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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 41 of 50  ·  997 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 ACAD ACADIA PHARMACEUTICALS INC Healthcare 50,265.0 $1.3M 0.01% -92K -64.6% $25.30 +17.2%
802 LCII LCI INDS Consumer Cyclical 11,967.0 $1.3M 0.01% +5K +61.3% $105.88 -1.3%
803 CHDN CHURCHILL DOWNS INC Consumer Cyclical 14,133.0 $1.3M 0.01% +10K +241.0% $89.64 +1.2%
804 TIGO MILLICOM INTL CELLULAR S A Communication Services 13,950.0 $1.3M 0.01% -4K -22.2% $90.76 +2.4%
805 IDCC INTERDIGITAL INC Technology 4,343.0 $1.2M 0.01% NEW $283.13 +20.5%
806 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 23,521.0 $1.2M 0.01% NEW $52.17 +3.2%
807 MWA MUELLER WTR PRODS INC Industrials 47,301.0 $1.2M 0.01% -3K -5.5% $25.83 -2.6%
808 IREN IREN LIMITED Financial Services 26,595.0 $1.2M 0.01% -694K -96.3% $45.73 -12.9%
809 TDY TELEDYNE TECHNOLOGIES INC Technology 1,806.0 $1.2M 0.01% NEW $666.90 -6.3%
810 FRPT FRESHPET INC Consumer Defensive 20,198.0 $1.2M 0.01% NEW $59.12 +29.5%
811 IP INTERNATIONAL PAPER CO Consumer Cyclical 31,310.0 $1.2M 0.01% NEW $38.10 +7.7%
812 IMCR IMMUNOCORE HLDGS PLC Healthcare 36,707.0 $1.2M 0.01% +18K +93.9% $31.75 +15.3%
813 HE HAWAIIAN ELEC INDS INC MTN B Utilities 85,706.0 $1.2M 0.01% +59K +222.7% $13.53 -15.7%
814 BRO BROWN & BROWN INC Financial Services 18,017.0 $1.2M 0.01% NEW $64.15 +16.3%
815 AAON AAON INC Industrials 9,086.0 $1.2M 0.01% NEW $126.86 -40.0%
816 CRVL CORVEL CORP Financial Services 18,422.0 $1.2M 0.01% NEW $62.52 +13.9%
817 RKLB ROCKET LAB CORP Industrials 11,267.0 $1.1M 0.01% -5K -32.6% $101.65 -32.8%
818 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 9,269.0 $1.1M 0.01% +4K +75.7% $122.58 +26.2%
819 SNA SNAP ON INC Industrials 2,823.0 $1.1M 0.01% -14K -83.1% $402.40 -2.0%
820 SBAC SBA COMMUNICATIONS CORP Real Estate 6,385.0 $1.1M 0.01% -8K -56.4% $176.46 +4.9%
Page 41 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%