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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 34 of 50  ·  997 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 SMCI SUPER MICRO COMPUTER INC Technology 82,317.0 $2.4M 0.01% +8K +11.4% $29.33 +19.9%
662 BROWN FORMAN CORP 90,524.0 $2.4M 0.01% +72K +391.9% $26.65
663 CRH PLC 22,525.0 $2.4M 0.01% +19K +519.5% $107.00
664 VENTURE GLOBAL INC 215,719.0 $2.4M 0.01% NEW $11.13
665 OMCL OMNICELL COM Healthcare 57,714.0 $2.4M 0.01% NEW $41.52 -16.5%
666 IRIDIUM COMMUNICATIONS INC 43,538.0 $2.4M 0.01% -63K -59.2% $54.85
667 ZS ZSCALER INC Technology 16,904.0 $2.4M 0.01% NEW $141.15 +24.7%
668 COP CONOCOPHILLIPS Energy 22,937.0 $2.4M 0.01% NEW $103.96 +28.3%
669 EAT BRINKER INTL INC Consumer Cyclical 14,190.0 $2.4M 0.01% -15K -51.0% $168.00 +51.2%
670 GAP GAP INC Consumer Cyclical 125,456.0 $2.3M 0.01% -87K -40.9% $18.68 +9.0%
671 UUUU ENERGY FUELS INC Energy 160,899.0 $2.3M 0.01% NEW $14.50 +2.6%
672 PAM PAMPA ENERGIA SA Utilities 28,410.0 $2.3M 0.01% NEW $82.13 -1.9%
673 PAGS PAGSEGURO DIGITAL LTD Technology 256,939.0 $2.3M 0.01% +160K +165.5% $9.05 -3.9%
674 WMB WILLIAMS COS INC Energy 31,211.0 $2.3M 0.01% -32K -50.7% $74.34 -4.5%
675 EVTC EVERTEC INC Technology 83,418.0 $2.3M 0.01% +52K +166.4% $27.78 +6.4%
676 OPCH OPTION CARE HEALTH INC Healthcare 110,288.0 $2.3M 0.01% NEW $20.97 +12.9%
677 DIOD DIODES INC Technology 21,054.0 $2.3M 0.01% +486.0 +2.4% $109.44 -18.0%
678 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 41,706.0 $2.3M 0.01% NEW $54.90 -18.1%
679 AOS SMITH A O CORP Industrials 36,505.0 $2.3M 0.01% NEW $62.72 -0.0%
680 CUBE CUBESMART Real Estate 57,421.0 $2.3M 0.01% -54K -48.6% $39.77 +2.9%
Page 34 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%