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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 14 of 50  ·  997 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 COLB COLUMBIA BKG SYS INC Financial Services 466,337.0 $14.9M 0.06% +66K +16.6% $32.05 -4.4%
262 VRSK VERISK ANALYTICS INC Industrials 83,031.0 $14.9M 0.06% NEW $179.53 +5.6%
263 SPOT SPOTIFY TECHNOLOGY S A Communication Services 32,219.0 $14.8M 0.06% -4K -11.4% $459.13 +17.1%
264 NOVT NOVANTA INC Technology 90,124.0 $14.6M 0.06% NEW $162.24 -14.0%
265 EVRG EVERGY INC Utilities 168,059.0 $14.5M 0.06% +14K +8.8% $86.43 -5.8%
266 SYY SYSCO CORP Consumer Defensive 172,898.0 $14.5M 0.06% +124K +250.4% $83.58 +0.3%
267 AXSM AXSOME THERAPEUTICS INC. Healthcare 58,217.0 $14.2M 0.06% +1K +2.2% $244.77 -16.1%
268 SSRM SSR MINING IN Basic Materials 503,309.0 $14.2M 0.06% +91K +22.1% $28.28 +36.5%
269 WFRD WEATHERFORD INTL PLC Energy 172,689.0 $14.1M 0.06% +36K +26.1% $81.50 +8.9%
270 ALGN ALIGN TECHNOLOGY INC Healthcare 82,400.0 $13.9M 0.06% +72K +730.4% $168.66 -5.3%
271 LKQ LKQ CORP Consumer Cyclical 523,865.0 $13.8M 0.06% +275K +110.7% $26.33 -2.2%
272 SOLV SOLVENTUM CORP Healthcare 177,921.0 $13.7M 0.06% +175K +5167.1% $77.15 +18.3%
273 MCO MOODYS CORP Financial Services 30,139.0 $13.7M 0.06% NEW $452.92 +12.9%
274 MTB M & T BK CORP Financial Services 57,083.0 $13.6M 0.06% +16K +38.6% $238.01 +1.6%
275 ALL ALLSTATE CORP Financial Services 56,149.0 $13.4M 0.06% -151K -72.9% $237.94 +9.4%
276 MUSA MURPHY USA INC Consumer Cyclical 24,628.0 $13.3M 0.05% +20K +410.7% $538.87 +5.4%
277 NE NOBLE CORP PLC Energy 354,817.0 $13.2M 0.05% NEW $37.30 +23.3%
278 RMD RESMED INC Healthcare 67,381.0 $13.1M 0.05% +28K +71.7% $194.88 +19.3%
279 ENS ENERSYS Industrials 55,597.0 $13.0M 0.05% +36K +188.2% $233.82 -19.8%
280 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 6,236.0 $13.0M 0.05% -3K -33.0% $2080.79 +4.9%
Page 14 of 50  ·  997 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%