$11.4 Billion is the total value of Bridgewater Associates's 333 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 104.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $2,088,806,000 | +5.2% | 7,038,466 | +3.8% | 18.35% | +17.8% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $653,163,000 | +1.3% | 2,188,003 | +0.0% | 5.74% | +13.5% |
| EWZ | Buy | ISHARES INCmsci brazil etf | $534,645,000 | +29.7% | 12,690,361 | +34.6% | 4.70% | +45.2% |
| EFA | Buy | ISHARES TRmsci eafe etf | $177,000,000 | +4.9% | 2,714,309 | +5.7% | 1.56% | +17.5% |
| VEA | Buy | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $175,722,000 | +4.2% | 4,277,546 | +5.7% | 1.54% | +16.7% |
| IEFA | Buy | ISHARES TRcore msci eafe | $163,088,000 | +5.7% | 2,670,507 | +6.3% | 1.43% | +18.4% |
| EWT | New | ISHARES INCmsci taiwan etf | $145,314,000 | – | 3,996,522 | +100.0% | 1.28% | – |
| INDA | Buy | ISHARES TRmsci india etf | $122,711,000 | +15.6% | 3,655,387 | +21.6% | 1.08% | +29.6% |
| ADS | Buy | ALLIANCE DATA SYSTEMS CORP | $72,630,000 | -4.6% | 566,844 | +4.3% | 0.64% | +6.9% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $53,811,000 | +1.2% | 321,777 | +2.5% | 0.47% | +13.4% |
| LB | Buy | L BRANDS INC | $53,436,000 | +116.4% | 2,727,738 | +188.3% | 0.47% | +141.8% |
| M | Buy | MACYS INC | $52,695,000 | +18.5% | 3,390,903 | +63.6% | 0.46% | +32.7% |
| RL | Buy | RALPH LAUREN CORPcl a | $48,045,000 | +120.7% | 503,248 | +162.5% | 0.42% | +146.8% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $46,725,000 | +146.8% | 844,790 | +144.0% | 0.41% | +177.7% |
| XEC | Buy | CIMAREX ENERGY CO | $46,818,000 | +3.7% | 976,604 | +28.3% | 0.41% | +16.1% |
| ALXN | Buy | ALEXION PHARMACEUTICALS INC | $46,569,000 | +1075.7% | 475,487 | +1472.3% | 0.41% | +1219.4% |
| DVA | Buy | DAVITA INC | $41,535,000 | +553.6% | 727,788 | +544.3% | 0.36% | +630.0% |
| CBS | Buy | CBS CORP NEWcl b | $38,178,000 | +150.0% | 945,703 | +209.0% | 0.34% | +179.2% |
| EWW | Buy | ISHARES INCmsci mexico etf | $36,567,000 | +71.2% | 855,975 | +73.9% | 0.32% | +91.1% |
| FL | Buy | FOOT LOCKER INC | $35,365,000 | +39.7% | 819,402 | +35.7% | 0.31% | +56.3% |
| JWN | Buy | NORDSTROM INC | $34,687,000 | +14.9% | 1,030,217 | +8.8% | 0.30% | +28.7% |
| FXI | Buy | ISHARES TRchina lg-cap etf | $34,208,000 | +11.7% | 859,503 | +20.0% | 0.30% | +25.4% |
| MCHI | Buy | ISHARES TRmsci china etf | $33,801,000 | +13.6% | 602,720 | +20.5% | 0.30% | +27.5% |
| ABC | Buy | AMERISOURCEBERGEN CORP | $32,870,000 | +117.7% | 399,252 | +125.4% | 0.29% | +144.9% |
| ANTM | Buy | ANTHEM INC | $31,056,000 | +148.2% | 129,345 | +191.8% | 0.27% | +178.6% |
