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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 8 of 50  ·  997 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 COF CAPITAL ONE FINL CORP Financial Services 145,544.0 $29.2M 0.12% NEW $200.62 +7.8%
142 KEYS KEYSIGHT TECHNOLOGIES INC Technology 82,934.0 $29.0M 0.12% +7K +9.8% $350.07 -11.3%
143 TMUS T-MOBILE US INC Communication Services 172,592.0 $28.9M 0.12% +74K +75.3% $167.73 +8.9%
144 AME AMETEK INC Industrials 117,720.0 $28.5M 0.12% +1K +1.0% $241.94 +0.2%
145 V VISA INC Financial Services 81,537.0 $28.0M 0.12% +56K +223.9% $343.09 +11.5%
146 PR PERMIAN RESOURCES CORP Energy 1,516,955.0 $27.9M 0.12% NEW $18.41 +28.7%
147 GRAB GRAB HOLDINGS LIMITED Technology 7,403,211.0 $27.9M 0.11% -920K -11.1% $3.77 -6.6%
148 RRX REGAL REXNORD CORPORATION Industrials 116,787.0 $27.8M 0.11% +113K +3100.5% $238.19 -31.7%
149 GLOBUS MED INC 351,974.0 $27.8M 0.11% +22K +6.5% $79.01
150 MFC MANULIFE FINL CORP Financial Services 684,949.0 $27.8M 0.11% -1.4M -67.6% $40.54 +5.6%
151 GPOR GULFPORT ENERGY CORP Energy 159,943.0 $27.1M 0.11% +68K +74.2% $169.70 +3.4%
152 CF CF INDUSTRIES HOLD Basic Materials 249,708.0 $27.0M 0.11% +231K +1220.9% $108.26 +19.4%
153 DXCM DEXCOM INC Healthcare 400,929.0 $27.0M 0.11% +261K +187.0% $67.35 +35.2%
154 VTRS VIATRIS INC Healthcare 1,698,341.0 $27.0M 0.11% +972K +134.0% $15.88 +4.2%
155 RGA REINSURANCE GROUP AMER INC Financial Services 126,415.0 $26.9M 0.11% +26K +26.1% $212.65 +15.5%
156 EME EMCOR GROUP INC Industrials 32,248.0 $26.8M 0.11% -41K -55.7% $829.88 -7.8%
157 GSK GSK PLC Healthcare 504,171.0 $26.4M 0.11% -194K -27.8% $52.42 -1.2%
158 SANM SANMINA CORP Technology 103,959.0 $26.3M 0.11% +49K +87.7% $253.08 -26.7%
159 GOOG ALPHABET INC 74,207.0 $26.2M 0.11% -313K -80.8% $353.33
160 OTIS OTIS WORLDWIDE CORP Industrials 364,278.0 $26.1M 0.11% +86K +30.8% $71.60 +0.8%
Page 8 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%