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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 18 of 20  ·  394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 OMC OMNICOM GROUP INC Communication Services 28,730.0 $2.1M 0.01% +23K +437.5% $72.83 +20.2%
342 QTWO Q2 HLDGS INC Technology 42,998.0 $2.1M 0.01% +24K +121.5% $48.10 +32.9%
343 TRIPLE FLAG PRECIOUS METAL 68,784.0 $2.1M 0.01% +50K +257.7% $29.97
344 ENSG ENSIGN GROUP INC Healthcare 12,308.0 $2.0M 0.01% +6K +94.3% $160.30 +12.0%
345 DNN DENISON MINES CORP Energy 636,288.0 $1.9M 0.01% +54K +9.2% $3.06 +14.4%
346 MOH MOLINA HEALTHCARE INC Healthcare 8,326.0 $1.9M 0.01% +6K +298.9% $228.70 -12.4%
347 TECH BIO-TECHNE CORP Healthcare 26,750.0 $1.9M 0.01% +21K +347.6% $70.65 +2.4%
348 Q QNITY ELECTRONICS INC Technology 11,219.0 $1.8M 0.01% +119.0 +1.1% $163.31 -21.1%
349 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 277,017.0 $1.8M 0.01% +200K +258.9% $6.60 -9.5%
350 ARGX ARGENX SE Healthcare 1,958.0 $1.8M 0.01% +744.0 +61.3% $927.77 +12.1%
351 EXTR EXTREME NETWORKS INC Technology 55,342.0 $1.8M 0.01% +36K +183.6% $32.37 -28.9%
352 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 9,201.0 $1.8M 0.01% +5K +142.3% $193.23 +5.8%
353 GNTX GENTEX CORP Consumer Cyclical 69,556.0 $1.8M 0.01% +58K +497.7% $25.27 -6.5%
354 MDU MDU RES GROUP INC Industrials 80,657.0 $1.7M 0.01% +28K +53.3% $21.21 -5.9%
355 EBAY EBAY INC. Consumer Cyclical 14,786.0 $1.7M 0.01% +11K +268.6% $111.75 -6.8%
356 KHC KRAFT HEINZ CO Consumer Defensive 68,894.0 $1.6M 0.01% +3K +4.7% $23.62 +8.3%
357 SO SOUTHERN CO Utilities 16,972.0 $1.6M 0.01% +5K +44.2% $95.71 -7.1%
358 PBF PBF ENERGY INC Energy 35,622.0 $1.6M 0.01% +26K +273.6% $45.52 +61.5%
359 EQNR EQUINOR ASA Energy 51,278.0 $1.6M 0.01% +12K +30.3% $31.40 +36.5%
360 ENOV ENOVIS CORPORATION Industrials 77,088.0 $1.6M 0.01% +26K +50.5% $20.70 +25.9%
Page 18 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%