Bridgewater Associates: $22.4 Billion in Assets Under Management

Bridgewater Associates, one of the world's largest investment funds, led by renowned investor Ray Dalio, filed its 13F form with the Securities and Exchange Commission (SEC) for the second quarter of 2026. According to this filing, the total value of Bridgewater Associates' public portfolio amounts to $22.4 billion, spread across 985 different positions.

Bridgewater Associates: Ray Dalio's Investment Philosophy

Ray Dalio, founder of Bridgewater Associates, is known for his unique investment philosophy that emphasizes risk management and diversification. The fund specializes in macro investment strategies and values in-depth research to identify long-term investment opportunities. Bridgewater Associates focuses on sectors such as technology, healthcare, and financial services, which offer strong growth prospects.

Key New Positions and Strengthens

Bridgewater Associates' portfolio is dominated by shares of the largest technology companies, including Amazon, NVIDIA, Alphabet, and Microsoft. The fund also holds significant positions in the healthcare and financial sectors. The top ten positions in the fund represent approximately 40% of the total portfolio value, with $8.9 billion allocated to iShares TR and $2.84 billion invested in the State Street SPDR S&P 500 ETF Trust.

Cuts and Exits: What Bridgewater Associates is Leaving Behind

Unfortunately, the provided data does not allow for precise determination of the reductions and exits from Bridgewater Associates' portfolio. However, it is notable that the fund has maintained significant positions in the technology and healthcare sectors, suggesting that these areas remain priorities for the management team.

The Limits of the 13F: What This Filing DOESN'T Say

It is important to remember that the 13F form only provides a partial view of Bridgewater Associates' portfolio. Indeed, this document reflects only the long positions held by the fund and does not account for short positions, options, or unlisted assets. Additionally, the 45-day lag between the end of the quarter and the filing of the 13F form means that the information contained in this document may not reflect the current state of the portfolio. Investors should therefore review the 13F filing with caution and take these limitations into account when analyzing Bridgewater Associates' portfolio.

Investors interested in detailed portfolio information can access the full 13F filing on the SEC's website at https://www.sec.gov/Archives/edgar/data/1350694/000135069426000002/0001350694-26-000002-index.htm. This document provides detailed information on the positions held by the fund, including equities, bonds, and other assets.