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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 4 of 20  ·  394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BBIO BRIDGEBIO PHARMA INC Healthcare 448,143.0 $33.4M 0.14% +189K +72.7% $74.48 +9.4%
62 WAL WESTERN ALLIANCE BANCORP Financial Services 401,678.0 $33.0M 0.14% +211K +110.5% $82.20 -3.1%
63 REGN REGENERON PHARMACEUTICALS Healthcare 51,333.0 $32.0M 0.13% +29K +125.9% $623.54 +33.8%
64 URI UNITED RENTALS INC Industrials 27,950.0 $31.7M 0.13% +18K +169.9% $1132.89 -3.0%
65 TS TENARIS S A Energy 568,223.0 $31.5M 0.13% +540K +1884.7% $55.49 -5.1%
66 BLOCK INC 413,101.0 $31.4M 0.13% +272K +193.6% $76.00
67 CAH CARDINAL HEALTH INC Healthcare 132,077.0 $31.4M 0.13% +17K +14.6% $237.56 -3.4%
68 AEM AGNICO EAGLE MINES LTD Basic Materials 196,829.0 $30.5M 0.12% +108K +121.8% $155.13 +39.3%
69 CRS CARPENTER TECHNOLOGY CORP Industrials 48,856.0 $30.1M 0.12% +6K +15.1% $616.84 -20.2%
70 UAL UNITED AIRLS HLDGS INC Industrials 218,601.0 $29.7M 0.12% +138K +172.4% $135.99 -16.8%
71 KGC KINROSS GOLD CORP Basic Materials 1,240,922.0 $29.3M 0.12% +81K +7.0% $23.62 +38.7%
72 WMT WALMART INC Consumer Defensive 258,759.0 $29.3M 0.12% +7K +2.8% $113.26 -8.4%
73 KEYS KEYSIGHT TECHNOLOGIES INC Technology 82,934.0 $29.0M 0.12% +7K +9.8% $350.07 -9.7%
74 TMUS T-MOBILE US INC Communication Services 172,592.0 $28.9M 0.12% +74K +75.3% $167.73 +9.1%
75 AME AMETEK INC Industrials 117,720.0 $28.5M 0.12% +1K +1.0% $241.94 -1.0%
76 V VISA INC Financial Services 81,537.0 $28.0M 0.12% +56K +223.9% $343.09 +8.1%
77 RRX REGAL REXNORD CORPORATION Industrials 116,787.0 $27.8M 0.11% +113K +3100.5% $238.19 -30.2%
78 GLOBUS MED INC 351,974.0 $27.8M 0.11% +22K +6.5% $79.01
79 GPOR GULFPORT ENERGY CORP Energy 159,943.0 $27.1M 0.11% +68K +74.2% $169.70 +2.2%
80 CF CF INDUSTRIES HOLD Basic Materials 249,708.0 $27.0M 0.11% +231K +1220.9% $108.26 +19.8%
Page 4 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%