Bridgewater Associates, LP
Institutional investor · Portfolio as of Q1 2023
Top Holdings710 positions
ISHARES INC | 17.9M | $871.5M | 5.3% | $49.92 | -10.51% | 18 qtrssince 2018-Q4 | Increased 75 |
iShares Trust CORE S&P500 ETF | 1.8M | $751.8M | 4.6% | $357.17 | +9.89% | 18 qtrssince 2018-Q4 | Decreased 0 |
The Procter & Gamble Co. | 4.9M | $735.3M | 4.5% | $124.90 | +8.64% | 11 qtrssince 2020-Q3 | Decreased 0 |
Johnson & Johnson | 3.6M | $556.1M | 3.4% | $143.22 | -2.07% | 11 qtrssince 2020-Q3 | Increased 58 |
PEPSICO INC | 2.8M | $511.8M | 3.1% | $130.45 | +23.66% | 11 qtrssince 2020-Q3 | Decreased 0 |
Coca-Cola Co (The) | 8.1M | $505.2M | 3.1% | $47.79 | +17.24% | 11 qtrssince 2020-Q3 | Decreased 0 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 1.2M | $504.8M | 3.1% | $243.08 | +61.25% | 18 qtrssince 2018-Q4 | Decreased 0 |
McDonald's Corp. | 1.5M | $430.1M | 2.6% | $207.47 | +24.03% | 11 qtrssince 2020-Q3 | Decreased 0 |
Costco Wholesale Corporation | 861,306 | $428M | 2.6% | $408.04 | +16.56% | 13 qtrssince 2020-Q1 | Decreased 0 |
Walmart Inc | 2.7M | $393.7M | 2.4% | $43.86 | +7.79% | 11 qtrssince 2020-Q3 | Decreased 0 |
Vanguard International Equity Index Funds FTSE EMR MKT ETF | 8.5M | $342.2M | 2.1% | $38.78 | -5.56% | 18 qtrssince 2018-Q4 | Decreased 0 |
STARBUCKS CORP | 2.5M | $259.1M | 1.6% | $90.27 | +5.88% | 13 qtrssince 2020-Q1 | Decreased 0 |
Alphabet Inc. | 2.3M | $239.4M | 1.5% | $103.24 | -0.47% | 10 qtrssince 2020-Q4 | Increased 78 |
Visa Inc | 990,819 | $223.4M | 1.4% | $192.93 | +13.79% | 9 qtrssince 2021-Q1 | Increased 57 |
Abbott Laboratories | 2.2M | $218.6M | 1.3% | $104.74 | -10.06% | 11 qtrssince 2020-Q3 | Decreased 0 |
Meta Platforms Inc | 1M | $212.3M | 1.3% | $179.75 | +16.79% | 10 qtrssince 2020-Q4 | Increased 75 |
CVS HEALTH CORP | 2.5M | $183.8M | 1.1% | $75.56 | -13.72% | 13 qtrssince 2020-Q1 | Decreased 0 |
PINDUODUO INC | 2.1M | $162.6M | 1.0% | $65.72 | +16.31% | 16 qtrssince 2019-Q2 | Decreased 0 |
SPDR GOLD SHARES | 886,799 | $162.5M | 1.0% | $142.10 | +29.62% | 18 qtrssince 2018-Q4 | Decreased 0 |
MONDELEZ INTL INC | 2.2M | $155.8M | 1.0% | $51.24 | +23.00% | 6 qtrssince 2021-Q4 | Decreased 0 |
Bridgewater Associates, LP manages $16.4B across 710 positions as of Q1 2023. Top holdings: IEMG (5.3%), IVV (4.6%), PG (4.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2/5.0.
Active quarter - 118 new positions, 228 exits, 225 increased. Top move: GOOGL (INCREASED, conviction 78). Portfolio: $16.4B across 710 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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
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