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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 21 of 25  ·  484 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 MMS MAXIMUS INC Industrials 12,116.0 $777K 0.00% -43K -78.1% $64.10 -6.9%
402 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 10,286.0 $770K 0.00% -44K -81.1% $74.89 +13.3%
403 FUL FULLER H B CO Basic Materials 12,466.0 $769K 0.00% -25K -66.5% $61.68 -5.6%
404 TXG 10X GENOMICS INC Healthcare 35,101.0 $745K 0.00% -143K -80.2% $21.23 +1.0%
405 GNW GENWORTH FINL INC Financial Services 89,900.0 $730K 0.00% -70K -43.9% $8.12 +14.3%
406 RBLX ROBLOX CORP Technology 12,816.0 $725K 0.00% -8K -38.1% $56.56 -16.9%
407 VICI VICI PPTYS INC Real Estate 26,110.0 $713K 0.00% -138K -84.1% $27.32 +4.3%
408 GL GLOBE LIFE INC Financial Services 5,124.0 $713K 0.00% -62K -92.4% $139.17 +13.1%
409 NXE NEXGEN ENERGY LTD Energy 60,306.0 $700K 0.00% -257K -81.0% $11.60 -5.4%
410 MSTR STRATEGY INC Technology 5,568.0 $695K 0.00% -4K -44.3% $124.80 +33.5%
411 KKR KKR & CO INC Financial Services 7,489.0 $693K 0.00% -40K -84.2% $92.50 +3.8%
412 DGX QUEST DIAGNOSTICS INC Healthcare 3,471.0 $680K 0.00% -47.0 -1.3% $195.98 -3.1%
413 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 3,798.0 $627K 0.00% -4K -53.2% $165.14 +7.8%
414 APTIV PLC 8,727.0 $606K 0.00% -378K -97.8% $69.44
415 INVH INVITATION HOMES INC Real Estate 23,638.0 $587K 0.00% -153K -86.6% $24.85 +15.7%
416 AGCO AGCO CORP Industrials 4,901.0 $568K 0.00% -9K -64.9% $115.87 -3.8%
417 AZTA AZENTA INC Healthcare 26,833.0 $567K 0.00% -21K -44.0% $21.13 -16.5%
418 HYG ISHARES TR 7,121.0 $567K 0.00% -213.0 -2.9% $79.56 -0.2%
419 NOMD NOMAD FOODS LTD Consumer Defensive 57,795.0 $555K 0.00% -57K -49.5% $9.61 +6.6%
420 KAI KADANT INC Industrials 1,804.0 $527K 0.00% -5K -74.5% $292.35 +7.5%
Page 21 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%