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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 49 of 50  ·  997 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 BTU PEABODY ENGR CORP Energy 14,810.0 $342K 0.00% -26K -63.7% $23.12 +20.6%
962 SHC SOTERA HEALTH CO Healthcare 19,241.0 $342K 0.00% -676K -97.2% $17.75 +7.7%
963 PDFS PDF SOLUTIONS INC Technology 4,807.0 $340K 0.00% NEW $70.79 -38.3%
964 GLW CORNING INC Technology 1,307.0 $334K 0.00% NEW $255.43 -43.2%
965 HRB BLOCK H & R INC Consumer Cyclical 8,759.0 $334K 0.00% -38K -81.2% $38.08 +42.4%
966 LW LAMB WESTON HLDGS INC Consumer Defensive 7,719.0 $333K 0.00% +64.0 +0.8% $43.18 +28.3%
967 BCS BARCLAYS PLC Financial Services 12,378.0 $332K 0.00% -253K -95.3% $26.86 +0.5%
968 VECO VEECO INSTRS INC DEL Technology 4,181.0 $317K 0.00% -84K -95.3% $75.80 -38.4%
969 WIX WIX COM LTD Technology 6,849.0 $311K 0.00% -16K -70.0% $45.37 +85.8%
970 CVBF CVB FINL CORP Financial Services 13,679.0 $308K 0.00% -97K -87.7% $22.55 -0.4%
971 PLAB PHOTRONICS INC Technology 9,455.0 $308K 0.00% NEW $32.53 -8.1%
972 CELH CELSIUS HLDGS INC Consumer Defensive 10,346.0 $303K 0.00% -87K -89.3% $29.28 +18.8%
973 AFL AFLAC INC Financial Services 2,476.0 $290K 0.00% -59K -96.0% $117.25 +0.6%
974 VVV VALVOLINE INC Energy 6,974.0 $276K 0.00% NEW $39.54 -14.1%
975 MDV MODIV INDUSTRIAL INC Real Estate 15,825.0 $275K 0.00% NEW $17.40 +3.7%
976 SHW SHERWIN WILLIAMS CO Basic Materials 792.0 $273K 0.00% -11K -93.0% $344.32 +0.7%
977 MTH MERITAGE HOMES CORP Consumer Cyclical 2,984.0 $250K 0.00% NEW $83.85 -14.0%
978 ELF E L F BEAUTY INC Consumer Defensive 3,351.0 $248K 0.00% -197K -98.3% $74.00 +41.4%
979 GHC GRAHAM HLDGS CO Consumer Defensive 214.0 $244K 0.00% -4.0 -1.8% $1141.42 +3.2%
980 HIMS HIMS & HERS HEALTH INC Healthcare 7,036.0 $244K 0.00% -35K -83.1% $34.67 -10.8%
Page 49 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%