$24.8 Billion is the total value of Bridgewater Associates's 968 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 13.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GLD | Sell | SPDR GOLD TR | $380,809,000 | -2.7% | 2,107,996 | -7.9% | 1.54% | -32.5% |
| JD | Sell | JD.COM INCspon adr cl a | $123,912,000 | -33.5% | 2,141,206 | -19.5% | 0.50% | -53.9% |
| IAU | Sell | ISHARES GOLD TRishares new | $123,492,000 | -2.5% | 3,353,019 | -7.9% | 0.50% | -32.4% |
| EWT | Sell | ISHARES INCmsci taiwan etf | $85,657,000 | -9.9% | 1,393,923 | -2.3% | 0.34% | -37.5% |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $45,054,000 | -13.8% | 938,041 | -8.3% | 0.18% | -40.1% |
| EFA | Sell | ISHARES TRmsci eafe etf | $43,517,000 | -14.2% | 591,264 | -8.3% | 0.18% | -40.7% |
| IEFA | Sell | ISHARES TRcore msci eafe | $39,989,000 | -14.6% | 575,305 | -8.3% | 0.16% | -40.8% |
| NTES | Sell | NETEASE INCsponsored ads | $33,197,000 | -33.2% | 370,125 | -24.3% | 0.13% | -53.6% |
| HD | Sell | HOME DEPOT INC | $32,357,000 | -64.6% | 108,099 | -50.9% | 0.13% | -75.5% |
| LOW | Sell | LOWES COS INC | $28,517,000 | -65.0% | 141,039 | -55.2% | 0.12% | -75.7% |
| TT | Sell | TRANE TECHNOLOGIES PLC | $28,017,000 | -38.7% | 183,477 | -18.9% | 0.11% | -57.5% |
| MS | Sell | MORGAN STANLEY | $27,496,000 | -12.3% | 314,602 | -1.5% | 0.11% | -39.0% |
| JCI | Sell | JOHNSON CTLS INTL PLC | $27,073,000 | -49.8% | 412,884 | -37.8% | 0.11% | -65.3% |
| SCHW | Sell | SCHWAB CHARLES CORP | $26,566,000 | -5.2% | 315,103 | -5.5% | 0.11% | -34.4% |
| DD | Sell | DUPONT DE NEMOURS INC | $24,852,000 | -26.4% | 337,760 | -19.2% | 0.10% | -49.0% |
| APTV | Sell | APTIV PLC | $22,556,000 | -46.7% | 188,418 | -26.6% | 0.09% | -63.0% |
| LEN | Sell | LENNAR CORPcl a | $20,933,000 | -39.7% | 257,893 | -13.7% | 0.08% | -58.4% |
| PPG | Sell | PPG INDS INC | $20,858,000 | -47.4% | 159,140 | -30.9% | 0.08% | -63.6% |
| ODFL | Sell | OLD DOMINION FREIGHT LINE IN | $20,369,000 | -48.4% | 68,196 | -38.1% | 0.08% | -64.3% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $20,220,000 | -14.7% | 61,253 | -1.1% | 0.08% | -40.6% |
| CP | Sell | CANADIAN PAC RY LTD | $20,271,000 | +14.7% | 245,396 | -0.0% | 0.08% | -20.4% |
| DIDI | Sell | DIDI GLOBAL INCsponsored ads | $20,375,000 | -59.7% | 8,149,902 | -19.7% | 0.08% | -72.1% |
| DHI | Sell | D R HORTON INC | $19,015,000 | -49.6% | 255,204 | -26.6% | 0.08% | -64.8% |
| LULU | Sell | LULULEMON ATHLETICA INC | $18,728,000 | -38.8% | 51,278 | -34.4% | 0.08% | -57.9% |
| CARR | Sell | CARRIER GLOBAL CORPORATION | $17,318,000 | -37.3% | 377,555 | -25.8% | 0.07% | -56.5% |
| SHW | Sell | SHERWIN WILLIAMS CO | $14,680,000 | -61.1% | 58,810 | -45.1% | 0.06% | -73.1% |
| VFC | Sell | V F CORP | $14,125,000 | -50.7% | 248,410 | -36.5% | 0.06% | -65.7% |
