Bridgewater Associates, LP
Institutional investor · Portfolio as of Q4 2020
Top Holdings525 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 3.7M | $1.4B | 11.9% | $242.64 | +43.11% | 9 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD FTSE EMERGING MARKETS | 13.2M | $659.8M | 5.7% | $32.69 | +30.79% | 9 qtrssince 2018-Q4 | Increased 64 |
SPDR GOLD TRUST | 3M | $532.4M | 4.6% | $132.87 | +33.74% | 9 qtrssince 2018-Q4 | Decreased 0 |
WALMART INC | 3.1M | $443.8M | 3.8% | $43.84 | +2.43% | 2 qtrssince 2020-Q3 | Increased 92 |
PROCTER & GAMBLE CO/THE | 2.7M | $375M | 3.2% | $119.74 | +0.30% | 2 qtrssince 2020-Q3 | Increased 92 |
ALIBABA GROUP HOLDING-SP ADR | 1.6M | $372.5M | 3.2% | $213.06 | +6.26% | 9 qtrssince 2018-Q4 | Increased 68 |
ISHARES CORE MSCI EMERGING | 5.4M | $333.9M | 2.9% | $47.19 | +13.90% | 9 qtrssince 2018-Q4 | Increased 79 |
ISHARES CORE S&P 500 ETF | 801,079 | $300.7M | 2.6% | $262.24 | +32.55% | 9 qtrssince 2018-Q4 | Increased 67 |
ISHARES | 15.5M | $280.7M | 2.4% | — | — | — | — |
PDD HOLDINGS INC | 1.4M | $252.7M | 2.2% | $98.99 | +80.94% | 7 qtrssince 2019-Q2 | Increased 66 |
COCA-COLA CO/THE | 4.5M | $248.4M | 2.2% | $44.56 | +5.11% | 2 qtrssince 2020-Q3 | Increased 85 |
JOHNSON & JOHNSON | 1.5M | $231.3M | 2.0% | $131.46 | +2.99% | 2 qtrssince 2020-Q3 | Increased 85 |
PEPSICO INC | 1.5M | $219.1M | 1.9% | $121.79 | +3.67% | 2 qtrssince 2020-Q3 | Increased 78 |
ISHARES MSCI EMERGING MARKETS INDEX FUND | 3.8M | $197.6M | 1.7% | $37.59 | +22.38% | 9 qtrssince 2018-Q4 | Decreased 0 |
COSTCO WHOLESALE CORP | 486,464 | $183.3M | 1.6% | $341.30 | +3.99% | 4 qtrssince 2020-Q1 | Increased 77 |
MCDONALDS CORP | 770,177 | $165.3M | 1.4% | $191.10 | -1.24% | 2 qtrssince 2020-Q3 | Increased 77 |
ISHARES TR | 3.5M | $164.6M | 1.4% | $35.35 | +16.80% | 7 qtrssince 2019-Q2 | Decreased 0 |
VANGUARD FTSE DEVELOPED ETF | 3.4M | $160.6M | 1.4% | $30.90 | +30.94% | 9 qtrssince 2018-Q4 | Decreased 0 |
ISHARES MSCI EAFE ETF CL USD INC | 2.1M | $156.5M | 1.4% | $49.16 | +28.02% | 9 qtrssince 2018-Q4 | Decreased 0 |
ISHARES IBOXX INVESTMENT GRA | 1.1M | $152.1M | 1.3% | $88.20 | +27.35% | 9 qtrssince 2018-Q4 | Increased 48 |
Bridgewater Associates, LP manages $11.6B across 525 positions as of Q4 2020. Top holdings: SPY (11.9%), VWO (5.7%), GLD (4.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 169 new positions, 74 exits, 234 increased. Top move: WMT (INCREASED, conviction 92). Portfolio: $11.6B across 525 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