Investor profile

Bridgewater Associates

Large institutional manager whose reported 13F holdings can be used as market research context.

Latest filing: May 15, 2026 Source: SEC 13F Research only

Daily return+1.4%

1Y return+36.9%

Drawdown-4.1%

Holdings993

Up to 10-Year Annual Return Study

Most recent complete calendar-year price return rows for the latest disclosed top-holdings basket compared with the S&P 500 benchmark. Current year is year to date.

2026 Jan 1, 2026 - Jul 9, 2026 79.1% mapped

Basket

+33.7%

S&P 500

+10.2%

2025 Jan 1, 2025 - Dec 31, 2025 79.1% mapped

Basket

+50.9%

S&P 500

+16.4%

2024 Jan 1, 2024 - Dec 31, 2024 79.1% mapped

Basket

+31.0%

S&P 500

+23.3%

2023 Jan 1, 2023 - Dec 31, 2023 59.8% mapped

Basket

+42.9%

S&P 500

+24.2%

2022 Jan 1, 2022 - Dec 31, 2022 59.8% mapped

Basket

-15.6%

S&P 500

-19.4%

2021 Jan 1, 2021 - Dec 31, 2021 58.6% mapped

Basket

+38.5%

S&P 500

+26.9%

2020 Jan 1, 2020 - Dec 31, 2020 58.4% mapped

Basket

+46.2%

S&P 500

+16.3%

2019 Jan 1, 2019 - Dec 31, 2019 57.7% mapped

Basket

+32.5%

S&P 500

+28.9%

2018 Jan 1, 2018 - Dec 31, 2018 57.0% mapped

Basket

-12.8%

S&P 500

-11.2%

Methodology: current latest disclosed 13F top holdings are price-marked through historical stock_price data and normalized to mapped tickers. Annual rows are refreshed by the tracker cron after market-close price data updates. Benchmark rows use S&P 500 marks from stock_price and fall back to mavefund_index_return annual S&P 500 rows when older price-table history is unavailable. This is a research backtest with survivorship bias, not the manager's actual fund return.

Basket Return Estimate

Indexed price mark of the latest disclosed holdings with mapped tickers.

Tracker vs S&P 500 benchmark

Holdings Allocation

Top disclosed positions by latest imported 13F weight.

Top holdings 37.3%

SPY SPDR S&P 500 ETF TRUST 12.7%

IVV iShares Core S&P 500 ETF 7.8%

AMZN Amazon.com Inc 4.1%

NVDA NVIDIA Corporation 3.7%

GOOGL Alphabet Inc Class A 2.6%

AVGO Broadcom Inc 2.5%

MU Micron Technology Inc 2.2%

MSFT Microsoft Corporation 1.8%

Other Remaining 92 disclosed holdings outside top 8 62.7%

Latest Disclosed Moves

New and increased positions are disclosed adds; reduced and exited positions are disclosed trims or exits versus the prior filing.

May 15, 2026 Exited

Bridgewater Associates no longer disclosed a prior position

GLOBAL PMTS INC was not present in the latest 13F information table after a prior 0.27% disclosed weight.

May 15, 2026 Exited

Bridgewater Associates no longer disclosed a prior position

ASML HOLDING N V was not present in the latest 13F information table after a prior 0.34% disclosed weight.

May 15, 2026 Exited

Bridgewater Associates no longer disclosed a prior position

WELLS FARGO CO NEW was not present in the latest 13F information table after a prior 0.39% disclosed weight. Wells Fargo & Company

May 15, 2026 Reduced

Bridgewater Associates reduced a disclosed position

HARTFORD INSURANCE GROUP INC share count changed by -54.7% versus the prior filing; latest disclosed weight is 0.14%.

May 15, 2026 · ADBE Reduced

Bridgewater Associates reduced a disclosed position

Adobe Inc share count changed by -99.9% versus the prior filing; latest disclosed weight is <0.01%. Adobe Systems Incorporated

Major Winners

Largest positive one-year contribution from mapped current holdings.

Ticker	Company	1Y return	Weight	Contribution
MU	Micron Technology Inc	+719.7%	2.2%	+16.0%
LRCX	Lam Research Corp	+254.3%	1.5%	+3.8%
AMD	Advanced Micro Devices Inc	+295.6%	1.2%	+3.5%
STX	Seagate Technology PLC	+533.8%	0.6%	+3.1%
GOOGL	Alphabet Inc Class A	+102.9%	2.6%	+2.6%

Major Losses

Largest negative or weakest one-year contribution from mapped current holdings.

