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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 9 of 50  ·  997 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 FORM FORMFACTOR INC Technology 162,592.0 $26.0M 0.11% +112K +223.8% $159.93 -28.6%
162 EVEREST GROUP LTD 72,182.0 $25.8M 0.11% +55K +310.6% $357.23
163 CVX CHEVRON CORPORATION Energy 154,753.0 $25.7M 0.10% +152K +5374.1% $165.76 +23.8%
164 MCHP MICROCHIP TECHNOLOGY INC. Technology 275,882.0 $25.2M 0.10% +247K +853.3% $91.20 -16.6%
165 MP MP MATERIALS CORP Basic Materials 446,310.0 $25.0M 0.10% +338K +313.0% $56.01 +7.2%
166 EW EDWARDS LIFESCIENCES CORP Healthcare 275,279.0 $24.9M 0.10% +103K +60.1% $90.46 -0.7%
167 CNC CENTENE CORP DEL Healthcare 387,225.0 $24.9M 0.10% +219K +130.3% $64.19 +1.3%
168 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 26,503.0 $24.8M 0.10% -1K -4.0% $935.47 +1.3%
169 CR CRANE COMPANY Industrials 110,458.0 $24.6M 0.10% +7K +6.8% $223.07 -6.6%
170 FLAGSTAR BANK NATIONAL ASSOC 1,634,732.0 $24.4M 0.10% -80K -4.7% $14.94
171 CI THE CIGNA GROUP Healthcare 87,905.0 $24.2M 0.10% -141K -61.5% $275.68 +0.7%
172 RNR RENAISSANCERE HLDGS LTD Financial Services 75,611.0 $24.0M 0.10% -7K -8.0% $316.90 +2.1%
173 POR PORTLAND GEN ELEC CO Utilities 461,107.0 $23.9M 0.10% +346K +300.8% $51.83 -4.3%
174 PODD INSULET CORP Healthcare 156,413.0 $23.8M 0.10% +121K +342.6% $152.25 -2.7%
175 VRT VERTIV HOLDINGS CO Industrials 71,078.0 $23.8M 0.10% -359K -83.5% $334.82 -21.8%
176 HXL HEXCEL CORP NEW Industrials 236,251.0 $23.6M 0.10% +214K +974.2% $100.06 -6.2%
177 TGTX TG THERAPEUTICS INC Healthcare 429,904.0 $23.6M 0.10% +118K +38.0% $54.94 -1.2%
178 VAL VALARIS LTD Energy 321,713.0 $23.4M 0.10% +286K +796.2% $72.60 +20.9%
179 FIVE FIVE BELOW INC Consumer Cyclical 129,642.0 $23.3M 0.10% +68K +109.5% $179.79 +39.2%
180 LBRT LIBERTY ENERGY INC Energy 883,746.0 $23.1M 0.10% +670K +312.5% $26.19 -26.1%
Page 9 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%