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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 7 of 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GPGI GPGI INC Industrials 115,013.0 $1.8M 0.01% NEW $15.85 -19.3%
122 FTAI AVIATION LTD 6,713.0 $1.8M 0.01% NEW $270.53
123 WOLF WOLFSPEED INC Technology 36,406.0 $1.8M 0.01% NEW $48.25 -46.6%
124 BGC BGC GROUP INC Financial Services 162,293.0 $1.7M 0.01% NEW $10.69 +10.9%
125 DDS DILLARDS INC Consumer Cyclical 3,275.0 $1.7M 0.01% NEW $528.42 +17.6%
126 FIBK FIRST INTST BANCSYSTEM INC Financial Services 44,810.0 $1.7M 0.01% NEW $38.56 -2.8%
127 GNRC GENERAC HLDGS INC Industrials 5,823.0 $1.7M 0.01% NEW $292.81 -29.7%
128 ALV AUTOLIV INC Consumer Cyclical 14,455.0 $1.7M 0.01% NEW $116.17 +7.9%
129 ATKR ATKORE INC Industrials 21,790.0 $1.7M 0.01% NEW $76.04 +23.1%
130 GLPI GAMING & LEISURE P Real Estate 35,706.0 $1.6M 0.01% NEW $44.53 -2.2%
131 POWI POWER INTEGRATIONS INC Technology 17,857.0 $1.5M 0.01% NEW $83.76 -34.1%
132 PGNY PROGYNY INC Healthcare 51,738.0 $1.5M 0.01% NEW $28.83 -11.0%
133 THO THOR INDS INC Consumer Cyclical 19,565.0 $1.5M 0.01% NEW $75.16 +5.8%
134 LIONSGATE STUDIOS CORP 94,638.0 $1.4M 0.01% NEW $15.31
135 PPG PPG INDS INC Basic Materials 11,804.0 $1.4M 0.01% NEW $121.29 -6.3%
136 CNM CORE & MAIN INC Industrials 29,371.0 $1.4M 0.01% NEW $48.25 -7.0%
137 NXST NEXSTAR MEDIA GROUP INC Communication Services 7,909.0 $1.4M 0.01% NEW $178.59 +4.2%
138 LEN LENNAR CORP Consumer Cyclical 15,239.0 $1.4M 0.01% NEW $90.49 -3.8%
139 DCI DONALDSON INC Industrials 15,085.0 $1.4M 0.01% NEW $89.77 +3.9%
140 IDCC INTERDIGITAL INC Technology 4,343.0 $1.2M 0.01% NEW $283.13 +20.9%
Page 7 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%