| SWN | Buy | SOUTHWESTERN ENERGY CO | $30,394,000 | -38.0% | 15,747,929 | +1.5% | 0.27% | -30.6% |
| CLF | Buy | CLEVELAND CLIFFS INC | $29,470,000 | +41.8% | 4,081,690 | +109.6% | 0.26% | +58.9% |
| CLX | Buy | CLOROX CO DEL | $27,418,000 | +24.6% | 180,535 | +25.6% | 0.24% | +39.3% |
| EQT | Buy | EQT CORP | $26,912,000 | +25.9% | 2,529,370 | +87.0% | 0.24% | +40.5% |
| IVZ | New | INVESCO LTD | $25,943,000 | – | 1,531,460 | +100.0% | 0.23% | – |
| SPG | Buy | SIMON PPTY GROUP INC NEW | $25,536,000 | +104.1% | 164,059 | +109.5% | 0.22% | +128.6% |
| NEM | Buy | NEWMONT GOLDCORP CORPORATION | $25,373,000 | +8.9% | 669,124 | +10.5% | 0.22% | +21.9% |
| XLNX | Buy | XILINX INC | $24,655,000 | +521.3% | 257,092 | +664.1% | 0.22% | +600.0% |
| MLM | Buy | MARTIN MARIETTA MATLS INC | $23,932,000 | +243.8% | 87,313 | +188.6% | 0.21% | +281.8% |
| MCK | Buy | MCKESSON CORP | $23,037,000 | +37.5% | 168,575 | +35.2% | 0.20% | +54.2% |
| PGR | New | PROGRESSIVE CORP OHIO | $22,959,000 | – | 297,206 | +100.0% | 0.20% | – |
| URI | Buy | UNITED RENTALS INC | $22,370,000 | +3.3% | 179,473 | +10.0% | 0.20% | +15.9% |
| AMT | New | AMERICAN TOWER CORP NEW | $21,857,000 | – | 98,842 | +100.0% | 0.19% | – |
| NRG | Buy | NRG ENERGY INC | $21,612,000 | +106.7% | 545,769 | +83.3% | 0.19% | +131.7% |
| COP | Buy | CONOCOPHILLIPS | $21,200,000 | +20.5% | 372,052 | +29.0% | 0.19% | +34.8% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $19,829,000 | +111.0% | 328,512 | +99.7% | 0.17% | +135.1% |
| CPRI | Buy | CAPRI HOLDINGS LIMITED | $18,789,000 | +12.2% | 566,621 | +17.3% | 0.16% | +26.0% |
| CMA | Buy | COMERICA INC | $18,203,000 | +9.1% | 275,845 | +20.1% | 0.16% | +22.1% |
| REGN | Buy | REGENERON PHARMACEUTICALS | $17,117,000 | +2203.8% | 61,705 | +2498.1% | 0.15% | +2400.0% |
| SLB | Buy | SCHLUMBERGER LTD | $16,460,000 | +1.8% | 481,696 | +18.4% | 0.14% | +14.2% |
| MO | Buy | ALTRIA GROUP INC | $14,082,000 | +92.5% | 344,301 | +122.9% | 0.12% | +117.5% |
| DISCA | Buy | DISCOVERY INC | $13,606,000 | +45.2% | 510,926 | +67.4% | 0.12% | +64.4% |
| COG | Buy | CABOT OIL & GAS CORP | $13,213,000 | +20.7% | 752,009 | +57.8% | 0.12% | +34.9% |
| BEN | New | FRANKLIN RES INC | $13,031,000 | – | 451,521 | +100.0% | 0.11% | – |
| BWA | Buy | BORGWARNER INC | $12,346,000 | +0.8% | 336,588 | +15.4% | 0.11% | +12.5% |
| CF | New | CF INDS HLDGS INC | $11,234,000 | – | 228,328 | +100.0% | 0.10% | – |
| BIDU | Buy | BAIDU INCspon adr rep a | $11,220,000 | -7.9% | 109,187 | +5.2% | 0.10% | +3.1% |
| BMY | New | BRISTOL MYERS SQUIBB CO | $11,134,000 | – | 219,568 | +100.0% | 0.10% | – |
| MPC | Buy | MARATHON PETE CORP | $10,715,000 | +52.0% | 176,371 | +39.8% | 0.09% | +70.9% |
