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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 13 of 15  ·  287 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 KEN KENON HLDGS LTD Utilities 24,555.0 $2.0M 0.01% +16K +171.4% $82.36 +2.7%
242 SRAD SPORTRADAR GROUP AG Technology 118,737.0 $2.0M 0.01% +85K +249.3% $16.74 -21.6%
243 MCHP MICROCHIP TECHNOLOGY INC. Technology 28,941.0 $1.9M 0.01% +20K +212.5% $64.61 +43.6%
244 ARES ARES MANAGEMENT CORPORATION Financial Services 17,067.0 $1.9M 0.01% +3K +23.0% $109.10 +11.0%
245 EL LAUDER ESTEE COS INC Consumer Defensive 25,084.0 $1.8M 0.01% +10K +70.2% $71.77 +11.5%
246 BX BLACKSTONE INC Financial Services 15,294.0 $1.8M 0.01% +14K +792.3% $114.99 -0.6%
247 AVNT AVIENT CORPORATION Basic Materials 46,088.0 $1.7M 0.01% +18K +64.0% $36.30 -10.1%
248 IPAR INTERPARFUMS INC Consumer Defensive 17,937.0 $1.6M 0.01% +6K +51.4% $90.84 -3.8%
249 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 110,216.0 $1.6M 0.01% +10K +10.0% $14.35 -17.8%
250 GTLS CHART INDS INC Industrials 7,642.0 $1.6M 0.01% +4K +126.9% $206.75 +0.2%
251 AVT AVNET INC Technology 25,566.0 $1.6M 0.01% +2K +7.2% $61.62 +33.6%
252 FAF FIRST AMERN FINL CORP Financial Services 25,188.0 $1.5M 0.01% +9K +51.1% $60.29 +13.8%
253 MHK MOHAWK INDS INC Consumer Cyclical 15,192.0 $1.5M 0.01% +4K +40.9% $98.46 -1.9%
254 BDX BECTON DICKINSON & CO Healthcare 9,496.0 $1.5M 0.01% +457.0 +5.1% $157.23 -6.5%
255 KHC KRAFT HEINZ CO Consumer Defensive 65,801.0 $1.5M 0.01% +13K +24.6% $22.49 +3.8%
256 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 35,848.0 $1.5M 0.01% +12K +50.3% $41.27 +26.6%
257 DRI DARDEN RESTAURANTS INC Consumer Cyclical 7,490.0 $1.5M 0.01% +307.0 +4.3% $196.04 -1.2%
258 MWA MUELLER WTR PRODS INC Industrials 50,044.0 $1.4M 0.01% +5K +10.8% $27.49 -6.4%
259 FLO FLOWERS FOODS INC Consumer Defensive 165,909.0 $1.4M 0.01% +72K +77.5% $8.15 -10.1%
260 FFIV F5 INC Technology 4,662.0 $1.3M 0.01% +4K +434.6% $289.33 +31.2%
Page 13 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%