Bridgewater Associates, LP
Founded by Ray Dalio · Portfolio as of Q1 2021
Top Holdings455 positions
STATE STR SPDR S&P 500 ETF T | 3.1M | $1.2B | 11.0% | $243.08 | +51.51% | 10 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INTL EQUITY INDEX F | 11.1M | $577.2M | 5.1% | $32.62 | +35.57% | 10 qtrssince 2018-Q4 | Decreased 0 |
WALMART INC | 3.6M | $487.8M | 4.3% | $43.70 | -3.40% | 3 qtrssince 2020-Q3 | Increased 67 |
PROCTER & GAMBLE CO | 3.2M | $435.9M | 3.8% | $118.61 | -1.50% | 3 qtrssince 2020-Q3 | Increased 68 |
ALIBABA GROUP HLDG LTD | 1.4M | $318M | 2.8% | $214.26 | -0.42% | 10 qtrssince 2018-Q4 | Decreased 0 |
COCA COLA CO | 5.7M | $298.7M | 2.6% | $44.23 | +1.42% | 3 qtrssince 2020-Q3 | Increased 65 |
JOHNSON & JOHNSON | 1.7M | $281M | 2.5% | $132.17 | +6.83% | 3 qtrssince 2020-Q3 | Increased 61 |
SPDR GOLD TR | 1.7M | $277.1M | 2.4% | — | — | 10 qtrssince 2018-Q4 | Decreased 0 |
PEPSICO INC | 1.8M | $253M | 2.2% | $119.08 | -0.41% | 3 qtrssince 2020-Q3 | Increased 63 |
ISHARES INC | 3.8M | $242.5M | 2.1% | — | — | 10 qtrssince 2018-Q4 | Decreased 0 |
MCDONALDS CORP | 940,393 | $210.8M | 1.9% | $190.66 | +3.49% | 3 qtrssince 2020-Q3 | Increased 58 |
COSTCO WHOLESALE CORPORATION | 562,979 | $198.4M | 1.7% | $340.13 | -2.19% | 5 qtrssince 2020-Q1 | Increased 55 |
ISHARES TR | 3.8M | $176.8M | 1.6% | $35.25 | +17.29% | 8 qtrssince 2019-Q2 | Increased 51 |
ISHARES TR | 424,501 | $168.9M | 1.5% | $262.39 | +40.49% | 10 qtrssince 2018-Q4 | Decreased 0 |
STARBUCKS CORP | 1.4M | $153M | 1.3% | $86.72 | +11.05% | 5 qtrssince 2020-Q1 | Increased 56 |
PDD HOLDINGS INC | 1.1M | $149.4M | 1.3% | $98.08 | +36.50% | 8 qtrssince 2019-Q2 | Decreased 0 |
ISHARES TR | 1.8M | $146M | 1.3% | $58.07 | +25.35% | 8 qtrssince 2019-Q2 | Increased 52 |
ISHARES GOLD TRUST | 8.8M | $143.8M | 1.3% | — | — | 10 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 1.1M | $142.7M | 1.3% | $87.08 | +20.39% | 10 qtrssince 2018-Q4 | Decreased 0 |
LAUDER ESTEE COS INC | 470,229 | $136.8M | 1.2% | $233.15 | +15.12% | 3 qtrssince 2020-Q3 | Increased 58 |
Bridgewater Associates, LP manages $11.3B across 455 positions as of Q1 2021. Top holdings: SPY (11.0%), VWO (5.1%), WMT (4.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 127 new positions, 197 exits, 205 increased. Top move: PG (INCREASED, conviction 68). Portfolio: $11.3B across 455 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
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
Verify source filings on SEC EDGAR