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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 11 of 25  ·  484 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 W WAYFAIR INC Consumer Cyclical 60,811.0 $4.6M 0.02% -25K -28.9% $75.21 -21.2%
202 CACC CREDIT ACCEP CORP MICH Financial Services 10,776.0 $4.6M 0.02% -204.0 -1.9% $423.46 +29.4%
203 M MACYS INC Consumer Cyclical 251,928.0 $4.6M 0.02% -469K -65.0% $18.09 +2.4%
204 CENCORA INC 14,227.0 $4.5M 0.02% -11K -43.5% $314.14
205 RMBS RAMBUS INC DEL Technology 51,854.0 $4.5M 0.02% -102K -66.4% $86.03 +43.9%
206 TRU TRANSUNION Industrials 63,861.0 $4.4M 0.02% -11K -14.5% $69.19 -0.9%
207 VIRT VIRTU FINL INC Financial Services 98,746.0 $4.3M 0.02% -87K -46.8% $43.98 +25.2%
208 RJF RAYMOND JAMES FINL INC Financial Services 29,814.0 $4.3M 0.02% -34K -53.1% $144.79 +6.7%
209 ECL ECOLAB INC Basic Materials 16,219.0 $4.3M 0.02% -6K -27.6% $266.02 -6.3%
210 MDLZ MONDELEZ INTL INC Consumer Defensive 73,813.0 $4.3M 0.02% -30K -28.6% $57.64 +6.9%
211 MLI MUELLER INDS INC Industrials 38,285.0 $4.2M 0.02% -53K -58.2% $110.80 +22.9%
212 TDC TERADATA CORP DEL Technology 165,318.0 $4.2M 0.02% -49K -23.0% $25.63 +27.9%
213 CBOE CBOE GLOBAL MKTS INC Financial Services 14,846.0 $4.2M 0.02% -3K -16.8% $281.07 +29.1%
214 STANDARDAERO INC 160,689.0 $4.2M 0.02% -36K -18.2% $25.83
215 EAT BRINKER INTL INC Consumer Cyclical 28,966.0 $4.1M 0.02% -27K -47.9% $142.77 -7.3%
216 CRITICAL METALS CORP 519,753.0 $4.1M 0.02% -91K -14.9% $7.94
217 CUBE CUBESMART Real Estate 111,678.0 $4.1M 0.02% -13K -10.6% $36.65 +6.2%
218 VISN VISTANCE NETWORKS INC Technology 224,713.0 $4.1M 0.02% -708K -75.9% $18.20 -38.7%
219 LITE LUMENTUM HLDGS INC Technology 5,818.0 $4.1M 0.02% -15K -72.0% $702.76 +25.9%
220 DASH DOORDASH INC Communication Services 27,116.0 $4.1M 0.02% -48K -63.8% $150.15 +8.3%
Page 11 of 25  ·  484 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%