Ticker	Company	1Y return	Weight	Contribution
KLAC	KLA Corporation	-75.1%	0.7%	-0.5%
MSFT	Microsoft Corporation	-23.6%	1.8%	-0.4%
ORCL	Oracle Corporation	-38.6%	1.0%	-0.4%
SE	Sea Ltd	-29.5%	0.5%	-0.1%
META	Meta Platforms Inc	-13.6%	0.7%	-0.1%

Latest Disclosed Holdings

Weights are based on the information table value in the latest imported filing.

Ticker	Company	Weight	Shares	Market value	Sector
SPY	SPDR S&P 500 ETF TRUST CUSIP 78462F103	12.7%	4,364,862	$2.84B	ETF
IVV	iShares Core S&P 500 ETF CUSIP 464287200	7.8%	2,679,084	$1.75B	ETF
AMZN	Amazon.com Inc CUSIP 023135106	4.1%	4,388,711	$914.04M	Consumer Cyclical
NVDA	NVIDIA Corporation CUSIP 67066G104	3.7%	4,693,003	$818.46M	Technology
GOOGL	Alphabet Inc Class A CUSIP 02079K305	2.6%	1,997,674	$574.45M	Technology
AVGO	Broadcom Inc CUSIP 11135F101	2.5%	1,835,380	$568.07M	Technology
MU	Micron Technology Inc CUSIP 595112103	2.2%	1,475,704	$498.55M	Technology
MSFT	Microsoft Corporation CUSIP 594918104	1.8%	1,084,979	$401.63M	Technology
GEV	GE Vernova Inc CUSIP 36828A101	1.7%	434,897	$379.62M	Industrials
TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD CUSIP 874039100	1.6%	1,077,079	$364.00M	Technology
LRCX	Lam Research Corp CUSIP 512807306	1.5%	1,571,229	$335.71M	Technology
AMD	Advanced Micro Devices Inc CUSIP 007903107	1.2%	1,292,767	$262.99M	Technology
NEM	Newmont Goldcorp Corp CUSIP 651639106	1.1%	2,316,641	$250.78M	Basic Materials
ORCL	Oracle Corporation CUSIP 68389X105	1.0%	1,592,069	$234.21M	Technology
EWY	iShares MSCI South Korea ETF CUSIP 464286772	1.0%	1,766,264	$217.27M	ETF
MRVL	Marvell Technology Group Ltd CUSIP 573874104	0.9%	1,948,947	$193.04M	Technology
AMAT	Applied Materials Inc CUSIP 038222105	0.9%	559,918	$191.37M	Technology
JNJ	Johnson & Johnson CUSIP 478160104	0.8%	696,884	$170.35M	Healthcare
META	Meta Platforms Inc CUSIP 30303M102	0.7%	291,665	$166.87M	Communication Services
ANET	Arista Networks CUSIP 040413205	0.7%	1,330,091	$163.31M	Technology
KLAC	KLA Corporation CUSIP 482480100	0.7%	108,674	$160.01M	Technology
CLS	CELESTICA INC CUSIP 15101Q207	0.7%	525,621	$148.06M	Technology
VWO	Vanguard FTSE Emerging Markets ETF CUSIP 922042858	0.7%	2,721,740	$147.11M	ETF
AAPL	Apple Inc CUSIP 037833100	0.6%	563,492	$143.01M	Technology
UNP	Union Pacific Corporation CUSIP 907818108	0.6%	532,850	$129.28M	Industrials
MBB	iShares MBS ETF CUSIP 464288588	0.6%	1,360,000	$129.13M	ETF
STX	Seagate Technology PLC CUSIP G7997R103	0.6%	329,117	$128.93M	Technology
GOLD	BARRICK GOLD CORP CUSIP 06849F108	0.6%	3,079,243	$125.60M	Basic Materials
ASML	ASML Holding NV ADR CUSIP N07059210	0.5%	92,196	$121.78M	Technology
FIX	Comfort Systems USA CUSIP 199908104	0.5%	86,462	$119.23M	Industrials
MO	Altria Group CUSIP 02209S103	0.5%	1,705,511	$112.55M	Consumer Defensive
LQD	iShares iBoxx $ Investment Grade Corporate Bond ETF CUSIP 464287242	0.5%	1,021,700	$111.36M	ETF
