CIK 1350694
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.
Firm-level facts as reported by the adviser on Form ADV Part 1A (latest filing 2026-05-15). Regulatory assets under management (RAUM) is Form ADV's gross figure and can differ from a 13F long book — it includes private-fund assets, leverage and non-13(f) securities. Titles and figures as-filed. Latest ADV filing 2026-05-15. Form ADV ↗
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| BAR DEA, NIR | CHIEF EXECUTIVE OFFICER | 2022-01 | <5% ·◆ |
| DUFÉTEL, CÉLINE, SOLANGE | CHIEF FINANCIAL OFFICER - CHIEF OPERATING OFFICER | 2026-01 | <5% ·◆ |
| JENSEN, GREGORY, SCOTT | CO-CHIEF INVESTMENT OFFICER | 2004-11 | <5% ·◆ |
| KARNIOL-TAMBOUR, KAREN | CO-CHIEF INVESTMENT OFFICER | 2023-01 | <5% ·◆ |
| KITSON, MICHAEL, ANTHONY | CHIEF COMPLIANCE OFFICER AND COUNSEL | 2024-03 | <5% ·◆ |
| PRINCE, ROBERT, PAUL | CO-CHIEF INVESTMENT OFFICER | 1986-03 | <5% ·◆ |
| YURKO, TRACEY, BRADY | CHIEF LEGAL OFFICER & SECRETARY | 2017-06 | <5% ·◆ |
| BRIDGEWATER ASSOCIATES INTERMEDIATE HOLDINGS, LPentity | GENERAL PARTNER & LIMITED PARTNER | 2010-07 | 75%+ ·◆ |
Direct owners and executive officers as filed on the adviser's Form ADV Schedule A (as-filed titles; ADV updates annually and on material change). This lists officers and 5%+ owners — not necessarily the full portfolio-management team.
Signed this manager's latest 13F (2026-Q1). The filing's authorized signatory — frequently a compliance officer, general counsel, or CFO — not necessarily the portfolio manager or firm leadership.
| Name | Role (as filed) | Departed after | Now at (if tracked) |
|---|---|---|---|
| PASCIUCCO, GERARD | HEAD OF FINANCE AND STRATEGY | 2024-11 | — not seen at a tracked firm |
| GLOTZER, ESQ., HELENE, TAMI | CHIEF COMPLIANCE OFFICER AND COUNSEL · CHIEF COMPLIANCE OFFICER · CORPORATE COUNSEL, CHIEF COMPLIANCE OFFICER | 2024-02 | — not seen at a tracked firm |
| Bertolini, Mark, Thomas | CO-CHIEF EXECUTIVE OFFICER | 2023-02 | — not seen at a tracked firm |
| FALKENRATH, RICHARD, ALBERT | CHIEF ADMINISTRATIVE OFFICER | 2022-11 | — not seen at a tracked firm |
| DALIO, RAYMOND, THOMAS | CO-CHAIRMAN AND CO-CHIEF INVESTMENT OFFICER · CO-EXECUTIVE CHAIRMAN, CO-CHIEF EXECUTIVE OFFICER, AND CO-CHIEF INVESTMENT OFFICER · FOUNDER, CHAIRMAN AND CO-CHIEF INVESTMENT OFFICER · FOUNDER AND CO-CHIEF INVESTMENT OFFICER | 2022-08 | — not seen at a tracked firm |
| MCCORMICK, DAVID, HAROLD | CHIEF EXECUTIVE OFFICER · PRESIDENT · CO-PRESIDENT · CO-CHIEF EXECUTIVE OFFICER | 2021-11 | — not seen at a tracked firm |
| DALBY, TIMOTHY, JOHN | CHIEF FINANCIAL OFFICER | 2021-03 | — not seen at a tracked firm |
| KREITER, BRIAN, JAMES | CHIEF OPERATING OFFICER | 2021-01 | BRAIDWELL LP |
| NALBANTOGLU, OSMAN | MANAGEMENT COMMITTEE MEMBER | 2021-01 | — not seen at a tracked firm |
| HALVEY, JOHN, KENNETH | GENERAL COUNSEL & SECRETARY · GENERAL COUNSEL | 2020-11 | — not seen at a tracked firm |
| MURRAY, EILEEN, KATHERINE | CO-CHIEF EXECUTIVE OFFICER AND CO-CHIEF OPERATING OFFICER · CO-PRESIDENT AND CO-CHIEF OPERATING OFFICER · CO-PRESIDENT AND CHIEF OPERATING OFFICER · CO-CHIEF EXECUTIVE OFFICER | 2019-12 | — not seen at a tracked firm |
| DOMENICI, NELLA, LOUISE | CHIEF FINANCIAL OFFICER | 2018-03 | — not seen at a tracked firm |
| SANDLER, RANDAL, BRYAN | DIRECTOR, CLIENT SERVICE & MARKETING | 2016-08 | — not seen at a tracked firm |
| Kohler, Olivier, Henry | CHIEF OPERATING OFFICER | 2016-08 | — not seen at a tracked firm |
| Mundie, Craig | CO-EXECUTIVE CHAIRMAN | 2016-08 | — not seen at a tracked firm |
| Rubinstein, Jonathan, Jake | CO-CHIEF EXECUTIVE OFFICER | 2016-08 | — not seen at a tracked firm |
| CAMPBELL, KEVIN, MATTHEW | CO-CHIEF OPERATING OFFICER | 2015-02 | — not seen at a tracked firm |
| COMEY JR., JAMES, BRIEN | GENERAL COUNSEL | 2012-11 | — not seen at a tracked firm |
Named owners/officers on a past Form ADV Schedule A who are gone from the firm's latest filing. “Departed after” is the last dated filing they appear on. A landing shows only when the destination is another SEC-registered adviser we track.
