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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 42 of 50  ·  993 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 MUR MURPHY OIL CORP Energy 19,868.0 $820K 0.00% NEW $41.25 -8.4%
822 MEOH METHANEX CORP Basic Materials 13,555.0 $807K 0.00% NEW $59.54 +0.1%
823 PSA PUBLIC STORAGE OPER CO Real Estate 2,965.0 $803K 0.00% +2K +283.1% $270.88 +11.8%
824 TAC TRANSALTA CORP Utilities 59,942.0 $786K 0.00% +4K +6.8% $13.11 -1.0%
825 O REALTY INCOME CORP Real Estate 12,739.0 $779K 0.00% +7K +127.4% $61.18 +1.7%
826 MMS MAXIMUS INC Industrials 12,116.0 $777K 0.00% -43K -78.1% $64.10 -4.2%
827 ACLS AXCELIS TECHNOLOGIES INC Technology 8,301.0 $773K 0.00% NEW $93.08 +63.8%
828 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 10,286.0 $770K 0.00% -44K -81.1% $74.89 +14.5%
829 FUL FULLER H B CO Basic Materials 12,466.0 $769K 0.00% -25K -66.5% $61.68 -8.6%
830 MTX MINERALS TECHNOLOGIES INC Basic Materials 10,746.0 $762K 0.00% +6K +120.5% $70.92 +6.3%
831 TSLA TESLA INC Consumer Cyclical 2,017.0 $750K 0.00% NEW $371.75 +12.2%
832 PCVX VAXCYTE INC Healthcare 12,903.0 $750K 0.00% NEW $58.11 -18.4%
833 HAYW HAYWARD HLDGS INC Industrials 55,990.0 $749K 0.00% NEW $13.38 +2.2%
834 TXG 10X GENOMICS INC Healthcare 35,101.0 $745K 0.00% -143K -80.2% $21.23 +13.0%
835 GNW GENWORTH FINL INC Financial Services 89,900.0 $730K 0.00% -70K -43.9% $8.12 +13.9%
836 AVA AVISTA CORP Utilities 18,091.0 $726K 0.00% NEW $40.14 +1.9%
837 RBLX ROBLOX CORP Technology 12,816.0 $725K 0.00% -8K -38.1% $56.56 -19.0%
838 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 9,740.0 $718K 0.00% NEW $73.70 +1.1%
839 VICI VICI PPTYS INC Real Estate 26,110.0 $713K 0.00% -138K -84.1% $27.32 +4.0%
840 GL GLOBE LIFE INC Financial Services 5,124.0 $713K 0.00% -62K -92.4% $139.17 +12.5%
Page 42 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%