| JBHT | Sell | HUNT J B TRANS SVCS INC | $12,481,000 | -40.1% | 62,161 | -39.1% | 0.05% | -58.7% |
| IFF | Sell | INTERNATIONAL FLAVORS&FRAGRA | $12,141,000 | -42.5% | 92,445 | -34.0% | 0.05% | -60.2% |
| ALB | Sell | ALBEMARLE CORP | $11,847,000 | -54.6% | 53,569 | -52.0% | 0.05% | -68.4% |
| GPC | Sell | GENUINE PARTS CO | $11,121,000 | -42.0% | 88,250 | -35.5% | 0.04% | -59.8% |
| NVR | Sell | NVR INC | $10,927,000 | -47.6% | 2,446 | -30.6% | 0.04% | -63.6% |
| OC | Sell | OWENS CORNING NEW | $10,225,000 | -16.3% | 111,750 | -17.2% | 0.04% | -42.3% |
| POOL | Sell | POOL CORP | $9,957,000 | -54.7% | 23,547 | -39.3% | 0.04% | -68.8% |
| CE | Sell | CELANESE CORP DEL | $9,719,000 | -46.0% | 68,029 | -36.5% | 0.04% | -62.9% |
| KMX | Sell | CARMAX INC | $9,632,000 | -57.3% | 99,829 | -42.4% | 0.04% | -70.2% |
| FISV | Sell | FISERV INC | $8,314,000 | -8.2% | 81,988 | -6.0% | 0.03% | -35.8% |
| WHR | Sell | WHIRLPOOL CORP | $7,823,000 | -43.9% | 45,275 | -23.8% | 0.03% | -60.5% |
| CSL | Sell | CARLISLE COS INC | $8,019,000 | -34.8% | 32,610 | -34.2% | 0.03% | -55.6% |
| MAS | Sell | MASCO CORP | $7,714,000 | -53.8% | 151,246 | -36.4% | 0.03% | -68.0% |
| AAP | Sell | ADVANCE AUTO PARTS INC | $7,606,000 | -50.7% | 36,752 | -42.8% | 0.03% | -65.6% |
| LKQ | Sell | LKQ CORP | $7,561,000 | -54.0% | 166,511 | -39.2% | 0.03% | -68.8% |
| PHM | Sell | PULTE GROUP INC | $7,563,000 | -46.7% | 180,503 | -27.3% | 0.03% | -63.4% |
| AON | Sell | AON PLC | $7,281,000 | -44.4% | 22,359 | -48.6% | 0.03% | -61.8% |
| BK | Sell | BANK NEW YORK MELLON CORP | $6,999,000 | -18.8% | 141,029 | -5.0% | 0.03% | -44.0% |
| RPM | Sell | RPM INTL INC | $6,684,000 | -47.6% | 82,076 | -35.0% | 0.03% | -63.5% |
| BLK | Sell | BLACKROCK INC | $6,402,000 | -74.4% | 8,378 | -69.4% | 0.03% | -82.1% |
| EWW | Sell | ISHARES INCmsci mexico etf | $6,394,000 | -76.1% | 116,321 | -78.0% | 0.03% | -83.3% |
| AOS | Sell | SMITH A O CORP | $6,340,000 | -51.7% | 99,226 | -35.1% | 0.03% | -65.8% |
| WSM | Sell | WILLIAMS SONOMA INC | $6,338,000 | -46.8% | 43,708 | -38.0% | 0.03% | -62.3% |
| TPR | Sell | TAPESTRY INC | $6,230,000 | -43.7% | 167,710 | -38.5% | 0.02% | -60.9% |
| CSX | Sell | CSX CORP | $5,922,000 | -9.4% | 158,130 | -9.0% | 0.02% | -36.8% |
| LEA | Sell | LEAR CORP | $5,962,000 | -41.8% | 41,815 | -25.3% | 0.02% | -60.0% |
| ALLE | Sell | ALLEGION PLC | $5,880,000 | -48.5% | 53,560 | -37.9% | 0.02% | -63.6% |
| FBHS | Sell | FORTUNE BRANDS HOME & SEC IN | $5,862,000 | -58.3% | 78,919 | -40.0% | 0.02% | -70.7% |
| BWA | Sell | BORGWARNER INC | $5,609,000 | -46.7% | 144,178 | -38.2% | 0.02% | -62.3% |
| ALV | Sell | AUTOLIV INC | $5,803,000 | -50.2% | 75,920 | -32.6% | 0.02% | -66.2% |
| STT | Sell | STATE STR CORP | $5,618,000 | -7.7% | 64,482 | -1.5% | 0.02% | -34.3% |
