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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 3 of 20  ·  394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RDDT REDDIT INC Communication Services 257,428.0 $44.7M 0.18% +189K +274.1% $173.58 -11.7%
42 TKR TIMKEN CO Industrials 302,724.0 $44.0M 0.18% +111K +57.7% $145.32 -13.9%
43 VZ VERIZON COMMUNICATIONS INC Communication Services 980,458.0 $41.5M 0.17% +546K +125.5% $42.34 +16.8%
44 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 151,328.0 $39.8M 0.16% +137K +947.8% $263.26 +40.0%
45 TOST TOAST INC Technology 1,428,975.0 $39.8M 0.16% +1.1M +323.7% $27.82 +31.7%
46 RIG TRANSOCEAN LTD Energy 7,962,797.0 $38.9M 0.16% +7.5M +1803.0% $4.89 +21.1%
47 SPGI S&P GLOBAL INC Financial Services 95,012.0 $38.7M 0.16% +62K +190.6% $407.26 +5.9%
48 DLTR DOLLAR TREE INC Consumer Defensive 315,855.0 $38.2M 0.16% +292K +1225.1% $120.95 +8.7%
49 SU SUNCOR ENERGY INC NEW Energy 708,762.0 $38.1M 0.16% +297K +71.9% $53.74 +27.3%
50 MDT MEDTRONIC PLC Healthcare 482,525.0 $37.7M 0.15% +227K +89.0% $78.23 +19.3%
51 RBC RBC BEARINGS INC Industrials 57,741.0 $37.2M 0.15% +51K +807.7% $644.06 -21.5%
52 GILD GILEAD SCIENCES INC Healthcare 290,881.0 $36.7M 0.15% +110K +60.9% $126.34 +15.7%
53 KEY KEYCORP Financial Services 1,574,882.0 $36.3M 0.15% +609K +63.1% $23.05 -5.1%
54 LII LENNOX INTL INC Industrials 63,229.0 $36.2M 0.15% +58K +1169.7% $572.95 -29.7%
55 NOV NOV INC Energy 1,943,703.0 $36.1M 0.15% +1.8M +964.3% $18.55 +10.1%
56 DINO HF SINCLAIR CORP Energy 510,527.0 $35.6M 0.15% +197K +63.0% $69.65 +39.7%
57 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 205,677.0 $34.7M 0.14% +58K +38.8% $168.53 -9.5%
58 UHS UNIVERSAL HLTH SVCS INC Healthcare 228,121.0 $33.9M 0.14% +92K +67.3% $148.69 +19.2%
59 ABNB AIRBNB INC Consumer Cyclical 236,935.0 $33.9M 0.14% +210K +776.5% $143.10 +30.9%
60 JBL JABIL INC Technology 87,526.0 $33.7M 0.14% +48K +121.2% $385.48 -18.7%
Page 3 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%