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Portfolio (Quarterly) Guide ↗

Bridgewater Associates, LP

· CIK 0001350694
13F Portfolio $27.4B AUM 1,040 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1040 New
Page 6 of 52  ·  1,040 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DVN DEVON ENERGY CORP NEW Energy 1,170,881.0 $42.9M 0.16% NEW $36.63 +9.9%
102 GFI GOLD FIELDS LTD Basic Materials 977,019.0 $42.7M 0.16% NEW $43.66 -22.7%
103 LPLA LPL FINL HLDGS INC Financial Services 118,294.0 $42.3M 0.15% NEW $357.17 -17.9%
104 TOL TOLL BROTHERS INC Consumer Cyclical 310,287.0 $42.0M 0.15% NEW $135.22 +16.5%
105 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 475,487.0 $41.9M 0.15% NEW $88.21 +23.5%
106 STT STATE STR CORP Financial Services 323,786.0 $41.8M 0.15% NEW $129.01 +31.5%
107 CART MAPLEBEAR INC Consumer Cyclical 917,620.0 $41.3M 0.15% NEW $44.98 -0.3%
108 TPR TAPESTRY INC Consumer Cyclical 322,428.0 $41.2M 0.15% NEW $127.77 +12.7%
109 SPGI S&P GLOBAL INC Financial Services 78,134.0 $40.8M 0.15% NEW $522.59 -20.6%
110 BWA BORGWARNER INC Consumer Cyclical 901,684.0 $40.6M 0.15% NEW $45.06 +42.8%
111 BK BANK NEW YORK MELLON CORP Financial Services 349,688.0 $40.6M 0.15% NEW $116.09 +22.2%
112 EXEL EXELIXIS INC Healthcare 925,712.0 $40.6M 0.15% NEW $43.83 +23.1%
113 TOST TOAST INC Technology 1,127,052.0 $40.0M 0.15% NEW $35.51 -19.1%
114 ALAB ASTERA LABS INC Technology 240,530.0 $40.0M 0.15% NEW $166.36 +159.0%
115 BPOP POPULAR INC Financial Services 313,203.0 $39.0M 0.14% NEW $124.52 +35.3%
116 TER TERADYNE INC Technology 199,761.0 $38.7M 0.14% NEW $193.56 +120.8%
117 COF CAPITAL ONE FINL CORP Financial Services 157,774.0 $38.2M 0.14% NEW $242.36 -15.5%
118 HALO HALOZYME THERAPEUTICS INC Healthcare 561,577.0 $37.8M 0.14% NEW $67.30 +14.4%
119 QCOM QUALCOMM INC Technology 220,092.0 $37.6M 0.14% NEW $171.05 +6.4%
120 VRSN VERISIGN INC Technology 152,607.0 $37.1M 0.14% NEW $242.95 +5.3%
Page 6 of 52  ·  1,040 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
Technology 32.8%
Financial Services 25.7%
Consumer Cyclical 9.6%
Healthcare 7.6%
Communication Services 6.1%
Industrials 5.3%
Utilities 3.5%
Consumer Defensive 3.4%
Basic Materials 3.0%
Energy 2.8%