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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 41 of 50  ·  993 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 SBS COMPANHIA DE SANEAMENTO BASI Utilities 29,852.0 $911K 0.00% NEW $30.51 -80.8%
802 PTEN PATTERSON-UTI ENERGY INC Energy 84,053.0 $910K 0.00% -180K -68.2% $10.83 +13.4%
803 WTM WHITE MTNS INS GROUP LTD Financial Services 414.0 $910K 0.00% NEW $2196.96 -2.4%
804 RYN RAYONIER INC Real Estate 43,978.0 $907K 0.00% NEW $20.62 -1.9%
805 AEIS ADVANCED ENERGY INDS Industrials 2,803.0 $905K 0.00% -2K -42.2% $322.71 +0.3%
806 QLYS QUALYS INC Technology 10,219.0 $898K 0.00% -13K -56.7% $87.85 +14.5%
807 CINF CINCINNATI FINL CORP Financial Services 5,642.0 $888K 0.00% -22K -79.7% $157.35 +7.0%
808 ARGX ARGENX SE Healthcare 1,214.0 $887K 0.00% NEW $730.25 +11.8%
809 DAN DANA INC Consumer Cyclical 26,300.0 $885K 0.00% NEW $33.65 +0.6%
810 EVTC EVERTEC INC Technology 31,318.0 $884K 0.00% NEW $28.22 -12.7%
811 WPM WHEATON PRECIOUS METALS CORP Basic Materials 6,673.0 $874K 0.00% NEW $131.01 -2.9%
812 HIMS HIMS & HERS HEALTH INC Healthcare 41,562.0 $863K 0.00% +35K +543.2% $20.76 +15.7%
813 HOLOGIC INC 11,303.0 $854K 0.00% -2K -15.9% $75.59
814 OSIS OSI SYSTEMS INC Technology 3,214.0 $853K 0.00% NEW $265.51 -21.7%
815 LULU LULULEMON ATHLETICA INC Consumer Cyclical 5,548.0 $849K 0.00% +3K +96.9% $153.10 -17.2%
816 OI O-I GLASS INC Consumer Cyclical 80,807.0 $849K 0.00% -35K -30.4% $10.51 -14.3%
817 VFC V F CORP Consumer Cyclical 49,741.0 $845K 0.00% -478K -90.6% $16.99 -4.6%
818 AMH AMERICAN HOMES 4 RENT Real Estate 30,228.0 $844K 0.00% NEW $27.92 +15.0%
819 EXC EXELON CORP Utilities 16,865.0 $827K 0.00% -3K -14.6% $49.02 -7.5%
820 WMG WARNER MUSIC GROUP CORP Communication Services 32,346.0 $826K 0.00% NEW $25.54 +32.8%
Page 41 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%