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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 34 of 50  ·  993 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 SRAD SPORTRADAR GROUP AG Technology 118,737.0 $2.0M 0.01% +85K +249.3% $16.74 -20.4%
662 KDP KEURIG DR PEPPER INC Consumer Defensive 75,351.0 $2.0M 0.01% -134K -63.9% $26.33 +9.3%
663 MA MASTERCARD INCORPORATED Financial Services 3,930.0 $2.0M 0.01% -405K -99.0% $499.66 -0.0%
664 AIZ ASSURANT INC Financial Services 8,966.0 $2.0M 0.01% -45K -83.3% $217.81 +17.4%
665 CTAS CINTAS CORP Industrials 11,466.0 $1.9M 0.01% NEW $169.14 +1.9%
666 NVST ENVISTA HOLDINGS CORPORATION Healthcare 76,437.0 $1.9M 0.01% -48K -38.4% $25.37 -6.9%
667 CHE CHEMED CORP NEW Healthcare 5,062.0 $1.9M 0.01% -6K -55.1% $377.74 +16.9%
668 CARG CARGURUS INC Consumer Cyclical 55,634.0 $1.9M 0.01% -80K -58.9% $34.05 -18.9%
669 MCHP MICROCHIP TECHNOLOGY INC. Technology 28,941.0 $1.9M 0.01% +20K +212.5% $64.61 +41.0%
670 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 6,135.0 $1.9M 0.01% -37K -85.9% $304.08 +6.1%
671 KMB KIMBERLY-CLARK CORP Consumer Defensive 19,318.0 $1.9M 0.01% -2K -7.5% $96.47 +2.3%
672 ARES ARES MANAGEMENT CORPORATION Financial Services 17,067.0 $1.9M 0.01% +3K +23.0% $109.10 +13.6%
673 FMC FMC CORP Basic Materials 106,605.0 $1.8M 0.01% -95K -47.2% $17.22 -24.4%
674 SIX FLAGS ENTERTAINMENT CORP 102,954.0 $1.8M 0.01% -77K -42.9% $17.75
675 FSLY FASTLY INC Technology 62,767.0 $1.8M 0.01% NEW $29.06 -43.6%
676 EOG EOG RES INC Energy 12,572.0 $1.8M 0.01% -188K -93.7% $144.57 -3.2%
677 ULTA ULTA BEAUTY INC Consumer Cyclical 3,471.0 $1.8M 0.01% NEW $522.71 -5.7%
678 NEU NEWMARKET CORP Basic Materials 2,822.0 $1.8M 0.01% -3K -53.2% $640.95 +12.4%
679 NET CLOUDFLARE INC Technology 8,758.0 $1.8M 0.01% -32K -78.6% $206.34 +3.1%
680 AVY AVERY DENNISON CORP Industrials 10,427.0 $1.8M 0.01% -848.0 -7.5% $172.68 -8.0%
Page 34 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%