Bridgewater Associates, LP
Institutional investor · Portfolio as of Q4 2024
Top Holdings691 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 8.2M | $4.8B | 22.1% | $551.80 | +5.36% | 25 qtrssince 2018-Q4 | Increased 100 |
ISHARES CORE S&P 500 ETF | 2M | $1.2B | 5.5% | $382.85 | +52.40% | 25 qtrssince 2018-Q4 | Decreased 0 |
ISHARES CORE MSCI EMERGING | 17.7M | $922.2M | 4.2% | $49.51 | +2.61% | 25 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 3.6M | $685.5M | 3.1% | $133.95 | +42.21% | 17 qtrssince 2020-Q4 | Decreased 0 |
NVIDIA CORP | 3.5M | $469.7M | 2.2% | $118.21 | +16.28% | 6 qtrssince 2023-Q3 | Decreased 0 |
META PLATFORMS INC-CLASS A | 621,088 | $363.7M | 1.7% | $297.21 | +98.31% | 17 qtrssince 2020-Q4 | Decreased 0 |
MICROSOFT CORP | 667,036 | $281.2M | 1.3% | $402.60 | +4.75% | 17 qtrssince 2020-Q4 | Decreased 0 |
VISTRA CORP | 1.8M | $244.5M | 1.1% | $102.92 | +35.38% | 7 qtrssince 2023-Q2 | Increased 69 |
ADVANCED MICRO DEVICES | 1.8M | $217.1M | 1.0% | $161.81 | -25.35% | 4 qtrssince 2024-Q1 | Increased 52 |
CONSTELLATION ENERGY - W/I | 946,244 | $211.7M | 1.0% | $237.85 | -5.38% | 3 qtrssince 2024-Q2 | Increased 52 |
AMAZON.COM INC | 919,786 | $201.8M | 0.9% | $188.15 | +17.62% | 4 qtrssince 2024-Q1 | Decreased 0 |
PAYPAL HOLDINGS INC | 2.4M | $201.3M | 0.9% | $78.56 | +8.49% | 12 qtrssince 2022-Q1 | Increased 68 |
VISA INC-CLASS A SHARES | 612,004 | $193.4M | 0.9% | $207.70 | +50.19% | 16 qtrssince 2021-Q1 | Increased 43 |
MCKESSON CORP | 329,363 | $187.7M | 0.9% | $345.13 | +64.68% | 20 qtrssince 2020-Q1 | Increased 55 |
LAM RESEARCH CORP COM NEW | 2.5M | $183M | 0.8% | $72.87 | -1.88% | 12 qtrssince 2022-Q1 | Increased 69 |
SALESFORCE.COM INC | 502,427 | $168M | 0.8% | $303.31 | +9.97% | 8 qtrssince 2023-Q1 | Increased 67 |
ISHARES MSCI SOUTH KOREA ETF | 3.2M | $160.5M | 0.7% | $58.34 | -14.17% | 4 qtrssince 2024-Q1 | Increased 62 |
THE CIGNA GROUP | 579,482 | $160M | 0.7% | $273.44 | -1.41% | 15 qtrssince 2021-Q2 | Increased 65 |
APPLOVIN CORP-CLASS A | 492,860 | $159.6M | 0.7% | $218.01 | +53.83% | 3 qtrssince 2024-Q2 | Increased 67 |
EXPEDIA GROUP INC | 854,262 | $159.2M | 0.7% | $151.39 | +22.20% | 12 qtrssince 2022-Q1 | Increased 64 |
Bridgewater Associates, LP manages $21.8B across 691 positions as of Q4 2024. Top holdings: SPY (22.1%), IVV (5.5%), IEMG (4.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2/5.0.
Active quarter - 84 new positions, 166 exits, 262 increased. Top move: SPY (INCREASED, conviction 100). Portfolio: $21.8B across 691 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