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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 36 of 50  ·  993 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 IPAR INTERPARFUMS INC Consumer Defensive 17,937.0 $1.6M 0.01% +6K +51.4% $90.84 +0.4%
702 GTES GATES INDL CORP PLC Industrials 70,190.0 $1.6M 0.01% -86K -55.1% $22.61 +6.5%
703 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 110,216.0 $1.6M 0.01% +10K +10.0% $14.35 -22.1%
704 GTLS CHART INDS INC Industrials 7,642.0 $1.6M 0.01% +4K +126.9% $206.75 +0.7%
705 AVT AVNET INC Technology 25,566.0 $1.6M 0.01% +2K +7.2% $61.62 +35.3%
706 ILMN ILLUMINA INC Healthcare 12,751.0 $1.6M 0.01% NEW $123.26 +17.5%
707 CRWD CROWDSTRIKE HLDGS INC Technology 4,005.0 $1.6M 0.01% NEW $390.41 +66.0%
708 CORT CORCEPT THERAPEUTICS INC Healthcare 38,422.0 $1.5M 0.01% -241K -86.2% $40.31 +48.1%
709 NUVL NUVALENT INC Healthcare 15,020.0 $1.5M 0.01% -4K -19.1% $102.45 -1.2%
710 FAF FIRST AMERN FINL CORP Financial Services 25,188.0 $1.5M 0.01% +9K +51.1% $60.29 +12.5%
711 MMM 3M CO Industrials 10,372.0 $1.5M 0.01% NEW $145.23 +4.4%
712 MAS MASCO CORP Industrials 24,950.0 $1.5M 0.01% NEW $60.37 +11.2%
713 MHK MOHAWK INDS INC Consumer Cyclical 15,192.0 $1.5M 0.01% +4K +40.9% $98.46 +3.9%
714 BDX BECTON DICKINSON & CO Healthcare 9,496.0 $1.5M 0.01% +457.0 +5.1% $157.23 -7.0%
715 KHC KRAFT HEINZ CO Consumer Defensive 65,801.0 $1.5M 0.01% +13K +24.6% $22.49 +4.7%
716 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 35,848.0 $1.5M 0.01% +12K +50.3% $41.27 +27.1%
717 HRB BLOCK H & R INC Consumer Cyclical 46,529.0 $1.5M 0.01% -409K -89.8% $31.74 +19.4%
718 DAL DELTA AIR LINES INC Industrials 22,104.0 $1.5M 0.01% -53K -70.5% $66.48 +13.8%
719 DRI DARDEN RESTAURANTS INC Consumer Cyclical 7,490.0 $1.5M 0.01% +307.0 +4.3% $196.04 +0.5%
720 BC BRUNSWICK CORP Consumer Cyclical 19,981.0 $1.5M 0.01% -58K -74.5% $72.76 +8.2%
Page 36 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%