| MRO | Buy | MARATHON OIL CORP | $10,712,000 | -4.0% | 872,994 | +11.2% | 0.09% | +6.8% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $10,704,000 | +86.9% | 49,256 | +109.9% | 0.09% | +108.9% |
| GOLD | Buy | BARRICK GOLD CORPORATION | $10,455,000 | +12.1% | 603,845 | +2.4% | 0.09% | +26.0% |
| UNP | New | UNION PACIFIC CORP | $9,642,000 | – | 59,528 | +100.0% | 0.08% | – |
| BXP | New | BOSTON PROPERTIES INC | $8,772,000 | – | 67,657 | +100.0% | 0.08% | – |
| BKNG | Buy | BOOKING HLDGS INC | $8,524,000 | +50.0% | 4,343 | +43.2% | 0.08% | +66.7% |
| GILD | Buy | GILEAD SCIENCES INC | $7,778,000 | +25.3% | 122,718 | +33.6% | 0.07% | +38.8% |
| DUK | Buy | DUKE ENERGY CORP NEW | $7,514,000 | +17.5% | 78,390 | +8.2% | 0.07% | +32.0% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $7,513,000 | +35.6% | 20,047 | +16.9% | 0.07% | +53.5% |
| FNV | Buy | FRANCO NEVADA CORP | $7,428,000 | +10.4% | 81,471 | +3.0% | 0.06% | +22.6% |
| MHK | New | MOHAWK INDS INC | $7,329,000 | – | 59,072 | +100.0% | 0.06% | – |
| ERIE | New | ERIE INDTY COcl a | $7,143,000 | – | 38,474 | +100.0% | 0.06% | – |
| ORCL | Buy | ORACLE CORP | $6,117,000 | +517.9% | 111,155 | +539.9% | 0.05% | +575.0% |
| FDX | Buy | FEDEX CORP | $6,098,000 | +360.2% | 41,891 | +419.1% | 0.05% | +440.0% |
| AEM | Buy | AGNICO EAGLE MINES LTD | $6,052,000 | +8.1% | 112,870 | +3.5% | 0.05% | +20.5% |
| ISRG | New | INTUITIVE SURGICAL INC | $6,053,000 | – | 11,210 | +100.0% | 0.05% | – |
| EDU | Buy | NEW ORIENTAL ED & TECH GRP Ispon adr | $5,874,000 | +24.6% | 53,030 | +8.6% | 0.05% | +40.5% |
| WPM | Buy | WHEATON PRECIOUS METALS CORP | $5,874,000 | +12.4% | 223,850 | +3.8% | 0.05% | +26.8% |
| CSX | New | CSX CORP | $5,833,000 | – | 84,212 | +100.0% | 0.05% | – |
| AXP | New | AMERICAN EXPRESS CO | $5,746,000 | – | 48,583 | +100.0% | 0.05% | – |
| VRTX | New | VERTEX PHARMACEUTICALS INC | $5,465,000 | – | 32,260 | +100.0% | 0.05% | – |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $5,305,000 | – | 32,865 | +100.0% | 0.05% | – |
| FB | Buy | FACEBOOK INCcl a | $5,309,000 | +51.0% | 29,811 | +63.7% | 0.05% | +67.9% |
| AKAM | Buy | AKAMAI TECHNOLOGIES INC | $4,853,000 | +80.1% | 53,107 | +58.0% | 0.04% | +104.8% |
| WCN | Buy | WASTE CONNECTIONS INC | $4,835,000 | -1.3% | 52,595 | +2.8% | 0.04% | +10.5% |
| NVDA | New | NVIDIA CORP | $4,741,000 | – | 27,239 | +100.0% | 0.04% | – |
| FDS | Buy | FACTSET RESH SYS INC | $4,677,000 | +1438.5% | 19,248 | +1714.1% | 0.04% | +1950.0% |
| GIS | New | GENERAL MLS INC | $4,398,000 | – | 79,781 | +100.0% | 0.04% | – |
| EA | Buy | ELECTRONIC ARTS INC | $4,061,000 | +129.7% | 41,516 | +137.7% | 0.04% | +157.1% |
| V | New | VISA INC | $4,034,000 | – | 23,455 | +100.0% | 0.04% | – |
