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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 33 of 50  ·  997 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 YUM YUM BRANDS INC Consumer Cyclical 15,909.0 $2.5M 0.01% -152.0 -0.9% $159.86 -1.6%
642 LBRDK LIBERTY BROADBAND CORP Communication Services 76,036.0 $2.5M 0.01% +18K +30.8% $33.26 +8.3%
643 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 73,870.0 $2.5M 0.01% -2K -2.1% $34.00 +11.9%
644 AWR AMER STATES WTR CO Utilities 30,311.0 $2.5M 0.01% $82.63 +10.3%
645 DBX DROPBOX INC Technology 91,134.0 $2.5M 0.01% NEW $27.47 +27.0%
646 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 32,453.0 $2.5M 0.01% NEW $76.88 -0.7%
647 DPZ DOMINOS PIZZA INC Consumer Cyclical 8,398.0 $2.5M 0.01% -3K -26.4% $296.04 +17.9%
648 SMTC SEMTECH CORP Technology 15,294.0 $2.5M 0.01% -62K -80.1% $161.85 -25.3%
649 PAYC PAYCOM SOFTWARE INC Technology 19,691.0 $2.5M 0.01% NEW $125.68 +82.7%
650 TDG TRANSDIGM GROUP INC Industrials 1,855.0 $2.5M 0.01% -468.0 -20.1% $1332.04 -10.0%
651 KDP KEURIG DR PEPPER INC Consumer Defensive 75,377.0 $2.5M 0.01% $32.73 -0.7%
652 WDFC WD 40 CO Basic Materials 10,105.0 $2.5M 0.01% +3K +46.7% $243.64 -11.4%
653 GDDY GODADDY INC Technology 28,963.0 $2.5M 0.01% NEW $84.88 +18.4%
654 MSA MSA SAFETY INC Industrials 14,047.0 $2.5M 0.01% +11K +434.9% $174.58 +8.2%
655 TT TRANE TECHNOLOGIES PLC Industrials 4,989.0 $2.5M 0.01% NEW $491.16 -7.8%
656 MMSI MERIT MED SYS INC Healthcare 35,333.0 $2.4M 0.01% +30K +541.6% $69.34 +30.2%
657 DVA DAVITA INC Healthcare 10,996.0 $2.4M 0.01% -10K -47.4% $222.48 -20.7%
658 BBWI BATH & BODY WORKS INC Consumer Cyclical 105,693.0 $2.4M 0.01% NEW $23.13 -17.1%
659 BURL BURLINGTON STORES INC Consumer Cyclical 7,707.0 $2.4M 0.01% NEW $316.80 +4.4%
660 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 257,190.0 $2.4M 0.01% +98K +61.3% $9.39 +20.3%
Page 33 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%