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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 7 of 50  ·  997 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 JBL JABIL INC Technology 87,526.0 $33.7M 0.14% +48K +121.2% $385.48 -18.7%
122 DECK DECKERS OUTDOOR CORP Consumer Cyclical 336,573.0 $33.4M 0.14% -31K -8.5% $99.29 -7.7%
123 BBIO BRIDGEBIO PHARMA INC Healthcare 448,143.0 $33.4M 0.14% +189K +72.7% $74.48 +9.4%
124 WAL WESTERN ALLIANCE BANCORP Financial Services 401,678.0 $33.0M 0.14% +211K +110.5% $82.20 -3.1%
125 VMC VULCAN MATLS CO Basic Materials 108,687.0 $32.1M 0.13% NEW $295.01 -6.4%
126 REGN REGENERON PHARMACEUTICALS Healthcare 51,333.0 $32.0M 0.13% +29K +125.9% $623.54 +33.8%
127 URI UNITED RENTALS INC Industrials 27,950.0 $31.7M 0.13% +18K +169.9% $1132.89 -3.0%
128 TS TENARIS S A Energy 568,223.0 $31.5M 0.13% +540K +1884.7% $55.49 -5.1%
129 BLOCK INC 413,101.0 $31.4M 0.13% +272K +193.6% $76.00
130 CAH CARDINAL HEALTH INC Healthcare 132,077.0 $31.4M 0.13% +17K +14.6% $237.56 -3.4%
131 BTI BRITISH AMERN TOB PLC Consumer Defensive 506,686.0 $31.3M 0.13% -259K -33.8% $61.76 -9.0%
132 AEM AGNICO EAGLE MINES LTD Basic Materials 196,829.0 $30.5M 0.12% +108K +121.8% $155.13 +39.3%
133 DVN DEVON ENERGY CORP NEW Energy 735,174.0 $30.4M 0.12% NEW $41.32 +18.8%
134 CRS CARPENTER TECHNOLOGY CORP Industrials 48,856.0 $30.1M 0.12% +6K +15.1% $616.84 -20.2%
135 QCOM QUALCOMM INC Technology 162,466.0 $30.0M 0.12% -61K -27.4% $184.79 -13.0%
136 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 99,584.0 $30.0M 0.12% -7K -6.6% $301.03 -21.5%
137 UAL UNITED AIRLS HLDGS INC Industrials 218,601.0 $29.7M 0.12% +138K +172.4% $135.99 -16.8%
138 XOM EXXON MOBIL CORP Energy 216,225.0 $29.6M 0.12% NEW $136.72 +20.8%
139 KGC KINROSS GOLD CORP Basic Materials 1,240,922.0 $29.3M 0.12% +81K +7.0% $23.62 +38.7%
140 WMT WALMART INC Consumer Defensive 258,759.0 $29.3M 0.12% +7K +2.8% $113.26 -8.4%
Page 7 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%