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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 40 of 50  ·  997 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 LIONSGATE STUDIOS CORP 94,638.0 $1.4M 0.01% NEW $15.31
782 LECO LINCOLN ELEC HLDGS INC Industrials 5,406.0 $1.4M 0.01% -4K -42.0% $265.51 +6.3%
783 PPG PPG INDS INC Basic Materials 11,804.0 $1.4M 0.01% NEW $121.29 -6.6%
784 BDX BECTON DICKINSON & CO Healthcare 9,382.0 $1.4M 0.01% -114.0 -1.2% $151.33 +26.0%
785 CNM CORE & MAIN INC Industrials 29,371.0 $1.4M 0.01% NEW $48.25 -8.0%
786 NXST NEXSTAR MEDIA GROUP INC Communication Services 7,909.0 $1.4M 0.01% NEW $178.59 +4.3%
787 IPAR INTERPARFUMS INC Consumer Defensive 12,578.0 $1.4M 0.01% -5K -29.9% $111.86 +4.4%
788 LRN STRIDE INC Consumer Defensive 16,246.0 $1.4M 0.01% -14K -46.3% $86.24 -1.4%
789 DRI DARDEN RESTAURANTS INC Consumer Cyclical 6,765.0 $1.4M 0.01% -725.0 -9.7% $206.01 +9.5%
790 FCFS FIRSTCASH HOLDINGS INC Financial Services 6,442.0 $1.4M 0.01% -7K -50.9% $216.32 +9.3%
791 LEN LENNAR CORP Consumer Cyclical 15,239.0 $1.4M 0.01% NEW $90.49 -2.6%
792 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 17,782.0 $1.4M 0.01% -103K -85.3% $76.43 -4.3%
793 WCC WESCO INTL INC Industrials 3,921.0 $1.4M 0.01% +3K +279.2% $345.43 -2.4%
794 DCI DONALDSON INC Industrials 15,085.0 $1.4M 0.01% NEW $89.77 +3.0%
795 CHD CHURCH & DWIGHT CO INC Consumer Defensive 13,879.0 $1.3M 0.01% -5K -24.9% $96.88 +5.8%
796 MGRC MCGRATH RENTCORP Industrials 10,986.0 $1.3M 0.01% -14K -55.9% $121.03 -3.7%
797 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 124,143.0 $1.3M 0.01% -102K -45.1% $10.57 +8.3%
798 CALY CALLAWAY GOLF CO Consumer Cyclical 69,496.0 $1.3M 0.01% +27K +61.8% $18.79 -16.0%
799 ESTC ELASTIC N V Technology 22,574.0 $1.3M 0.01% +14K +163.5% $57.02 +46.0%
800 WCN WASTE CONNECTIONS INC Industrials 7,634.0 $1.3M 0.01% $166.69 +1.4%
Page 40 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%