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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 38 of 50  ·  997 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 WOLF WOLFSPEED INC Technology 36,406.0 $1.8M 0.01% NEW $48.25 -47.9%
742 ARM ARM HOLDINGS PLC Technology 4,924.0 $1.7M 0.01% -588K -99.2% $354.57 -31.0%
743 AXTA AXALTA COATING SYS LTD Basic Materials 50,914.0 $1.7M 0.01% -60K -54.2% $34.22 +5.9%
744 PIPR PIPER SANDLER COMPANIES Financial Services 24,018.0 $1.7M 0.01% -39K -62.1% $72.34 +3.0%
745 BGC BGC GROUP INC Financial Services 162,293.0 $1.7M 0.01% NEW $10.69 +11.1%
746 DDS DILLARDS INC Consumer Cyclical 3,275.0 $1.7M 0.01% NEW $528.42 +21.4%
747 FIBK FIRST INTST BANCSYSTEM INC Financial Services 44,810.0 $1.7M 0.01% NEW $38.56 -3.9%
748 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 16,012.0 $1.7M 0.01% -205K -92.8% $107.78 +3.1%
749 MDU MDU RES GROUP INC Industrials 80,657.0 $1.7M 0.01% +28K +53.3% $21.21 -5.8%
750 UNFI UNITED NAT FOODS INC Consumer Defensive 37,418.0 $1.7M 0.01% -14K -27.0% $45.67 +4.4%
751 GNRC GENERAC HLDGS INC Industrials 5,823.0 $1.7M 0.01% NEW $292.81 -30.7%
752 ALV AUTOLIV INC Consumer Cyclical 14,455.0 $1.7M 0.01% NEW $116.17 +6.8%
753 GVA GRANITE CONSTR INC Industrials 10,599.0 $1.7M 0.01% -24K -69.1% $158.08 -22.4%
754 PII POLARIS INC Consumer Cyclical 24,420.0 $1.7M 0.01% -77K -76.0% $68.44 -6.8%
755 NTRA NATERA INC Healthcare 6,136.0 $1.7M 0.01% -19K -75.7% $271.45 +22.8%
756 ATKR ATKORE INC Industrials 21,790.0 $1.7M 0.01% NEW $76.04 +23.3%
757 EBAY EBAY INC. Consumer Cyclical 14,786.0 $1.7M 0.01% +11K +268.6% $111.75 -4.7%
758 NET CLOUDFLARE INC Technology 6,720.0 $1.6M 0.01% -2K -23.3% $245.28 +13.7%
759 KHC KRAFT HEINZ CO Consumer Defensive 68,894.0 $1.6M 0.01% +3K +4.7% $23.62 +7.2%
760 SO SOUTHERN CO Utilities 16,972.0 $1.6M 0.01% +5K +44.2% $95.71 -5.6%
Page 38 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%