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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 39 of 52  ·  1,040 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 UNH UNITEDHEALTH GROUP INC Healthcare 6,170.0 $2.0M 0.01% NEW $330.11 +28.4%
762 CWEN CLEARWAY ENERGY INC Utilities 60,625.0 $2.0M 0.01% NEW $33.26 -0.6%
763 KAI KADANT INC Industrials 7,066.0 $2.0M 0.01% NEW $285.02 +6.7%
764 IRTC IRHYTHM TECHNOLOGIES INC Healthcare 11,348.0 $2.0M 0.01% NEW $177.44 -28.7%
765 HESM HESS MIDSTREAM LP Energy 58,362.0 $2.0M 0.01% NEW $34.50 +10.8%
766 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 100,196.0 $2.0M 0.01% NEW $20.08 -31.5%
767 NTLA INTELLIA THERAPEUTICS INC Healthcare 223,166.0 $2.0M 0.01% NEW $8.99 +95.1%
768 AM ANTERO MIDSTREAM CORP Energy 111,731.0 $2.0M 0.01% NEW $17.79 +25.2%
769 CPNG COUPANG INC Consumer Cyclical 84,210.0 $2.0M 0.01% NEW $23.59 -23.0%
770 NGVT INGEVITY CORP Basic Materials 33,401.0 $2.0M 0.01% NEW $59.18 +21.8%
771 PPL PPL CORP Utilities 54,886.0 $1.9M 0.01% NEW $35.02 +3.5%
772 FROG JFROG LTD Technology 30,737.0 $1.9M 0.01% NEW $62.46 +52.4%
773 AMTB AMERANT BANCORP INC Financial Services 98,038.0 $1.9M 0.01% NEW $19.51 +31.2%
774 MAR MARRIOTT INTL INC NEW Consumer Cyclical 6,161.0 $1.9M 0.01% NEW $310.24 +19.9%
775 GS GOLDMAN SACHS GROUP INC Financial Services 2,174.0 $1.9M 0.01% NEW $879.00 +15.4%
776 LC LENDINGCLUB CORP Financial Services 100,805.0 $1.9M 0.01% NEW $18.94 +1.4%
777 HQY HEALTHEQUITY INC Healthcare 20,827.0 $1.9M 0.01% NEW $91.61 +3.1%
778 DORM DORMAN PRODS INC Consumer Cyclical 15,306.0 $1.9M 0.01% NEW $123.19 +9.9%
779 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 20,850.0 $1.9M 0.01% NEW $89.92 +24.4%
780 SONO SONOS INC Technology 106,621.0 $1.9M 0.01% NEW $17.56 -22.5%
Page 39 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%