Bridgewater Associates, LP
Institutional investor · Portfolio as of Q1 2023
Top Holdings710 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE MSCI EMERGING | 17.9M | $871.5M | 5.3% | $49.92 | -10.51% | 18 qtrssince 2018-Q4 | Increased 75 |
ISHARES CORE S&P 500 ETF | 1.8M | $751.8M | 4.6% | $361.90 | +7.84% | 18 qtrssince 2018-Q4 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 4.9M | $735.3M | 4.5% | $124.90 | +8.64% | 11 qtrssince 2020-Q3 | Decreased 0 |
JOHNSON & JOHNSON | 3.6M | $556.1M | 3.4% | $145.71 | -3.19% | 11 qtrssince 2020-Q3 | Increased 58 |
PEPSICO INC | 2.8M | $511.8M | 3.1% | $134.15 | +22.91% | 11 qtrssince 2020-Q3 | Decreased 0 |
COCA-COLA CO/THE | 8.1M | $505.2M | 3.1% | $48.65 | +17.06% | 11 qtrssince 2020-Q3 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.2M | $504.8M | 3.1% | $242.64 | +60.54% | 18 qtrssince 2018-Q4 | Decreased 0 |
MCDONALDS CORP | 1.5M | $430.1M | 2.6% | $211.40 | +23.30% | 11 qtrssince 2020-Q3 | Decreased 0 |
COSTCO WHOLESALE CORP | 861,306 | $428M | 2.6% | $408.04 | +16.56% | 13 qtrssince 2020-Q1 | Decreased 0 |
WALMART INC | 2.7M | $393.7M | 2.4% | $43.87 | +7.13% | 11 qtrssince 2020-Q3 | Decreased 0 |
VANGUARD FTSE EMERGING MARKETS | 8.5M | $342.2M | 2.1% | $38.97 | -5.43% | 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-CL A | 2.3M | $239.4M | 1.5% | $99.19 | +0.95% | 10 qtrssince 2020-Q4 | Increased 78 |
VISA INC-CLASS A SHARES | 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-CLASS A | 1M | $212.3M | 1.3% | $179.45 | +15.02% | 10 qtrssince 2020-Q4 | Increased 75 |
CVS HEALTH CORPORATION | 2.5M | $183.8M | 1.1% | $75.56 | -13.72% | 13 qtrssince 2020-Q1 | Decreased 0 |
PDD HOLDINGS INC | 2.1M | $162.6M | 1.0% | $65.72 | +16.31% | 16 qtrssince 2019-Q2 | Decreased 0 |
SPDR GOLD TRUST | 886,799 | $162.5M | 1.0% | $142.10 | +29.62% | 18 qtrssince 2018-Q4 | Decreased 0 |
MONDELEZ INTERNATIONAL INC-A | 2.2M | $155.8M | 1.0% | $53.68 | +20.24% | 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: Momentum Trader. HoldingsIntel Rating: 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
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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