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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 27 of 50  ·  993 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 LNTH LANTHEUS HLDGS INC Healthcare 43,720.0 $3.3M 0.01% -123K -73.8% $75.85 +24.5%
522 AER AERCAP HOLDINGS NV Industrials 24,083.0 $3.3M 0.01% -11K -30.6% $137.18 +1.7%
523 PEN PENUMBRA INC Healthcare 10,038.0 $3.3M 0.01% +9K +742.8% $328.37 -0.1%
524 CC CHEMOURS CO Basic Materials 149,257.0 $3.3M 0.01% -100K -40.1% $22.03 -2.7%
525 FTDR FRONTDOOR INC Consumer Cyclical 61,806.0 $3.3M 0.01% -44K -41.7% $52.86 +16.3%
526 VNT VONTIER CORPORATION Technology 92,064.0 $3.3M 0.01% -41K -30.9% $35.47 -19.9%
527 RVTY REVVITY INC Healthcare 37,064.0 $3.2M 0.01% NEW $87.61 +8.2%
528 KBR KBR INC Industrials 88,000.0 $3.2M 0.01% -17K -16.1% $36.86 -12.9%
529 TRGP TARGA RES CORP Energy 12,919.0 $3.2M 0.01% -57K -81.6% $250.73 +8.0%
530 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 44,434.0 $3.2M 0.01% NEW $72.69 +6.1%
531 DVA DAVITA INC Healthcare 20,902.0 $3.2M 0.01% -14K -40.3% $153.69 +29.3%
532 LEU CENTRUS ENERGY CORP Energy 18,503.0 $3.2M 0.01% -4K -18.6% $173.59 +2.1%
533 DHI D R HORTON INC Consumer Cyclical 23,285.0 $3.2M 0.01% +19K +510.8% $137.22 +5.0%
534 ATI ATI INC Industrials 21,950.0 $3.2M 0.01% NEW $145.46 +10.3%
535 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 229,166.0 $3.2M 0.01% NEW $13.85 -9.2%
536 TGT TARGET CORP Consumer Defensive 26,072.0 $3.2M 0.01% -13K -34.0% $121.20 +0.9%
537 ACAD ACADIA PHARMACEUTICALS INC Healthcare 141,812.0 $3.2M 0.01% +4K +2.6% $22.26 -4.2%
538 WTS WATTS WATER TECHNOLOGIES INC Industrials 10,743.0 $3.1M 0.01% -8K -42.8% $290.29 +3.1%
539 UGI UGI CORP NEW Utilities 85,312.0 $3.1M 0.01% +17K +25.8% $36.42 -3.6%
540 KNTK KINETIK HOLDINGS INC Energy 64,102.0 $3.1M 0.01% NEW $48.41 +3.6%
Page 27 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%