| TROW | Sell | PRICE T ROWE GROUP INC | $5,485,000 | -35.6% | 36,279 | -16.2% | 0.02% | -55.1% |
| AMP | Sell | AMERIPRISE FINL INC | $5,494,000 | -7.9% | 18,291 | -7.5% | 0.02% | -37.1% |
| RL | Sell | RALPH LAUREN CORPcl a | $5,253,000 | -40.3% | 46,310 | -37.5% | 0.02% | -58.8% |
| LEVI | Sell | LEVI STRAUSS & CO NEW | $5,180,000 | -46.0% | 262,165 | -31.7% | 0.02% | -62.5% |
| XPO | Sell | XPO LOGISTICS INC | $5,127,000 | -40.3% | 70,424 | -36.5% | 0.02% | -58.0% |
| MHK | Sell | MOHAWK INDS INC | $4,925,000 | -58.4% | 39,656 | -39.0% | 0.02% | -71.0% |
| UAA | Sell | UNDER ARMOUR INCcl a | $5,048,000 | -49.1% | 296,600 | -36.6% | 0.02% | -65.5% |
| AJG | Sell | GALLAGHER ARTHUR J & CO | $4,783,000 | -23.5% | 27,392 | -25.6% | 0.02% | -47.2% |
| KNX | Sell | KNIGHT-SWIFT TRANSN HLDGS INcl a | $4,685,000 | -50.8% | 92,842 | -40.6% | 0.02% | -65.5% |
| CPRI | Sell | CAPRI HOLDINGS LIMITED | $4,754,000 | -51.5% | 92,500 | -38.7% | 0.02% | -66.7% |
| GNTX | Sell | GENTEX CORP | $4,383,000 | -44.6% | 150,261 | -33.8% | 0.02% | -60.9% |
| SIVB | Sell | SVB FINANCIAL GROUP | $4,209,000 | -40.6% | 7,524 | -27.9% | 0.02% | -58.5% |
| AXTA | Sell | AXALTA COATING SYS LTD | $3,643,000 | -51.1% | 148,205 | -34.1% | 0.02% | -65.1% |
| REGN | Sell | REGENERON PHARMACEUTICALS | $3,808,000 | -20.0% | 5,452 | -27.6% | 0.02% | -46.4% |
| LII | Sell | LENNOX INTL INC | $3,705,000 | -66.8% | 14,367 | -58.3% | 0.02% | -76.9% |
| OVV | Sell | OVINTIV INC | $3,551,000 | +56.5% | 65,591 | -2.6% | 0.01% | +7.7% |
| TPX | Sell | TEMPUR SEALY INTL INC | $3,353,000 | -62.4% | 120,080 | -36.7% | 0.01% | -73.1% |
| AN | Sell | AUTONATION INC | $3,450,000 | -50.8% | 34,646 | -42.2% | 0.01% | -65.9% |
| EQIX | Sell | EQUINIX INC | $3,162,000 | -17.7% | 4,264 | -6.2% | 0.01% | -40.9% |
| HBI | Sell | HANESBRANDS INC | $3,231,000 | -43.5% | 216,963 | -36.6% | 0.01% | -60.6% |
| FITB | Sell | FIFTH THIRD BANCORP | $3,229,000 | -39.6% | 75,033 | -38.9% | 0.01% | -58.1% |
| ASH | Sell | ASHLAND GLOBAL HLDGS INC | $3,313,000 | -41.8% | 33,669 | -36.3% | 0.01% | -60.6% |
| PVH | Sell | PVH CORPORATION | $3,348,000 | -53.5% | 43,703 | -35.2% | 0.01% | -69.0% |
| TOL | Sell | TOLL BROTHERS INC | $3,124,000 | -63.4% | 66,450 | -43.7% | 0.01% | -74.0% |
| FRC | Sell | FIRST REP BK SAN FRANCISCO C | $3,076,000 | -53.2% | 18,973 | -40.4% | 0.01% | -68.4% |
| UHAL | Sell | AMERCO | $3,087,000 | -40.4% | 5,172 | -27.4% | 0.01% | -60.0% |
| LEG | Sell | LEGGETT & PLATT INC | $2,874,000 | -45.6% | 82,591 | -35.6% | 0.01% | -61.3% |
| TREX | Sell | TREX CO INC | $2,925,000 | -53.6% | 44,774 | -4.0% | 0.01% | -67.6% |
| RIO | Sell | RIO TINTO PLCsponsored adr | $2,791,000 | +10.2% | 34,713 | -8.3% | 0.01% | -26.7% |
