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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 8 of 19  ·  376 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SITM SITIME CORP Technology 8,936.0 $6.7M 0.03% -5K -33.6% $745.56 -21.7%
142 TMO THERMO FISHER SCIENTIFIC INC Healthcare 12,948.0 $6.5M 0.03% -2K -10.6% $501.36 +24.6%
143 BAYTEX ENERGY CORP 1,620,430.0 $6.5M 0.03% -18K -1.1% $4.00
144 KGS KODIAK GAS SVCS INC Energy 83,192.0 $6.3M 0.03% -70K -45.8% $75.13 -19.8%
145 NXT NEXTPOWER INC Technology 50,590.0 $6.0M 0.03% -201K -79.9% $119.14 -29.3%
146 COHR COHERENT CORP Technology 15,206.0 $6.0M 0.03% -148K -90.7% $394.47 -29.6%
147 BYD BOYD GAMING CORP Consumer Cyclical 67,825.0 $6.0M 0.03% -93K -57.9% $88.33 -8.0%
148 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 163,477.0 $5.9M 0.02% -64K -28.1% $36.24 +4.8%
149 AMT AMERICAN TOWER CORP Real Estate 35,924.0 $5.9M 0.02% -21K -36.9% $163.57 +9.0%
150 SON SONOCO PRODS CO Consumer Cyclical 103,361.0 $5.8M 0.02% -82K -44.2% $56.35 +1.9%
151 HL HECLA MINING COMPANY Basic Materials 376,150.0 $5.8M 0.02% -105K -21.8% $15.43 +31.4%
152 CEG CONSTELLATION ENERGY CORP Utilities 23,123.0 $5.7M 0.02% -183K -88.8% $248.37 +10.3%
153 VOYA VOYA FINANCIAL INC Financial Services 62,829.0 $5.7M 0.02% -26K -29.0% $90.53 +8.8%
154 LNC LINCOLN NATL CORP IND Financial Services 160,168.0 $5.7M 0.02% -65K -28.9% $35.35 +20.6%
155 ADT ADT INC DEL Industrials 869,859.0 $5.7M 0.02% -684K -44.0% $6.50 +14.6%
156 AMER SPORTS INC 166,942.0 $5.6M 0.02% -134K -44.5% $33.84
157 FLEX FLEX LTD Technology 34,390.0 $5.6M 0.02% -22K -38.7% $162.07 -33.8%
158 IDR IDAHO STRATEGIC RESOURCES Basic Materials 167,828.0 $5.5M 0.02% -32K -16.0% $32.75 -1.6%
159 ABT ABBOTT LABORATORIES Healthcare 59,775.0 $5.4M 0.02% -57K -48.9% $90.74 +28.6%
160 VRTX VERTEX PHARMACEUTICALS INC Healthcare 10,865.0 $5.4M 0.02% -2K -18.7% $496.73 +10.4%
Page 8 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%