Bridgewater Associates LP

Managed by Ray Dalio. $22.40B disclosed long-equity portfolio across 985 positions.

#StockValue% of Portfolio
1STATE STR SPDR S&P 500 ETF T$2.84B12.67%
2ISHARES TR$1.99B8.89%
3AMAZON COM INC$914.0M4.08%
4NVIDIA CORPORATION$818.5M3.65%
5ALPHABET INC$685.5M3.06%
6BROADCOM INC$568.1M2.54%
7MICRON TECHNOLOGY INC$498.6M2.23%
8ISHARES INC$409.9M1.83%
9MICROSOFT CORP$401.6M1.79%
10GE VERNOVA INC$379.6M1.69%
11TAIWAN SEMICONDUCTOR MANUFAC$364.0M1.62%
12LAM RESEARCH CORP$335.7M1.50%
13ADVANCED MICRO DEVICES INC$263.0M1.17%
14NEWMONT CORP$250.8M1.12%
15ORACLE CORP$234.2M1.05%
16MARVELL TECHNOLOGY INC$193.0M0.86%
17APPLIED MATLS INC$191.4M0.85%
18JOHNSON & JOHNSON$170.3M0.76%
19META PLATFORMS INC$166.9M0.74%
20ARISTA NETWORKS INC$163.3M0.73%
21KLA CORP$160.0M0.71%
22CELESTICA INC$148.1M0.66%
23VANGUARD INTL EQUITY INDEX F$147.1M0.66%
24APPLE INC$143.0M0.64%
25UNION PAC CORP$129.3M0.58%

For full quarterly history, transactions, and the investor profile, see Ray Dalio's page →

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Bridgewater Associates LP — overview

Ray Dalio runs Bridgewater Associates LP. Founder of the world's largest hedge fund. Built an investing machine on "radical transparency" and systematic macro principles. Famous for the All Weather portfolio and his deep study of historical debt cycles. As of the Q1 2026 13F filing, the disclosed long-equity portfolio is valued at $22.4B across 985 positions. The largest holdings are STATE STR SPDR S&P 500 ETF T, ISHARES TR, and AMAZON COM INC (STATE STR SPDR S&P 500 ETF T alone is 12.7% of the book).

Key takeaways

  • Disclosed Q1 2026 portfolio: $22.4B.
  • Top holdings: STATE STR SPDR S&P 500 ETF T, ISHARES TR, and AMAZON COM INC.