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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 5 of 19  ·  376 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VLYPN VALLEY NATL BANCORP 1,171,898.0 $17.2M 0.07% -298K -20.3% $14.65
82 MELI MERCADOLIBRE INC Consumer Cyclical 10,009.0 $17.0M 0.07% -5K -31.8% $1697.39 +13.3%
83 STRL STERLING INFRASTRUCTURE INC Industrials 20,185.0 $16.9M 0.07% -17K -45.5% $839.36 -38.4%
84 STT STATE STR CORP Financial Services 99,738.0 $16.9M 0.07% -64K -39.2% $169.60 +10.3%
85 INDB INDEPENDENT BK CORP MASS Financial Services 200,771.0 $16.8M 0.07% -5K -2.2% $83.72 +0.0%
86 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 34,525.0 $16.5M 0.07% -1.0M -96.8% $477.57 -12.3%
87 HIG HARTFORD INSURANCE GROUP INC Financial Services 120,033.0 $15.9M 0.07% -111K -48.0% $132.52 +2.7%
88 CMI CUMMINS INC Industrials 21,316.0 $15.2M 0.06% -18K -46.0% $713.21 -17.6%
89 SPOT SPOTIFY TECHNOLOGY S A Communication Services 32,219.0 $14.8M 0.06% -4K -11.4% $459.13 +16.2%
90 ALL ALLSTATE CORP Financial Services 56,149.0 $13.4M 0.06% -151K -72.9% $237.94 +6.7%
91 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 6,236.0 $13.0M 0.05% -3K -33.0% $2080.79 +4.9%
92 USB US BANCORP Financial Services 213,493.0 $12.9M 0.05% -82K -27.8% $60.40 +2.7%
93 SEIC SEI INVTS CO Financial Services 144,423.0 $12.7M 0.05% -88K -37.9% $87.71 +24.9%
94 PRU PRUDENTIAL FINL INC Financial Services 116,719.0 $12.6M 0.05% -35K -23.3% $107.93 +12.2%
95 SNX TD SYNNEX CORPORATION Technology 46,474.0 $12.4M 0.05% -73K -61.0% $267.34 -6.4%
96 MDB MONGODB INC Technology 36,467.0 $12.2M 0.05% -13K -26.3% $335.90 +28.3%
97 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 146,639.0 $12.2M 0.05% -254K -63.4% $83.48 +9.6%
98 MKSI MKS INC. Technology 27,198.0 $12.1M 0.05% -11K -28.7% $444.80 -37.3%
99 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 131,677.0 $11.9M 0.05% -116K -46.9% $90.01 +21.1%
100 RALLIANT CORP 159,840.0 $11.8M 0.05% -164K -50.6% $73.63
Page 5 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%