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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 31 of 50  ·  993 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 BTG B2GOLD CORP Basic Materials 552,901.0 $2.5M 0.01% +488K +753.6% $4.53 +2.4%
602 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 32,064.0 $2.5M 0.01% -8K -19.8% $78.03 -2.2%
603 YUM YUM BRANDS INC Consumer Cyclical 16,061.0 $2.5M 0.01% NEW $155.48 -1.8%
604 BRX BRIXMOR PPTY GROUP INC Real Estate 86,603.0 $2.5M 0.01% -4K -4.9% $28.80 +7.2%
605 HP HELMERICH & PAYNE INC Energy 69,072.0 $2.5M 0.01% NEW $36.03 +9.9%
606 FCFS FIRSTCASH HOLDINGS INC Financial Services 13,118.0 $2.5M 0.01% -8K -39.2% $188.00 +20.4%
607 STE STERIS PLC Healthcare 11,135.0 $2.5M 0.01% +8K +231.3% $221.13 -2.3%
608 CF CF INDUSTRIES HOLD Basic Materials 18,904.0 $2.5M 0.01% -11K -37.3% $129.84 -6.3%
609 BOOT BOOT BARN HLDGS INC Consumer Cyclical 16,690.0 $2.4M 0.01% +9K +107.6% $146.36 +5.6%
610 MS MORGAN STANLEY Financial Services 14,762.0 $2.4M 0.01% +1K +11.1% $164.57 +21.8%
611 RL RALPH LAUREN CORP Consumer Cyclical 7,021.0 $2.4M 0.01% -24K -77.6% $343.99 -4.3%
612 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 75,440.0 $2.4M 0.01% -175K -69.9% $32.01 +2.5%
613 MATX MATSON INC Industrials 14,633.0 $2.4M 0.01% NEW $163.94 +11.5%
614 ACA ARCOSA INC Industrials 22,588.0 $2.4M 0.01% -376.0 -1.6% $106.14 +12.3%
615 MUSA MURPHY USA INC Consumer Cyclical 4,822.0 $2.4M 0.01% -5K -51.9% $493.97 +10.2%
616 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 10,723.0 $2.4M 0.01% -6K -37.4% $222.07 +71.3%
617 KRMN KARMAN HLDGS INC Industrials 29,651.0 $2.4M 0.01% NEW $80.05 -18.4%
618 HSIC SCHEIN HENRY INC Healthcare 32,098.0 $2.4M 0.01% +25K +333.0% $73.70 -0.3%
619 PCTY PAYLOCITY HLDG CORP Technology 21,795.0 $2.4M 0.01% -16K -43.0% $108.04 +3.4%
620 SPXC SPX TECHNOLOGIES INC Industrials 11,736.0 $2.3M 0.01% NEW $199.94 +2.8%
Page 31 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%