| ADNT | Sell | ADIENT PLC | $2,789,000 | -32.0% | 68,396 | -20.1% | 0.01% | -54.2% |
| NTRS | Sell | NORTHERN TR CORP | $2,724,000 | -39.0% | 23,388 | -37.4% | 0.01% | -57.7% |
| CRI | Sell | CARTERS INC | $2,384,000 | -45.9% | 25,915 | -40.5% | 0.01% | -61.5% |
| MTB | Sell | M & T BK CORP | $2,387,000 | -32.2% | 14,083 | -38.6% | 0.01% | -50.0% |
| R | Sell | RYDER SYS INC | $2,360,000 | -44.3% | 29,753 | -42.1% | 0.01% | -60.0% |
| LPLA | Sell | LPL FINL HLDGS INC | $2,456,000 | +0.4% | 13,442 | -12.1% | 0.01% | -28.6% |
| RJF | Sell | RAYMOND JAMES FINL INC | $2,534,000 | -30.3% | 23,051 | -36.4% | 0.01% | -52.4% |
| GT | Sell | GOODYEAR TIRE & RUBR CO | $2,383,000 | -57.0% | 166,738 | -35.8% | 0.01% | -68.8% |
| FND | Sell | FLOOR & DECOR HLDGS INCcl a | $2,232,000 | -55.7% | 27,553 | -28.8% | 0.01% | -69.0% |
| RH | Sell | RH | $2,303,000 | -51.8% | 7,063 | -20.8% | 0.01% | -67.9% |
| THO | Sell | THOR INDS INC | $2,344,000 | -54.7% | 29,790 | -40.3% | 0.01% | -70.0% |
| BIG | Sell | BIG LOTS INC | $2,151,000 | -24.2% | 62,176 | -1.3% | 0.01% | -47.1% |
| CFG | Sell | CITIZENS FINL GROUP INC | $2,121,000 | -40.6% | 46,792 | -38.1% | 0.01% | -57.1% |
| KEY | Sell | KEYCORP | $2,323,000 | -40.1% | 103,808 | -38.1% | 0.01% | -60.9% |
| HBAN | Sell | HUNTINGTON BANCSHARES INC | $2,311,000 | -41.8% | 158,051 | -38.6% | 0.01% | -60.9% |
| ARES | Sell | ARES MANAGEMENT CORPORATION | $2,127,000 | -17.5% | 26,184 | -17.5% | 0.01% | -40.0% |
| RF | Sell | REGIONS FINANCIAL CORP NEW | $2,340,000 | -37.1% | 105,132 | -38.4% | 0.01% | -59.1% |
| SBNY | Sell | SIGNATURE BK NEW YORK N Y | $2,002,000 | -42.7% | 6,820 | -36.9% | 0.01% | -60.0% |
| PFG | Sell | PRINCIPAL FINANCIAL GROUP IN | $2,075,000 | -39.2% | 28,260 | -40.1% | 0.01% | -60.0% |
| VC | Sell | VISTEON CORP | $2,053,000 | -31.4% | 18,814 | -30.1% | 0.01% | -52.9% |
| LAD | Sell | LITHIA MTRS INC | $1,819,000 | -10.8% | 6,062 | -11.8% | 0.01% | -41.7% |
| CMC | Sell | COMMERCIAL METALS CO | $1,797,000 | -14.6% | 43,173 | -25.5% | 0.01% | -41.7% |
| BEN | Sell | FRANKLIN RESOURCES INC | $1,533,000 | -48.7% | 54,909 | -38.5% | 0.01% | -64.7% |
| KBH | Sell | KB HOME | $1,552,000 | -57.6% | 47,943 | -41.4% | 0.01% | -71.4% |
| MDC | Sell | M D C HLDGS INC | $1,470,000 | -59.6% | 38,835 | -40.4% | 0.01% | -71.4% |
| BNR | Sell | BURNING ROCK BIOTECH LTDsponsored ads | $1,472,000 | -20.2% | 158,413 | -18.2% | 0.01% | -45.5% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $1,534,000 | -54.1% | 3,366 | -42.8% | 0.01% | -68.4% |
| IVZ | Sell | INVESCO LTD | $1,195,000 | -36.0% | 51,802 | -36.1% | 0.01% | -54.5% |
| CMA | Sell | COMERICA INC | $1,310,000 | -35.9% | 14,481 | -38.4% | 0.01% | -58.3% |
| SEIC | Sell | SEI INVTS CO | $1,306,000 | -21.0% | 21,697 | -20.1% | 0.01% | -50.0% |
