FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,193.48-0.08%
XLE56.74-0.22%
STOXX50E5,860.32-0.39%
XLF51.790.73%
FTSE10,321.09-0.56%
IXIC24,870.930.14%
RUT2,785.73-0.05%
GSPC7,173.900.12%
Temp29.3°C
UV12.5
Feels33.3°C
Humidity66%
Wind13.7 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time12:25 PM

Institutional Manager · CIK 0001350694

Bridgewater Associates, LP

Westport, CT · File #028-11794

Latest AUM
$27.42B
Positions
1,040
Top-10 Concentration
59.0%
Filings
9

Portfolio Value Over Time

2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
ADDSPDR S&P 500 ETF TRSPY+1,890,325+$1.29B+$40.4M
REDUCEALPHABET INCGOOG-1,063,070-$332.7M+$185.5M
ADDORACLE CORPORCL-PD+1,467,202+$286.0M-$35.1M
ADDMICRON TECHNOLOGY INCMU+887,944+$253.4M+$200,280
ADDNVIDIA CORPORATIONNVDA+1,355,454+$252.8M-$200,780
EXITEDFISERV INC337738108-1,593,157-$205.4M$0
ADDNEWMONT CORPNEMCL+1,921,592+$191.9M+$6.0M
ADDAMAZON COM INCAMZN+823,277+$190.0M+$12.7M
REDUCEUBER TECHNOLOGIES INCUBER-2,315,092-$189.2M-$58.6M
ADDSERVICENOW INCNOW+1,036,892+$158.8M-$231.7M

Sector Allocation

Technology
24.1%$6.62B
Healthcare
5.3%$1.46B
Industrials
4.7%$1.29B
Financials
3.9%$1.08B
Consumer Staples
1.7%$468.8M
Energy
1.6%$454.0M
Utilities
1.1%$317.7M
Materials
1.1%$300.6M
Real Estate
0.1%$41.6M

Filing History

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1SPDR S&P 500 ETF TRSPY4,455,413$3.04B18.00%
2ISHARES TR4642872004,185,589$2.87B16.98%
3NVIDIA CORPORATIONNVDA3,865,205$720.9M4.27%
4LAM RESEARCH CORPLRCX3,041,661$520.7M3.08%
5SALESFORCE INCCRM1,932,066$511.8M3.03%
6ALPHABET INCGOOG1,590,826$497.9M2.95%
7MICROSOFT CORPMSFT984,091$475.9M2.82%
8AMAZON COM INCAMZN1,948,254$449.7M2.66%
9ADOBE INCADBE1,275,055$446.3M2.64%
10GE VERNOVA INCGEV665,997$435.3M2.58%
11BOOKING HOLDINGS INCBKNG80,528$431.3M2.55%
12BROADCOM INCAVGO1,165,740$403.5M2.39%
13ORACLE CORPORCL-PD1,873,481$365.2M2.16%
14ADVANCED MICRO DEVICES INCAMD1,656,527$354.8M2.10%
15JOHNSON & JOHNSONJNJ1,313,958$271.9M1.61%
16MICRON TECHNOLOGY INCMU889,640$253.9M1.50%
17MASTERCARD INCORPORATEDMA409,207$233.6M1.38%
18NEWMONT CORPNEMCL2,308,909$230.5M1.37%
19WORKDAY INCWDAY965,117$207.3M1.23%
20SERVICENOW INCNOW1,338,885$205.1M1.21%