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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 20 of 20  ·  394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 15,157.0 $937K 0.00% +11K +295.4% $61.82 -2.4%
382 HLIO HELIOS TECHNOLOGIES INC Industrials 10,166.0 $907K 0.00% +4K +55.8% $89.25 -14.6%
383 MKTX MARKETAXESS HLDGS INC Financial Services 7,024.0 $797K 0.00% +1K +25.2% $113.49 +42.8%
384 DGX QUEST DIAGNOSTICS INC Healthcare 3,756.0 $796K 0.00% +285.0 +8.2% $211.95 +15.3%
385 TTAN SERVICETITAN INC Technology 9,371.0 $663K 0.00% +332.0 +3.7% $70.71 +34.2%
386 PSMT PRICESMART INC Consumer Defensive 3,258.0 $636K 0.00% +1K +68.9% $195.34 -11.5%
387 APTIV PLC 9,934.0 $610K 0.00% +1K +13.8% $61.38
388 ERIE ERIE INDTY CO Financial Services 2,403.0 $576K 0.00% +781.0 +48.1% $239.75 +10.5%
389 HTZ HERTZ GLOBAL HLDGS INC Industrials 233,691.0 $529K 0.00% +159K +211.7% $2.27 -0.7%
390 SWK STANLEY BLACK & DECKER INC Industrials 4,111.0 $387K 0.00% +1K +40.9% $94.12 +6.3%
391 JBS N.V. 32,162.0 $381K 0.00% +6K +22.3% $11.85
392 BAX BAXTER INTL INC Healthcare 17,347.0 $370K 0.00% +1K +8.0% $21.32 +23.5%
393 LW LAMB WESTON HLDGS INC Consumer Defensive 7,719.0 $333K 0.00% +64.0 +0.8% $43.18 +24.3%
394 COUR COURSERA INC Consumer Defensive 17,104.0 $96K +6K +59.3% $5.64 +6.4%
Page 20 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%