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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 8 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MEOH METHANEX CORP Basic Materials 13,555.0 $807K 0.00% NEW $59.54 +4.3%
142 ACLS AXCELIS TECHNOLOGIES INC Technology 8,301.0 $773K 0.00% NEW $93.08 +53.9%
143 TSLA TESLA INC Consumer Cyclical 2,017.0 $750K 0.00% NEW $371.75 +10.3%
144 PCVX VAXCYTE INC Healthcare 12,903.0 $750K 0.00% NEW $58.11 -16.6%
145 HAYW HAYWARD HLDGS INC Industrials 55,990.0 $749K 0.00% NEW $13.38 +1.8%
146 AVA AVISTA CORP Utilities 18,091.0 $726K 0.00% NEW $40.14 +1.9%
147 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 9,740.0 $718K 0.00% NEW $73.70 +4.6%
148 TECK TECK RESOURCES LTD Basic Materials 13,655.0 $707K 0.00% NEW $51.75 +16.4%
149 RRX REGAL REXNORD CORPORATION Industrials 3,649.0 $683K 0.00% NEW $187.26 +0.5%
150 NEO NEOGENOMICS INC Healthcare 91,190.0 $677K 0.00% NEW $7.42 +13.1%
151 TRIPLE FLAG PRECIOUS METAL 19,230.0 $667K 0.00% NEW $34.71
152 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 7,969.0 $642K 0.00% NEW $80.56 -8.0%
153 HEICO CORP NEW 2,924.0 $617K 0.00% NEW $211.09
154 EXR EXTRA SPACE STORAGE INC Real Estate 4,608.0 $604K 0.00% NEW $131.13 +6.2%
155 MAT MATTEL INC Consumer Cyclical 41,323.0 $600K 0.00% NEW $14.53 +2.8%
156 CALY CALLAWAY GOLF CO Consumer Cyclical 42,963.0 $596K 0.00% NEW $13.88 +7.8%
157 CVX CHEVRON CORPORATION Energy 2,827.0 $585K 0.00% NEW $206.90 -5.2%
158 IPGP IPG PHOTONICS CORP Technology 5,076.0 $582K 0.00% NEW $114.59 -7.2%
159 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 5,276.0 $556K 0.00% NEW $105.40 -4.4%
160 CECO CECO ENVIRONMENTAL CORP Industrials 9,288.0 $553K 0.00% NEW $59.58 +31.5%
Page 8 of 11  ·  215 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%