13F Portfolio

Ray Dalio 13F Holdings

Bridgewater Associates

Bridgewater Associates is a macro-oriented investment manager founded by Ray Dalio and known for diversified institutional portfolios.

Legendary investorsCIK 0001350694

Reported value

$27.4B

as of 2025-12-31

Previous value

$25.5B

as of 2025-09-30

Top holding

SPY

11.08% of reported value

Top 10 weight

36.33%

Based on 2025-12-31

Holdings

Top reported positions

10
TickerIssuerWeightValueSharesChange
SPYSPY11.08%$3.04B4,455,413+73.7%
IVVIVV10.45%$2.87B4,185,589+3.4%
NVDANVDA2.63%$721M3,865,205+54.0%
LRCXLRCX1.90%$521M3,041,661-12.2%
CRMCRM1.87%$512M1,932,066-3.7%
GOOGLGOOGL1.82%$498M1,590,826-40.1%
MSFTMSFT1.74%$476M984,091-10.3%
AMZNAMZN1.64%$450M1,948,254+73.2%
ADBEADBE1.63%$446M1,275,055+1.0%
GEVGEV1.59%$435M665,997+2.3%

Movement

Major changes

ARM

ARM

New

0.13%

CAT

CAT

New

0.13%

IGV

IGV

New

0.11%

F

F

New

0.08%

FHN

FHN

New

0.08%

Breakdown

Sector exposure

19
Technology30.32%
Unknown13.33%
Financial Services11.25%
Consumer Discretionary10.17%
Finance8.51%
Health Care7.41%
Industrials4.60%
Real Estate3.67%

Breakdown

Industry exposure

143
Computer Software13.43%
Unknown13.33%
Asset Management11.08%
Semiconductors8.04%
Biotechnology3.93%
Industrial Machinery/Components3.60%
Major Banks3.51%
Real Estate3.35%

What this page shows

The holdings table reflects securities reported in the manager's Form 13F information table for 2025-12-31.

Values are reported public disclosure values and may differ from current market values or internal portfolio weights.

13F filings are delayed and do not include every asset class, short position, or private investment.