Bridgewater Associates, LP

CIK 0001350694 · Q1 2026

13F Equity AUM

$22.4B

-18.3% QoQ

Positions

993

-47 QoQ

AUM Rank

#381

Top 3%

Skill Alpha (FF)

-3.2%/yr^ns

No Clear Edge

Rank #6,460 · Top 79%

vs S&P -7.6%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 30.8%Top 10: 40.6%Top 20: 50.4%

SPY12.7%

IVV7.8%

AMZN4.1%

NVDA3.6%

GOOGL2.6%

AVGO2.5%

MU2.2%

MSFT1.8%

GEV1.7%

TSM1.6%

Others (983)59.4%

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

Sector Allocation

Financial Services30.9%

Technology28.9%

Consumer Cyclical7.5%

Industrials7.0%

Healthcare6.1%

Basic Materials5.0%

Communication Services5.0%

Utilities3.6%

Other6.0%

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

Position Sizing

Positions: 993Median: 0.02%Avg: 0.10%

0–0.5%

962(43.1%)

0.5–1%

17(11.5%)

1–3%

10(17.3%)

3–5%

2(7.7%)

5%+

2(20.5%)

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

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Portfolio Overlap

Shared: 993Unique: 0vs 20 funds

13.6%Low

993

Fund positions

7,299

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.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

18.9%

BANK OF AMERICA CORP /DE/

21%

JPMORGAN CHASE & CO

20.4%

BlackRock, Inc.

24.7%

GEODE CAPITAL MANAGEMENT, LLC

27.4%

VANGUARD CAPITAL MANAGEMENT LLC

27.7%

STATE STREET CORP

27.3%

FMR LLC

31.3%

VANGUARD PORTFOLIO MANAGEMENT LLC

31.5%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New215Increased291Decreased487Exited262

New Positions

TSM1.6%

+1.1M

GOOG0.5%

+387K

NUE0.5%

+619K

PCAR0.4%

+777K

EMXC0.4%

+1.1M

SNPS0.4%

+208K

TSEM0.4%

+463K

STLD0.3%

+438K

IM8N0.2%

+296K

ASX0.1%

+1.5M

Increased

SBSW0.2%

+4.2M(+1566%)

AMZN4.1%

+2.4M(+125%)

CSX0.4%

+1.7M(+244%)

AMKR0.3%

+1.5M(+1976%)

BKR0.4%

+1.0M(+284%)

MRVL0.9%

+962K(+97%)

NVDA3.6%

+828K(+21%)

CRDO0.4%

+707K(+220%)

FT20.2%

+703K(+76%)

AVGO2.5%

+670K(+57%)

Decreased

PINS0.1%

-3,657,367(-85%)

PYPL0.0%

-3,319,491(-100%)

GRABW0.1%

-3,211,102(-28%)

CMCSA0.1%

-2,317,392(-66%)

PATH0.0%

-2,187,368(-98%)

BMTA0.2%

-2,186,230(-74%)

VALE0.3%

-2,038,268(-34%)

GTM0.0%

-1,894,631(-99%)

HPE0.2%

-1,702,449(-54%)

MO0.5%

-1,571,240(-48%)

Exited

-1,932,066

-965,117

-1,338,885

-958,080

-567,916

-2,142,297

-184,199

-754,071

-1,170,881

-917,620

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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