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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 16 of 20  ·  394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 BROOKFIELD ASSET MANAGMT LTD 67,547.0 $3.0M 0.01% +37K +122.3% $44.85
302 AVTR AVANTOR INC Healthcare 301,219.0 $3.0M 0.01% +173K +134.9% $9.90 +46.1%
303 WTRG ESSENTIAL UTILS INC Utilities 77,551.0 $3.0M 0.01% +3K +3.4% $38.31 +4.9%
304 OKLO OKLO INC Utilities 56,194.0 $2.9M 0.01% +1K +2.2% $52.33 -19.6%
305 PARR PAR PAC HOLDINGS INC Energy 52,323.0 $2.9M 0.01% +30K +138.3% $56.08 +40.9%
306 MHK MOHAWK INDS INC Consumer Cyclical 24,091.0 $2.9M 0.01% +9K +58.6% $121.33 +12.3%
307 PCVX VAXCYTE INC Healthcare 50,217.0 $2.9M 0.01% +37K +289.2% $58.13 +7.7%
308 STZ CONSTELLATION BRANDS INC Consumer Defensive 20,906.0 $2.9M 0.01% +9K +81.4% $139.09 -2.5%
309 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 60,791.0 $2.9M 0.01% +23K +59.7% $47.81 -8.5%
310 INVH INVITATION HOMES INC Real Estate 95,727.0 $2.9M 0.01% +72K +305.0% $30.21 -0.3%
311 EL LAUDER ESTEE COS INC Consumer Defensive 36,502.0 $2.9M 0.01% +11K +45.5% $78.95 +29.1%
312 AZO AUTOZONE INC Consumer Cyclical 897.0 $2.9M 0.01% +398.0 +79.8% $3195.94 -7.4%
313 FLO FLOWERS FOODS INC Consumer Defensive 362,451.0 $2.9M 0.01% +197K +118.5% $7.90 -12.0%
314 VIAV VIAVI SOLUTIONS INC Technology 59,233.0 $2.8M 0.01% +52K +679.2% $47.75 -18.5%
315 CWEN CLEARWAY ENERGY INC Utilities 81,942.0 $2.8M 0.01% +70K +584.2% $34.18 -4.7%
316 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 68,181.0 $2.8M 0.01% +31K +83.6% $41.03 -10.1%
317 PRG PROG HOLDINGS INC Industrials 58,978.0 $2.7M 0.01% +16K +36.1% $46.61 -16.8%
318 NTRS NORTHERN TR CORP Financial Services 15,796.0 $2.7M 0.01% +1K +7.8% $173.84 +5.8%
319 SRPT SAREPTA THERAPEUTICS INC Healthcare 152,068.0 $2.7M 0.01% +18K +13.2% $17.97 +4.6%
320 DOCS DOXIMITY INC Healthcare 131,447.0 $2.7M 0.01% +11K +9.5% $20.74 +22.1%
Page 16 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%