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Portfolio (Quarterly) Guide ↗

Bridgewater Associates, LP

· CIK 0001350694
13F Portfolio $27.4B AUM 1,040 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1040 New
Page 20 of 52  ·  1,040 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 RPM RPM INTL INC Basic Materials 87,388.0 $9.1M 0.03% NEW $104.00 +7.3%
382 COHR COHERENT CORP Technology 48,979.0 $9.0M 0.03% NEW $184.57 +80.6%
383 IESC IES HLDGS INC Industrials 23,136.0 $9.0M 0.03% NEW $389.02 +68.1%
384 WU WESTERN UN CO Financial Services 961,157.0 $8.9M 0.03% NEW $9.31 -14.0%
385 BSX BOSTON SCIENTIFIC CORP Healthcare 93,745.0 $8.9M 0.03% NEW $95.35 -52.7%
386 WMS ADVANCED DRAIN SYS INC DEL Industrials 60,895.0 $8.8M 0.03% NEW $144.83 +5.1%
387 ZD ZIFF DAVIS INC Communication Services 249,506.0 $8.8M 0.03% NEW $35.15 +49.2%
388 PEGA PEGASYSTEMS INC Technology 146,825.0 $8.8M 0.03% NEW $59.72 -48.0%
389 FIS FIDELITY NATL INFORMATION SV Technology 131,466.0 $8.7M 0.03% NEW $66.46 -37.1%
390 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 161,092.0 $8.7M 0.03% NEW $54.17 +41.6%
391 OSK OSHKOSH CORP Industrials 69,216.0 $8.7M 0.03% NEW $125.63 +13.6%
392 AXSM AXSOME THERAPEUTICS INC Healthcare 47,444.0 $8.7M 0.03% NEW $182.64 +33.8%
393 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 327,394.0 $8.6M 0.03% NEW $26.37 -37.6%
394 WEX WEX INC Technology 57,869.0 $8.6M 0.03% NEW $148.98 -1.7%
395 AFG AMERICAN FINL GROUP INC OHIO Financial Services 63,073.0 $8.6M 0.03% NEW $136.68 +4.4%
396 LECO LINCOLN ELEC HLDGS INC Industrials 35,969.0 $8.6M 0.03% NEW $239.64 +7.8%
397 W WAYFAIR INC Consumer Cyclical 85,467.0 $8.6M 0.03% NEW $100.41 -5.9%
398 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 228,514.0 $8.6M 0.03% NEW $37.42 -0.4%
399 CENCORA INC 25,186.0 $8.5M 0.03% NEW $337.75
400 ENPH ENPHASE ENERGY INC Energy 263,837.0 $8.5M 0.03% NEW $32.05 +34.4%
Page 20 of 52  ·  1,040 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
Technology 32.8%
Financial Services 25.7%
Consumer Cyclical 9.6%
Healthcare 7.6%
Communication Services 6.1%
Industrials 5.3%
Utilities 3.5%
Consumer Defensive 3.4%
Basic Materials 3.0%
Energy 2.8%