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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 15 of 25  ·  484 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 LMND LEMONADE INC Financial Services 42,648.0 $2.7M 0.01% -23K -35.5% $62.68 -13.9%
282 LRN STRIDE INC Consumer Defensive 30,270.0 $2.7M 0.01% -99K -76.5% $88.17 +2.3%
283 USAR USA RARE EARTH INC Basic Materials 174,464.0 $2.6M 0.01% -99K -36.1% $15.14 +31.9%
284 FSS FEDERAL SIGNAL CORP Industrials 24,274.0 $2.6M 0.01% -18K -42.0% $108.14 +1.3%
285 SMITHFIELD FOODS INC 93,092.0 $2.6M 0.01% -234K -71.6% $27.97
286 AES AES CORP Utilities 183,807.0 $2.6M 0.01% -25K -11.8% $14.09 +4.5%
287 UBER UBER TECHNOLOGIES INC Technology 35,245.0 $2.5M 0.01% -1.3M -97.3% $71.93 +3.0%
288 EA ELECTRONIC ARTS INC Communication Services 12,358.0 $2.5M 0.01% -8K -38.5% $203.87 -1.1%
289 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 32,064.0 $2.5M 0.01% -8K -19.8% $78.03 -0.7%
290 BRX BRIXMOR PPTY GROUP INC Real Estate 86,603.0 $2.5M 0.01% -4K -4.9% $28.80 +5.6%
291 FCFS FIRSTCASH HOLDINGS INC Financial Services 13,118.0 $2.5M 0.01% -8K -39.2% $188.00 +20.1%
292 CF CF INDUSTRIES HOLD Basic Materials 18,904.0 $2.5M 0.01% -11K -37.3% $129.84 -5.0%
293 RL RALPH LAUREN CORP Consumer Cyclical 7,021.0 $2.4M 0.01% -24K -77.6% $343.99 -6.8%
294 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 75,440.0 $2.4M 0.01% -175K -69.9% $32.01 +3.2%
295 ACA ARCOSA INC Industrials 22,588.0 $2.4M 0.01% -376.0 -1.6% $106.14 +13.3%
296 MUSA MURPHY USA INC Consumer Cyclical 4,822.0 $2.4M 0.01% -5K -51.9% $493.97 +15.3%
297 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 10,723.0 $2.4M 0.01% -6K -37.4% $222.07 +61.7%
298 PCTY PAYLOCITY HLDG CORP Technology 21,795.0 $2.4M 0.01% -16K -43.0% $108.04 +4.8%
299 LECO LINCOLN ELEC HLDGS INC Industrials 9,326.0 $2.3M 0.01% -27K -74.1% $249.08 +1.9%
300 VKTX VIKING THERAPEUTICS INC Healthcare 71,229.0 $2.3M 0.01% -32K -31.3% $32.54 -12.7%
Page 15 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%