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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 22 of 50  ·  997 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 KBR KBR INC Industrials 188,121.0 $6.5M 0.03% +100K +113.8% $34.53 +9.2%
422 TMO THERMO FISHER SCIENTIFIC INC Healthcare 12,948.0 $6.5M 0.03% -2K -10.6% $501.36 +25.4%
423 BAYTEX ENERGY CORP 1,620,430.0 $6.5M 0.03% -18K -1.1% $4.00
424 VICI VICI PPTYS INC Real Estate 243,817.0 $6.5M 0.03% +218K +833.8% $26.55 +0.9%
425 MIR MIRION TECHNOLOGIES INC Industrials 359,138.0 $6.4M 0.03% +7K +2.1% $17.93 -18.1%
426 RRC RANGE RES CORP Energy 172,826.0 $6.4M 0.03% +40K +30.1% $37.19 +10.9%
427 POST POST HLDGS INC Consumer Defensive 72,779.0 $6.4M 0.03% +14K +23.7% $88.26 -6.7%
428 CNX CNX RES CORP Energy 188,178.0 $6.4M 0.03% NEW $33.93 +7.5%
429 NDAQ NASDAQ INC Financial Services 80,751.0 $6.4M 0.03% NEW $78.82 +25.3%
430 AER AERCAP HOLDINGS NV Industrials 43,089.0 $6.3M 0.03% +19K +78.9% $145.78 +1.2%
431 KGS KODIAK GAS SVCS INC Energy 83,192.0 $6.3M 0.03% -70K -45.8% $75.13 -21.2%
432 PPC PILGRIMS PRIDE CORP Consumer Defensive 220,951.0 $6.2M 0.03% +132K +147.6% $28.11 +13.1%
433 KSS KOHLS CORP Consumer Cyclical 347,967.0 $6.2M 0.03% +236K +210.0% $17.72 +3.3%
434 OSCR OSCAR HEALTH INC Healthcare 213,704.0 $6.1M 0.03% NEW $28.52 +11.5%
435 CRUS CIRRUS LOGIC INC Technology 40,733.0 $6.1M 0.03% +9K +26.5% $148.53 -24.8%
436 NXT NEXTPOWER INC Technology 50,590.0 $6.0M 0.03% -201K -79.9% $119.14 -28.9%
437 IE IVANHOE ELECTRIC INC Technology 627,037.0 $6.0M 0.03% +60K +10.6% $9.61 +17.2%
438 THG HANOVER INS GROUP INC Financial Services 28,113.0 $6.0M 0.03% +12K +76.2% $214.12 +6.2%
439 COHR COHERENT CORP Technology 15,206.0 $6.0M 0.03% -148K -90.7% $394.47 -30.2%
440 BYD BOYD GAMING CORP Consumer Cyclical 67,825.0 $6.0M 0.03% -93K -57.9% $88.33 -8.3%
Page 22 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%