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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 50 of 52  ·  1,040 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 MRNA MODERNA INC Healthcare 15,181.0 $448K 0.00% NEW $29.49 +145.8%
982 ENR ENERGIZER HLDGS INC NEW Industrials 22,159.0 $441K 0.00% NEW $19.89 +10.3%
983 ZETA ZETA GLOBAL HOLDINGS CORP Technology 20,614.0 $419K 0.00% NEW $20.35 +2.5%
984 WING WINGSTOP INC Consumer Cyclical 1,747.0 $417K 0.00% NEW $238.49 -26.6%
985 ROK ROCKWELL AUTOMATION INC Industrials 1,040.0 $405K 0.00% NEW $389.07 +24.1%
986 CHRW C H ROBINSON WORLDWIDE INC Industrials 2,512.0 $404K 0.00% NEW $160.76 +19.0%
987 CAVA CAVA GROUP INC Consumer Cyclical 6,827.0 $401K 0.00% NEW $58.69 +35.9%
988 ESNT ESSENT GROUP LTD Financial Services 6,139.0 $399K 0.00% NEW $65.01 -0.8%
989 EYE NATIONAL VISION HLDGS INC Consumer Cyclical 15,355.0 $396K 0.00% NEW $25.82 -26.4%
990 RIG TRANSOCEAN LTD Energy 94,808.0 $392K 0.00% NEW $4.13 +17.9%
991 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 23,003.0 $376K 0.00% NEW $16.35 +50.0%
992 URBN URBAN OUTFITTERS INC Consumer Cyclical 4,937.0 $372K 0.00% NEW $75.26 -6.2%
993 PEN PENUMBRA INC Healthcare 1,191.0 $370K 0.00% NEW $310.91 +1.8%
994 PJT PJT PARTNERS INC Financial Services 2,123.0 $355K 0.00% NEW $167.20 -6.7%
995 OPLN OPENLANE INC Consumer Cyclical 11,682.0 $348K 0.00% NEW $29.78 +35.0%
996 TRUP TRUPANION INC Financial Services 9,309.0 $348K 0.00% NEW $37.37 -30.0%
997 LW LAMB WESTON HLDGS INC Consumer Defensive 8,294.0 $347K 0.00% NEW $41.89 +6.3%
998 IMCR IMMUNOCORE HLDGS PLC Healthcare 9,952.0 $345K 0.00% NEW $34.71 -8.8%
999 BUNGE GLOBAL SA 3,773.0 $336K 0.00% NEW $89.08
1000 WAY WAYSTAR HLDG CORP Technology 10,256.0 $336K 0.00% NEW $32.75 -34.6%
Page 50 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%