Bridgewater Associates Reports $22.4 Billion in Portfolio
Bridgewater Associates, managed by Ray Dalio, reports a portfolio of $22.4 billion for Q2 2026. Key positions include ETFs and technology stocks such as Amazon and NVIDIA.
Bridgewater Associates, one of the world's largest hedge funds, managed by legendary investor Ray Dalio, filed its 13F report with the Securities and Exchange Commission (SEC) for the second quarter of 2026. The fund's reported portfolio totals $22.4 billion, comprising a total of 985 positions.
Bridgewater Associates: Ray Dalio's Investment Philosophy
Ray Dalio, founder of Bridgewater, is known for his unique investment approach, which emphasizes diversification and risk management. Bridgewater's investment philosophy is based on the idea of creating a balanced portfolio that can perform across various economic environments. The fund is also recognized for its use of algorithmic trading strategies and advanced risk management techniques.
Key New Positions and Strengthens
The 13F data reveals that Bridgewater's major positions include ETFs such as the STATE STR SPDR S&P 500 ETF T, valued at $2.84 billion, representing 12.7% of the portfolio, and technology stocks like Amazon, valued at $910 million, accounting for 4.1% of the portfolio. NVIDIA CORPORATION, valued at $820 million, represents 3.7% of the portfolio. These positions highlight Bridgewater's interest in the technology sector and broad-market ETFs.
Cuts and Exits - What Bridgewater is Leaving Behind
Unfortunately, the provided data does not identify specific reductions or exits from Bridgewater's portfolio for Q2 2026, as only position names and their values are included. However, it's important to note that analyzing portfolio movements requires comparing with previous filings to identify changes.
The Limits of 13F: What This Filing Doesn't Say
It's crucial to understand the limitations of 13F filings, such as the one filed by Bridgewater. First, these filings are submitted within a 45-day window after the end of the quarter, meaning the information may not reflect the current state of the portfolio. Second, 13Fs only report long positions and not short positions, which can provide an incomplete view of the fund's investment strategies. Lastly, these filings do not include option positions or international investments, which may also play a significant role in Bridgewater's overall investment strategy.
