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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 3 of 14  ·  262 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 ARW ARROW ELECTRS INC Technology 121,334 $13.4M 0.05% SOLD
42 AOS SMITH A O CORP Industrials 198,793 $13.3M 0.05% SOLD
43 FBP FIRST BANCORP P R Financial Services 638,506 $13.2M 0.05% SOLD
44 IT GARTNER INC Technology 49,174 $12.4M 0.04% SOLD
45 CCL CARNIVAL CORP Consumer Cyclical 367,416 $11.2M 0.04% SOLD
46 NDAQ NASDAQ INC Financial Services 111,620 $10.8M 0.04% SOLD
47 UPWK UPWORK INC Industrials 541,073 $10.7M 0.04% SOLD
48 HON HONEYWELL INTL INC Industrials 54,816 $10.7M 0.04% SOLD
49 TCBI TEXAS CAP BANCSHARES INC Financial Services 115,623 $10.5M 0.04% SOLD
50 PTC PTC INC Technology 58,197 $10.1M 0.04% SOLD
51 ZM ZOOM COMMUNICATIONS INC Technology 116,808 $10.1M 0.04% SOLD
52 JKHY HENRY JACK & ASSOC INC Technology 51,777 $9.4M 0.03% SOLD
53 TD TORONTO DOMINION BK ONT Financial Services 99,698 $9.4M 0.03% SOLD
54 TT TRANE TECHNOLOGIES PLC Industrials 24,009 $9.3M 0.03% SOLD
55 FIVN FIVE9 INC Technology 457,821 $9.2M 0.03% SOLD
56 ZD ZIFF DAVIS INC Communication Services 249,506 $8.8M 0.03% SOLD
57 WEX WEX INC Technology 57,869 $8.6M 0.03% SOLD
58 CONFLUENT INC 278,507 $8.4M 0.03% SOLD
59 PCOR PROCORE TECHNOLOGIES INC Technology 109,400 $8.0M 0.03% SOLD
60 VMC VULCAN MATLS CO Basic Materials 27,259 $7.8M 0.03% SOLD
Page 3 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%