Bridgewater Associates’ June 30, 2026 Form 13F snapshot lists large index-fund positions alongside semiconductor, technology, energy, industrial, healthcare, consumer, and financial holdings. The filing was dated June 30, 2026 and filed August 14, 2026. Values below are reported in thousands of U.S. dollars.
Table of contents
- How to read these Bridgewater Associates statistics
- Index, geographic, and bond ETFs
- Semiconductors and technology hardware
- Software, platforms, and communications
- Energy and utilities
- Industrials, transport, and materials
- Healthcare, consumer, and financial holdings
How to read these Bridgewater Associates statistics
The statistics in this article come from the SEC Form 13F Information Table for Bridgewater Associates, LP, covering June 30, 2026. A Form 13F is a reportable snapshot. It is not a complete statement of total assets under management, investment performance, net exposure, or trade dates.
Shares are reported quantities, while the value field is stated in thousands of U.S. dollars. For example, a reported value of 3,973,046 means $3,973,046 thousand, or approximately $3.973 billion. The rows do not show whether a security was bought or sold during the quarter. They also do not establish that unreported short positions or other non-reportable exposures were absent.
The following comparison shows several of the largest reported positions in this snapshot.
| Security | Ticker | Reported shares | Form 13F value (thousand USD) |
|---|---|---|---|
| State Street SPDR S&P 500 ETF Trust | SPY | 5,320,308 | 3,973,046 |
| iShares Core S&P 500 ETF | IVV | 3,002,286 | 2,248,381 |
| NVIDIA Corporation | NVDA | 3,866,195 | 773,586 |
| Broadcom Inc. | AVGO | 1,317,923 | 497,845 |
| Amazon.com Inc. | AMZN | 2,025,481 | 482,753 |
| Alphabet Inc. | GOOGL | 1,322,176 | 472,506 |
Index, geographic, and bond ETFs
The largest reported row is State Street SPDR S&P 500 ETF Trust (SPY), with 5,320,308 shares and a Form 13F value of $3,973,046 thousand as of June 30, 2026. iShares Core S&P 500 ETF (IVV) followed with 3,002,286 shares valued at $2,248,381 thousand. These are reported fund positions, not a measure of Bridgewater’s entire equity exposure.
Vanguard Index Fund S&P 500 ETF (VOO) was reported at 458,381 shares and $314,820 thousand. The filing also listed iShares MSCI South Korea ETF (EWY) at 1,384,772 shares and $279,585 thousand, and Vanguard FTSE Emerging Markets ETF (VWO) at 2,746,819 shares and $163,957 thousand.
Bond and international funds added several distinct reported rows. iShares MBS ETF (MBB) stood at 1,386,800 shares and $131,080 thousand. iShares iBoxx Investment Grade Corporate Bond ETF (LQD) stood at 1,050,500 shares and $114,578 thousand. iShares Core MSCI Emerging Markets ETF (IEMG) was reported at 1,328,276 shares and $110,034 thousand, while iShares MSCI Emerging Markets ex China ETF (EMXC) was reported at 880,516 shares and $90,076 thousand.
Taken together, these rows show that the snapshot included broad U.S. index funds, emerging-market funds, a South Korea fund, mortgage-backed securities exposure, and investment-grade corporate bonds. They do not provide a portfolio-wide geographic allocation.
Semiconductors and technology hardware
NVIDIA Corporation (NVDA) was the largest reported semiconductor and hardware holding in the supplied rows, at 3,866,195 shares and a Form 13F value of $773,586 thousand. Broadcom Inc. (AVGO) was reported at 1,317,923 shares and $497,845 thousand. Lam Research Corporation (LRCX) had 938,224 shares valued at $406,560 thousand.
The filing also reported 538,632 shares of Advanced Micro Devices (AMD), valued at $312,896 thousand. Applied Materials (AMAT) had 291,426 shares and $210,700 thousand. Seagate Technology Holdings (STX) was reported at 199,822 shares and $192,828 thousand, while Micron Technology (MU) had 116,666 shares and $134,666 thousand.
