Bridgewater Advisors Inc.
SEC Form 13F institutional filer · CIK 0001600319
13F-HR · 250 reported holdings · 2026-03-31
Reported long-US-equity value
$0.69B
Top-10 concentration
50.9%
Bridgewater Advisors Inc. — $691M AUM allocation strategy
Bridgewater Advisors Inc. files SEC Form 13F and reports $691M of long US equity value across 250 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 19.6%, followed by Communication Services 8.2% and Consumer Discretionary 5.3%.
The top 10 holdings account for 51% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Bridgewater Advisors Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$691M
total across 250 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
51% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$AAPL +27.3K sh · +$17.8M+$VTI +14.4K sh · +$11M+$NFLX +11.6K sh · +$1.16M
Biggest trims (shares)
−$DIA −18K sh · −$8.65M−$SCHW −13.2K sh · −$141K−$QQQ −8.96K sh · −$2M
Exited to nil (held last quarter, gone now)
$IDXX ($324K last qtr)$COR ($264K last qtr)$CMG ($264K last qtr)$FISV ($242K last qtr)$DASH ($214K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals9.4%—
- Interactive Media & Services8.2%—
- Semiconductors5.2%—
- Systems Software4.0%—
- Broadline Retail2.8%—
- Hotels, Resorts & Cruise Lines2.5%—
- Diversified Banks1.9%—
- Multi-Sector Holdings1.3%—
- Other holdings64.7%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 216K | $64.6M | +27.3K | 9.4% |
| $NVDA | NVIDIA Corporation | 127K | $28.7M | -5.68K | 4.2% |
| $MSFT | Microsoft Corporation | 68.4K | $27.7M | -1.51K | 4.0% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 64.8K | $26M | -3.98K | 3.8% |
| $AMZN | Amazon.com Inc | 73K | $19.7M | +1.56K | 2.9% |
| $MAR | Marriott International | 49.9K | $17.4M | +2.49K | 2.5% |
| $META | Meta Platforms Inc | 24.9K | $15.4M | -112 | 2.2% |
…and 243 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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