Bridgewater Associates, LP
Institutional investor · Portfolio as of Q2 2023
Top Holdings696 positions
iShares Core S&P 500 ETF | 2M | $897.4M | 5.5% | $363.57 | +17.42% | 19 qtrssince 2018-Q4 | Increased 68 |
iShares Core MSCI Emerging Markets ETF | 17.9M | $883.9M | 5.5% | $49.90 | -9.59% | 19 qtrssince 2018-Q4 | Increased 62 |
Procter & Gamble Co/The | 4.6M | $700.5M | 4.3% | $124.90 | +11.56% | 12 qtrssince 2020-Q3 | Decreased 0 |
Johnson & Johnson | 3.2M | $526.6M | 3.3% | $143.22 | +5.36% | 12 qtrssince 2020-Q3 | Decreased 0 |
Coca-Cola Co/The | 8.2M | $494.7M | 3.1% | $47.85 | +14.54% | 12 qtrssince 2020-Q3 | Increased 58 |
PepsiCo Inc | 2.6M | $475.4M | 2.9% | $130.45 | +26.52% | 12 qtrssince 2020-Q3 | Decreased 0 |
SPDR S&P 500 ETF Trust | 1M | $459.1M | 2.8% | $243.08 | +75.25% | 19 qtrssince 2018-Q4 | Decreased 0 |
Costco Wholesale Corp | 807,709 | $434.9M | 2.7% | $408.04 | +26.56% | 14 qtrssince 2020-Q1 | Decreased 0 |
McDonald's Corp | 1.4M | $423.4M | 2.6% | $207.47 | +33.07% | 12 qtrssince 2020-Q3 | Decreased 0 |
Wal-Mart Stores Inc | 2.6M | $402.8M | 2.5% | $43.86 | +15.34% | 12 qtrssince 2020-Q3 | Decreased 0 |
VANGUARD EMERGING MARKETS ETF | 7.8M | $319.3M | 2.0% | $38.78 | -4.38% | 19 qtrssince 2018-Q4 | Decreased 0 |
Starbucks Corp | 2.7M | $269.1M | 1.7% | $90.36 | +1.12% | 14 qtrssince 2020-Q1 | Increased 53 |
Visa Inc | 1M | $241.7M | 1.5% | $193.95 | +19.46% | 10 qtrssince 2021-Q1 | Increased 50 |
Alphabet Inc | 2M | $234.6M | 1.4% | $103.24 | +14.85% | 11 qtrssince 2020-Q4 | Decreased 0 |
Abbott Laboratories | 1.8M | $198.7M | 1.2% | $104.74 | -2.68% | 12 qtrssince 2020-Q3 | Decreased 0 |
Pinduoduo Inc | 2.7M | $188.9M | 1.2% | $66.41 | +3.75% | 17 qtrssince 2019-Q2 | Increased 60 |
CVS Health Corp | 2.7M | $185.7M | 1.1% | $74.42 | -17.83% | 14 qtrssince 2020-Q1 | Increased 52 |
Mondelez International Inc | 2.4M | $175.5M | 1.1% | $52.32 | +26.70% | 7 qtrssince 2021-Q4 | Increased 52 |
Merck & Co Inc | 1.4M | $157M | 1.0% | $83.95 | +24.59% | 9 qtrssince 2021-Q2 | Increased 59 |
Facebook Inc | 537,637 | $154.3M | 1.0% | $179.75 | +58.14% | 11 qtrssince 2020-Q4 | Decreased 0 |
Bridgewater Associates, LP manages $16.2B across 696 positions as of Q2 2023. Top holdings: IVV (5.5%), IEMG (5.5%), PG (4.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2/5.0.
Active quarter - 79 new positions, 93 exits, 269 increased. Top move: IVV (INCREASED, conviction 68). Portfolio: $16.2B across 696 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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
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