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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 9 of 25  ·  484 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PWR QUANTA SVCS INC Industrials 11,918.0 $6.5M 0.03% -2K -15.7% $549.02 +31.7%
162 MIR MIRION TECHNOLOGIES INC Industrials 351,785.0 $6.5M 0.03% -138K -28.2% $18.59 -3.0%
163 STNG SCORPIO TANKERS INC Energy 87,473.0 $6.5M 0.03% -109K -55.4% $74.66 +9.7%
164 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 22,294.0 $6.5M 0.03% -23K -50.2% $290.70 -11.6%
165 SNCY SUN CTRY AIRLS HLDGS INC Industrials 384,328.0 $6.3M 0.03% -329K -46.1% $16.52 -2.1%
166 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 68,353.0 $6.3M 0.03% -16K -19.4% $92.31 -0.6%
167 DOCU DOCUSIGN INC Technology 132,778.0 $6.3M 0.03% -524K -79.8% $47.41 +3.4%
168 BE BLOOM ENERGY CORP Industrials 45,683.0 $6.2M 0.03% -18K -28.6% $135.49 +92.9%
169 ST SENSATA TECHNOLOGIES HLDG PL Technology 174,974.0 $6.2M 0.03% -175K -49.9% $35.22 +35.8%
170 VOYA VOYA FINANCIAL INC Financial Services 88,486.0 $6.0M 0.03% -71K -44.4% $68.32 +19.1%
171 DT DYNATRACE INC Technology 162,908.0 $6.0M 0.03% -1.1M -87.2% $36.98 +7.8%
172 ZTS ZOETIS INC Healthcare 50,739.0 $6.0M 0.03% -132K -72.2% $118.21 -34.3%
173 VRTX VERTEX PHARMACEUTICALS INC Healthcare 13,357.0 $6.0M 0.03% -14K -51.4% $446.54 -2.2%
174 SBUX STARBUCKS CORP Consumer Cyclical 65,739.0 $5.9M 0.03% -16K -19.6% $89.59 +19.0%
175 OMF ONEMAIN HLDGS INC Financial Services 109,752.0 $5.9M 0.03% -57K -34.1% $53.49 +0.1%
176 ADNT ADIENT PLC Consumer Cyclical 290,099.0 $5.9M 0.03% -139K -32.4% $20.21 -2.7%
177 AGO ASSURED GUARANTY LTD Financial Services 71,447.0 $5.8M 0.03% -51K -41.5% $81.48 -4.6%
178 POST POST HLDGS INC Consumer Defensive 58,852.0 $5.8M 0.03% -4K -6.9% $98.86 +0.8%
179 EVEREST GROUP LTD 17,580.0 $5.7M 0.03% -55K -75.6% $326.85
180 AEE AMEREN CORP Utilities 52,064.0 $5.7M 0.03% -72K -57.9% $109.92 -0.8%
Page 9 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%