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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 50  ·  993 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 CBOE CBOE GLOBAL MKTS INC Financial Services 14,846.0 $4.2M 0.02% -3K -16.8% $281.07 +25.2%
462 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 48,632.0 $4.2M 0.02% +28K +133.2% $85.66 +10.5%
463 STANDARDAERO INC 160,689.0 $4.2M 0.02% -36K -18.2% $25.83
464 EAT BRINKER INTL INC Consumer Cyclical 28,966.0 $4.1M 0.02% -27K -47.9% $142.77 -4.3%
465 SATS ECHOSTAR CORP Technology 35,314.0 $4.1M 0.02% NEW $117.07 +21.1%
466 CRITICAL METALS CORP 519,753.0 $4.1M 0.02% -91K -14.9% $7.94
467 GVA GRANITE CONSTR INC Industrials 34,289.0 $4.1M 0.02% NEW $119.88 +6.5%
468 DPZ DOMINOS PIZZA INC Consumer Cyclical 11,413.0 $4.1M 0.02% NEW $358.79 -11.8%
469 CGNX COGNEX CORP Technology 83,570.0 $4.1M 0.02% NEW $48.99 +31.2%
470 CUBE CUBESMART Real Estate 111,678.0 $4.1M 0.02% -13K -10.6% $36.65 +9.4%
471 VISN VISTANCE NETWORKS INC Technology 224,713.0 $4.1M 0.02% -708K -75.9% $18.20 -36.1%
472 LITE LUMENTUM HLDGS INC Technology 5,818.0 $4.1M 0.02% -15K -72.0% $702.76 +37.2%
473 DASH DOORDASH INC Communication Services 27,116.0 $4.1M 0.02% -48K -63.8% $150.15 +6.1%
474 WINA WINMARK CORP Consumer Cyclical 9,477.0 $4.1M 0.02% NEW $427.55 -15.9%
475 RB GLOBAL INC 42,253.0 $4.0M 0.02% NEW $95.85
476 HUBB HUBBELL INC Industrials 8,232.0 $4.0M 0.02% -4K -30.4% $490.74 -6.1%
477 FSLR FIRST SOLAR INC Energy 20,321.0 $4.0M 0.02% -25K -54.8% $197.26 +26.2%
478 NIOCORP DEVS LTD 882,745.0 $3.9M 0.02% +237K +36.7% $4.46
479 MKL MARKEL GROUP INC Financial Services 2,053.0 $3.9M 0.02% +37.0 +1.8% $1914.07 -3.2%
480 KMI KINDER MORGAN INC DEL Energy 116,243.0 $3.9M 0.02% +35K +42.6% $33.53 -0.1%
Page 24 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%