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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 7 of 50  ·  993 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 EVR EVERCORE INC Financial Services 90,438.0 $27.0M 0.12% -18K -16.6% $298.51 +11.7%
122 LUV SOUTHWEST AIRLS CO Industrials 700,368.0 $26.3M 0.12% +630K +892.7% $37.57 +2.1%
123 DG DOLLAR GEN CORP Consumer Defensive 216,519.0 $25.7M 0.12% +144K +199.3% $118.73 -10.5%
124 MELI MERCADOLIBRE INC Consumer Cyclical 14,671.0 $25.4M 0.11% -2K -12.6% $1729.02 -8.3%
125 GILD GILEAD SCIENCES INC Healthcare 180,737.0 $25.2M 0.11% -112K -38.2% $139.37 -7.0%
126 AME AMETEK INC Industrials 116,504.0 $25.0M 0.11% +112K +2428.3% $214.36 +3.2%
127 OGE OGE ENERGY CORP Utilities 517,969.0 $24.8M 0.11% -53K -9.3% $47.96 -1.4%
128 IREN IREN LIMITED Financial Services 720,925.0 $24.7M 0.11% +444K +160.6% $34.28 +47.2%
129 CDE COEUR MNG INC Basic Materials 1,302,801.0 $24.5M 0.11% +669K +105.4% $18.77 -10.7%
130 RNR RENAISSANCERE HLDGS LTD Financial Services 82,204.0 $24.4M 0.11% -35K -29.6% $297.23 +0.4%
131 UHS UNIVERSAL HLTH SVCS INC Healthcare 136,368.0 $24.4M 0.11% -84K -38.0% $178.97 -5.4%
132 CAH CARDINAL HEALTH INC Healthcare 115,229.0 $24.3M 0.11% -101K -46.8% $211.31 -5.2%
133 EQIX EQUINIX INC Real Estate 24,782.0 $24.3M 0.11% -1K -4.4% $980.24 +8.4%
134 PBR PETROLEO BRASILEIRO S A Energy 1,150,984.0 $23.9M 0.11% NEW $20.75 -0.2%
135 GFI GOLD FIELDS LTD Basic Materials 521,411.0 $23.7M 0.11% -456K -46.6% $45.40 -10.7%
136 ACGL ARCH CAP GROUP LTD Financial Services 246,203.0 $23.6M 0.10% -137K -35.7% $95.99 +0.4%
137 RYANAIR HOLDINGS PLC 400,860.0 $23.2M 0.10% -394K -49.6% $57.80
138 KMT KENNAMETAL INC Industrials 639,195.0 $23.1M 0.10% NEW $36.13 -3.3%
139 PG PROCTER & GAMBLE CO Consumer Defensive 157,906.0 $22.8M 0.10% -27K -14.8% $144.44 -1.4%
140 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 248,057.0 $22.7M 0.10% +70K +39.2% $91.37 -21.0%
Page 7 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%