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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 2 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CSTM CONSTELLIUM SE Basic Materials 502,971.0 $12.4M 0.06% NEW $24.58 +31.2%
22 LPX LOUISIANA PAC CORP Basic Materials 169,156.0 $12.3M 0.06% NEW $72.75 -3.2%
23 HUT 8 CORP 245,659.0 $11.5M 0.05% NEW $46.91
24 SHC SOTERA HEALTH CO Healthcare 695,392.0 $10.0M 0.04% NEW $14.34 +7.0%
25 DKS DICKS SPORTING GOODS INC Consumer Cyclical 48,855.0 $9.7M 0.04% NEW $198.29 +9.2%
26 FLR FLUOR CORP Industrials 191,468.0 $8.9M 0.04% NEW $46.65 -4.9%
27 INTERNATIONAL BANCSHARES COR 131,636.0 $8.9M 0.04% NEW $67.29
28 MKSI MKS INC. Technology 38,133.0 $8.8M 0.04% NEW $229.81 +28.7%
29 DKNG DRAFTKINGS INC NEW Consumer Cyclical 395,860.0 $8.6M 0.04% NEW $21.62 +15.6%
30 AYI ACUITY INC Industrials 30,077.0 $8.4M 0.04% NEW $280.22 -2.9%
31 PAAS PAN AMERN SILVER CORP Basic Materials 151,463.0 $8.3M 0.04% NEW $54.63 +1.0%
32 WY WEYERHAEUSER CO Real Estate 317,012.0 $7.7M 0.04% NEW $24.43 -6.4%
33 FIGS FIGS INC Consumer Cyclical 519,482.0 $7.7M 0.03% NEW $14.77 -22.1%
34 AGX ARGAN INC Industrials 13,989.0 $7.6M 0.03% NEW $544.65 +17.4%
35 URI UNITED RENTALS INC Industrials 10,357.0 $7.5M 0.03% NEW $728.56 +29.6%
36 UAL UNITED AIRLS HLDGS INC Industrials 80,242.0 $7.4M 0.03% NEW $92.07 +0.5%
37 BAYTEX ENERGY CORP 1,638,670.0 $7.3M 0.03% NEW $4.47
38 BCC BOISE CASCADE CO DEL Basic Materials 94,971.0 $7.2M 0.03% NEW $75.85 -13.7%
39 ENTG ENTEGRIS INC Technology 61,309.0 $7.2M 0.03% NEW $117.24 +8.5%
40 MDA MDA SPACE LTD Technology 279,580.0 $7.1M 0.03% NEW $25.25 +57.9%
Page 2 of 11  ·  215 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%