Bridgewater Associates, LP

Ray Dalio

Last 4 years copying the filings

$100 would be $181

+80.6% across 17 filings, buying each one the day it became public. Best quarter +12%, worst -2.8%.

All time

+203% since Aug 2013

Fund size $22B today

Aug 2022 to Aug 2026, at least 51% of the book priced each quarter. Not audited fund performance. What this covers

Each quarter is priced from the date its SEC filing became public, not the quarter it describes, and weighted by position size. A 13F shows long US stock holdings only, so shorts, cash, options, and anything bought and sold between two filings are not in this line.

New Taiwan Semiconductor Manuf position and exited Salesforce in Q1 2026.

$22.4B in this filing994 positionstop 10 = 41%

994 stock and fund positions worth $22.4B

Holdings are from Mar 31, 2026, not today. Filed May 15, 2026.

1SPYState STR SPDR S&P 500 Etf12.67%
$2.8B - 4.4M shares-91K
2IVViShares TR7.81%
$1.8B - 2.7M shares-1.5M
3AMZNAmazon Com Inc4.08%
$914.0M - 4.4M shares+2.4M

#	Stock
1	SPYState STR SPDR S&P 500 Etf	12.67%	$2.8B	4.4M	-91K
2	IVViShares TR	7.81%	$1.8B	2.7M	-1.5M
3	AMZNAmazon Com Inc	4.08%	$914.0M	4.4M	+2.4M

991 more on a paid plan

Free shows three. Paid plans unlock the full portfolio, every quarter, and what changed.

Unlock all 991 holdings

What is missing

This filing does not include cash, short positions, private investments, bonds, or many overseas holdings.