| ATHM | Buy | AUTOHOME INCsp adr rp cl a | $3,990,000 | -1.3% | 47,993 | +1.6% | 0.04% | +9.4% |
| EL | Buy | LAUDER ESTEE COS INCcl a | $4,011,000 | +116.3% | 20,161 | +99.1% | 0.04% | +133.3% |
| DISH | New | DISH NETWORK CORPcl a | $4,030,000 | – | 118,291 | +100.0% | 0.04% | – |
| CTRP | Buy | CTRIP COM INTL LTDsponsored ads | $3,916,000 | -8.0% | 133,692 | +15.9% | 0.03% | +3.0% |
| APTV | New | APTIV PLC | $3,875,000 | – | 44,326 | +100.0% | 0.03% | – |
| JNPR | New | JUNIPER NETWORKS INC | $3,901,000 | – | 157,612 | +100.0% | 0.03% | – |
| PDD | Buy | PINDUODUO INCsponsored ads | $3,690,000 | +76.5% | 114,520 | +13.0% | 0.03% | +100.0% |
| DRI | New | DARDEN RESTAURANTS INC | $3,498,000 | – | 29,586 | +100.0% | 0.03% | – |
| CVI | New | CVR ENERGY INC | $3,484,000 | – | 79,121 | +100.0% | 0.03% | – |
| CMG | New | CHIPOTLE MEXICAN GRILL INC | $3,419,000 | – | 4,068 | +100.0% | 0.03% | – |
| CSCO | New | CISCO SYS INC | $3,404,000 | – | 68,892 | +100.0% | 0.03% | – |
| SPGI | New | S&P GLOBAL INC | $3,365,000 | – | 13,735 | +100.0% | 0.03% | – |
| TAL | Buy | TAL EDUCATION GROUPsponsored ads | $3,428,000 | +3.3% | 100,106 | +14.9% | 0.03% | +15.4% |
| TRIP | New | TRIPADVISOR INC | $3,184,000 | – | 82,306 | +100.0% | 0.03% | – |
| KGC | Buy | KINROSS GOLD CORP | $2,943,000 | +25.0% | 638,788 | +5.1% | 0.03% | +44.4% |
| RCL | New | ROYAL CARIBBEAN CRUISES LTD | $2,870,000 | – | 26,490 | +100.0% | 0.02% | – |
| CLR | Buy | CONTINENTAL RESOURCES INC | $2,666,000 | -24.2% | 86,594 | +3.6% | 0.02% | -17.9% |
| CTSH | New | COGNIZANT TECHNOLOGY SOLUTIOcl a | $2,550,000 | – | 42,308 | +100.0% | 0.02% | – |
| BHP | Buy | BHP GROUP LTDsponsored ads | $2,368,000 | -13.7% | 47,952 | +1.6% | 0.02% | -4.5% |
| RIO | Buy | RIO TINTO PLCsponsored adr | $2,364,000 | -11.6% | 45,390 | +5.8% | 0.02% | 0.0% |
| XOM | Buy | EXXON MOBIL CORP | $2,341,000 | -5.1% | 33,155 | +3.0% | 0.02% | +10.5% |
| VALE | Buy | VALE S Asponsored ads | $2,355,000 | -11.6% | 204,821 | +3.4% | 0.02% | 0.0% |
| BP | Buy | BP PLCsponsored adr | $2,324,000 | -2.8% | 61,172 | +6.7% | 0.02% | +5.3% |
| UTX | Buy | UNITED TECHNOLOGIES CORP | $2,306,000 | +17.9% | 16,892 | +12.4% | 0.02% | +33.3% |
| CMI | New | CUMMINS INC | $2,209,000 | – | 13,582 | +100.0% | 0.02% | – |
| VMW | New | VMWARE INC | $2,140,000 | – | 14,260 | +100.0% | 0.02% | – |
| NVR | Buy | NVR INC | $2,115,000 | +321.3% | 569 | +281.9% | 0.02% | +375.0% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $2,107,000 | +52.8% | 9,581 | +28.3% | 0.02% | +72.7% |
| FITB | New | FIFTH THIRD BANCORP | $2,084,000 | – | 76,101 | +100.0% | 0.02% | – |
| MOMO | Buy | MOMO INCadr | $1,889,000 | -12.0% | 60,964 | +1.7% | 0.02% | 0.0% |
