R

Ray Dalio

Bridgewater Associates, LP

Macro

Founder of Bridgewater Associates, the largest hedge fund in the world, run on a systematic macro and diversification framework Dalio calls "radical transparency."

As of June 30, 2026, the Ray Dalio portfolio (Bridgewater Associates, LP) holds 997 equity positions worth $24.4B. That is up 8.8% from $22.4B in Q1 2026. Over the quarter, the fund opened 956 new positions, exited 9, increased 17 and trimmed 24 (full breakdown below).

Portfolio
$24.4B
Equity positions
997
Top 10 concentration
40.0%
Weighted yield
2.1%
Dividend coverage
4.9%

Portfolio as of June 30, 2026

Company Value %
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Quarterly moves

Q1 2026 → Q2 2026

Portfolio value went from $22.4B to $24.4B (+8.8%) quarter over quarter.

New buys

Amount invested · % of portfolio

956
  • STATE STR SPDR S&P 500 ETF T $4.0B · 16.3%
  • ISHARES TR $2.2B · 9.2%
  • NVIDIA CORPORATION $774M · 3.2%
  • BROADCOM INC $498M · 2.0%
  • LAM RESEARCH CORP $407M · 1.7%
  • VANGUARD INDEX FDS $315M · 1.3%
  • ISHARES INC $280M · 1.2%
  • MICROSOFT CORP $266M · 1.1%
Positions added to

Amount bought · (±%) · % of portfolio

17
  • ALTRIA GROUP INC $2M (+1.3%) · 0.5%
  • AIRBNB INC $30M (+776.5%) · 0.1%
  • AGNICO EAGLE MINES LTD $17M (+121.8%) · 0.1%
  • ADOBE INC $18M (+6664.6%) · 0.1%
  • ALBEMARLE CORP $11M (+253.1%) · 0.1%
  • ALIGN TECHNOLOGY INC $12M (+730.4%) · 0.1%
  • ALAMOS GOLD INC $2M (+22.3%) · 0.0%
  • ACADEMY SPORTS & OUTDOORS IN $3M (+47.8%) · 0.0%
Positions trimmed

Amount sold · (±%) · % of portfolio

24
  • AMAZON COM INC $492M (-53.8%) · 2.0%
  • ALPHABET INC $194M (-33.8%) · 1.9%
  • ADVANCED MICRO DEVICES INC $153M (-58.3%) · 1.3%
  • ALNYLAM PHARMACEUTICALS INC $2M (-6.6%) · 0.1%
  • ALPHABET INC $90M (-80.8%) · 0.1%
  • ALLSTATE CORP $31M (-72.9%) · 0.1%
  • ABERCROMBIE & FITCH CO $11M (-46.9%) · 0.1%
  • AECOM $2M (-10.8%) · 0.1%
Positions closed
9

Portfolio value over time

Top 10 holdings evolution as of June 30, 2026

Share of portfolio (%) since inception, top 10 as of the selected quarter.

Sector breakdown

Based on holdings matched to a stock referenced on the site.

Dividend aristocrats held

Stocks with at least 25 consecutive years of dividend growth.

Frequently asked questions

What are Ray Dalio's top holdings?

As of June 30, 2026, the top three holdings of Bridgewater Associates, LP are STATE STR SPDR S&P 500 ETF T, ISHARES TR, NVIDIA CORPORATION.

How many positions does Ray Dalio hold?

Bridgewater Associates, LP reports 997 equity positions worth $24.4B as of June 30, 2026.

Does Ray Dalio invest in dividend stocks?

The weighted dividend yield of the covered portion of the portfolio is approximately 2.1%.

Data sourced from 13F filings submitted to the SEC, published with roughly 45 days of lag. A 13F only covers long positions in U.S.-traded securities: it excludes short sales, non-U.S. holdings and cash. Provided for informational purposes only and does not constitute investment advice.