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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 20 of 50  ·  993 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 SMTC SEMTECH CORP Technology 76,935.0 $5.9M 0.03% NEW $76.89 +84.5%
382 ALB ALBEMARLE CORP Basic Materials 32,926.0 $5.9M 0.03% NEW $179.53 -5.4%
383 SBUX STARBUCKS CORP Consumer Cyclical 65,739.0 $5.9M 0.03% -16K -19.6% $89.59 +18.9%
384 OMF ONEMAIN HLDGS INC Financial Services 109,752.0 $5.9M 0.03% -57K -34.1% $53.49 +0.5%
385 ADNT ADIENT PLC Consumer Cyclical 290,099.0 $5.9M 0.03% -139K -32.4% $20.21 +3.9%
386 WSFS WSFS FINL CORP Financial Services 89,339.0 $5.8M 0.03% NEW $65.46 +9.7%
387 AGO ASSURED GUARANTY LTD Financial Services 71,447.0 $5.8M 0.03% -51K -41.5% $81.48 -3.4%
388 POST POST HLDGS INC Consumer Defensive 58,852.0 $5.8M 0.03% -4K -6.9% $98.86 -1.4%
389 WST WEST PHARMACEUTICAL SVSC INC Healthcare 23,161.0 $5.8M 0.03% +19K +468.6% $250.64 +21.9%
390 IDXX IDEXX LABS INC Healthcare 10,314.0 $5.8M 0.03% +4K +67.5% $561.89 -1.6%
391 TTMI TTM TECHNOLOGIES INC Technology 59,223.0 $5.8M 0.03% +43K +255.4% $97.42 +73.8%
392 EVEREST GROUP LTD 17,580.0 $5.7M 0.03% -55K -75.6% $326.85
393 AEE AMEREN CORP Utilities 52,064.0 $5.7M 0.03% -72K -57.9% $109.92 -0.1%
394 BCS BARCLAYS PLC Financial Services 265,167.0 $5.6M 0.03% NEW $21.16 +13.3%
395 LYFT LYFT INC Technology 421,670.0 $5.6M 0.03% NEW $13.30 +1.4%
396 G GENPACT LIMITED Technology 150,536.0 $5.6M 0.03% -300K -66.6% $37.25 -14.1%
397 MOD MODINE MFG CO Consumer Cyclical 25,646.0 $5.6M 0.03% NEW $216.71 +15.4%
398 CCK CROWN HLDGS INC Consumer Cyclical 55,409.0 $5.6M 0.03% -16K -22.7% $100.25 -3.8%
399 PII POLARIS INC Consumer Cyclical 101,800.0 $5.5M 0.03% +13K +14.5% $54.50 +15.7%
400 RPM RPM INTL INC Basic Materials 55,589.0 $5.5M 0.03% -32K -36.4% $99.40 -0.9%
Page 20 of 50  ·  993 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%