| VIPS | Buy | VIPSHOP HLDGS LTDsponsored ads a | $1,898,000 | +8.8% | 212,793 | +5.3% | 0.02% | +21.4% |
| AAPL | New | APPLE INC | $1,861,000 | – | 8,311 | +100.0% | 0.02% | – |
| CAT | New | CATERPILLAR INC DEL | $1,731,000 | – | 13,704 | +100.0% | 0.02% | – |
| SBAC | New | SBA COMMUNICATIONS CORP NEWcl a | $1,731,000 | – | 7,177 | +100.0% | 0.02% | – |
| KL | Buy | KIRKLAND LAKE GOLD LTD | $1,578,000 | +16.5% | 35,208 | +12.3% | 0.01% | +27.3% |
| RGLD | Buy | ROYAL GOLD INC | $1,644,000 | +65.4% | 13,347 | +37.6% | 0.01% | +75.0% |
| LMT | New | LOCKHEED MARTIN CORP | $1,555,000 | – | 3,986 | +100.0% | 0.01% | – |
| IRM | Buy | IRON MTN INC NEW | $1,570,000 | +288.6% | 48,484 | +275.5% | 0.01% | +366.7% |
| GDS | Buy | GDS HLDGS LTDsponsored ads | $1,495,000 | +15.4% | 37,309 | +8.2% | 0.01% | +30.0% |
| CL | New | COLGATE PALMOLIVE CO | $1,529,000 | – | 20,802 | +100.0% | 0.01% | – |
| AU | Buy | ANGLOGOLD ASHANTI LTDsponsored adr | $1,334,000 | +26.4% | 73,030 | +23.3% | 0.01% | +50.0% |
| TOL | New | TOLL BROTHERS INC | $1,317,000 | – | 32,074 | +100.0% | 0.01% | – |
| FISV | New | FISERV INC | $1,095,000 | – | 10,569 | +100.0% | 0.01% | – |
| LOW | New | LOWES COS INC | $1,110,000 | – | 10,091 | +100.0% | 0.01% | – |
| TXN | New | TEXAS INSTRS INC | $1,191,000 | – | 9,212 | +100.0% | 0.01% | – |
| VRSN | New | VERISIGN INC | $1,070,000 | – | 5,670 | +100.0% | 0.01% | – |
| BSX | Buy | BOSTON SCIENTIFIC CORP | $1,081,000 | +100.9% | 26,571 | +112.5% | 0.01% | +125.0% |
| SINA | Buy | SINA CORPord | $992,000 | -8.6% | 25,319 | +0.6% | 0.01% | 0.0% |
| IDXX | New | IDEXX LABS INC | $991,000 | – | 3,646 | +100.0% | 0.01% | – |
| EXR | Buy | EXTRA SPACE STORAGE INC | $924,000 | +35.3% | 7,907 | +22.9% | 0.01% | +60.0% |
| F | New | FORD MTR CO DEL | $899,000 | – | 98,104 | +100.0% | 0.01% | – |
| LLY | New | LILLY ELI & CO | $910,000 | – | 8,135 | +100.0% | 0.01% | – |
| RS | New | RELIANCE STEEL & ALUMINUM CO | $874,000 | – | 8,771 | +100.0% | 0.01% | – |
| H | New | HYATT HOTELS CORP | $843,000 | – | 11,447 | +100.0% | 0.01% | – |
| CHH | New | CHOICE HOTELS INTL INC | $851,000 | – | 9,571 | +100.0% | 0.01% | – |
| TME | Buy | TENCENT MUSIC ENTMT GROUPspon ads | $765,000 | +29.7% | 59,914 | +52.3% | 0.01% | +40.0% |
| YY | Buy | YY INCsponsored ads a | $841,000 | -5.4% | 14,961 | +17.2% | 0.01% | 0.0% |
| AMCX | New | AMC NETWORKS INCcl a | $679,000 | – | 13,820 | +100.0% | 0.01% | – |
| GFI | Buy | GOLD FIELDS LTD NEWsponsored adr | $694,000 | +7.6% | 141,157 | +18.4% | 0.01% | +20.0% |
| MRK | New | MERCK & CO INC | $664,000 | – | 7,891 | +100.0% | 0.01% | – |
