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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 18 of 50  ·  997 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 ZTS ZOETIS INC Healthcare 134,203.0 $9.6M 0.04% +83K +164.5% $71.86 +7.4%
342 CENCORA INC 34,045.0 $9.6M 0.04% +20K +139.3% $282.98
343 KNTK KINETIK HOLDINGS INC Energy 199,024.0 $9.6M 0.04% +135K +210.5% $48.34 +13.2%
344 VIRT VIRTU FINL INC Financial Services 160,819.0 $9.6M 0.04% +62K +62.9% $59.57 +11.3%
345 CHE CHEMED CORP NEW Healthcare 20,399.0 $9.5M 0.04% +15K +303.0% $465.74 +16.2%
346 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 240,967.0 $9.4M 0.04% +232K +2561.4% $38.96 +10.3%
347 TALO TALOS ENERGY INC Energy 722,518.0 $9.3M 0.04% NEW $12.91 +31.1%
348 AIZ ASSURANT INC Financial Services 34,707.0 $9.3M 0.04% +26K +287.1% $268.53 +7.2%
349 VRSN VERISIGN INC Technology 37,001.0 $9.3M 0.04% +33K +748.3% $251.56 +15.6%
350 ROK ROCKWELL AUTOMATION INC Industrials 18,697.0 $9.3M 0.04% -19K -50.5% $495.08 -13.2%
351 CDE COEUR MNG INC Basic Materials 564,251.0 $9.2M 0.04% -739K -56.7% $16.32 +27.9%
352 PB PROSPERITY BANCSHARES INC Financial Services 124,251.0 $9.1M 0.04% +81K +184.2% $73.03 -0.4%
353 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 248,575.0 $9.1M 0.04% -3K -1.2% $36.41 +5.7%
354 BCO BRINKS CO Industrials 95,752.0 $9.0M 0.04% +45K +89.2% $94.49 +19.4%
355 AGI ALAMOS GOLD INC Basic Materials 297,854.0 $9.0M 0.04% +54K +22.4% $30.34 +26.3%
356 COKE COCA COLA CONS INC Consumer Defensive 46,535.0 $8.9M 0.04% +14K +44.2% $190.92 +0.9%
357 SNY SANOFI SA Healthcare 206,873.0 $8.8M 0.04% NEW $42.66 +7.1%
358 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 185,784.0 $8.8M 0.04% +60K +47.8% $47.13 -2.1%
359 WSC WILLSCOT HLDGS CORP Industrials 302,466.0 $8.7M 0.04% -357K -54.1% $28.86 -21.9%
360 ADSK AUTODESK INC Technology 44,165.0 $8.6M 0.04% NEW $194.42 +30.9%
Page 18 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%