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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 19 of 25  ·  484 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 PRG PROG HOLDINGS INC Industrials 43,342.0 $1.2M 0.01% -18K -28.8% $28.69 +16.5%
362 WCN WASTE CONNECTIONS INC Industrials 7,634.0 $1.2M 0.01% -6K -43.2% $162.44 -3.4%
363 ON ON SEMICONDUCTOR CORP Technology 20,018.0 $1.2M 0.01% -38K -65.5% $61.92 +78.3%
364 NGVT INGEVITY CORP Basic Materials 17,366.0 $1.2M 0.01% -16K -48.0% $71.23 -7.3%
365 GH GUARDANT HEALTH INC Healthcare 13,351.0 $1.2M 0.01% -15K -52.8% $92.37 +17.7%
366 HAFN HAFNIA LTD Industrials 159,538.0 $1.2M 0.01% -33K -17.4% $7.60 +17.3%
367 SLM SLM CORP Financial Services 55,587.0 $1.2M 0.01% -123K -68.9% $21.41 +2.4%
368 CRL CHARLES RIV LABS INTL INC Healthcare 6,835.0 $1.2M 0.01% -15K -69.0% $172.50 -10.9%
369 BP BP PLC Energy 24,939.0 $1.2M 0.01% -472K -95.0% $47.00 -3.7%
370 MKC MCCORMICK & CO INC Consumer Defensive 23,137.0 $1.2M 0.01% -51K -69.0% $50.44 -6.9%
371 ALLE ALLEGION PLC Industrials 7,993.0 $1.2M 0.01% -67K -89.3% $145.29 -11.8%
372 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 19,763.0 $1.2M 0.01% -91K -82.2% $58.24 -2.4%
373 SO SOUTHERN CO Utilities 11,771.0 $1.1M 0.01% -23K -66.3% $96.52 -2.8%
374 SAIC SCIENCE APPLICATIONS INTL CO Technology 11,918.0 $1.1M 0.01% -91K -88.4% $94.92 +1.4%
375 HAL HALLIBURTON CO Energy 28,698.0 $1.1M 0.01% -345K -92.3% $38.99 +9.0%
376 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 17,673.0 $1.1M 0.01% -190K -91.5% $61.35 -17.9%
377 VRSN VERISIGN INC Technology 4,362.0 $1.1M 0.01% -148K -97.1% $248.36 +22.1%
378 RKLB ROCKET LAB CORP Industrials 16,727.0 $1.1M 0.01% -27K -61.5% $64.22 +104.3%
379 TEAM ATLASSIAN CORPORATION Technology 15,623.0 $1.1M 0.01% -370K -95.9% $68.25 +24.5%
380 SNOW SNOWFLAKE INC Technology 7,020.0 $1.1M 0.01% -13K -64.7% $150.82 +8.7%
Page 19 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%