1y return+28.2%S&P 500 +20.9%
3y return+66.2%S&P 500 +68.5%
5y return+55.0%S&P 500 +74.5%
10y return+145.9%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $246 against $357 in the S&P 500.2
Bridgewater Associates, LPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPYState Str Spdr S&p 500 Etf T | $4.0B | 16.3% | +21.9% |
| IVVIshares Tr | $2.2B | 9.2% | +12.1% |
| NVDANvidia Corporation | $773.6M | 3.2% | −17.6% |
| AVGOBroadcom Inc | $497.8M | 2.0% | −28.2% |
| AMZNAmazon Com Inc | $482.8M | 2.0% | −53.8% |
| GOOGLAlphabet Inc | $472.5M | 1.9% | −33.8% |
| LRCXLam Research Corp | $406.6M | 1.7% | −40.3% |
| VOOVanguard Index Fds | $314.8M | 1.3% | +189.0% |
| AMDAdvanced Micro Devices Inc | $312.9M | 1.3% | −58.3% |
| EWYIshares Inc | $279.6M | 1.1% | −21.6% |
| MSFTMicrosoft Corp | $265.6M | 1.1% | −34.4% |
| NEMNewmont Corp | $251.7M | 1.0% | +16.3% |
| AMATApplied Matls Inc | $210.7M | 0.9% | −48.0% |
| ORCLOracle Corp | $210.0M | 0.9% | −10.0% |
| Seagate Technology Hldngs PlCUSIP G7997R103 | $192.8M | 0.8% | −39.3% |
| JNJJohnson & Johnson | $169.9M | 0.7% | −4.0% |
| VWOVanguard Intl Equity Index F | $164.0M | 0.7% | |
| GEVGe Vernova Inc | $144.2M | 0.6% | −71.8% |
| UNPUnion Pac Corp | $139.9M | 0.6% | −3.5% |
| MUMicron Technology Inc | $134.7M | 0.6% | −92.1% |
| MBBIshares Tr | $131.1M | 0.5% | +2.0% |
| MOAltria Group Inc | $124.3M | 0.5% | +1.3% |
| APHAmphenol Corp | $123.0M | 0.5% | −19.2% |
| Asml Hldg NvCUSIP N07059210 | $122.7M | 0.5% | −33.1% |
| BBarrick Mng Corp | $121.4M | 0.5% | +7.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GEVGe Vernova Inc | June 30, 2024 | +585.0% | $144.2M |
| Seagate Technology Hldngs PlCUSIP G7997R103 | June 30, 2025 | +568.6% | $192.8M |
| CLSCelestica Inc | June 30, 2024 | +536.3% | $120.6M |
| VSTVistra Corp | June 30, 2023 | +504.3% | $119.2M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $406.6M |
| WDCWestern Digital Corp | September 30, 2025 | +432.0% | $110.1M |
| NVDANvidia Corporation | September 30, 2023 | +360.0% | $773.6M |
| AVGOBroadcom Inc | September 30, 2023 | +354.8% | $497.8M |
| GOOGLAlphabet Inc | December 31, 2020 | +307.8% | $472.5M |
| AMATApplied Matls Inc | September 30, 2025 | +253.1% | $210.7M |
Sold off last quarter
- CSCOCisco Sys Inc was $63.8M
- ASXAse Technology Hldg Co Ltd was $33.6M
- CRWVCoreweave Inc was $28.2M
- PRIMPrimoris Svcs Corp was $19.5M
- BNBrookfield Corp was $19.3M
- AAOIApplied Optoelectronics Inc was $18.9M
- PLTRPalantir Technologies Inc was $18.8M
- Nebius Group N.v.CUSIP N97284108 was $16.3M
- SLFSun Life Financial Inc. was $15.7M
- BMYBristol-myers Squibb Co was $14.7M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +22.9% | +14.8% |
| March 31, 2026 | −3.9% | −4.6% |
| December 31, 2025 | +1.7% | +2.4% |
| September 30, 2025 | +6.8% | +7.8% |
| June 30, 2025 | +11.1% | +10.5% |
| March 31, 2025 | −2.9% | −4.6% |
| December 31, 2024 | −0.3% | +2.1% |
| September 30, 2024 | +5.7% | +5.4% |
| June 30, 2024 | +1.0% | +4.0% |
| March 31, 2024 | +8.3% | +10.0% |
| December 31, 2023 | +8.7% | +11.2% |
| September 30, 2023 | −4.2% | −3.6% |
| June 30, 2023 | +3.3% | +8.3% |
| March 31, 2023 | +2.4% | +7.0% |
| December 31, 2022 | +10.2% | +7.1% |
| September 30, 2022 | −6.3% | −5.3% |
| June 30, 2022 | −8.7% | −16.5% |
| March 31, 2022 | −7.5% | −4.9% |
| December 31, 2021 | +4.7% | +10.7% |
| September 30, 2021 | −3.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Bridgewater Associates, LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1350694&type=13F-HR&dateb=&owner=include&count=40CIK 1350694
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1350694/000135069426000003/Filed August 14, 2026 · accession 0001350694-26-000003