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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 14 of 25  ·  484 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 F FORD MTR CO Consumer Cyclical 262,313.0 $3.0M 0.01% -1.5M -84.8% $11.54 +12.4%
262 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 14,443.0 $3.0M 0.01% -27K -65.0% $209.08 +15.4%
263 LVS LAS VEGAS SANDS CORP Consumer Cyclical 55,996.0 $3.0M 0.01% -37K -39.9% $53.88 -8.8%
264 LH LABCORP HOLDINGS INC Healthcare 11,184.0 $3.0M 0.01% -6K -35.6% $266.81 -5.1%
265 ALKS ALKERMES PLC Healthcare 83,806.0 $3.0M 0.01% -261K -75.7% $35.36 +6.5%
266 IRIDIUM COMMUNICATIONS INC 106,600.0 $3.0M 0.01% -313K -74.6% $27.74
267 PB PROSPERITY BANCSHARES INC Financial Services 43,717.0 $2.9M 0.01% -124K -74.0% $67.18 +1.5%
268 NWE NORTHWESTERN ENERGY GROUP IN Utilities 44,477.0 $2.9M 0.01% -79K -64.1% $65.94 +7.7%
269 CTRA COTERRA ENERGY INC Energy 83,369.0 $2.9M 0.01% -1.1M -92.7% $35.14 -7.3%
270 LBRDK LIBERTY BROADBAND CORP Communication Services 58,121.0 $2.9M 0.01% -7K -10.5% $50.30 -33.3%
271 SRPT SAREPTA THERAPEUTICS INC Healthcare 134,277.0 $2.9M 0.01% -146K -52.1% $21.76 -22.1%
272 PHM PULTE GROUP INC Consumer Cyclical 24,766.0 $2.9M 0.01% -81K -76.5% $117.61 -5.2%
273 OSK OSHKOSH CORP Industrials 19,602.0 $2.9M 0.01% -50K -71.7% $147.21 -18.9%
274 APPF APPFOLIO INC Technology 18,256.0 $2.9M 0.01% -24K -57.0% $157.82 -1.3%
275 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 28,537.0 $2.8M 0.01% -32K -52.8% $98.42 -2.4%
276 JLL JONES LANG LASALLE INC Real Estate 9,144.0 $2.8M 0.01% -884.0 -8.8% $304.32 -6.1%
277 THG HANOVER INS GROUP INC Financial Services 15,959.0 $2.8M 0.01% -10K -38.7% $173.35 +11.1%
278 CMS CMS ENERGY CORP Utilities 35,626.0 $2.8M 0.01% -30K -46.1% $77.58 -5.3%
279 FIS FIDELITY NATL INFORMATION SV Technology 58,086.0 $2.7M 0.01% -73K -55.8% $46.91 -9.4%
280 TDG TRANSDIGM GROUP INC Industrials 2,323.0 $2.7M 0.01% -3K -58.2% $1158.96 +1.0%
Page 14 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%