Bridgewater Associates 13F Holdings & Portfolio

Managed by Ray Dalio. Every U.S. equity position disclosed in Bridgewater Associates's Q1 2026 SEC Form 13F filing, with portfolio weights, share counts, and position values.

Ray Dalio Q1 2026 Updated Jun 30, 2026
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Portfolio value (13F)
$22.4B
Disclosed positions
993
Est. 1Y return
+31.0%
Est. YTD return
+38.4%
Latest filing
Q1 2026

Bridgewater Associates portfolio holdings (Q1 2026)

Long U.S. equity positions from the latest 13F filing, ranked by portfolio weight. "Recent change" reflects the quarter-over-quarter direction of each position.

TickerCompanyWeightSharesValueRecent change
SPY State Str Spdr S&p 500 Etf T 12.7% 4.36M $2.8B Reduced 2.03%
IVV Ishares Tr 7.8% 2.68M $1.8B Reduced 35.99%
AMZN Amazon Com Inc 4.1% 4.39M $914M Added 125.26%
NVDA Nvidia Corporation 3.6% 4.69M $818M Added 21.42%
GOOGL Alphabet Inc 2.6% 2.00M $574M Added 25.57%
AVGO Broadcom Inc 2.5% 1.84M $568M Added 57.44%
MU Micron Technology Inc 2.2% 1.48M $499M Added 65.88%
MSFT Microsoft Corp 1.8% 1.08M $402M Added 10.25%
GEV Ge Vernova Inc 1.7% 434.9K $380M Reduced 34.7%
TSM Taiwan Semiconductor Manufac 1.6% 1.08M $364M New Position
LRCX Lam Research Corp 1.5% 1.57M $336M Reduced 48.34%
AMD Advanced Micro Devices Inc 1.2% 1.29M $263M Reduced 21.96%
651639106 Newmont Corp 1.1% 2.32M $251M Held
ORCL Oracle Corp 1.1% 1.59M $234M Reduced 15.02%
464286772 Ishares Inc 1.0% 1.77M $217M Reduced 14.77%
573874104 Marvell Technology Inc 0.9% 1.95M $193M Added 97.42%
AMAT Applied Matls Inc 0.8% 559.9K $191M Added 17.24%
JNJ Johnson & Johnson 0.8% 696.9K $170M Reduced 46.96%
META Meta Platforms Inc 0.8% 291.7K $167M Added 30.38%
040413205 Arista Networks Inc 0.7% 1.33M $163M Held
482480100 Kla Corp 0.7% 108.7K $160M Added 38.67%
15101Q207 Celestica Inc 0.7% 525.6K $148M Added 53.79%
922042858 Vanguard Intl Equity Index F 0.7% 2.72M $147M Added 4.48%
AAPL Apple Inc 0.6% 563.5K $143M Added 94.66%
907818108 Union Pac Corp 0.6% 532.9K $129M Added 877.54%
464288588 Ishares Tr 0.6% 1.36M $129M Reduced 1.12%
G7997R103 Seagate Technology Hldngs Pl 0.6% 329.1K $129M Added 17.55%
06849F108 Barrick Mng Corp 0.6% 3.08M $126M Added 23.84%
N07059210 Asml Hldg Nv 0.5% 92.2K $122M Added 7.09%
199908104 Comfort Sys Usa Inc 0.5% 86.5K $119M Added 26.78%

Frequently asked questions

What stocks does Bridgewater Associates hold?

In its Q1 2026 13F filing, Bridgewater Associates disclosed 993 U.S. equity positions worth about $22.4B. Its largest positions include SPY, IVV, AMZN, NVDA, GOOGL. The full holdings table above shows each position's portfolio weight, share count, market value, and the most recent quarter-over-quarter change.

Who manages Bridgewater Associates?

Bridgewater Associates is run by Ray Dalio. The positions shown here are reconstructed from the fund's official SEC Form 13F-HR filing, the same public record every institutional manager over $100M must submit each quarter.

What is Bridgewater Associates's biggest position?

Bridgewater Associates's largest disclosed holding is SPY (State Str Spdr S&p 500 Etf T) at about 12.7% of the 13F portfolio, a position worth roughly $2.8B.

Can I copy Bridgewater Associates's portfolio in my own account?

Yes. Tengu's marketplace includes institutional-tracking strategies that surface Bridgewater Associates's disclosed positions in your own account at supported brokerages when a new 13F is filed. Your money stays at your broker, Tengu routes only the trades you approve and never takes custody, and you can disconnect at any time. Note that 13F filings lag the actual trades by up to 45 days.

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