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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 3 of 25  ·  484 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GRAB GRAB HOLDINGS LIMITED Technology 8,322,991.0 $30.5M 0.14% -3.2M -27.8% $3.66 -3.3%
42 FNB F N B CORP Financial Services 1,815,541.0 $30.4M 0.14% -53K -2.9% $16.72 +3.2%
43 NXT NEXTPOWER INC Technology 251,696.0 $30.3M 0.14% -3K -1.2% $120.55 +11.6%
44 TOL TOLL BROTHERS INC Consumer Cyclical 217,446.0 $29.7M 0.13% -93K -29.9% $136.47 -7.0%
45 SHEL SHELL PLC Energy 312,157.0 $29.0M 0.13% -691K -68.9% $93.00 -4.7%
46 BK BANK NEW YORK MELLON CORP Financial Services 236,346.0 $28.0M 0.12% -113K -32.4% $118.63 +14.9%
47 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 27,618.0 $27.5M 0.12% -3K -9.0% $996.43 +5.3%
48 SU SUNCOR ENERGY INC NEW Energy 412,239.0 $27.2M 0.12% -55K -11.8% $65.94 +5.8%
49 EVR EVERCORE INC Financial Services 90,438.0 $27.0M 0.12% -18K -16.6% $298.51 +11.7%
50 MELI MERCADOLIBRE INC Consumer Cyclical 14,671.0 $25.4M 0.11% -2K -12.6% $1729.02 -8.3%
51 GILD GILEAD SCIENCES INC Healthcare 180,737.0 $25.2M 0.11% -112K -38.2% $139.37 -7.0%
52 OGE OGE ENERGY CORP Utilities 517,969.0 $24.8M 0.11% -53K -9.3% $47.96 -1.4%
53 RNR RENAISSANCERE HLDGS LTD Financial Services 82,204.0 $24.4M 0.11% -35K -29.6% $297.23 +0.4%
54 UHS UNIVERSAL HLTH SVCS INC Healthcare 136,368.0 $24.4M 0.11% -84K -38.0% $178.97 -5.4%
55 CAH CARDINAL HEALTH INC Healthcare 115,229.0 $24.3M 0.11% -101K -46.8% $211.31 -5.2%
56 EQIX EQUINIX INC Real Estate 24,782.0 $24.3M 0.11% -1K -4.4% $980.24 +8.4%
57 GFI GOLD FIELDS LTD Basic Materials 521,411.0 $23.7M 0.11% -456K -46.6% $45.40 -10.7%
58 ACGL ARCH CAP GROUP LTD Financial Services 246,203.0 $23.6M 0.10% -137K -35.7% $95.99 +0.4%
59 RYANAIR HOLDINGS PLC 400,860.0 $23.2M 0.10% -394K -49.6% $57.80
60 PG PROCTER & GAMBLE CO Consumer Defensive 157,906.0 $22.8M 0.10% -27K -14.8% $144.44 -1.4%
Page 3 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%