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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 24 of 25  ·  484 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 CPB THE CAMPBELLS COMPANY Consumer Defensive 11,506.0 $256K 0.00% -48K -80.6% $22.27 -8.7%
462 GNTX GENTEX CORP Consumer Cyclical 11,638.0 $254K 0.00% -1.3M -99.1% $21.85 +3.8%
463 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,089.0 $251K 0.00% -622K -99.8% $230.89 -6.9%
464 MQ MARQETA INC Technology 61,267.0 $250K 0.00% -482K -88.7% $4.08 -3.4%
465 FICO FAIR ISAAC CORP Technology 227.0 $242K 0.00% -5K -95.8% $1067.54 +10.7%
466 JNK SPDR SERIES TRUST 2,522.0 $241K 0.00% -76.0 -2.9% $95.72 -0.2%
467 BLKB BLACKBAUD INC Technology 6,115.0 $236K 0.00% -4K -38.5% $38.61 -18.6%
468 GHC GRAHAM HLDGS CO Consumer Defensive 218.0 $230K 0.00% -362.0 -62.4% $1057.26 +5.8%
469 LAZ LAZARD INC Financial Services 5,393.0 $229K 0.00% -7K -56.2% $42.48 +8.1%
470 WAY WAYSTAR HLDG CORP Technology 9,444.0 $228K 0.00% -812.0 -7.9% $24.11 -25.6%
471 BKNG BOOKING HOLDINGS INC Consumer Cyclical 54.0 $227K 0.00% -80K -99.9% $4210.31 -96.3%
472 MAN MANPOWERGROUP INC WIS Industrials 7,689.0 $227K 0.00% -31K -80.0% $29.46 -6.0%
473 SOLV SOLVENTUM CORP Healthcare 3,378.0 $221K 0.00% -10K -74.6% $65.30 +16.6%
474 TENB TENABLE HLDGS INC Technology 12,570.0 $213K 0.00% -47K -79.0% $16.92 +36.7%
475 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 3,833.0 $210K 0.00% -78K -95.3% $54.81 +8.0%
476 LEIDOS HOLDINGS INC 1,315.0 $205K 0.00% -39K -96.7% $155.52
477 PM PHILIP MORRIS INTL INC Consumer Defensive 1,221.0 $202K 0.00% -26K -95.6% $165.34 +15.8%
478 CALM CAL MAINE FOODS INC Consumer Defensive 2,543.0 $201K 0.00% -119K -97.9% $79.15 -0.7%
479 SONO SONOS INC Technology 12,851.0 $172K 0.00% -94K -88.0% $13.40 +10.1%
480 CLSK CLEANSPARK INC Technology 19,451.0 $166K 0.00% -391K -95.3% $8.51 +72.6%
Page 24 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%