Bridgewater Associates, LP
Institutional investor · Portfolio as of Q3 2020
Top Holdings430 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 4M | $1.3B | 16.0% | $242.64 | +27.32% | 8 qtrssince 2018-Q4 | Decreased 0 |
SPDR GOLD TRUST | 5.5M | $967.5M | 11.6% | $132.87 | +34.11% | 8 qtrssince 2018-Q4 | Unchanged 0 |
VANGUARD FTSE EMERGING MARKETS | 12.7M | $547.7M | 6.6% | $32.30 | +11.47% | 8 qtrssince 2018-Q4 | Increased 69 |
ALIBABA GROUP HOLDING-SP ADR | 1.3M | $392.2M | 4.7% | $210.39 | +25.00% | 8 qtrssince 2018-Q4 | Increased 76 |
ISHARES | 15.8M | $284.2M | 3.4% | — | — | — | — |
ISHARES CORE S&P 500 ETF | 615,285 | $206.8M | 2.5% | $236.47 | +30.75% | 8 qtrssince 2018-Q4 | Decreased 0 |
WALMART INC | 1.4M | $195.1M | 2.3% | $42.55 | 0.00% | 1 qtr | New 79 |
ISHARES MSCI EMERGING MARKETS INDEX FUND | 4.4M | $192M | 2.3% | $37.59 | +1.65% | 8 qtrssince 2018-Q4 | Increased 84 |
PROCTER & GAMBLE CO/THE | 1.2M | $170.3M | 2.0% | $119.31 | 0.00% | 1 qtr | New 79 |
ISHARES CORE MSCI EMERGING | 3.2M | $166.9M | 2.0% | $42.58 | +4.44% | 8 qtrssince 2018-Q4 | Increased 79 |
ISHARES TR | 3.7M | $154.9M | 1.9% | $35.35 | +2.43% | 6 qtrssince 2019-Q2 | Decreased 0 |
VANGUARD FTSE DEVELOPED ETF | 3.7M | $149.4M | 1.8% | $30.90 | +11.97% | 8 qtrssince 2018-Q4 | Decreased 0 |
ISHARES MSCI EAFE ETF CL USD INC | 2.3M | $146.5M | 1.8% | $49.16 | +10.31% | 8 qtrssince 2018-Q4 | Decreased 0 |
ISHARES IBOXX INVESTMENT GRA | 1.1M | $146.4M | 1.8% | $87.88 | +23.62% | 8 qtrssince 2018-Q4 | Increased 51 |
ISHARES CORE MSCI EAFE ETF | 2.2M | $135M | 1.6% | $46.01 | +10.92% | 8 qtrssince 2018-Q4 | Decreased 0 |
JD.COM INC-ADR | 1.7M | $129.5M | 1.6% | $49.63 | +37.41% | 8 qtrssince 2018-Q4 | Increased 57 |
ISHARES TR | 1.7M | $126M | 1.5% | $57.29 | +12.48% | 6 qtrssince 2019-Q2 | Decreased 0 |
COCA-COLA CO/THE | 2M | $100.3M | 1.2% | $41.76 | 0.00% | 1 qtr | New 68 |
JOHNSON & JOHNSON | 665,402 | $99.1M | 1.2% | $126.71 | 0.00% | 1 qtr | New 68 |
PEPSICO INC | 693,736 | $96.2M | 1.2% | $116.73 | 0.00% | 1 qtr | New 68 |
Bridgewater Associates, LP manages $8.3B across 430 positions as of Q3 2020. Top holdings: SPY (16.0%), GLD (11.6%), VWO (6.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 131 new positions, 84 exits, 276 increased. Top move: EEM (INCREASED, conviction 84). Portfolio: $8.3B across 430 positions.
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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