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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 19  ·  376 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MEDP MEDPACE HLDGS INC Healthcare 15,605.0 $8.3M 0.03% -26K -62.1% $529.59 +16.2%
122 ERO ERO COPPER CORP Basic Materials 301,291.0 $8.1M 0.03% -41K -12.0% $26.75 +42.6%
123 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 71,362.0 $8.0M 0.03% -31K -30.6% $112.74 +16.7%
124 FLS FLOWSERVE CORP Industrials 108,285.0 $8.0M 0.03% -100K -48.1% $74.16 +8.7%
125 AGX ARGAN INC Industrials 10,050.0 $8.0M 0.03% -4K -28.2% $798.55 -41.3%
126 CAT CATERPILLAR INC Industrials 7,329.0 $7.8M 0.03% -75K -91.1% $1064.90 -23.8%
127 NYT NEW YORK TIMES CO MTN BE Communication Services 109,563.0 $7.7M 0.03% -50K -31.3% $69.98 -4.0%
128 SNN SMITH & NEPHEW PLC Healthcare 263,854.0 $7.6M 0.03% -12K -4.2% $28.81 +2.4%
129 DKNG DRAFTKINGS INC NEW Consumer Cyclical 299,841.0 $7.6M 0.03% -96K -24.3% $25.26 +2.9%
130 IESC IES HOLDINGS INC Industrials 10,114.0 $7.4M 0.03% -12K -54.4% $734.66 -55.6%
131 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 425,644.0 $7.3M 0.03% -233K -35.3% $17.20 -2.3%
132 ONON ON HLDG AG Consumer Cyclical 206,432.0 $7.3M 0.03% -404K -66.2% $35.42 -16.9%
133 ASB ASSOCIATED BANC-CORP Financial Services 235,868.0 $7.3M 0.03% -180K -43.2% $30.77 +0.7%
134 PRI PRIMERICA INC Financial Services 24,937.0 $7.1M 0.03% -27K -51.7% $284.20 +5.5%
135 CL COLGATE PALMOLIVE CO Consumer Defensive 77,094.0 $7.1M 0.03% -7K -8.8% $91.68 +0.2%
136 JXN JACKSON FINANCIAL INC Financial Services 68,945.0 $7.1M 0.03% -19K -21.7% $102.39 +29.0%
137 VICR VICOR CORP Technology 18,444.0 $7.0M 0.03% -15K -44.5% $379.78 -49.3%
138 KR KROGER CO Consumer Defensive 125,009.0 $6.9M 0.03% -79K -38.8% $55.53 +5.9%
139 RIO RIO TINTO PLC Basic Materials 72,797.0 $6.9M 0.03% -41K -36.3% $94.93 +10.0%
140 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 93,449.0 $6.8M 0.03% -12K -11.0% $72.51 +11.7%
Page 7 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%