| BZUN | Sell | BAOZUN INCsponsored adr | $1,281,000 | -49.4% | 149,318 | -18.1% | 0.01% | -66.7% |
| OCFT | Sell | ONECONNECT FINL TECHNOLOGY Csponsored ads | $1,153,000 | -53.2% | 817,517 | -18.1% | 0.01% | -64.3% |
| WDAY | Sell | WORKDAY INCcl a | $1,364,000 | -53.6% | 5,695 | -47.1% | 0.01% | -70.6% |
| EWBC | Sell | EAST WEST BANCORP INC | $1,231,000 | -38.1% | 15,580 | -38.4% | 0.01% | -58.3% |
| TIGR | Sell | UP FINTECH HLDG LTDsponsored ads | $1,201,000 | -17.7% | 245,147 | -17.6% | 0.01% | -37.5% |
| EQH | Sell | EQUITABLE HLDGS INC | $1,320,000 | -43.3% | 42,701 | -39.8% | 0.01% | -64.3% |
| ARCC | Sell | ARES CAPITAL CORP | $1,002,000 | -41.3% | 47,812 | -40.7% | 0.00% | -60.0% |
| WAL | Sell | WESTERN ALLIANCE BANCORP | $953,000 | -51.8% | 11,502 | -37.3% | 0.00% | -63.6% |
| CBSH | Sell | COMMERCE BANCSHARES INC | $923,000 | -38.4% | 12,887 | -40.9% | 0.00% | -55.6% |
| CVNA | Sell | CARVANA COcl a | $969,000 | -88.3% | 8,124 | -77.3% | 0.00% | -91.7% |
| AA | Sell | ALCOA CORP | $1,098,000 | +5.0% | 12,197 | -30.5% | 0.00% | -33.3% |
| CFR | Sell | CULLEN FROST BANKERS INC | $939,000 | -35.3% | 6,787 | -41.0% | 0.00% | -50.0% |
| STLD | Sell | STEEL DYNAMICS INC | $873,000 | +32.7% | 10,465 | -1.2% | 0.00% | 0.0% |
| ZION | Sell | ZIONS BANCORPORATION N A | $1,104,000 | -37.4% | 16,840 | -39.7% | 0.00% | -60.0% |
| AMG | Sell | AFFILIATED MANAGERS GROUP IN | $687,000 | -42.0% | 4,875 | -32.3% | 0.00% | -57.1% |
| SNV | Sell | SYNOVUS FINL CORP | $760,000 | -38.9% | 15,500 | -40.3% | 0.00% | -57.1% |
| BOKF | Sell | BOK FINL CORP | $693,000 | -51.2% | 7,372 | -45.3% | 0.00% | -62.5% |
| JEF | Sell | JEFFERIES FINL GROUP INC | $863,000 | -48.3% | 26,275 | -38.9% | 0.00% | -70.0% |
| BPOP | Sell | POPULAR INC | $700,000 | -39.9% | 8,560 | -39.7% | 0.00% | -57.1% |
| VOYA | Sell | VOYA FINANCIAL INC | $790,000 | -36.5% | 11,900 | -36.6% | 0.00% | -57.1% |
| HUYA | Sell | HUYA INC | $830,000 | -46.9% | 185,764 | -17.6% | 0.00% | -66.7% |
| MAC | Sell | MACERICH CO | $857,000 | -21.2% | 54,767 | -12.9% | 0.00% | -50.0% |
| TFSL | Sell | TFS FINL CORP | $490,000 | -68.6% | 29,523 | -66.2% | 0.00% | -77.8% |
| PACW | Sell | PACWEST BANCORP DEL | $555,000 | -42.2% | 12,858 | -39.5% | 0.00% | -66.7% |
| CMP | Sell | COMPASS MINERALS INTL INC | $572,000 | +17.9% | 9,104 | -4.2% | 0.00% | -33.3% |
| OZK | Sell | BANK OZK | $584,000 | -45.7% | 13,676 | -40.8% | 0.00% | -66.7% |
| NYCB | Sell | NEW YORK CMNTY BANCORP INC | $524,000 | -48.0% | 48,853 | -40.8% | 0.00% | -66.7% |
| VLY | Sell | VALLEY NATL BANCORP | $593,000 | -41.0% | 45,514 | -37.7% | 0.00% | -66.7% |
| DOYU | Sell | DOUYU INTL HLDGS LTDsponsored ads | $450,000 | -23.9% | 216,386 | -3.3% | 0.00% | -33.3% |
| GOTU | Sell | GAOTU TECHEDU INCsponsored ads | $458,000 | -26.1% | 266,184 | -16.7% | 0.00% | -50.0% |
