Bridgewater Associates, LP
Institutional investor · Portfolio as of Q4 2023
Top Holdings742 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 2.1M | $1B | 5.7% | $371.99 | +25.06% | 21 qtrssince 2018-Q4 | Increased 64 |
ISHARES CORE MSCI EMERGING | 18.7M | $945.5M | 5.3% | $49.51 | -3.83% | 21 qtrssince 2018-Q4 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 4.6M | $680.5M | 3.8% | $125.28 | +8.77% | 14 qtrssince 2020-Q3 | Decreased 0 |
COCA-COLA CO/THE | 8M | $471.6M | 2.6% | $49.03 | +13.29% | 14 qtrssince 2020-Q3 | Decreased 0 |
COSTCO WHOLESALE CORP | 687,572 | $453.9M | 2.5% | $411.38 | +58.00% | 16 qtrssince 2020-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 2.8M | $434.9M | 2.4% | $145.74 | +1.15% | 14 qtrssince 2020-Q3 | Increased 54 |
PEPSICO INC | 2.4M | $414.7M | 2.3% | $135.11 | +17.13% | 14 qtrssince 2020-Q3 | Decreased 0 |
MCDONALDS CORP | 1.4M | $402M | 2.3% | $213.04 | +32.79% | 14 qtrssince 2020-Q3 | Decreased 0 |
WALMART INC | 2.5M | $401M | 2.2% | $44.26 | +16.21% | 14 qtrssince 2020-Q3 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 823,251 | $391.3M | 2.2% | $242.64 | +91.16% | 21 qtrssince 2018-Q4 | Decreased 0 |
PDD HOLDINGS INC | 2.4M | $356.5M | 2.0% | $66.41 | +120.32% | 19 qtrssince 2019-Q2 | Decreased 0 |
ALPHABET INC-CL A | 2M | $285.6M | 1.6% | $108.17 | +28.17% | 13 qtrssince 2020-Q4 | Increased 61 |
VISA INC-CLASS A SHARES | 1.1M | $282.7M | 1.6% | $207.30 | +23.02% | 12 qtrssince 2021-Q1 | Increased 61 |
CVS HEALTH CORPORATION | 3.1M | $241.2M | 1.4% | $73.43 | -3.28% | 16 qtrssince 2020-Q1 | Increased 51 |
META PLATFORMS INC-CLASS A | 666,059 | $235.8M | 1.3% | $205.85 | +70.75% | 13 qtrssince 2020-Q4 | Increased 52 |
STARBUCKS CORP | 2.4M | $232.3M | 1.3% | $90.36 | -0.93% | 16 qtrssince 2020-Q1 | Decreased 0 |
VANGUARD FTSE EMERGING MARKETS | 5.4M | $220.8M | 1.2% | $38.97 | -0.68% | 21 qtrssince 2018-Q4 | Decreased 0 |
MERCK & CO. INC. | 2M | $213.4M | 1.2% | $89.78 | +13.92% | 11 qtrssince 2021-Q2 | Increased 57 |
ABBOTT LABORATORIES | 1.9M | $208.8M | 1.2% | $103.07 | +0.88% | 14 qtrssince 2020-Q3 | Decreased 0 |
ELI LILLY & CO | 317,586 | $185.1M | 1.0% | $515.72 | +10.93% | 11 qtrssince 2021-Q2 | Increased 78 |
Bridgewater Associates, LP manages $17.9B across 742 positions as of Q4 2023. Top holdings: IVV (5.7%), IEMG (5.3%), PG (3.8%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Active quarter - 87 new positions, 85 exits, 261 increased. Top move: LLY (INCREASED, conviction 78). Portfolio: $17.9B across 742 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
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