Bridgewater Associates, LP

CIK 0001350694 · Q2 2026

13F Equity AUM

$24.4B

+8.8% QoQ

Positions

997

+4 QoQ

AUM Rank

#806

Top 6%

Skill Alpha (FF)

-3.2%/yr^ns

No Clear Edge

Rank #6,967 · Top 84%

vs S&P -4.0%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 32.7%Top 10: 40.0%Top 20: 47.8%

SPY16.3%

IVV9.2%

NVDA3.2%

AVGO2.0%

AMZN2.0%

GOOGL1.9%

LRCX1.7%

VOO1.3%

AMD1.3%

EWY1.1%

Others (987)60.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services37.2%

Technology21.3%

Industrials7.1%

Healthcare6.5%

Energy6.4%

Consumer Cyclical5.5%

Basic Materials4.7%

Utilities4.5%

Other6.8%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 997Median: 0.02%Avg: 0.10%

0–0.5%

973(50.2%)

0.5–1%

12(7.7%)

1–3%

9(13.5%)

3–5%

1(3.2%)

5%+

2(25.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 997vs 20 funds

0%Low

997

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New214Increased400Decreased377Exited209

New Positions

ES0.3%

+1.2M

APP0.3%

+147K

ED0.3%

+624K

NI0.3%

+1.4M

NOW0.3%

+635K

DUK0.2%

+442K

NTNX0.2%

+999K

APA0.2%

+1.4M

EXE0.2%

+448K

VMC0.1%

+109K

Increased

RIG0.2%

+7.5M(+1803%)

PCG0.4%

+5.9M(+24079%)

PBR0.4%

+5.4M(+467%)

NOV0.1%

+1.8M(+964%)

HAL0.2%

+1.6M(+5441%)

AR0.2%

+1.3M(+793%)

SBSW0.2%

+1.3M(+29%)

SHEL0.5%

+1.2M(+389%)

EIX0.4%

+1.1M(+777%)

TOST0.2%

+1.1M(+324%)

Decreased

AMZN2.0%

-2,363,230(-54%)

MRVL0.2%

-1,767,771(-91%)

AMKR0.0%

-1,573,784(-100%)

MFC0.1%

-1,428,699(-68%)

HPE0.0%

-1,398,164(-95%)

VALE0.2%

-1,359,783(-34%)

MU0.6%

-1,359,038(-92%)

ANET0.2%

-1,075,816(-81%)

TSM0.1%

-1,042,554(-97%)

GRABW0.1%

-919,780(-11%)

Exited

CSCO

-822,892

ASX

-1,547,859

CRWV

-364,025

-477,453

-136,170

-128,186

-223,935

-250,635

-157,064

-241,689

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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