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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 8 of 50  ·  993 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 WWD WOODWARD INC Industrials 63,123.0 $22.6M 0.10% -3K -5.0% $357.92 -0.4%
142 FLAGSTAR BANK NATIONAL ASSOC 1,714,376.0 $22.6M 0.10% +10K +0.6% $13.17
143 SN SHARKNINJA INC Consumer Cyclical 210,232.0 $22.3M 0.10% +45K +27.2% $105.90 -3.7%
144 MDT MEDTRONIC PLC Healthcare 255,240.0 $22.1M 0.10% -27K -9.6% $86.65 -9.8%
145 OVV OVINTIV INC Energy 369,965.0 $22.0M 0.10% -870K -70.2% $59.36 -0.8%
146 VZ VERIZON COMMUNICATIONS INC Communication Services 434,829.0 $21.8M 0.10% +310K +248.8% $50.20 -4.7%
147 OTIS OTIS WORLDWIDE CORP Industrials 278,411.0 $21.5M 0.10% +53K +23.6% $77.08 -7.1%
148 KEYS KEYSIGHT TECHNOLOGIES INC Technology 75,544.0 $21.3M 0.10% +29K +62.7% $282.37 +19.5%
149 CMI CUMMINS INC Industrials 39,476.0 $21.2M 0.10% +9K +28.2% $538.02 +18.7%
150 STT STATE STR CORP Financial Services 164,186.0 $20.8M 0.09% -160K -49.3% $126.56 +21.7%
151 ONON ON HLDG AG Consumer Cyclical 610,088.0 $20.8M 0.09% +552K +949.6% $34.02 +15.2%
152 TMUS T-MOBILE US INC Communication Services 98,478.0 $20.7M 0.09% -131K -57.1% $210.03 -9.5%
153 EXEL EXELIXIS INC Healthcare 480,996.0 $20.6M 0.09% -445K -48.0% $42.89 +15.8%
154 RGA REINSURANCE GROUP AMER INC Financial Services 100,237.0 $20.5M 0.09% -1K -1.5% $204.16 +4.9%
155 SNX TD SYNNEX CORPORATION Technology 119,089.0 $20.1M 0.09% +12K +10.9% $168.71 +36.7%
156 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 220,922.0 $19.9M 0.09% -255K -53.5% $90.11 +14.1%
157 MEDP MEDPACE HLDGS INC Healthcare 41,135.0 $19.8M 0.09% +7K +19.9% $480.19 -10.4%
158 DINO HF SINCLAIR CORP Energy 313,206.0 $19.5M 0.09% -148K -32.1% $62.39 +9.6%
159 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 148,141.0 $19.5M 0.09% -2K -1.2% $131.74 +18.0%
160 PRIM PRIMORIS SVCS CORP Industrials 136,170.0 $19.5M 0.09% +35K +35.1% $143.04 -25.4%
Page 8 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%