Bridgewater Associates, LP

Institutional manager·Ray Dalio·CIK 0001350694
Latest Qtr return
+14.8%
SPY latest qtr
+17.6%
Alpha
-2.8ptsvs SPY
Invested
$22.4B
Holdings
992
Trades YTD
0

Performance · Fund vs SPY

Cumulative return · quarterly snapshots
+0%+75%Bridgewater +66.4%SPY +72.2%Q1 '25Q2 '25Q3 '25Q4 '25

Coverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.

EDITORIAL BRIEF · refreshed Jul 2, 2026

Why follow Bridgewater Associates, LP right now?

Bridgewater Associates reported $22.4B across 992 positions in its Q1 2026 13F-HR (period ending 2026-03-31). Broad equity index exposure dominates: SPY and IVV together account for 20.5% of the portfolio, with SPY alone at 12.7% (4,364,862 shares). Single-name technology concentration follows, with AMZN, NVDA, GOOGL, AVGO, MU, and TSM collectively representing 16.7% of disclosed holdings.

The filing records substantial quarter-over-quarter share increases in MDB (+8,738%), ELF (+5,370%), HWC (+5,242%), ROK (+3,535%), and AME (+2,428%) — each from a low prior base. Q1 2026 portfolio return was +14.8% against SPY's +17.6%, producing alpha of -2.8%; the prior three quarters showed alpha ranging from -0.9% to +1.3%. Past performance is not indicative of future results.

Generated from public SEC filings. Not investment advice.…

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Top holdings · current snapshot

Source: 13F-HR
01
$SPY
STATE STR SPDR S&P 500 ETF T
Q4 2025: Sold 2.0% (4.46M → 4.36M shares)
12.7%
+16.2%
~$650.34 Mar 2026
02
$IVV
ISHARES TR
Q4 2025: Sold 36.0% (4.19M → 2.68M shares)
7.8%
+12.8%
~$653.21 Mar 2026
03
$AMZN
AMAZON COM INC
Q4 2025: Increased +125.3% (1.95M → 4.39M shares)
4.1%
+16.5%
~$208.27 Mar 2026
04
$NVDA
NVIDIA CORPORATION
Q4 2025: Increased +21.4% (3.87M → 4.69M shares)
3.7%
+11.7%
~$174.40 Mar 2026
05
$GOOGL
ALPHABET INC
Q4 2025: Increased +25.6% (1.59M → 2.00M shares)
2.6%
+32.3%
~$287.56 Mar 2026
06
$AVGO
BROADCOM INC
Q4 2025: Increased +57.4% (1.17M → 1.84M shares)
2.5%
+44.4%
~$309.51 Mar 2026
07
$MU
MICRON TECHNOLOGY INC
Q4 2025: Increased +65.9% (889.6k → 1.48M shares)
2.2%
+187.4%
~$337.84 Mar 2026
08
$MSFT
MICROSOFT CORP
Q4 2025: Increased +10.2% (984.1k → 1.08M shares)
1.8%
+21.6%
~$370.17 Mar 2026
09
$GEV
GE VERNOVA INC
Q4 2025: Sold 34.7% (666.0k → 434.9k shares)
1.7%
+10.9%
~$872.90 Mar 2026
10
$TSM
TAIWAN SEMICONDUCTOR MANUFAC
Held since at least Q1 2024
1.6%
+23.8%
~$337.95 Mar 2026
See all 992 holdings · Pro →

Recent trades · Last 90 days

No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.

Convergence · Bridgewater Associates, LP

active pattern signal
Pattern 01 · Convergence · all signals →
AMGN
Amgen Inc. - Common Stock 16 curated funds · 1 Congress  · 30-day window  · 2026-06-05 – 2026-07-05
KR
Kroger Company 15 curated funds · 1 Congress  · 30-day window  · 2026-06-05 – 2026-07-05
T
AT&T Inc. 14 curated funds · 1 Congress  · 30-day window  · 2026-06-05 – 2026-07-05

Pattern cards reflect public SEC EDGAR and Congressional filing data only. Detection uses filing dates; trade execution dates may differ. Past convergence patterns do not predict future returns. Nothing here is investment advice.

Source data: SEC EDGAR · 13F-HR filings · Performance through 2026-03-31 · Last refreshed 16:56 UTC.