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Portfolio (Quarterly) Guide ↗

Bridgewater Associates, LP

· CIK 0001350694
13F Portfolio $22.4B AUM 993 positions Filed May 15, 2026 ← All Funds
Q1 2026 Q4 2025 · All 215 New 287 Added 484 Reduced 262 Exited
Page 4 of 15  ·  287 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CDE COEUR MNG INC Basic Materials 1,302,801.0 $24.5M 0.11% +669K +105.4% $18.77 -5.5%
62 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 248,057.0 $22.7M 0.10% +70K +39.2% $91.37 -18.2%
63 FLAGSTAR BANK NATIONAL ASSOC 1,714,376.0 $22.6M 0.10% +10K +0.6% $13.17
64 SN SHARKNINJA INC Consumer Cyclical 210,232.0 $22.3M 0.10% +45K +27.2% $105.90 -3.7%
65 VZ VERIZON COMMUNICATIONS INC Communication Services 434,829.0 $21.8M 0.10% +310K +248.8% $50.20 -4.9%
66 OTIS OTIS WORLDWIDE CORP Industrials 278,411.0 $21.5M 0.10% +53K +23.6% $77.08 -8.0%
67 KEYS KEYSIGHT TECHNOLOGIES INC Technology 75,544.0 $21.3M 0.10% +29K +62.7% $282.37 +21.9%
68 CMI CUMMINS INC Industrials 39,476.0 $21.2M 0.10% +9K +28.2% $538.02 +22.6%
69 ONON ON HLDG AG Consumer Cyclical 610,088.0 $20.8M 0.09% +552K +949.6% $34.02 +9.8%
70 SNX TD SYNNEX CORPORATION Technology 119,089.0 $20.1M 0.09% +12K +10.9% $168.71 +34.1%
71 MEDP MEDPACE HLDGS INC Healthcare 41,135.0 $19.8M 0.09% +7K +19.9% $480.19 -12.6%
72 PRIM PRIMORIS SVCS CORP Industrials 136,170.0 $19.5M 0.09% +35K +35.1% $143.04 -26.8%
73 TKR TIMKEN CO Industrials 191,948.0 $19.3M 0.09% +176K +1071.6% $100.57 +8.7%
74 BBIO BRIDGEBIO PHARMA INC Healthcare 259,459.0 $19.3M 0.09% +216K +501.0% $74.26 -8.1%
75 PH PARKER-HANNIFIN CORP Industrials 21,306.0 $19.1M 0.09% +15K +220.0% $895.24 -4.8%
76 PLTR PALANTIR TECHNOLOGIES INC Technology 128,186.0 $18.8M 0.08% +96K +299.9% $146.28 -7.5%
77 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 400,299.0 $18.6M 0.08% +239K +148.5% $46.36 -2.5%
78 EBC EASTERN BANKSHARES INC Financial Services 941,345.0 $18.4M 0.08% +227K +31.8% $19.56 -1.7%
79 UNM UNUM GROUP Financial Services 247,227.0 $18.1M 0.08% +6K +2.4% $73.03 +12.6%
80 CR CRANE COMPANY Industrials 103,441.0 $17.7M 0.08% +83K +399.4% $171.00 -2.1%
Page 4 of 15  ·  287 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.6%
Financial Services 22.1%
Consumer Cyclical 8.6%
Industrials 7.7%
Healthcare 6.8%
Communication Services 5.7%
Basic Materials 5.4%
Utilities 4.2%
Energy 2.8%
Consumer Defensive 2.7%