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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 11 of 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 EPR EPR PPTYS Real Estate 6,264.0 $363K 0.00% NEW $58.01 +4.0%
202 CBZ CBIZ INC Industrials 11,093.0 $356K 0.00% NEW $32.08 +70.4%
203 ECG EVERUS CONSTR GROUP Industrials 2,081.0 $345K 0.00% NEW $165.95 -24.1%
204 PDFS PDF SOLUTIONS INC Technology 4,807.0 $340K 0.00% NEW $70.79 -35.5%
205 GLW CORNING INC Technology 1,307.0 $334K 0.00% NEW $255.43 -41.4%
206 PLAB PHOTRONICS INC Technology 9,455.0 $308K 0.00% NEW $32.53 -6.2%
207 VVV VALVOLINE INC Energy 6,974.0 $276K 0.00% NEW $39.54 -14.1%
208 MDV MODIV INDUSTRIAL INC Real Estate 15,825.0 $275K 0.00% NEW $17.40 +3.7%
209 MTH MERITAGE HOMES CORP Consumer Cyclical 2,984.0 $250K 0.00% NEW $83.85 -14.5%
210 COCO VITA COCO CO INC Consumer Defensive 3,648.0 $241K 0.00% NEW $66.14 -4.2%
211 STNE STONECO LTD Technology 19,710.0 $214K 0.00% NEW $10.84 -13.7%
212 NFE NEW FORTRESS ENERGY INC Utilities 554,587.0 $201K 0.00% NEW $0.36 -24.3%
213 PACB PACIFIC BIOSCIENCES CALIF IN Healthcare 102,761.0 $173K 0.00% NEW $1.68 -19.6%
214 RXRX RECURSION PHARMACEUTICALS IN Healthcare 37,667.0 $138K 0.00% NEW $3.67 -4.6%
Page 11 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%