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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 32 of 50  ·  993 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 SSNC SS&C TECH HLDGS Technology 34,704.0 $2.3M 0.01% NEW $67.57 -0.5%
622 LECO LINCOLN ELEC HLDGS INC Industrials 9,326.0 $2.3M 0.01% -27K -74.1% $249.08 +4.4%
623 VKTX VIKING THERAPEUTICS INC Healthcare 71,229.0 $2.3M 0.01% -32K -31.3% $32.54 -9.5%
624 LII LENNOX INTL INC Industrials 4,980.0 $2.3M 0.01% -10K -67.2% $464.13 +3.5%
625 UNFI UNITED NAT FOODS INC Consumer Defensive 51,268.0 $2.3M 0.01% +28K +124.1% $45.06 +11.8%
626 NEE NEXTERA ENERGY INC Utilities 24,871.0 $2.3M 0.01% +18K +240.8% $92.88 -3.4%
627 CMC COMMERCIAL METALS CO Basic Materials 37,526.0 $2.3M 0.01% $61.43 +15.1%
628 DIS DISNEY WALT CO Communication Services 23,860.0 $2.3M 0.01% NEW $96.38 +7.5%
629 AWR AMER STATES WTR CO Utilities 30,349.0 $2.3M 0.01% +10K +46.7% $75.62 +0.9%
630 SIGI SELECTIVE INS GROUP INC Financial Services 30,072.0 $2.3M 0.01% +3K +9.1% $75.39 +18.3%
631 YELP YELP INC Communication Services 91,380.0 $2.3M 0.01% -264K -74.3% $24.74 -9.2%
632 PENN PENN ENTERTAINMENT INC Consumer Cyclical 150,388.0 $2.3M 0.01% NEW $15.03 +11.1%
633 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 226,343.0 $2.2M 0.01% +77K +51.1% $9.94 +1.0%
634 CRI CARTERS INC Consumer Cyclical 62,363.0 $2.2M 0.01% NEW $35.76 +5.0%
635 LTM LATAM AIRLINES GROUP SA Industrials 44,831.0 $2.2M 0.01% +26K +143.0% $49.44 +3.0%
636 KLIC KULICKE & SOFFA INDS INC Technology 33,549.0 $2.2M 0.01% NEW $65.72 +53.8%
637 ALC ALCON AG Healthcare 28,891.0 $2.2M 0.01% NEW $75.35 -9.8%
638 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 48,493.0 $2.2M 0.01% +27K +129.0% $44.84 +6.6%
639 KVUE KENVUE INC Consumer Defensive 124,950.0 $2.2M 0.01% -71K -36.3% $17.24 +1.3%
640 CVBF CVB FINL CORP Financial Services 110,856.0 $2.1M 0.01% NEW $19.39 +4.8%
Page 32 of 50  ·  993 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%