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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 36 of 50  ·  997 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 WING WINGSTOP INC Consumer Cyclical 12,075.0 $2.1M 0.01% +4K +43.9% $173.41 -33.6%
702 DAL DELTA AIR LINES INC Industrials 22,355.0 $2.1M 0.01% +251.0 +1.1% $93.66 -11.5%
703 OMC OMNICOM GROUP INC Communication Services 28,730.0 $2.1M 0.01% +23K +437.5% $72.83 +21.1%
704 SKYW SKYWEST INC Industrials 20,992.0 $2.1M 0.01% -13K -37.9% $99.33 +2.7%
705 QTWO Q2 HLDGS INC Technology 42,998.0 $2.1M 0.01% +24K +121.5% $48.10 +30.9%
706 TSEM TOWER SEMICONDUCTOR LTD Technology 7,933.0 $2.1M 0.01% -455K -98.3% $260.64 -18.8%
707 STE STERIS PLC Healthcare 9,809.0 $2.1M 0.01% -1K -11.9% $210.57 +12.0%
708 TRIPLE FLAG PRECIOUS METAL 68,784.0 $2.1M 0.01% +50K +257.7% $29.97
709 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 41,061.0 $2.0M 0.01% -34K -45.1% $49.86 +6.7%
710 ELAN ELANCO ANIMAL HEALTH INC Healthcare 82,941.0 $2.0M 0.01% -3K -3.8% $24.61 +0.8%
711 RPM RPM INTL INC Basic Materials 18,272.0 $2.0M 0.01% -37K -67.1% $111.15 -4.1%
712 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 16,879.0 $2.0M 0.01% NEW $118.53 -25.2%
713 SPACE EXPLORATION TECHN CORP 11,597.0 $2.0M 0.01% NEW $170.86
714 ENSG ENSIGN GROUP INC Healthcare 12,308.0 $2.0M 0.01% +6K +94.3% $160.30 +11.7%
715 OSK OSHKOSH CORP Industrials 12,715.0 $2.0M 0.01% -7K -35.1% $153.48 +0.8%
716 VISN VISTANCE NETWORKS INC Technology 152,567.0 $1.9M 0.01% -72K -32.1% $12.78 -15.0%
717 DNN DENISON MINES CORP Energy 636,288.0 $1.9M 0.01% +54K +9.2% $3.06 +23.2%
718 LPLA LPL FINL HLDGS INC Financial Services 6,900.0 $1.9M 0.01% NEW $281.68 +28.5%
719 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 21,026.0 $1.9M 0.01% -47K -69.2% $92.09 -1.6%
720 ALGT ALLEGIANT TRAVEL CO Industrials 16,416.0 $1.9M 0.01% NEW $117.60 -30.3%
Page 36 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%