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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 9 of 50  ·  993 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 GPOR GULFPORT ENERGY CORP Energy 91,835.0 $19.4M 0.09% -22K -19.6% $211.57 -11.6%
162 KEY KEYCORP Financial Services 965,716.0 $19.4M 0.09% -379K -28.2% $20.05 +4.5%
163 TKR TIMKEN CO Industrials 191,948.0 $19.3M 0.09% +176K +1071.6% $100.57 +14.3%
164 BN BROOKFIELD CORP Financial Services 477,453.0 $19.3M 0.09% -88K -15.5% $40.39 +9.3%
165 BBIO BRIDGEBIO PHARMA INC Healthcare 259,459.0 $19.3M 0.09% +216K +501.0% $74.26 -9.7%
166 PH PARKER-HANNIFIN CORP Industrials 21,306.0 $19.1M 0.09% +15K +220.0% $895.24 -4.6%
167 AAOI APPLIED OPTOELECTRONICS INC Technology 223,935.0 $18.9M 0.09% NEW $84.59 +100.2%
168 MPC MARATHON PETE CORP Energy 77,283.0 $18.9M 0.08% -118K -60.5% $244.18 +7.2%
169 PLTR PALANTIR TECHNOLOGIES INC Technology 128,186.0 $18.8M 0.08% +96K +299.9% $146.28 -9.1%
170 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 400,299.0 $18.6M 0.08% +239K +148.5% $46.36 -3.1%
171 EBC EASTERN BANKSHARES INC Financial Services 941,345.0 $18.4M 0.08% +227K +31.8% $19.56 -0.5%
172 ROKU ROKU INC Communication Services 194,468.0 $18.4M 0.08% -19K -8.7% $94.62 +27.4%
173 SEIC SEI INVTS CO Financial Services 232,675.0 $18.3M 0.08% -113K -32.7% $78.47 +15.5%
174 UNM UNUM GROUP Financial Services 247,227.0 $18.1M 0.08% +6K +2.4% $73.03 +13.4%
175 VLYPN VALLEY NATL BANCORP Financial Services 1,470,218.0 $18.1M 0.08% $12.28 +111.3%
176 AEM AGNICO EAGLE MINES LTD Basic Materials 88,737.0 $18.0M 0.08% -46K -33.9% $202.98 -14.2%
177 CR CRANE COMPANY Industrials 103,441.0 $17.7M 0.08% +83K +399.4% $171.00 -1.2%
178 SPOT SPOTIFY TECHNOLOGY S A Communication Services 36,386.0 $17.6M 0.08% +13K +54.6% $484.91 -10.4%
179 REGN REGENERON PHARMACEUTICALS Healthcare 22,724.0 $17.6M 0.08% -50K -68.8% $772.64 -17.9%
180 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 9,314.0 $17.6M 0.08% -11K -54.6% $1884.66 +2.6%
Page 9 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%