GOOG	Alphabet Inc Class C CUSIP 02079K107	0.5%	387,002	$111.02M	Communication Services
SE	Sea Ltd CUSIP 81141R100	0.5%	1,338,128	$110.81M	Consumer Cyclical
APH	Amphenol Corporation CUSIP 032095101	0.5%	863,048	$109.05M	Technology
VRT	Vertiv Holdings Co CUSIP 92537N108	0.5%	429,766	$107.69M	Industrials
NUE	Nucor Corp CUSIP 670346105	0.5%	618,528	$104.59M	Basic Materials
TER	Teradyne Inc CUSIP 880770102	0.4%	338,946	$100.48M	Technology
CSX	CSX Corporation CUSIP 126408103	0.4%	2,375,228	$97.50M	Industrials
CRDO	Credo Technology Group Holding Ltd CUSIP G25457105	0.4%	1,028,202	$96.52M	Technology
VOO	Vanguard S&P 500 ETF CUSIP 922908363	0.4%	158,628	$94.79M	ETF
IEMG	iShares Core MSCI Emerging Markets ETF CUSIP 46434G103	0.4%	1,342,944	$93.67M	ETF
C	Citigroup Inc CUSIP 172967424	0.4%	793,414	$89.98M	Financial Services
ARM	Arm Holdings PLC CUSIP 042068205	0.4%	593,361	$89.76M	Technology
PCAR	PACCAR Inc CUSIP 693718108	0.4%	777,072	$89.75M	Industrials
NRG	NRG Energy Inc CUSIP 629377508	0.4%	588,502	$86.00M	Utilities
TLN	Talen Energy Corp CUSIP 87422Q109	0.4%	266,099	$84.95M	Utilities
BKR	Baker Hughes Co CUSIP 05722G100	0.4%	1,381,645	$84.35M	Energy
EMXC	iShares MSCI Emerging Markets ex China ETF CUSIP 46434G764	0.4%	1,072,280	$84.35M	ETF
SNPS	Synopsys Inc CUSIP 871607107	0.4%	208,353	$82.61M	Technology
ALAB	Astera Labs Inc CUSIP 04626A103	0.4%	750,940	$82.30M	Technology
HCA	HCA Holdings Inc CUSIP 40412C101	0.4%	173,801	$82.25M	Healthcare
TSEM.TA	Tower Semiconductor Ltd CUSIP M87915274	0.4%	462,725	$81.20M	Technology
STLD	Steel Dynamics Inc CUSIP 858119100	0.4%	438,079	$78.85M	Basic Materials
WFC	Wells Fargo & Company CUSIP 949746101	0.3%	942,580	$75.04M	Financial Services
MFC	MANULIFE FINANCIAL CORP CUSIP 56501R106	0.3%	2,113,648	$72.58M	Financial Services
ONTO	Onto Innovation CUSIP 683344105	0.3%	348,405	$71.45M	Technology
AMKR	Amkor Technology Inc CUSIP 031652100	0.3%	1,580,929	$71.19M	Technology
TEL	TE Connectivity Ltd CUSIP G87052109	0.3%	336,174	$70.27M	Technology
WDC	Western Digital Corporation CUSIP 958102105	0.3%	249,039	$67.36M	Technology
UTHR	United Therapeutics Corporation CUSIP 91307C102	0.3%	111,169	$65.92M	Healthcare
LLY	Eli Lilly and Company CUSIP 532457108	0.3%	70,812	$65.13M	Healthcare
CSCO	Cisco Systems Inc CUSIP 17275R102	0.3%	822,892	$63.85M	Technology
VALE	Vale S.A. CUSIP 91912E105	0.3%	3,986,229	$63.42M	Basic Materials
CI	Cigna Corp CUSIP 125523100	0.3%	228,493	$60.95M	Healthcare
CAT	Caterpillar Inc CUSIP 149123101	0.3%	82,502	$58.45M	Industrials
MCK	McKesson Corporation CUSIP 58155Q103	0.3%	67,381	$58.31M	Healthcare
AU	ANGLOGOLD ASHANTI LTD CUSIP G0378L100	0.3%	597,304	$58.15M	Basic Materials
CEG	Constellation Energy Corp CUSIP 21037T109	0.3%	206,339	$57.62M	Utilities
MNST	Monster Beverage Corp CUSIP 61174X109	0.2%	770,774	$55.85M	Consumer Defensive
