Institutions / Bridgewater Associates, LP

Bridgewater Associates, LP

CIK 1350694 · Institution · as of Mar 31, 2026
Portfolio value
$22.40B
Positions
993
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$22.40B-18.3%
$27.42B$24.91B$22.40BQ4 '25Q1 '26

Positions

993-4.5%
1,0401,017993Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 993 →
CompanyClassValueShares% of portfolio
State Str SPDR S&P 500 ETF T$2.84B4,364,86212.7%
iShares Tr$1.75B2,679,0847.8%
Amazon.com Inc$914.04M4,388,7114.1%
NVIDIA Corp$818.46M4,693,0033.7%
Alphabet Inc.$574.45M1,997,6742.6%
Broadcom Inc.$568.07M1,835,3802.5%
Micron Technology Inc$498.55M1,475,7042.2%
Microsoft Corp$401.63M1,084,9791.8%
GE Vernova Inc.$379.62M434,8971.7%
Taiwan Semiconductor Manufacturing Co LtdTSMADR$364.00M1,077,0791.6%
Lam Research Corp$335.71M1,571,2291.5%
Advanced Micro Devices Inc$262.99M1,292,7671.2%
Newmont Corp$250.78M2,316,6411.1%
Oracle Corp$234.21M1,592,0691.0%
iShares Inc$217.27M1,766,2641.0%
Marvell Technology, Inc.$193.04M1,948,9470.9%
Applied Materials Inc /De$191.37M559,9180.9%
Johnson & Johnson$170.35M696,8840.8%
Meta Platforms Inc$166.87M291,6650.7%
Arista Networks, Inc.ANETCommon Stock$163.31M1,330,0910.7%
Kla Corp$160.01M108,6740.7%
Celestica IncCLSCommon Stock$148.06M525,6210.7%
Vanguard Intl Equity Index F$147.11M2,721,7400.7%
Apple Inc.$143.01M563,4920.6%
Union Pacific Corp$129.28M532,8500.6%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
Trim464287200$-984.06M-1.5M
-35.99%
2,679,084
7.81% of portfolio
high
Q1 2026
as of
ExitSalesforce Inc$-511.82M-1.9M
-100.00%
high
Q1 2026
as of
AddAmazon.com Inc$508.27M+2.4M
+125.26%
4,388,711
4.08% of portfolio
high
Q1 2026
as of
NewTSM
Taiwan Semiconductor Manufacturing Co Ltd
ADR
$364.00M+1.1M
1,077,079
1.62% of portfolio
high
Q1 2026
as of
TrimBooking Holdings Inc$-338.82M-80K
-99.93%
54
<0.01% of portfolio
high
Q1 2026
as of
TrimLam Research Corp$-314.17M-1.5M
-48.34%
1,571,229
1.50% of portfolio
high
Q1 2026
as of
TrimAdobe Inc.$-309.62M-1.3M
-99.90%
1,312
<0.01% of portfolio
high
Q1 2026
as of
ExitWorkday Inc$-207.29M-965K
-100.00%
high
Q1 2026
as of
AddBroadcom Inc.$207.26M+670K
+57.44%
1,835,380
2.54% of portfolio
high
Q1 2026
as of
ExitServiceNow Inc$-205.10M-1.3M
-100.00%
high