Bridgewater Associates, LP
Founded by Ray Dalio · Portfolio as of Q4 2021
Top Holdings731 positions
State Street Spdr S&P 500 Etf | 1.9M | $894.5M | 5.2% | $243.08 | +83.39% | 13 qtrssince 2018-Q4 | Decreased 0 |
PROCTER & GAMBLE CO | 5.2M | $848.8M | 4.9% | $121.42 | +19.22% | 6 qtrssince 2020-Q3 | Increased 65 |
VANGUARD INTL EQUITY INDEX F | 16.8M | $831.2M | 4.8% | $38.26 | +12.54% | 13 qtrssince 2018-Q4 | Decreased 0 |
PEPSICO INC | 3.1M | $530.1M | 3.1% | $124.47 | +19.47% | 6 qtrssince 2020-Q3 | Increased 65 |
JOHNSON & JOHNSON | 3.1M | $529.9M | 3.1% | $137.72 | +8.74% | 6 qtrssince 2020-Q3 | Increased 65 |
COSTCO WHOLESALE CORPORATION | 915,635 | $519.8M | 3.0% | $365.38 | +47.48% | 8 qtrssince 2020-Q1 | Increased 62 |
COCA COLA CO | 8.7M | $514.6M | 3.0% | $45.15 | +14.16% | 6 qtrssince 2020-Q3 | Increased 56 |
Alibaba Group Holding LTD Sp A | 4.3M | $507M | 2.9% | $159.06 | -26.57% | 13 qtrssince 2018-Q4 | Increased 68 |
ISHARES INC | 8.3M | $496.4M | 2.9% | $51.88 | +3.13% | 13 qtrssince 2018-Q4 | Decreased 0 |
MCDONALDS CORP | 1.7M | $449.7M | 2.6% | $201.73 | +18.93% | 6 qtrssince 2020-Q3 | Increased 61 |
Ishares Msci Emerg Mkt Etf | 8.9M | $435.3M | 2.5% | $44.96 | -0.95% | 13 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 873,622 | $416.7M | 2.4% | $335.93 | +32.88% | 13 qtrssince 2018-Q4 | Increased 57 |
WALMART INC | 2.8M | $409.7M | 2.4% | $43.79 | +3.88% | 6 qtrssince 2020-Q3 | Decreased 0 |
SPDR GOLD TR | 2.3M | $391.2M | 2.3% | $142.10 | +19.50% | 13 qtrssince 2018-Q4 | Decreased 0 |
ABBOTT LABORATORIES | 2.2M | $307.3M | 1.8% | $104.90 | +21.45% | 6 qtrssince 2020-Q3 | Increased 57 |
STARBUCKS CORP | 2.6M | $299.5M | 1.7% | $92.78 | +12.47% | 8 qtrssince 2020-Q1 | Increased 55 |
TARGET CORP | 1M | $242.7M | 1.4% | $170.03 | +16.88% | 8 qtrssince 2020-Q1 | Increased 53 |
LAUDER ESTEE COS INC | 512,559 | $189.7M | 1.1% | $253.06 | +35.69% | 6 qtrssince 2020-Q3 | Decreased 0 |
JD.COM INC | 2.7M | $186.5M | 1.1% | $58.23 | +9.70% | 13 qtrssince 2018-Q4 | Increased 62 |
COLGATE PALMOLIVE CO | 1.9M | $162.1M | 0.9% | $71.69 | +6.31% | 6 qtrssince 2020-Q3 | Increased 49 |
Bridgewater Associates, LP manages $17.2B across 731 positions as of Q4 2021. Top holdings: SPY (5.2%), PG (4.9%), VWO (4.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 137 new positions, 89 exits, 299 increased. Top move: BABA (INCREASED, conviction 68). Portfolio: $17.2B across 731 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
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