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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 10 of 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PL PLANET LABS PBC Industrials 17,826.0 $591K 0.00% NEW $33.13 -32.7%
182 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 19,771.0 $588K 0.00% NEW $29.74 -13.2%
183 AIR AAR CORP Industrials 4,034.0 $577K 0.00% NEW $142.93 -5.7%
184 TXN TEXAS INSTRS INC Technology 1,865.0 $556K 0.00% NEW $298.07 -11.3%
185 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 14,594.0 $551K 0.00% NEW $37.76 +14.6%
186 LC HAPPEN INC Financial Services 26,074.0 $541K 0.00% NEW $20.74 -7.4%
187 CNK CINEMARK HLDGS INC Communication Services 16,230.0 $515K 0.00% NEW $31.73 +15.3%
188 AGYS AGILYSYS INC Technology 4,704.0 $492K 0.00% NEW $104.50 +8.9%
189 TNET TRINET GROUP INC Industrials 9,811.0 $486K 0.00% NEW $49.49 +42.4%
190 SOMNIGROUP INTERNATIONAL INC 6,036.0 $473K 0.00% NEW $78.40
191 PSTG EVERPURE INC 5,962.0 $470K 0.00% NEW $78.79
192 GKOS GLAUKOS CORP Healthcare 3,310.0 $463K 0.00% NEW $139.76 +32.3%
193 EXPO EXPONENT INC Industrials 7,507.0 $441K 0.00% NEW $58.76 +19.5%
194 LAD LITHIA MTRS INC Consumer Cyclical 1,513.0 $440K 0.00% NEW $290.49 +27.6%
195 VC VISTEON CORP Consumer Cyclical 4,185.0 $415K 0.00% NEW $99.21 +6.8%
196 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,287.0 $409K 0.00% NEW $317.53 -8.0%
197 ORA ORMAT TECHNOLOGIES INC Utilities 3,726.0 $406K 0.00% NEW $108.90 -0.5%
198 JOE ST JOE CO Real Estate 6,461.0 $405K 0.00% NEW $62.63 +10.0%
199 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 5,090.0 $403K 0.00% NEW $79.22 +6.4%
200 PLUG PLUG PWR INC Industrials 137,762.0 $373K 0.00% NEW $2.71 -16.2%
Page 10 of 11  ·  214 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%