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Portfolio (Quarterly) Guide ↗

Bridgewater Associates, LP

· CIK 0001350694
13F Portfolio $22.4B AUM 993 positions Filed May 15, 2026 ← All Funds
Q1 2026 Q4 2025 · All 215 New 287 Added 484 Reduced 262 Exited
Page 12 of 15  ·  287 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 OKLO OKLO INC Utilities 54,956.0 $2.7M 0.01% +8K +17.3% $49.59 +18.1%
222 DLR DIGITAL RLTY TR INC Real Estate 14,652.0 $2.6M 0.01% +13K +662.7% $180.21 +4.6%
223 DLTR DOLLAR TREE INC Consumer Defensive 23,837.0 $2.6M 0.01% +11K +92.0% $109.51 -16.7%
224 BILL BILL HOLDINGS INC Technology 65,743.0 $2.5M 0.01% +11K +19.7% $38.30 -1.4%
225 BTG B2GOLD CORP Basic Materials 552,901.0 $2.5M 0.01% +488K +753.6% $4.53 +2.0%
226 STE STERIS PLC Healthcare 11,135.0 $2.5M 0.01% +8K +231.3% $221.13 -3.7%
227 BOOT BOOT BARN HLDGS INC Consumer Cyclical 16,690.0 $2.4M 0.01% +9K +107.6% $146.36 -3.3%
228 MS MORGAN STANLEY Financial Services 14,762.0 $2.4M 0.01% +1K +11.1% $164.57 +17.1%
229 HSIC SCHEIN HENRY INC Healthcare 32,098.0 $2.4M 0.01% +25K +333.0% $73.70 -1.4%
230 UNFI UNITED NAT FOODS INC Consumer Defensive 51,268.0 $2.3M 0.01% +28K +124.1% $45.06 +12.7%
231 NEE NEXTERA ENERGY INC Utilities 24,871.0 $2.3M 0.01% +18K +240.8% $92.88 +0.5%
232 AWR AMER STATES WTR CO Utilities 30,349.0 $2.3M 0.01% +10K +46.7% $75.62 -0.1%
233 SIGI SELECTIVE INS GROUP INC Financial Services 30,072.0 $2.3M 0.01% +3K +9.1% $75.39 +17.0%
234 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 226,343.0 $2.2M 0.01% +77K +51.1% $9.94 -3.0%
235 LTM LATAM AIRLINES GROUP SA Industrials 44,831.0 $2.2M 0.01% +26K +143.0% $49.44 -4.9%
236 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 48,493.0 $2.2M 0.01% +27K +129.0% $44.84 +7.1%
237 SIRI SIRIUSXM HOLDINGS INC Communication Services 91,340.0 $2.1M 0.01% +3K +3.4% $23.08 +13.0%
238 MZTI MARZETTI COMPANY Consumer Defensive 15,204.0 $2.1M 0.01% +8K +124.5% $138.33 -18.3%
239 ELAN ELANCO ANIMAL HEALTH INC Healthcare 86,190.0 $2.1M 0.01% +64K +289.0% $23.93 -16.7%
240 NTRS NORTHERN TR CORP Financial Services 14,655.0 $2.0M 0.01% +4K +34.4% $139.57 +18.4%
Page 12 of 15  ·  287 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 33.6%
Financial Services 22.1%
Consumer Cyclical 8.6%
Industrials 7.7%
Healthcare 6.8%
Communication Services 5.7%
Basic Materials 5.4%
Utilities 4.2%
Energy 2.8%
Consumer Defensive 2.7%