| COG | Sell | COTERRA ENERGY INC | $550,000 | +34.1% | 20,380 | -5.5% | 0.00% | 0.0% |
| SCI | Sell | SERVICE CORP INTL | $457,000 | -43.9% | 6,939 | -39.6% | 0.00% | -60.0% |
| FHI | Sell | FEDERATED HERMES INCcl b | $355,000 | -45.5% | 10,436 | -39.8% | 0.00% | -75.0% |
| ASB | Sell | ASSOCIATED BANC CORP | $367,000 | -39.3% | 16,133 | -39.8% | 0.00% | -75.0% |
| WAFD | Sell | WASHINGTON FED INC | $227,000 | -41.6% | 6,926 | -40.6% | 0.00% | -50.0% |
| DENN | Sell | DENNYS CORP | $152,000 | -23.2% | 10,608 | -14.2% | 0.00% | 0.0% |
| CFFN | Sell | CAPITOL FED FINL INC | $153,000 | -45.6% | 14,104 | -43.1% | 0.00% | -50.0% |
| BOH | Sell | BANK HAWAII CORP | $359,000 | -40.3% | 4,278 | -40.4% | 0.00% | -66.7% |
| DNN | Exit | DENISON MINES CORP | $0 | – | -43,840 | -100.0% | 0.00% | – |
| Exit | ORGANIGRAM HLDGS INC | $0 | – | -20,756 | -100.0% | 0.00% | – | |
| CRON | Exit | CRONOS GROUP INC | $0 | – | -28,732 | -100.0% | -0.00% | – |
| TRGP | Exit | TARGA RES CORP | $0 | – | -4,633 | -100.0% | -0.00% | – |
| XLNX | Exit | XILINX INC | $0 | – | -1,040 | -100.0% | -0.00% | – |
| NXST | Exit | NEXSTAR MEDIA GROUP INCcl a | $0 | – | -1,845 | -100.0% | -0.00% | – |
| MMM | Exit | 3M CO | $0 | – | -2,193 | -100.0% | -0.00% | – |
| PVG | Exit | PRETIUM RES INC | $0 | – | -22,583 | -100.0% | -0.00% | – |
| TLRY | Exit | TILRAY INC | $0 | – | -45,378 | -100.0% | -0.00% | – |
| BBY | Exit | BEST BUY INC | $0 | – | -3,711 | -100.0% | -0.00% | – |
| SGFY | Exit | SIGNIFY HEALTH INC | $0 | – | -24,788 | -100.0% | -0.00% | – |
| AER | Exit | AERCAP HOLDINGS NV | $0 | – | -9,112 | -100.0% | -0.00% | – |
| TMDX | Exit | TRANSMEDICS GROUP INC | $0 | – | -26,125 | -100.0% | -0.00% | – |
| VRM | Exit | VROOM INC | $0 | – | -71,157 | -100.0% | -0.00% | – |
| OSUR | Exit | ORASURE TECHNOLOGIES INC | $0 | – | -78,969 | -100.0% | -0.00% | – |
| ARNA | Exit | ARENA PHARMACEUTICALS INC | $0 | – | -11,945 | -100.0% | -0.01% | – |
| FHN | Exit | FIRST HORIZON CORPORATION | $0 | – | -96,120 | -100.0% | -0.01% | – |
| PRDO | Exit | PERDOCEO ED CORP | $0 | – | -143,344 | -100.0% | -0.01% | – |
| BRBR | Exit | BELLRING BRANDS INC | $0 | – | -68,172 | -100.0% | -0.01% | – |
| SLG | Exit | SL GREEN RLTY CORP | $0 | – | -27,612 | -100.0% | -0.01% | – |
| AZO | Exit | AUTOZONE INC | $0 | – | -1,472 | -100.0% | -0.02% | – |
| VCRA | Exit | VOCERA COMMUNICATIONS INC | $0 | – | -70,730 | -100.0% | -0.03% | – |
| COLM | Exit | COLUMBIA SPORTSWEAR CO | $0 | – | -63,600 | -100.0% | -0.04% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -171,993 | -100.0% | -0.05% | – |
| TSLA | Exit | TESLA INC | $0 | – | -25,488 | -100.0% | -0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-13
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.