Bridgewater Associates, LP
Institutional investor · Portfolio as of Q3 2023
Top Holdings740 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE MSCI EMERGING | 19.2M | $913M | 5.5% | $49.51 | -11.25% | 20 qtrssince 2018-Q4 | Increased 66 |
ISHARES CORE S&P 500 ETF | 2M | $878M | 5.3% | $368.45 | +13.07% | 20 qtrssince 2018-Q4 | Increased 63 |
PROCTER & GAMBLE CO/THE | 4.8M | $700.3M | 4.2% | $125.28 | +7.59% | 13 qtrssince 2020-Q3 | Increased 60 |
COCA-COLA CO/THE | 9M | $503.6M | 3.0% | $49.03 | +6.78% | 13 qtrssince 2020-Q3 | Increased 63 |
COSTCO WHOLESALE CORP | 828,184 | $467.9M | 2.8% | $411.38 | +31.98% | 15 qtrssince 2020-Q1 | Increased 55 |
PEPSICO INC | 2.7M | $454.1M | 2.7% | $135.11 | +15.97% | 13 qtrssince 2020-Q3 | Increased 56 |
WALMART INC | 2.7M | $430.6M | 2.6% | $44.26 | +17.46% | 13 qtrssince 2020-Q3 | Increased 56 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 995,975 | $425.8M | 2.6% | $242.64 | +71.23% | 20 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 2.7M | $424.3M | 2.6% | $145.71 | -0.27% | 13 qtrssince 2020-Q3 | Decreased 0 |
MCDONALDS CORP | 1.5M | $390.4M | 2.4% | $213.04 | +17.28% | 13 qtrssince 2020-Q3 | Increased 56 |
PDD HOLDINGS INC | 2.7M | $265.7M | 1.6% | $66.41 | +47.68% | 18 qtrssince 2019-Q2 | Decreased 0 |
VANGUARD FTSE EMERGING MARKETS | 6M | $234.2M | 1.4% | $38.97 | -7.25% | 20 qtrssince 2018-Q4 | Decreased 0 |
STARBUCKS CORP | 2.5M | $230.9M | 1.4% | $90.36 | -6.33% | 15 qtrssince 2020-Q1 | Decreased 0 |
ALPHABET INC-CL A | 1.6M | $206.6M | 1.2% | $99.19 | +30.95% | 12 qtrssince 2020-Q4 | Decreased 0 |
CVS HEALTH CORPORATION | 2.9M | $201.8M | 1.2% | $73.57 | -15.36% | 15 qtrssince 2020-Q1 | Increased 52 |
ABBOTT LABORATORIES | 2.1M | $200.9M | 1.2% | $103.07 | -11.73% | 13 qtrssince 2020-Q3 | Increased 55 |
VISA INC-CLASS A SHARES | 848,432 | $195.1M | 1.2% | $193.95 | +15.92% | 11 qtrssince 2021-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 622,131 | $186.8M | 1.1% | $195.57 | +52.44% | 12 qtrssince 2020-Q4 | Increased 55 |
MONDELEZ INTERNATIONAL INC-A | 2.5M | $170.6M | 1.0% | $54.88 | +18.65% | 8 qtrssince 2021-Q4 | Increased 49 |
MERCK & CO. INC. | 1.6M | $167.1M | 1.0% | $87.21 | +9.95% | 10 qtrssince 2021-Q2 | Increased 57 |
Bridgewater Associates, LP manages $16.5B across 740 positions as of Q3 2023. Top holdings: IEMG (5.5%), IVV (5.3%), PG (4.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2/5.0.
Active quarter - 130 new positions, 86 exits, 389 increased. Top move: IEMG (INCREASED, conviction 66). Portfolio: $16.5B across 740 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