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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 44 of 50  ·  993 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 CVX CHEVRON CORPORATION Energy 2,827.0 $585K 0.00% NEW $206.90 -7.7%
862 IPGP IPG PHOTONICS CORP Technology 5,076.0 $582K 0.00% NEW $114.59 +5.2%
863 TTAN SERVICETITAN INC Technology 9,039.0 $574K 0.00% +6K +215.6% $63.46 -1.1%
864 IMCR IMMUNOCORE HLDGS PLC Healthcare 18,930.0 $571K 0.00% +9K +90.2% $30.15 -0.5%
865 AGCO AGCO CORP Industrials 4,901.0 $568K 0.00% -9K -64.9% $115.87 -3.3%
866 AZTA AZENTA INC Healthcare 26,833.0 $567K 0.00% -21K -44.0% $21.13 -7.5%
867 HYG ISHARES TR 7,121.0 $567K 0.00% -213.0 -2.9% $79.56 +0.4%
868 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 5,276.0 $556K 0.00% NEW $105.40 -4.3%
869 NOMD NOMAD FOODS LTD Consumer Defensive 57,795.0 $555K 0.00% -57K -49.5% $9.61 +5.4%
870 CECO CECO ENVIRONMENTAL CORP Industrials 9,288.0 $553K 0.00% NEW $59.58 +35.4%
871 MAA MID-AMER APT CMNTYS INC Real Estate 4,525.0 $553K 0.00% NEW $122.12 +6.5%
872 AVB AVALONBAY CMNTYS INC Real Estate 3,315.0 $542K 0.00% NEW $163.35 +12.7%
873 MTRN MATERION CORP Basic Materials 3,662.0 $530K 0.00% NEW $144.65 +45.3%
874 KAI KADANT INC Industrials 1,804.0 $527K 0.00% -5K -74.5% $292.35 +5.0%
875 UDR UDR INC Real Estate 15,573.0 $526K 0.00% NEW $33.78 +12.0%
876 ALGM ALLEGRO MICROSYSTEMS INC Technology 16,645.0 $525K 0.00% NEW $31.53 +41.8%
877 XYL XYLEM INC Industrials 4,323.0 $517K 0.00% -35K -89.1% $119.50 -9.4%
878 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 77,185.0 $512K 0.00% NEW $6.63 -11.5%
879 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 19,355.0 $512K 0.00% NEW $26.43 +5.6%
880 CAVA CAVA GROUP INC Consumer Cyclical 6,284.0 $508K 0.00% -543.0 -8.0% $80.90 +0.5%
Page 44 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%