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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 14 of 19  ·  376 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 AXTA AXALTA COATING SYS LTD Basic Materials 50,914.0 $1.7M 0.01% -60K -54.2% $34.22 +5.8%
262 PIPR PIPER SANDLER COMPANIES Financial Services 24,018.0 $1.7M 0.01% -39K -62.1% $72.34 +3.7%
263 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 16,012.0 $1.7M 0.01% -205K -92.8% $107.78 +2.8%
264 UNFI UNITED NAT FOODS INC Consumer Defensive 37,418.0 $1.7M 0.01% -14K -27.0% $45.67 +5.2%
265 GVA GRANITE CONSTR INC Industrials 10,599.0 $1.7M 0.01% -24K -69.1% $158.08 -21.7%
266 PII POLARIS INC Consumer Cyclical 24,420.0 $1.7M 0.01% -77K -76.0% $68.44 -5.9%
267 NTRA NATERA INC Healthcare 6,136.0 $1.7M 0.01% -19K -75.7% $271.45 +22.3%
268 NET CLOUDFLARE INC Technology 6,720.0 $1.6M 0.01% -2K -23.3% $245.28 +19.5%
269 J JACOBS SOLUTIONS INC Industrials 12,878.0 $1.6M 0.01% -85K -86.9% $126.00 +19.1%
270 FEDERATED HERMES INC 29,155.0 $1.6M 0.01% -115K -79.8% $55.22
271 NOC NORTHROP GRUMMAN CORP Industrials 3,091.0 $1.6M 0.01% -8K -73.1% $509.31 +8.2%
272 URBN URBAN OUTFITTERS INC Consumer Cyclical 21,697.0 $1.5M 0.01% -49K -69.2% $70.86 +4.8%
273 HLF HERBALIFE LTD Consumer Defensive 115,945.0 $1.5M 0.01% -77K -40.0% $13.15 -3.8%
274 HSY HERSHEY CO Consumer Defensive 8,635.0 $1.5M 0.01% -6K -40.2% $175.45 +6.3%
275 M MACYS INC Consumer Cyclical 63,008.0 $1.5M 0.01% -189K -75.0% $23.55 -3.1%
276 LECO LINCOLN ELEC HLDGS INC Industrials 5,406.0 $1.4M 0.01% -4K -42.0% $265.51 +6.1%
277 BDX BECTON DICKINSON & CO Healthcare 9,382.0 $1.4M 0.01% -114.0 -1.2% $151.33 +26.9%
278 IPAR INTERPARFUMS INC Consumer Defensive 12,578.0 $1.4M 0.01% -5K -29.9% $111.86 +3.3%
279 LRN STRIDE INC Consumer Defensive 16,246.0 $1.4M 0.01% -14K -46.3% $86.24 -2.2%
280 DRI DARDEN RESTAURANTS INC Consumer Cyclical 6,765.0 $1.4M 0.01% -725.0 -9.7% $206.01 +7.6%
Page 14 of 19  ·  376 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%