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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 16 of 19  ·  376 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SLM SLM CORP Financial Services 37,763.0 $980K 0.00% -18K -32.1% $25.94 +2.0%
302 GEO GEO GROUP INC Industrials 32,793.0 $969K 0.00% -48K -59.2% $29.55 +10.7%
303 MTRN MATERION CORP Basic Materials 3,213.0 $956K 0.00% -449.0 -12.3% $297.39 -22.0%
304 ESI ELEMENT SOLUTIONS INC Basic Materials 19,357.0 $924K 0.00% -136K -87.5% $47.75 -26.1%
305 ENPH ENPHASE ENERGY INC Energy 18,682.0 $920K 0.00% -37K -66.7% $49.24 -21.6%
306 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 40,087.0 $860K 0.00% -50K -55.3% $21.45 +21.2%
307 HRI HERC HLDGS INC Industrials 5,917.0 $848K 0.00% -38K -86.4% $143.34 +12.9%
308 CC CHEMOURS CO Basic Materials 39,556.0 $812K 0.00% -110K -73.5% $20.52 -22.2%
309 MRNA MODERNA INC Healthcare 11,527.0 $807K 0.00% -63K -84.6% $70.03 +107.2%
310 EE EXCELERATE ENERGY INC Utilities 21,088.0 $801K 0.00% -18K -45.5% $37.99 +3.6%
311 PNR PENTAIR PLC Industrials 10,400.0 $797K 0.00% -34K -76.6% $76.66 -16.0%
312 LH LABCORP HOLDINGS INC Healthcare 2,798.0 $783K 0.00% -8K -75.0% $280.00 +20.1%
313 OTTR OTTER TAIL CORP Utilities 8,549.0 $769K 0.00% -7K -43.8% $89.98 +1.0%
314 AVNT AVIENT CORPORATION Basic Materials 20,740.0 $767K 0.00% -25K -55.0% $36.96 +20.8%
315 FMC FMC CORP Basic Materials 66,017.0 $759K 0.00% -41K -38.1% $11.50 -4.2%
316 AIT APPLIED INDL TECHNOLOGIES IN Industrials 2,242.0 $758K 0.00% -3K -53.0% $338.15 +1.0%
317 SN SHARKNINJA INC Consumer Cyclical 4,793.0 $730K 0.00% -205K -97.7% $152.27 +18.7%
318 SNDK SANDISK CORP Technology 317.0 $721K 0.00% -9K -96.7% $2273.73 -29.8%
319 TDW TIDEWATER INC NEW Energy 10,807.0 $720K 0.00% -5K -30.0% $66.63 +43.0%
320 GNW GENWORTH FINL INC Financial Services 75,025.0 $710K 0.00% -15K -16.6% $9.47 +4.3%
Page 16 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%