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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 35 of 50  ·  993 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 EL LAUDER ESTEE COS INC Consumer Defensive 25,084.0 $1.8M 0.01% +10K +70.2% $71.77 +9.9%
682 OKE ONEOK INC NEW Energy 19,891.0 $1.8M 0.01% -27K -57.5% $90.39 +2.5%
683 AMG AFFILIATED MANAGERS GROUP Financial Services 6,491.0 $1.8M 0.01% -7K -50.7% $276.70 +9.4%
684 HESM HESS MIDSTREAM LP Energy 46,204.0 $1.8M 0.01% -12K -20.8% $38.87 +2.4%
685 HXL HEXCEL CORP NEW Industrials 21,993.0 $1.8M 0.01% NEW $80.93 +4.7%
686 BX BLACKSTONE INC Financial Services 15,294.0 $1.8M 0.01% +14K +792.3% $114.99 +3.1%
687 HOG HARLEY DAVIDSON INC Consumer Cyclical 86,800.0 $1.8M 0.01% -277K -76.2% $20.22 +14.7%
688 RBRK RUBRIK INC. Technology 35,725.0 $1.7M 0.01% -16K -31.2% $48.97 +36.6%
689 OTEX OPEN TEXT CORP Technology 78,666.0 $1.7M 0.01% -418K -84.2% $22.21 +4.5%
690 STZ CONSTELLATION BRANDS INC Consumer Defensive 11,523.0 $1.7M 0.01% -2K -14.5% $150.00 +0.8%
691 CHD CHURCH & DWIGHT CO INC Consumer Defensive 18,469.0 $1.7M 0.01% -10K -34.9% $93.32 +2.5%
692 ALGN ALIGN TECHNOLOGY INC Healthcare 9,923.0 $1.7M 0.01% -16K -61.8% $171.43 -4.9%
693 CVSA COVISTA INC Consumer Cyclical 14,747.0 $1.7M 0.01% -29K -66.2% $115.25 +7.7%
694 NDSN NORDSON CORP Industrials 6,367.0 $1.7M 0.01% -5K -44.0% $266.06 +7.8%
695 AZO AUTOZONE INC Consumer Cyclical 499.0 $1.7M 0.01% NEW $3377.78 +1.8%
696 SMCI SUPER MICRO COMPUTER INC Technology 73,888.0 $1.7M 0.01% NEW $22.77 +46.9%
697 AVNT AVIENT CORPORATION Basic Materials 46,088.0 $1.7M 0.01% +18K +64.0% $36.30 -6.0%
698 TS TENARIS S A Energy 28,630.0 $1.7M 0.01% NEW $58.18 +4.3%
699 EQNR EQUINOR ASA Energy 39,355.0 $1.7M 0.01% -116K -74.6% $42.20 -8.4%
700 LEA LEAR CORP Consumer Cyclical 13,531.0 $1.6M 0.01% -72K -84.2% $121.08 +14.3%
Page 35 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%