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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 5 of 50  ·  997 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 178,996.0 $48.7M 0.20% -849K -82.6% $271.95 -16.7%
82 INSM INSMED INC Healthcare 455,392.0 $48.6M 0.20% +160K +54.1% $106.62 +16.2%
83 SBSW SIBANYE STILLWATER LTD Basic Materials 5,691,634.0 $48.3M 0.20% +1.3M +28.6% $8.49 +47.6%
84 TER TERADYNE INC Technology 98,627.0 $47.7M 0.20% -240K -70.9% $483.84 -24.3%
85 APA APA CORPORATION Energy 1,444,176.0 $47.0M 0.19% NEW $32.57 +27.0%
86 TLN TALEN ENERGY CORP Utilities 121,506.0 $46.7M 0.19% -145K -54.3% $384.26 -19.9%
87 BPOP POPULAR INC Financial Services 278,207.0 $45.7M 0.19% -39K -12.3% $164.18 +3.3%
88 CVS CVS HEALTH CORP Healthcare 440,972.0 $45.6M 0.19% -177K -28.7% $103.45 -10.2%
89 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 1,326,678.0 $44.9M 0.18% +198K +17.6% $33.88 +12.5%
90 RDDT REDDIT INC Communication Services 257,428.0 $44.7M 0.18% +189K +274.1% $173.58 -6.4%
91 TKR TIMKEN CO Industrials 302,724.0 $44.0M 0.18% +111K +57.7% $145.32 -15.8%
92 ANET ARISTA NETWORKS INC Technology 254,275.0 $43.2M 0.18% -1.1M -80.9% $169.88 +12.4%
93 FHN FIRST HORIZON CORPORATION Financial Services 1,633,439.0 $41.9M 0.17% $25.64 -4.8%
94 VZ VERIZON COMMUNICATIONS INC Communication Services 980,458.0 $41.5M 0.17% +546K +125.5% $42.34 +18.7%
95 BWA BORGWARNER INC Consumer Cyclical 623,455.0 $41.4M 0.17% -26K -4.0% $66.40 -2.0%
96 NVT NVENT ELEC PLC Industrials 242,970.0 $41.2M 0.17% -18K -7.0% $169.61 -10.7%
97 ZION ZIONS BANCORPORATION NATL AS Financial Services 591,357.0 $40.9M 0.17% -133K -18.4% $69.19 -2.3%
98 EXPAND ENERGY CORPORATION 447,886.0 $40.8M 0.17% NEW $91.19
99 NRG NRG ENERGY INC Utilities 277,935.0 $40.6M 0.17% -311K -52.8% $146.06 -22.2%
100 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 151,328.0 $39.8M 0.16% +137K +947.8% $263.26 +36.9%
Page 5 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%