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Hedge fund, long-only 13F filer

Bridgewater Associates

Bridgewater Associates is the global-macro firm Ray Dalio founded in 1975, trading economies rather than companies — currencies, bonds, commodities and equity indexes — through its Pure Alpha and All Weather strategies. It discloses US-listed long equity (and some options) positions each quarter on SEC Form 13F — bonds, cash, private businesses and non-US holdings are not in that filing.

24.4BUSDreported value
997positions
+2.0BUSDon the prior filing
SPYlargest holding, 16.3%

How has Bridgewater Associates's portfolio moved against the S&P 500?

Rebuilt from its quarterly filings, Bridgewater's disclosed portfolio is up 38% since September 2024. Over the stretch where we can compare, since December 2025, it is down 11% against 9% for the S&P 500. The latest filing, for the quarter ended 30 June 2026, lists 997 positions worth 24.4B USD.

Bridgewater's disclosed holdings, rebuilt at each filing

S&P 500, from Dec 2025, drawn from Bridgewater's level then

Long US stock only, held from one filing to the next: an illustrative read, not an audited return.

See the holdings

References
  1. SEC EDGAR Form 13F-HR, quarterly, up to 45 days delayed. Filings are public records. Ticker mapping via SEC public files and OpenFIGI.
  2. Finazon prior-day close, indicative (IEX-derived, not the official close), some closes dollar-rounded at the source
Bridgewater Associates 13F portfolio — holdings and quarterly moves · The Distributed