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Portfolio (Quarterly) Guide ↗

Bridgewater Associates, LP

· CIK 0001350694
13F Portfolio $27.4B AUM 1,040 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1040 New
Page 17 of 52  ·  1,040 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 MIR MIRION TECHNOLOGIES INC Industrials 489,928.0 $11.5M 0.04% NEW $23.42 -27.6%
322 FERG FERGUSON ENTERPRISES INC Industrials 51,435.0 $11.5M 0.04% NEW $222.63 +1.9%
323 CNO CNO FINL GROUP INC Financial Services 267,517.0 $11.4M 0.04% NEW $42.47 +22.9%
324 CDE COEUR MNG INC Basic Materials 634,286.0 $11.3M 0.04% NEW $17.83 -4.2%
325 OMF ONEMAIN HLDGS INC Financial Services 166,517.0 $11.2M 0.04% NEW $67.55 -12.4%
326 CCL CARNIVAL CORP Consumer Cyclical 367,416.0 $11.2M 0.04% NEW $30.54 -9.4%
327 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 19,218.0 $11.2M 0.04% NEW $582.34 -9.9%
328 CE CELANESE CORP DEL Basic Materials 263,302.0 $11.1M 0.04% NEW $42.28 +11.1%
329 LNTH LANTHEUS HLDGS INC Healthcare 166,706.0 $11.1M 0.04% NEW $66.55 +63.4%
330 FRSH FRESHWORKS INC Technology 904,490.0 $11.1M 0.04% NEW $12.25 -14.6%
331 RL RALPH LAUREN CORP Consumer Cyclical 31,319.0 $11.1M 0.04% NEW $353.61 +11.4%
332 AGO ASSURED GUARANTY LTD Financial Services 122,145.0 $11.0M 0.04% NEW $89.87 -7.5%
333 LNC LINCOLN NATL CORP IND Financial Services 244,301.0 $10.9M 0.04% NEW $44.53 -17.2%
334 AGI ALAMOS GOLD INC NEW Basic Materials 281,285.0 $10.9M 0.04% NEW $38.58 -19.0%
335 NDAQ NASDAQ INC Financial Services 111,620.0 $10.8M 0.04% NEW $97.13 -13.3%
336 YELP YELP INC Communication Services 355,732.0 $10.8M 0.04% NEW $30.39 -13.4%
337 UPWK UPWORK INC Industrials 541,073.0 $10.7M 0.04% NEW $19.82 -54.4%
338 HON HONEYWELL INTL INC Industrials 54,816.0 $10.7M 0.04% NEW $195.09 +14.8%
339 KSS KOHLS CORP Consumer Cyclical 522,680.0 $10.7M 0.04% NEW $20.41 -10.8%
340 CENX CENTURY ALUM CO Basic Materials 271,798.0 $10.6M 0.04% NEW $39.18 +12.2%
Page 17 of 52  ·  1,040 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
Technology 32.8%
Financial Services 25.7%
Consumer Cyclical 9.6%
Healthcare 7.6%
Communication Services 6.1%
Industrials 5.3%
Utilities 3.5%
Consumer Defensive 3.4%
Basic Materials 3.0%
Energy 2.8%