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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 17 of 19  ·  376 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 ROG ROGERS CORP Technology 4,114.0 $674K 0.00% -7K -64.3% $163.73 -22.7%
322 CLX CLOROX CO DEL Consumer Defensive 7,005.0 $669K 0.00% -3K -33.1% $95.44 +11.8%
323 GFS GLOBALFOUNDRIES INC Technology 7,883.0 $650K 0.00% -68K -89.6% $82.41 -41.7%
324 GH GUARDANT HEALTH INC Healthcare 4,244.0 $637K 0.00% -9K -68.2% $150.03 +13.8%
325 AMKR AMKOR TECHNOLOGY INC Technology 7,145.0 $616K 0.00% -1.6M -99.5% $86.23 -41.7%
326 INSTALLED BLDG PRODS INC 2,624.0 $603K 0.00% -2K -45.2% $229.84
327 FAF FIRST AMERN FINL CORP Financial Services 8,747.0 $600K 0.00% -16K -65.3% $68.59 +4.6%
328 MZTI MARZETTI COMPANY Consumer Defensive 5,221.0 $596K 0.00% -10K -65.7% $114.16 -2.2%
329 HII HUNTINGTON INGALLS INDS INC Industrials 2,057.0 $576K 0.00% -3K -61.6% $279.89 +6.5%
330 NEU NEWMARKET CORP Basic Materials 714.0 $565K 0.00% -2K -74.7% $791.24 +18.5%
331 CARG CARGURUS INC Consumer Cyclical 15,711.0 $536K 0.00% -40K -71.8% $34.09 +8.1%
332 BILL BILL HOLDINGS INC Technology 14,625.0 $529K 0.00% -51K -77.8% $36.16 +32.2%
333 RMBS RAMBUS INC DEL Technology 3,871.0 $514K 0.00% -48K -92.5% $132.74 -31.3%
334 TXG 10X GENOMICS INC Healthcare 13,375.0 $513K 0.00% -22K -61.9% $38.34 +69.8%
335 PEN PENUMBRA INC Healthcare 1,580.0 $499K 0.00% -8K -84.3% $315.75 +3.0%
336 BTG B2GOLD CORP Basic Materials 131,416.0 $492K 0.00% -421K -76.2% $3.74 +47.5%
337 CAVA CAVA GROUP INC Consumer Cyclical 6,226.0 $489K 0.00% -58.0 -0.9% $78.48 -6.2%
338 KAI KADANT INC Industrials 1,532.0 $481K 0.00% -272.0 -15.1% $314.23 -0.3%
339 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 43,024.0 $480K 0.00% -68K -61.1% $11.15 -8.3%
340 ALAB ASTERA LABS INC Technology 992.0 $479K 0.00% -750K -99.9% $483.02 -41.0%
Page 17 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%