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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 6 of 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ZS ZSCALER INC Technology 16,904.0 $2.4M 0.01% NEW $141.15 +28.8%
102 COP CONOCOPHILLIPS Energy 22,937.0 $2.4M 0.01% NEW $103.96 +29.7%
103 UUUU ENERGY FUELS INC Energy 160,899.0 $2.3M 0.01% NEW $14.50 +4.4%
104 PAM PAMPA ENERGIA SA Utilities 28,410.0 $2.3M 0.01% NEW $82.13 -3.2%
105 OPCH OPTION CARE HEALTH INC Healthcare 110,288.0 $2.3M 0.01% NEW $20.97 +13.0%
106 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 41,706.0 $2.3M 0.01% NEW $54.90 -18.9%
107 AOS SMITH A O CORP Industrials 36,505.0 $2.3M 0.01% NEW $62.72 +0.6%
108 IT GARTNER INC Technology 17,444.0 $2.3M 0.01% NEW $129.62 +51.1%
109 MHO M/I HOMES INC Consumer Cyclical 13,676.0 $2.2M 0.01% NEW $160.79 -5.2%
110 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 46,407.0 $2.2M 0.01% NEW $47.27 +8.5%
111 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 16,879.0 $2.0M 0.01% NEW $118.53 -25.1%
112 SPACE EXPLORATION TECHN CORP 11,597.0 $2.0M 0.01% NEW $170.86
113 LPLA LPL FINL HLDGS INC Financial Services 6,900.0 $1.9M 0.01% NEW $281.68 +28.3%
114 ALGT ALLEGIANT TRAVEL CO Industrials 16,416.0 $1.9M 0.01% NEW $117.60 -30.4%
115 TWST TWIST BIOSCIENCE CORP Healthcare 18,647.0 $1.9M 0.01% NEW $102.88 +41.5%
116 RH RH Consumer Cyclical 11,525.0 $1.9M 0.01% NEW $164.73 -7.0%
117 SPSC SPS COMM INC Technology 32,794.0 $1.9M 0.01% NEW $57.17 +41.8%
118 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 63,439.0 $1.9M 0.01% NEW $29.53 -5.8%
119 BALL BALL CORP Consumer Cyclical 30,004.0 $1.9M 0.01% NEW $62.40 +1.9%
120 LSCC LATTICE SEMICONDUCTOR CORP Technology 12,200.0 $1.9M 0.01% NEW $152.96 -23.1%
Page 6 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%