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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 30 of 50  ·  993 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 THG HANOVER INS GROUP INC Financial Services 15,959.0 $2.8M 0.01% -10K -38.7% $173.35 +12.2%
582 CMS CMS ENERGY CORP Utilities 35,626.0 $2.8M 0.01% -30K -46.1% $77.58 -5.1%
583 CVCO CAVCO INDS INC DEL Consumer Cyclical 5,698.0 $2.8M 0.01% +2K +40.1% $484.29 +1.5%
584 MGRC MCGRATH RENTCORP Industrials 24,917.0 $2.7M 0.01% +13K +112.4% $110.28 -0.5%
585 HAE HAEMONETICS CORP MASS Healthcare 48,377.0 $2.7M 0.01% NEW $56.36 +9.9%
586 OKLO OKLO INC Utilities 54,956.0 $2.7M 0.01% +8K +17.3% $49.59 +31.3%
587 FIS FIDELITY NATL INFORMATION SV Technology 58,086.0 $2.7M 0.01% -73K -55.8% $46.91 -7.0%
588 TDG TRANSDIGM GROUP INC Industrials 2,323.0 $2.7M 0.01% -3K -58.2% $1158.96 +3.4%
589 LMND LEMONADE INC Financial Services 42,648.0 $2.7M 0.01% -23K -35.5% $62.68 -9.0%
590 LRN STRIDE INC Consumer Defensive 30,270.0 $2.7M 0.01% -99K -76.5% $88.17 -0.6%
591 USAR USA RARE EARTH INC Basic Materials 174,464.0 $2.6M 0.01% -99K -36.1% $15.14 +49.1%
592 DLR DIGITAL RLTY TR INC Real Estate 14,652.0 $2.6M 0.01% +13K +662.7% $180.21 +7.8%
593 FSS FEDERAL SIGNAL CORP Industrials 24,274.0 $2.6M 0.01% -18K -42.0% $108.14 +3.2%
594 DLTR DOLLAR TREE INC Consumer Defensive 23,837.0 $2.6M 0.01% +11K +92.0% $109.51 -12.6%
595 SMITHFIELD FOODS INC 93,092.0 $2.6M 0.01% -234K -71.6% $27.97
596 AES AES CORP Utilities 183,807.0 $2.6M 0.01% -25K -11.8% $14.09 +4.3%
597 UBER UBER TECHNOLOGIES INC Technology 35,245.0 $2.5M 0.01% -1.3M -97.3% $71.93 +3.7%
598 SBAC SBA COMMUNICATIONS CORP Real Estate 14,652.0 $2.5M 0.01% NEW $172.11 +20.7%
599 EA ELECTRONIC ARTS INC Communication Services 12,358.0 $2.5M 0.01% -8K -38.5% $203.87 -1.0%
600 BILL BILL HOLDINGS INC Technology 65,743.0 $2.5M 0.01% +11K +19.7% $38.30 -4.8%
Page 30 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%