| IQ | Buy | IQIYI INCsponsored ads | $558,000 | +100.7% | 34,612 | +157.5% | 0.01% | +150.0% |
| J | New | JACOBS ENGR GROUP INC | $566,000 | – | 6,181 | +100.0% | 0.01% | – |
| JEF | New | JEFFERIES FINL GROUP INC | $592,000 | – | 32,169 | +100.0% | 0.01% | – |
| LII | New | LENNOX INTL INC | $543,000 | – | 2,234 | +100.0% | 0.01% | – |
| FBHS | New | FORTUNE BRANDS HOME & SEC IN | $539,000 | – | 9,849 | +100.0% | 0.01% | – |
| DPZ | New | DOMINOS PIZZA INC | $523,000 | – | 2,139 | +100.0% | 0.01% | – |
| PAAS | Buy | PAN AMERICAN SILVER CORP | $580,000 | +54.3% | 37,009 | +27.0% | 0.01% | +66.7% |
| CAKE | New | CHEESECAKE FACTORY INC | $521,000 | – | 12,507 | +100.0% | 0.01% | – |
| PWR | New | QUANTA SVCS INC | $550,000 | – | 14,550 | +100.0% | 0.01% | – |
| ROP | New | ROPER TECHNOLOGIES INC | $581,000 | – | 1,629 | +100.0% | 0.01% | – |
| BTG | Buy | B2GOLD CORP | $556,000 | +21.1% | 170,945 | +13.4% | 0.01% | +25.0% |
| SBGL | Buy | SIBANYE STILLWATERsponsored adr | $616,000 | +40.3% | 114,050 | +23.5% | 0.01% | +66.7% |
| TPH | New | TRI POINTE GROUP INC | $559,000 | – | 37,147 | +100.0% | 0.01% | – |
| ALLE | New | ALLEGION PUB LTD CO | $561,000 | – | 5,413 | +100.0% | 0.01% | – |
| AUY | Buy | YAMANA GOLD INC | $610,000 | +48.4% | 191,946 | +17.8% | 0.01% | +66.7% |
| UHS | New | UNIVERSAL HLTH SVCS INCcl b | $590,000 | – | 3,968 | +100.0% | 0.01% | – |
| VAR | New | VARIAN MED SYS INC | $573,000 | – | 4,809 | +100.0% | 0.01% | – |
| PTC | New | PTC INC | $472,000 | – | 6,918 | +100.0% | 0.00% | – |
| LAMR | New | LAMAR ADVERTISING CO NEWcl a | $511,000 | – | 6,231 | +100.0% | 0.00% | – |
| KBR | New | KBR INC | $510,000 | – | 20,797 | +100.0% | 0.00% | – |
| ZTO | New | ZTO EXPRESS CAYMAN INCsponsored ads a | $471,000 | – | 22,070 | +100.0% | 0.00% | – |
| HBI | New | HANESBRANDS INC | $460,000 | – | 30,049 | +100.0% | 0.00% | – |
| TECH | New | BIO TECHNE CORP | $413,000 | – | 2,110 | +100.0% | 0.00% | – |
| DAL | New | DELTA AIR LINES INC DEL | $507,000 | – | 8,796 | +100.0% | 0.00% | – |
| SNPS | New | SYNOPSYS INC | $464,000 | – | 3,381 | +100.0% | 0.00% | – |
| CVLT | New | COMMVAULT SYSTEMS INC | $463,000 | – | 10,366 | +100.0% | 0.00% | – |
| CRL | New | CHARLES RIV LABS INTL INC | $451,000 | – | 3,406 | +100.0% | 0.00% | – |
| JKHY | New | HENRY JACK & ASSOC INC | $486,000 | – | 3,328 | +100.0% | 0.00% | – |
| FTNT | New | FORTINET INC | $454,000 | – | 5,911 | +100.0% | 0.00% | – |
| ANSS | New | ANSYS INC | $489,000 | – | 2,210 | +100.0% | 0.00% | – |
| SNA | New | SNAP ON INC | $418,000 | – | 2,668 | +100.0% | 0.00% | – |
| LEG | New | LEGGETT & PLATT INC | $428,000 | – | 10,450 | +100.0% | 0.00% | – |
| ATR | New | APTARGROUP INC | $325,000 | – | 2,745 | +100.0% | 0.00% | – |
