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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 25  ·  484 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 HUBB HUBBELL INC Industrials 8,232.0 $4.0M 0.02% -4K -30.4% $490.74 -6.1%
222 FSLR FIRST SOLAR INC Energy 20,321.0 $4.0M 0.02% -25K -54.8% $197.26 +13.6%
223 ALK ALASKA AIR GROUP INC Industrials 101,832.0 $3.7M 0.02% -171K -62.7% $36.78 -0.3%
224 ORI OLD REP INTL CORP Financial Services 93,812.0 $3.7M 0.02% -210K -69.1% $39.90 -0.8%
225 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 11,244.0 $3.7M 0.02% -8K -40.0% $330.63 -8.5%
226 RELY REMITLY GLOBAL INC Technology 234,719.0 $3.7M 0.02% -426K -64.5% $15.67 +35.0%
227 FLEX FLEXTRONICS INTL LTD Technology 56,100.0 $3.7M 0.02% -169K -75.1% $65.46 +97.1%
228 VSAT VIASAT INC Technology 79,830.0 $3.7M 0.02% -42K -34.5% $45.80 +57.0%
229 EMN EASTMAN CHEM CO Basic Materials 47,780.0 $3.6M 0.02% -54K -53.2% $76.32 -10.2%
230 SHW SHERWIN WILLIAMS CO Basic Materials 11,364.0 $3.6M 0.02% -8K -40.6% $320.55 -8.0%
231 AMP AMERIPRISE FINL INC Financial Services 8,138.0 $3.6M 0.02% -66K -89.1% $444.40 +3.3%
232 OGN ORGANON & CO Healthcare 594,483.0 $3.6M 0.02% -315K -34.6% $5.99 +124.1%
233 THC TENET HEALTHCARE CORP Healthcare 18,761.0 $3.5M 0.02% -11K -36.0% $188.71 -0.2%
234 VAL VALARIS LTD Energy 35,897.0 $3.5M 0.02% -40K -52.7% $98.04 +15.1%
235 GGG GRACO INC Industrials 41,143.0 $3.5M 0.02% -89K -68.3% $84.65 -11.1%
236 CELH CELSIUS HLDGS INC Consumer Defensive 97,051.0 $3.4M 0.01% -157K -61.8% $35.48 -17.8%
237 OKTA OKTA INC Technology 43,649.0 $3.4M 0.01% -173K -79.9% $78.71 +7.0%
238 NOV NOV INC Energy 182,624.0 $3.4M 0.01% -567K -75.6% $18.81 +13.5%
239 ETSY INC 68,663.0 $3.4M 0.01% -371K -84.4% $49.98
240 NATWEST GROUP PLC 229,406.0 $3.4M 0.01% -292K -56.0% $14.90
Page 12 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%