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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 2 of 11  ·  210 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 CNA CNA FINL CORP Financial Services 145,742 $6.7M 0.03% SOLD
22 PWR QUANTA SVCS INC Industrials 11,918 $6.5M 0.03% SOLD
23 SNCY SUN CTRY AIRLS HLDGS INC Industrials 384,328 $6.3M 0.03% SOLD
24 DOCU DOCUSIGN INC Technology 132,778 $6.3M 0.03% SOLD
25 BRBR BELLRING BRANDS INC Consumer Defensive 391,087 $6.3M 0.03% SOLD
26 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 95,552 $6.0M 0.03% SOLD
27 TTMI TTM TECHNOLOGIES INC Technology 59,223 $5.8M 0.03% SOLD
28 G GENPACT LIMITED Technology 150,536 $5.6M 0.03% SOLD
29 BBY BEST BUY INC Consumer Cyclical 80,798 $5.2M 0.02% SOLD
30 LYV LIVE NATION ENTERTAINMENT IN Communication Services 32,344 $4.9M 0.02% SOLD
31 PRVA PRIVIA HEALTH GROUP INC Healthcare 237,948 $4.9M 0.02% SOLD
32 HEI HEICO CORP NEW Industrials 17,524 $4.8M 0.02% SOLD
33 APG API GROUP CORP Industrials 118,405 $4.8M 0.02% SOLD
34 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 57,299 $4.6M 0.02% SOLD
35 W WAYFAIR INC Consumer Cyclical 60,811 $4.6M 0.02% SOLD
36 TRU TRANSUNION Industrials 63,861 $4.4M 0.02% SOLD
37 ECL ECOLAB INC Basic Materials 16,219 $4.3M 0.02% SOLD
38 WINA WINMARK CORP Consumer Cyclical 9,477 $4.1M 0.02% SOLD
39 RB GLOBAL INC 42,253 $4.0M 0.02% SOLD
40 FSLR FIRST SOLAR INC Energy 20,321 $4.0M 0.02% SOLD
Page 2 of 11  ·  210 positions
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%