Bridgewater Associates, the fund managed by Ray Dalio, reported a $22.4 billion portfolio in Q2 2026, according to the data from the SEC's 13F filing. The number of reported positions is 985.
Bridgewater Associates: Ray Dalio's Investment Philosophy
Ray Dalio, founder of Bridgewater Associates, is known for his investment philosophy centered on risk management and diversification. The fund takes a macro approach, analyzing global economic trends and preferred sectors to identify investment opportunities. Bridgewater Associates has a strong long-term performance track record, attributed to its ability to manage risks and adapt to changing market conditions.
Key New Positions and Strengths
Key positions in Bridgewater Associates' portfolio include S&P 500 ETFs, such as the STATE STR SPDR S&P 500 ETF T, which represents $12.7\% of the portfolio, totaling $2.84 billion. Major technology company stocks, including AMAZON COM INC, NVIDIA CORPORATION, ALPHABET INC, BROADCOM INC, and MICRON TECHNOLOGY INC, are also part of the top 10 positions, with values ranging from $0.38 billion for GE VERNOVA INC to $0.91 billion for AMAZON COM INC.
Cuts and Exits: What Ray Dalio is Leaving Behind
Unfortunately, the available data does not allow us to precisely determine specific reductions or exits, as the information provided is limited to the positions declared in Q2 2026. However, it is possible to analyze portfolio movements by comparing previous filings, though this would require additional data.
Limitations of the 13F: What This Filing DOESN'T Say
It's important to note that SEC 13F filings have limitations. The data is filed 45 days after the end of the quarter, meaning the information may not reflect the current portfolio status. Additionally, 13F filings only include long positions and exclude short positions, options, or non-US holdings. Therefore, it's essential to consider these limitations when analyzing the data.
Ultimately, the 13F filing data provides a snapshot of Bridgewater Associates' key positions in Q2 2026. Investors can use this information to analyze market trends and identify investment opportunities. However, it's crucial to consider the limitations of 13F filings and consult official sources for complete and up-to-date information.
The data presented in this article is based on available information at the time of writing and may not reflect current market conditions. Investors should always conduct their own research and consult professionals before making investment decisions.
Bridgewater Associates' portfolio is characterized by significant diversification, with positions ranging from ETFs tracking stock market indices to shares in
