Ray Dalio's SBAC Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 14,652 shares of SBA Communications Corporation (SBAC) worth $2.52 M, representing 0.01% of the portfolio. First purchased in 2019-Q3, this medium-term investment has been held for 16 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in SBAC, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 14,652 shares. Largest reduction occurred in Q1 2023, reducing 38,918 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's SBA Communications Corporation (SBAC) Holding Value Over Time
Track share changes against reported price movement
Quarterly SBA Communications Corporation (SBAC) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +14,652 | New Buy | 14,652 | $172.11 |
| Q1 2024 | -13,705 | Sold Out | 0 | $0.00 |
| Q4 2023 | +2,077 | Add 17.86% | 13,705 | $253.69 |
| Q3 2023 | +11,628 | New Buy | 11,628 | $200.17 |
| Q1 2023 | -38,918 | Sold Out | 0 | $0.00 |
| Q4 2022 | +14,453 | Add 59.08% | 38,918 | $280.31 |
| Q3 2022 | -5,694 | Reduce 18.88% | 24,465 | $284.65 |
| Q2 2022 | +8,708 | Add 40.59% | 30,159 | $320.04 |
| Q1 2022 | +9,840 | Add 84.75% | 21,451 | $344.09 |
| Q4 2021 | +9,376 | Add 419.51% | 11,611 | $389.03 |
| Q3 2021 | +2,235 | New Buy | 2,235 | $330.65 |
| Q3 2020 | -2,849 | Sold Out | 0 | $0.00 |
| Q2 2020 | -1,767 | Reduce 38.28% | 2,849 | $298.00 |
| Q1 2020 | +4,616 | New Buy | 4,616 | $269.93 |
| Q4 2019 | -7,177 | Sold Out | 0 | $0.00 |
| Q3 2019 | +7,177 | New Buy | 7,177 | $241.19 |
Ray Dalio's SBA Communications Corporation Investment FAQs
Ray Dalio first purchased SBA Communications Corporation (SBAC) in Q3 2019, acquiring 7,177 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held SBA Communications Corporation (SBAC) for 16 quarters since Q3 2019.
Ray Dalio's largest addition to SBA Communications Corporation (SBAC) was in Q1 2026, adding 14,652 shares worth $2.52 M.
According to the latest 13F filing for Q1 2026, Ray Dalio's firm, Bridgewater Associates, Lp, owns 14,652 shares of SBA Communications Corporation (SBAC), valued at approximately $2.52 M.
As of the Q1 2026 filing, SBA Communications Corporation (SBAC) represents approximately 0.01% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in SBA Communications Corporation (SBAC) was 38,918 shares, as reported at the end of Q4 2022.