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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 25 of 50  ·  993 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 LZB LA Z BOY INC Consumer Cyclical 121,023.0 $3.9M 0.02% NEW $32.14 +14.4%
482 PNR PENTAIR PLC Industrials 44,482.0 $3.9M 0.02% +33K +287.2% $87.11 -14.8%
483 AA ALCOA CORP Basic Materials 57,371.0 $3.8M 0.02% NEW $66.33 -0.1%
484 MRNA MODERNA INC Healthcare 74,822.0 $3.8M 0.02% +60K +392.9% $50.80 -7.0%
485 SMG SCOTTS MIRACLE-GRO CO Basic Materials 62,401.0 $3.8M 0.02% +5K +8.3% $60.81 -4.1%
486 ALK ALASKA AIR GROUP INC Industrials 101,832.0 $3.7M 0.02% -171K -62.7% $36.78 +11.7%
487 ORI OLD REP INTL CORP Financial Services 93,812.0 $3.7M 0.02% -210K -69.1% $39.90 -0.6%
488 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 11,244.0 $3.7M 0.02% -8K -40.0% $330.63 -3.2%
489 RELY REMITLY GLOBAL INC Technology 234,719.0 $3.7M 0.02% -426K -64.5% $15.67 +37.7%
490 FLEX FLEXTRONICS INTL LTD Technology 56,100.0 $3.7M 0.02% -169K -75.1% $65.46 +100.2%
491 VSAT VIASAT INC Technology 79,830.0 $3.7M 0.02% -42K -34.5% $45.80 +64.3%
492 EMN EASTMAN CHEM CO Basic Materials 47,780.0 $3.6M 0.02% -54K -53.2% $76.32 -4.1%
493 SHW SHERWIN WILLIAMS CO Basic Materials 11,364.0 $3.6M 0.02% -8K -40.6% $320.55 -4.0%
494 WLY WILEY JOHN & SONS INC Communication Services 95,586.0 $3.6M 0.02% +79K +462.9% $38.10 +8.6%
495 BHC BAUSCH HEALTH COS INC Healthcare 670,366.0 $3.6M 0.02% +181K +37.0% $5.40 +0.9%
496 AMP AMERIPRISE FINL INC Financial Services 8,138.0 $3.6M 0.02% -66K -89.1% $444.40 +1.4%
497 WRBY WARBY PARKER INC Healthcare 171,520.0 $3.6M 0.02% NEW $21.07 +16.0%
498 OGN ORGANON & CO Healthcare 594,483.0 $3.6M 0.02% -315K -34.6% $5.99 +124.0%
499 OR OR ROYALTIES INC. Basic Materials 93,525.0 $3.6M 0.02% NEW $38.02 -6.4%
500 THC TENET HEALTHCARE CORP Healthcare 18,761.0 $3.5M 0.02% -11K -36.0% $188.71 -0.7%
Page 25 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%