All Tracked Investors

Ray Dalio founded Bridgewater Associates, the world's largest hedge fund. Known for his "All Weather" and "Pure Alpha" strategies, Dalio's portfolio reflects a global macro approach with significant international and emerging market exposure.

1040
Positions
10
In our model
191
New buys
436
Increasing
378
Decreasing
In the Bogen Capital Model
These holdings also appear in our conviction-weighted model portfolio
Top 10 positions (% of portfolio)
Sector breakdown
Bridgewater Associates Holdings
Top 30 positions sorted by portfolio weight · Data from 2025-12-31
# Company Ticker Sector % of Portfolio Activity Change
1 SPDR S&P 500 ETF TR ETF 11.1% ▲ Increasing +74%
2 ISHARES TR Other 10.4% ▲ Increasing +3%
3 NVIDIA CORPORATION NVDA Technology 2.6% ▲ Increasing +54%
4 LAM RESEARCH CORP LRCX Technology 1.9% ▼ Decreasing -12%
5 SALESFORCE INC CRM Other 1.9% ▼ Decreasing -4%
6 ALPHABET INC GOOGL Technology 1.8% ▼ Decreasing -40%
7 MICROSOFT CORP MSFT Technology 1.7% ▼ Decreasing -10%
8 AMAZON COM INC AMZN Technology 1.6% ▲ Increasing +73%
9 ADOBE INC ADBE Other 1.6% — Unchanged +1%
10 GE VERNOVA INC GEV Industrials 1.6% ▲ Increasing +2%
11 BOOKING HOLDINGS INC BKNG Other 1.6% ▲ Increasing +4%
12 BROADCOM INC AVGO Technology 1.5% ▲ Increasing +38%
13 ORACLE CORP ORCL Other 1.3% ▲ Increasing +361%
14 ADVANCED MICRO DEVICES INC AMD Technology 1.3% ▼ Decreasing -8%
15 JOHNSON & JOHNSON JNJ Other 1.0% ▼ Decreasing -23%
16 MICRON TECHNOLOGY INC MU Other 0.9% ▲ Increasing +52355%
17 MASTERCARD INCORPORATED MA Technology 0.8% ▲ Increasing +12%
18 NEWMONT CORP NEM Other 0.8% ▲ Increasing +496%
19 WORKDAY INC WDAY Other 0.8% ▼ Decreasing -7%
20 SERVICENOW INC NOW Other 0.8% ▲ Increasing +343%
21 ISHARES INC Other 0.7% — Unchanged +2%
22 PAYPAL HLDGS INC PYPL Other 0.7% ▲ Increasing +18%
23 SEA LTD SE Communications 0.7% ▼ Decreasing -4%
24 ALTRIA GROUP INC MO Other 0.7% ▼ Decreasing -11%
25 VISA INC V Technology 0.7% ▼ Decreasing -21%
26 ARISTA NETWORKS INC ANET Other 0.6% ▲ Increasing +95%
27 EXPEDIA GROUP INC Other 0.6% ▼ Decreasing -15%
28 REDDIT INC RDDT Other 0.6% ▲ Increasing +24%
29 BRITISH AMERN TOB PLC Other 0.6% ▼ Decreasing -21%
30 HCA HEALTHCARE INC HCA Other 0.6% ▼ Decreasing -3%
… and 1010 more positions. View full portfolio →
⚠ Disclaimer: This page is for informational purposes only. Holdings data from SEC EDGAR 13F filings for Bridgewater Associates, delayed up to 135 days. Not a recommendation to buy or sell any security. Bridgewater Associates may have already changed these positions.