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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 9 of 15  ·  287 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IDXX IDEXX LABS INC Healthcare 10,314.0 $5.8M 0.03% +4K +67.5% $561.89 -4.2%
162 TTMI TTM TECHNOLOGIES INC Technology 59,223.0 $5.8M 0.03% +43K +255.4% $97.42 +70.4%
163 PII POLARIS INC Consumer Cyclical 101,800.0 $5.5M 0.03% +13K +14.5% $54.50 +11.3%
164 CNC CENTENE CORP DEL Healthcare 168,146.0 $5.5M 0.03% +74K +77.9% $32.74 +83.7%
165 ESE ESCO TECHNOLOGIES INC Technology 19,073.0 $5.4M 0.02% +15K +337.4% $281.37 +6.3%
166 VICR VICOR CORP Technology 33,207.0 $5.3M 0.02% +14K +73.9% $161.00 +53.5%
167 OLN OLIN CORP Basic Materials 178,567.0 $5.3M 0.02% +1K +0.6% $29.73 -12.4%
168 BCO BRINKS CO Industrials 50,611.0 $5.2M 0.02% +10K +24.6% $103.63 -0.7%
169 MP MP MATERIALS CORP Basic Materials 108,054.0 $5.2M 0.02% +46K +73.0% $48.26 +13.1%
170 AMGN AMGEN INC Healthcare 14,774.0 $5.2M 0.02% +12K +389.2% $351.85 -6.3%
171 GLNG GOLAR LNG LTD Energy 96,014.0 $5.2M 0.02% +89K +1253.3% $54.11 +3.1%
172 BBY BEST BUY INC Consumer Cyclical 80,798.0 $5.2M 0.02% +73K +983.7% $64.20 -10.4%
173 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 71,811.0 $5.1M 0.02% +57K +395.9% $71.18 -13.8%
174 FULT FULTON FINL CORP PA Financial Services 250,564.0 $5.1M 0.02% +91K +56.8% $20.34 +3.5%
175 AWI ARMSTRONG WORLD INDS INC NEW Industrials 30,757.0 $5.1M 0.02% +13K +74.3% $164.80 -7.4%
176 SHOO MADDEN STEVEN LTD Consumer Cyclical 146,634.0 $5.0M 0.02% +111K +315.0% $33.92 +13.1%
177 PRVA PRIVIA HEALTH GROUP INC Healthcare 237,948.0 $4.9M 0.02% +28K +13.3% $20.57 +14.1%
178 FORM FORMFACTOR INC Technology 50,221.0 $4.9M 0.02% +24K +93.3% $96.99 +26.8%
179 HCC WARRIOR MET COAL INC Energy 51,524.0 $4.8M 0.02% +37K +257.7% $93.15 -8.9%
180 MOOG INC 15,773.0 $4.6M 0.02% +1K +9.5% $292.64
Page 9 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%