| PVG | Buy | PRETIUM RES INC | $360,000 | +30.0% | 31,285 | +13.1% | 0.00% | +50.0% |
| BKI | New | BLACK KNIGHT INC | $327,000 | – | 5,349 | +100.0% | 0.00% | – |
| OI | New | OWENS ILL INC | $338,000 | – | 32,952 | +100.0% | 0.00% | – |
| STLD | New | STEEL DYNAMICS INC | $314,000 | – | 10,536 | +100.0% | 0.00% | – |
| DLX | New | DELUXE CORP | $355,000 | – | 7,218 | +100.0% | 0.00% | – |
| WB | Buy | WEIBO CORPsponsored adr | $348,000 | +16.0% | 7,768 | +12.6% | 0.00% | +50.0% |
| NWSA | New | NEWS CORP NEWcl a | $342,000 | – | 24,549 | +100.0% | 0.00% | – |
| BLL | New | BALL CORP | $347,000 | – | 4,766 | +100.0% | 0.00% | – |
| ATI | New | ALLEGHENY TECHNOLOGIES INC | $321,000 | – | 15,861 | +100.0% | 0.00% | – |
| MORN | New | MORNINGSTAR INC | $336,000 | – | 2,297 | +100.0% | 0.00% | – |
| WUBA | Buy | 58 COM INCspon adr rep a | $302,000 | +0.7% | 6,133 | +27.0% | 0.00% | +50.0% |
| IT | New | GARTNER INC | $309,000 | – | 2,159 | +100.0% | 0.00% | – |
| GPN | New | GLOBAL PMTS INC | $316,000 | – | 1,988 | +100.0% | 0.00% | – |
| JWA | New | WILEY JOHN & SONS INCcl a | $322,000 | – | 7,317 | +100.0% | 0.00% | – |
| SSRM | Buy | SSR MNG INC | $313,000 | +31.0% | 21,524 | +23.0% | 0.00% | +50.0% |
| CACI | New | CACI INTL INCcl a | $304,000 | – | 1,314 | +100.0% | 0.00% | – |
| HCM | Buy | HUTCHISON CHINA MEDITECH LTDsponsored adr | $294,000 | -10.4% | 16,498 | +10.5% | 0.00% | 0.0% |
| UFS | New | DOMTAR CORP | $269,000 | – | 7,519 | +100.0% | 0.00% | – |
| AEO | New | AMERICAN EAGLE OUTFITTERS IN | $179,000 | – | 11,007 | +100.0% | 0.00% | – |
| AWK | New | AMERICAN WTR WKS CO INC NEW | $280,000 | – | 2,254 | +100.0% | 0.00% | – |
| ALV | New | AUTOLIV INC | $213,000 | – | 2,704 | +100.0% | 0.00% | – |
| BZUN | New | BAOZUN INCsponsored adr | $244,000 | – | 5,724 | +100.0% | 0.00% | – |
| CRI | New | CARTERS INC | $264,000 | – | 2,892 | +100.0% | 0.00% | – |
| COLM | New | COLUMBIA SPORTSWEAR CO | $241,000 | – | 2,487 | +100.0% | 0.00% | – |
| AES | New | AES CORP | $194,000 | – | 11,856 | +100.0% | 0.00% | – |
| GNTX | New | GENTEX CORP | $204,000 | – | 7,421 | +100.0% | 0.00% | – |
| GT | New | GOODYEAR TIRE & RUBR CO | $216,000 | – | 15,007 | +100.0% | 0.00% | – |
| GES | New | GUESS INC | $187,000 | – | 10,109 | +100.0% | 0.00% | – |
| IAG | Buy | IAMGOLD CORP | $273,000 | +21.9% | 79,961 | +20.9% | 0.00% | 0.0% |
| NOAH | Buy | NOAH HLDGS LTDspon ads cl a | $222,000 | -27.2% | 7,589 | +5.8% | 0.00% | 0.0% |
| PKG | New | PACKAGING CORP AMER | $251,000 | – | 2,369 | +100.0% | 0.00% | – |
| PCH | New | POTLATCHDELTIC CORPORATION | $260,000 | – | 6,333 | +100.0% | 0.00% | – |
| SBH | New | SALLY BEAUTY HLDGS INC | $174,000 | – | 11,716 | +100.0% | 0.00% | – |
