Bridgewater Associates, LP
Institutional investor · Portfolio as of Q1 2024
Top Holdings677 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 2.1M | $1.1B | 5.6% | $371.99 | +38.10% | 22 qtrssince 2018-Q4 | Decreased 0 |
ISHARES CORE MSCI EMERGING | 18.7M | $963M | 4.9% | $49.51 | -1.90% | 22 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 5.4M | $810.3M | 4.1% | $133.95 | +11.84% | 14 qtrssince 2020-Q4 | Increased 94 |
PROCTER & GAMBLE CO/THE | 4.1M | $666.3M | 3.4% | $125.28 | +21.19% | 15 qtrssince 2020-Q3 | Decreased 0 |
NVIDIA CORP | 704,599 | $636.6M | 3.2% | $74.34 | +21.48% | 3 qtrssince 2023-Q3 | Increased 93 |
META PLATFORMS INC-CLASS A | 994,051 | $482.7M | 2.4% | $297.21 | +62.42% | 14 qtrssince 2020-Q4 | Increased 74 |
JOHNSON & JOHNSON | 2.8M | $449.8M | 2.3% | $145.84 | +2.79% | 15 qtrssince 2020-Q3 | Increased 55 |
WALMART INC | 6.9M | $414.3M | 2.1% | $53.61 | +10.22% | 15 qtrssince 2020-Q3 | Increased 86 |
COSTCO WHOLESALE CORP | 534,828 | $391.8M | 2.0% | $411.38 | +75.62% | 17 qtrssince 2020-Q1 | Decreased 0 |
COCA-COLA CO/THE | 6.3M | $384.7M | 1.9% | $49.03 | +18.57% | 15 qtrssince 2020-Q3 | Decreased 0 |
PEPSICO INC | 2.1M | $374.7M | 1.9% | $135.11 | +21.61% | 15 qtrssince 2020-Q3 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 714,394 | $373.7M | 1.9% | $242.64 | +111.03% | 22 qtrssince 2018-Q4 | Decreased 0 |
MCDONALDS CORP | 1.2M | $343.4M | 1.7% | $213.04 | +26.99% | 15 qtrssince 2020-Q3 | Decreased 0 |
APPLE INC | 1.8M | $315.9M | 1.6% | $169.64 | -0.01% | 2 qtrssince 2023-Q4 | Increased 79 |
MERCK & CO. INC. | 2.1M | $275.8M | 1.4% | $92.00 | +35.42% | 12 qtrssince 2021-Q2 | Increased 52 |
VISA INC-CLASS A SHARES | 945,064 | $263.7M | 1.3% | $207.30 | +32.12% | 13 qtrssince 2021-Q1 | Decreased 0 |
MICROSOFT CORP | 579,525 | $243.8M | 1.2% | $367.88 | +12.89% | 14 qtrssince 2020-Q4 | Increased 78 |
ELI LILLY & CO | 280,386 | $218.1M | 1.1% | $515.72 | +48.31% | 12 qtrssince 2021-Q2 | Decreased 0 |
VANGUARD FTSE EMERGING MARKETS | 4.8M | $201.6M | 1.0% | $38.97 | +1.04% | 22 qtrssince 2018-Q4 | Decreased 0 |
ABBOTT LABORATORIES | 1.7M | $197.3M | 1.0% | $103.07 | +4.67% | 15 qtrssince 2020-Q3 | Decreased 0 |
Bridgewater Associates, LP manages $19.8B across 677 positions as of Q1 2024. Top holdings: IVV (5.6%), IEMG (4.9%), GOOGL (4.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 73 new positions, 138 exits, 205 increased. Top move: GOOGL (INCREASED, conviction 94). Portfolio: $19.8B across 677 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