Other hardware and semiconductor-related rows included Amphenol (APH), with 697,612 shares and $123,002 thousand; ASML Holding (ASML), with 61,675 shares and $122,698 thousand; and Western Digital (WDC), with 172,415 shares and $110,124 thousand. KLA (KLAC) was reported at 328,070 shares and $98,982 thousand.
NXP Semiconductors (NXPI) had 337,405 shares valued at $94,820 thousand. TE Connectivity (TEL) was reported at 426,718 shares and $86,030 thousand, and Analog Devices (ADI) at 203,208 shares and $80,708 thousand.
These figures describe reported share quantities and filing values on one measurement date. They should not be read as a forecast of semiconductor demand or as evidence of Bridgewater’s full technology exposure.
Software, platforms, and communications
Amazon.com (AMZN) was reported at 2,025,481 shares and a Form 13F value of $482,753 thousand. Alphabet (GOOGL) had 1,322,176 shares valued at $472,506 thousand. Microsoft (MSFT) was reported at 711,896 shares and $265,551 thousand, while Oracle (ORCL) had 1,432,967 shares and $210,001 thousand.
The snapshot included international platform exposure as well. Sea Limited (SE) was reported at 1,204,563 shares and $115,433 thousand. Apple (AAPL) was reported at 364,377 shares and $105,436 thousand.
The reported rows therefore span cloud and enterprise software, online commerce, digital platforms, communications, and consumer technology. The filing does not identify the investment rationale for any row, and it does not provide revenue, earnings, valuation, or performance statistics for the companies.
Energy and utilities
GE Vernova (GEV) was reported at 122,768 shares with a Form 13F value of $144,235 thousand. Vistra (VST) had 751,695 shares valued at $119,241 thousand, and Shell (SHEL) had 1,526,163 shares valued at $118,338 thousand.
Petroleo Brasileiro (PBR) was reported at 6,524,553 shares and $105,436 thousand. PG&E (PCG) had 5,931,314 shares valued at $99,764 thousand. Edison International (EIX) was reported at 1,234,614 shares and $91,917 thousand.
Marathon Petroleum (MPC) had 349,224 shares and a reported value of $89,286 thousand. Eversource Energy (ES) was reported at 1,195,140 shares and $86,372 thousand.
These rows cover utility companies, an energy technology company, an integrated energy company, an oil producer, and a refiner. The June 30, 2026 measurement date matters: these are not current prices, forward estimates, or a complete energy-sector inventory.
Industrials, transport, and materials
Newmont (NEM) was reported at 2,695,170 shares and a Form 13F value of $251,728 thousand. Union Pacific (UNP) had 514,266 shares valued at $139,880 thousand. Barrick Mining (B) was reported at 3,304,836 shares and $121,387 thousand.
Celestica (CLS.TO) had 330,689 shares and a reported value of $120,635 thousand. Nucor (NUE) was reported at 513,423 shares and $114,364 thousand, while PACCAR (PCAR) had 946,107 shares valued at $113,646 thousand.
CSX (CSX) was reported at 2,229,965 shares and $105,990 thousand. Comfort Systems USA (FIX) had 48,506 shares valued at $96,136 thousand, and Steel Dynamics (STLD) had 378,490 shares and $86,848 thousand.
The reported industrial and materials set consequently includes gold miners, railroads, steelmakers, a truck manufacturer, a data-center and electronics manufacturer, and a building-services company. Those classifications describe the company activities represented by the rows; they are not an official Form 13F sector allocation.
Healthcare, consumer, and financial holdings
Johnson & Johnson (JNJ) was reported at 669,135 shares and a Form 13F value of $169,940 thousand. Altria Group (MO) had 1,727,216 shares valued at $124,273 thousand. Eli Lilly (LLY) was reported at 87,023 shares and $104,377 thousand.
Wells Fargo (WFC) had 1,145,854 shares and a reported value of $94,693 thousand. These rows show healthcare, consumer, and banking exposure within the reported snapshot, but they do not establish Bridgewater’s total allocation to those sectors.
The SEC Form 13F-HR filing for Bridgewater Associates, LP identifies the reporting period as ended June 30, 2026. Its information table is best used as a dated record of reportable holdings: the data does not include total assets under management, performance, net exposure, transaction dates, or unreported short positions.