CIEN	CIENA CORP CUSIP 171779309	0.2%	143,846	$55.85M	Technology
SBSW	Sibanye Stillwater Ltd CUSIP 82575P107	0.2%	4,426,451	$54.53M	Basic Materials
EME	EMCOR Group CUSIP 29084Q100	0.2%	72,808	$53.75M	Industrials
LNG	Cheniere Energy, Inc. CUSIP 16411R208	0.2%	186,373	$52.89M	Energy
VST	Vistra Corp. CUSIP 92840M102	0.2%	348,514	$52.39M	Utilities
NXPI	NXP Semiconductors NV CUSIP N6596X109	0.2%	262,782	$51.73M	Technology
BAC	Bank of America Corp CUSIP 060505104	0.2%	1,042,897	$50.84M	Financial Services
INSM	Insmed Inc CUSIP 457669307	0.2%	295,579	$48.33M	Healthcare
TPR	Tapestry Inc CUSIP 876030107	0.2%	320,345	$45.20M	Consumer Cyclical
BTI	British American Tobacco p.l.c. CUSIP 110448107	0.2%	765,848	$44.78M	Consumer Defensive
CVS	CVS Health Corp CUSIP 126650100	0.2%	618,428	$44.42M	Healthcare
MET	MetLife Inc CUSIP 59156R108	0.2%	626,530	$44.31M	Financial Services
CENX	Century Aluminum Company CUSIP 156431108	0.2%	732,517	$42.99M	Basic Materials
ALL	Allstate Corp CUSIP 020002101	0.2%	206,980	$42.92M	Financial Services
CFG	Citizens Financial Group Inc CUSIP 174610105	0.2%	713,638	$42.80M	Financial Services
BPOP	Popular Inc CUSIP 733174700	0.2%	317,216	$42.56M	Financial Services
ZION	Zions Bancorporation CUSIP 989701107	0.2%	724,830	$41.76M	Financial Services
COHR	COHERENT CORP. CUSIP 19247G107	0.2%	163,368	$38.92M	Technology
GSK	GSK PLC CUSIP 37733W204	0.2%	698,666	$38.56M	Healthcare
SLB	Schlumberger NV CUSIP 806857108	0.2%	744,764	$38.27M	Energy
FHN	FIRST HORIZON CORP CUSIP 320517105	0.2%	1,631,610	$37.14M	Financial Services
DECK	DECKERS OUTDOOR CORP CUSIP 243537107	0.2%	367,840	$36.82M	Consumer Cyclical
DELL	Dell Technologies Inc. CUSIP 24703L202	0.2%	223,392	$36.67M	Technology
K.TO	Kinross Gold Corp CUSIP 496902404	0.2%	1,159,586	$35.37M	Basic Materials
ALNY	Alnylam Pharmaceuticals Inc CUSIP 02043Q107	0.2%	106,592	$35.27M	Healthcare
BWA	BorgWarner Inc CUSIP 099724106	0.2%	649,769	$35.26M	Consumer Cyclical
HPE	Hewlett Packard Enterprise Co CUSIP 42824C109	0.2%	1,476,822	$35.16M	Technology
CCZ	Comcast Holdings Corp. CUSIP 20030N101	0.2%	1,192,620	$34.24M	Unclassified
GE	General Electric Company CUSIP 369604301	0.2%	120,607	$34.22M	Industrials
TEVA	TEVA PHARMACEUTICAL INDUSTRIES LTD CUSIP 881624209	0.2%	1,128,406	$33.99M	Healthcare

Research and Risk Disclosure

This page is for informational research and decision support only. It is not personalized financial advice and does not say that any user should buy or sell a security. 13F investor data reflects last disclosed public filings and may be delayed, incomplete, amended, or no longer current. Strategy returns are historical model output or live tracking only when explicitly marked live. Review benchmark, time period, rebalancing frequency, data assumptions, fees, slippage, drawdown, and survivorship-bias handling before relying on any performance comparison.