| SON | New | SONOCO PRODS CO | $246,000 | – | 4,231 | +100.0% | 0.00% | – |
| THO | New | THOR INDS INC | $221,000 | – | 3,898 | +100.0% | 0.00% | – |
| TSCO | New | TRACTOR SUPPLY CO | $205,000 | – | 2,269 | +100.0% | 0.00% | – |
| FLEX | New | FLEX LTDord | $120,000 | – | 11,449 | +100.0% | 0.00% | – |
| NIO | New | NIO INCspon ads | $34,000 | – | 21,831 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-11-13
About Bridgewater Associates
Bridgewater Associates is one of the largest and most successful hedge funds in the world. Founded in 1975 by Ray Dalio, the firm has grown to manage over $160 billion in assets and employs more than 1,500 people. Bridgewater is known for its unique investment philosophy, which is based on a set of principles known as "radical transparency" and "idea meritocracy."
At the heart of Bridgewater's approach is the belief that the best ideas should win out, regardless of where they come from. To achieve this, the firm has created a culture of open and honest communication, where employees are encouraged to challenge each other's ideas and assumptions. This approach has helped Bridgewater to consistently outperform its peers, with the firm's flagship Pure Alpha fund delivering an average annual return of 12% since its inception in 1991.
Ray Dalio remains actively involved in the firm as its co-chief investment officer, alongside Bob Prince and Greg Jensen. In recent years, Bridgewater has also made headlines for its leadership changes, with Dalio stepping back from day-to-day management in 2017 and Jensen taking on a more prominent role. The firm has also faced criticism for its management style, with some former employees describing it as a "cult-like" environment.
Despite these challenges, Bridgewater remains one of the most respected and successful hedge funds in the world. Its unique approach to investing and commitment to transparency have helped it to build a loyal following among investors, and its continued success is a testament to the power of its ideas.
It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | 42 | Q3 2023 | 42.6% |
| SPDR SP 500 ETF TR | 42 | Q3 2023 | 29.3% |
| ISHARES TR | 42 | Q3 2023 | 27.3% |
| ISHARES TR | 42 | Q3 2023 | 8.7% |
| ISHARES TR | 42 | Q3 2023 | 4.5% |
| MCKESSON CORP | 41 | Q3 2023 | 0.9% |
| EOG RES INC | 40 | Q3 2023 | 0.2% |
| CENOVUS ENERGY INC | 40 | Q3 2023 | 0.2% |
| NEWMONT MNG CORP | 38 | Q2 2023 | 0.2% |
| RIO TINTO PLC | 38 | Q3 2023 | 0.2% |
View Bridgewater Associates's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-12 |
View Bridgewater Associates's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.