Bridgewater Associates 13F Holdings & Portfolio

Managed by Ray Dalio. Every U.S. equity position disclosed in Bridgewater Associates's Q2 2026 SEC Form 13F filing, with portfolio weights, share counts, and position values.

Ray Dalio Q2 2026 Updated Aug 15, 2026
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Portfolio value (13F)
$24.4B
Disclosed positions
997
Est. 1Y return
+56.7%
Est. YTD return
+28.0%
Latest filing
Q2 2026

Bridgewater Associates portfolio holdings (Q2 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 16.3% 5.32M $4.0B Added 21.89%
IVV Ishares Tr 9.2% 3.00M $2.2B Added 12.06%
NVDA Nvidia Corporation 3.2% 3.87M $774M Reduced 17.62%
AVGO Broadcom Inc 2.0% 1.32M $498M Reduced 28.19%
AMZN Amazon Com Inc 2.0% 2.03M $483M Reduced 53.85%
GOOGL Alphabet Inc 1.9% 1.32M $473M Reduced 33.81%
LRCX Lam Research Corp 1.7% 938.2K $407M Reduced 40.29%
922908363 Vanguard Index Fds 1.3% 458.4K $315M Added 188.97%
AMD Advanced Micro Devices Inc 1.3% 538.6K $313M Reduced 58.33%
464286772 Ishares Inc 1.1% 1.38M $280M Reduced 21.6%
MSFT Microsoft Corp 1.1% 711.9K $266M Reduced 34.39%
651639106 Newmont Corp 1.0% 2.70M $252M Added 16.34%
AMAT Applied Matls Inc 0.9% 291.4K $211M Reduced 47.95%
ORCL Oracle Corp 0.9% 1.43M $210M Reduced 9.99%
G7997R103 Seagate Technology Hldngs Pl 0.8% 199.8K $193M Reduced 39.29%
JNJ Johnson & Johnson 0.7% 669.1K $170M Reduced 3.98%
922042858 Vanguard Intl Equity Index F 0.7% 2.75M $164M Added 0.92%
GEV Ge Vernova Inc 0.6% 122.8K $144M Reduced 71.77%
907818108 Union Pac Corp 0.6% 514.3K $140M Reduced 3.49%
MU Micron Technology Inc 0.6% 116.7K $135M Reduced 92.09%
464288588 Ishares Tr 0.5% 1.39M $131M Added 1.97%
ALLE Altria Group Inc 0.5% 1.73M $124M Added 1.27%
032095101 Amphenol Corp 0.5% 697.6K $123M Reduced 19.17%
N07059210 Asml Hldg Nv 0.5% 61.7K $123M Reduced 33.1%
06849F108 Barrick Mng Corp 0.5% 3.30M $121M Added 7.33%
15101Q207 Celestica Inc 0.5% 330.7K $121M Reduced 37.09%
VST Vistra Corp 0.5% 751.7K $119M Added 115.69%
780259305 Shell Plc 0.5% 1.53M $118M Added 388.91%
SE Sea Ltd 0.5% 1.20M $115M Reduced 9.98%
464287242 Ishares Tr 0.5% 1.05M $115M Added 2.82%

Frequently asked questions

What stocks does Bridgewater Associates hold?

In its Q2 2026 13F filing, Bridgewater Associates disclosed 997 U.S. equity positions worth about $24.4B. Its largest positions include SPY, IVV, NVDA, AVGO, AMZN. 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 16.3% of the 13F portfolio, a position worth roughly $4.0B.

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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