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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 11 of 14  ·  262 positions
# Ticker Company Sector Shares Value ↓ % Port Status
201 CRC CALIFORNIA RES CORP Energy 22,387 $1.0M 0.00% SOLD
202 FE FIRSTENERGY CORP Utilities 22,105 $990K 0.00% SOLD
203 FRPT FRESHPET INC Consumer Defensive 16,076 $980K 0.00% SOLD
204 SEM SELECT MED HLDGS CORP Healthcare 65,173 $968K 0.00% SOLD
205 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 23,411 $954K 0.00% SOLD
206 MTG MGIC INVT CORP WIS Financial Services 32,072 $937K 0.00% SOLD
207 SLAB SILICON LABORATORIES INC Technology 6,912 $903K 0.00% SOLD
208 CAR AVIS BUDGET GROUP Industrials 6,980 $896K 0.00% SOLD
209 WOR WORTHINGTON ENTERPRISES INC Industrials 17,364 $895K 0.00% SOLD
210 SM SM ENERGY CO Energy 47,514 $889K 0.00% SOLD
211 LEG LEGGETT & PLATT INC Consumer Cyclical 74,628 $821K 0.00% SOLD
212 LGND LIGAND PHARMACEUTICALS INC Healthcare 4,207 $795K 0.00% SOLD
213 PLMR PALOMAR HLDGS INC Financial Services 5,661 $763K 0.00% SOLD
214 PLNT PLANET FITNESS INC Consumer Cyclical 6,876 $746K 0.00% SOLD
215 PLUG PLUG POWER INC Industrials 377,552 $744K 0.00% SOLD
216 IVZ INVESCO LTD Financial Services 28,015 $736K 0.00% SOLD
217 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 13,923 $696K 0.00% SOLD
218 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 5,268 $695K 0.00% SOLD
219 ECG EVERUS CONSTR GROUP Industrials 8,028 $687K 0.00% SOLD
220 MOS MOSAIC CO NEW Basic Materials 28,466 $686K 0.00% SOLD
Page 11 of 14  ·  262 positions
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%