Bridgewater Associates Reports $22.4 Billion in Assets
Bridgewater Associates, led by Ray Dalio, reported a portfolio of $22.4 billion for Q2 2026. The fund holds 985 positions, including stakes in tech giants such as Amazon, NVIDIA, and Alphabet.
Bridgewater Associates, one of the world's largest hedge funds, reported a portfolio of $22.4 billion for Q2 2026. The fund, led by legendary investor Ray Dalio, holds 985 positions, including stakes in tech giants, ETFs, and other securities.
Bridgewater Associates: Ray Dalio's Investment Philosophy
Ray Dalio, founder of Bridgewater Associates, is known for his unique investment philosophy, which emphasizes diversification and risk management. The fund is renowned for its macro approach, which involves taking positions based on economic trends and market movements. Bridgewater Associates has an impressive track record, with average annual returns of 10% over the past decade. The fund favors sectors such as technology, healthcare, and consumer goods.
Key New Positions and Strengthens
The fund added new positions in several securities, including Amazon, NVIDIA, and Alphabet. The Amazon position represents 4.1% of the portfolio, while those in NVIDIA and Alphabet account for 3.7% and 3.1%, respectively. The fund also bolstered its positions in ETFs such as the State Street SPDR S&P 500 ETF Trust, which accounts for 12.7% of the portfolio.
Cuts and Exits: What Ray Dalio is Leaving Behind
Unfortunately, the data provided does not indicate which securities were reduced or sold by the fund. However, it is evident that the fund maintains significant positions in securities such as Microsoft, Broadcom, and Micron Technology.
The Limits of the 13F: What This Filing DOESN'T Say
It's important to note that the 13F filing does not provide a complete picture of the fund's positions. For instance, the filing is submitted 45 days after the end of the quarter, meaning positions may have changed since the filing date. Additionally, the filing does not include short positions, option positions, or non-US securities. For a more comprehensive view of the fund's positions, it is recommended to review the full filing on the SEC website.
The official source of these data is the SEC, which publishes 13F filings from all US hedge funds. The full filing can be accessed on the SEC website at the following link: https://www.sec.gov/Archives/edgar/data/1350694/000135069426000002/0001350694-26-000002-index.htm.
In conclusion, Bridgewater Associates' Q2 2026 13F filing shows that the fund continues to bet on technology giants and ETFs. However, it's important to consider the limitations of the filing and consult the full filing for a more complete picture of the fund's positions.
It is also important to note that the data provided does not reveal the reasons behind the fund's position movements. However, it is reasonable to assume that Bridgewater Associates' investment decisions are based on in-depth analysis of markets and economic trends.
Finally, it is recommended that investors review the full 13F filing from Bridgewater Associates to obtain a more complete picture of the fund's positions and make informed investment decisions.
Investors should also consider that the fund's positions may have changed since the filing date. Therefore, it is important to monitor future filings for an up-to-date view of the fund's positions.
