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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 7 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AN AUTONATION INC Consumer Cyclical 6,207.0 $1.2M 0.01% NEW $195.26 -8.5%
122 UMC UNITED MICROELECTRONICS CORP Technology 134,029.0 $1.2M 0.01% NEW $8.98 +90.6%
123 ENOV ENOVIS CORPORATION Industrials 51,224.0 $1.2M 0.01% NEW $22.75 +11.0%
124 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 37,141.0 $1.1M 0.01% NEW $30.48 +19.9%
125 MDU MDU RES GROUP INC Industrials 52,626.0 $1.1M 0.01% NEW $20.72 +8.5%
126 AVTR AVANTOR INC Healthcare 128,209.0 $1.0M 0.00% NEW $7.84 -2.6%
127 NEOG NEOGEN CORP Healthcare 106,427.0 $989K 0.00% NEW $9.29 -7.9%
128 ATRC ATRICURE INC Healthcare 33,517.0 $956K 0.00% NEW $28.53 +0.9%
129 RCI ROGERS COMMUNICATIONS INC Communication Services 24,511.0 $941K 0.00% NEW $38.38 -7.4%
130 SBS COMPANHIA DE SANEAMENTO BASI Utilities 29,852.0 $911K 0.00% NEW $30.51 -80.8%
131 WTM WHITE MTNS INS GROUP LTD Financial Services 414.0 $910K 0.00% NEW $2196.96 -2.7%
132 RYN RAYONIER INC Real Estate 43,978.0 $907K 0.00% NEW $20.62 -3.7%
133 ARGX ARGENX SE Healthcare 1,214.0 $887K 0.00% NEW $730.25 +9.2%
134 DAN DANA INC Consumer Cyclical 26,300.0 $885K 0.00% NEW $33.65 -1.1%
135 EVTC EVERTEC INC Technology 31,318.0 $884K 0.00% NEW $28.22 -14.0%
136 WPM WHEATON PRECIOUS METALS CORP Basic Materials 6,673.0 $874K 0.00% NEW $131.01 -1.2%
137 OSIS OSI SYSTEMS INC Technology 3,214.0 $853K 0.00% NEW $265.51 -21.7%
138 AMH AMERICAN HOMES 4 RENT Real Estate 30,228.0 $844K 0.00% NEW $27.92 +13.6%
139 WMG WARNER MUSIC GROUP CORP Communication Services 32,346.0 $826K 0.00% NEW $25.54 +35.3%
140 MUR MURPHY OIL CORP Energy 19,868.0 $820K 0.00% NEW $41.25 -2.0%
Page 7 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%