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Portfolio (Quarterly) Guide ↗

Bridgewater Associates, LP

· CIK 0001350694
13F Portfolio $24.4B AUM 997 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 Q4 2025 · All 214 New 394 Added 376 Reduced 210 Exited
Page 11 of 20  ·  394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 185,784.0 $8.8M 0.04% +60K +47.8% $47.13 -2.0%
202 BCC BOISE CASCADE CO DEL Basic Materials 108,049.0 $8.4M 0.03% +13K +13.8% $77.63 +5.9%
203 AAL AMERICAN AIRLINES GROUP INC Industrials 460,717.0 $8.3M 0.03% +14K +3.2% $18.07 -24.4%
204 SYM SYMBOTIC INC Industrials 183,975.0 $8.3M 0.03% +7K +4.0% $44.95 -9.9%
205 EXPE EXPEDIA GROUP INC Consumer Cyclical 31,596.0 $8.1M 0.03% +31K +2801.4% $255.88 +31.0%
206 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 152,648.0 $8.0M 0.03% +145K +1815.5% $52.65 +24.1%
207 THC TENET HEALTHCARE CORP Healthcare 42,382.0 $7.9M 0.03% +24K +125.9% $187.08 +48.9%
208 AMGN AMGEN INC Healthcare 21,869.0 $7.9M 0.03% +7K +48.0% $362.12 +22.0%
209 MLI MUELLER INDS INC Industrials 63,177.0 $7.8M 0.03% +25K +65.0% $122.93 -48.5%
210 GWW WW GRAINGER INC Industrials 5,680.0 $7.7M 0.03% +4K +372.6% $1360.40 -2.8%
211 ISRG INTUITIVE SURGICAL INC Healthcare 19,324.0 $7.7M 0.03% +2K +11.7% $397.68 -5.3%
212 CCK CROWN HLDGS INC Consumer Cyclical 68,384.0 $7.6M 0.03% +13K +23.4% $111.82 +7.3%
213 SHOO MADDEN STEVEN LTD Consumer Cyclical 181,516.0 $7.6M 0.03% +35K +23.8% $42.10 +9.0%
214 BKNG BOOKING HOLDINGS INC Consumer Cyclical 42,079.0 $7.5M 0.03% +42K +10000.0% $178.24 +19.8%
215 HWM HOWMET AEROSPACE INC Industrials 27,799.0 $7.5M 0.03% +5K +20.8% $268.86 -1.6%
216 LNTH LANTHEUS HLDGS INC Healthcare 65,941.0 $7.3M 0.03% +22K +50.8% $110.94 -9.5%
217 AVT AVNET INC Technology 81,161.0 $7.2M 0.03% +56K +217.5% $88.82 -2.7%
218 FNF FIDELITY NATL FINL INC Financial Services 152,160.0 $7.2M 0.03% +124K +444.6% $47.16 +0.1%
219 PYPL PAYPAL HLDGS INC Financial Services 166,034.0 $7.2M 0.03% +156K +1590.8% $43.18 +43.4%
220 UGI UGI CORP NEW Utilities 206,386.0 $7.1M 0.03% +121K +141.9% $34.54 +10.4%
Page 11 of 20  ·  394 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
Financial Services 27.1%
Technology 25.5%
Industrials 8.5%
Healthcare 7.7%
Energy 7.2%
Consumer Cyclical 6.4%
Utilities 5.4%
Basic Materials 5.2%
Communication Services 3.8%
Consumer Defensive 2.8%