.8M | 1.3% | $23.82 | -7.10% | 3 qtrssince 2019-Q3 | Decreased 0 |
ALIBABA GROUP HOLDING-SP ADR | 278,156 | $54.1M | 1.1% | $152.84 | +18.85% | 6 qtrssince 2018-Q4 | Decreased 0 |
ROYAL BANK OF CANADA | 465,072 | $28.5M | 0.6% | $51.92 | -5.68% | 6 qtrssince 2018-Q4 | Decreased 0 |
Bridgewater Associates, LP manages $5B across 399 positions as of Q1 2020. Top holdings: SPY (18.2%), GLD (11.9%), VWO (9.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 181 new positions, 253 exits, 27 increased. Top move: INDA (INCREASED, conviction 47). Portfolio: $5.0B across 399 positions.
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Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer