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Bridgewater Associates

835 US-listed positions worth $14.4B, as reported on Form 13F-HR for the quarter ending 30 Jun 2026.

This report is 70 days old. It is what Bridgewater Associates held on 30 Jun 2026, filed 14 Aug 2026 — 45 days after the quarter ended. A Form 13F is a quarterly snapshot, not a live portfolio: a manager reports the US-listed long positions it held on the last day of a quarter, and may file up to 45 days after that quarter ends. Positions can have changed since. Short positions, most non-US holdings and cash are not reported at all.

What changed since 31 Mar 2026

Comparing the 30 Jun 2026 report with the one before it. This is a reported quarterly holdings change: the position moved between two quarterly snapshots, which is not the same as a purchase or a sale on any particular day.

186 newly reported · 155 no longer reported · 338 increased · 308 decreased · 3 unchanged.

Newly reported

Company Value now Share change Shares now
ES Eversource Energy $86M +1,195,140 1,195,140
APP AppLovin $76M +146,602 146,602
ED Consolidated Edison $69M +623,641 623,641
NI NiSource $67M +1,410,001 1,410,001
NOW ServiceNow $63M +635,381 635,381
DUK Duke Energy $56M +442,098 442,098
NTNX Nutanix $51M +998,761 998,761
APA APA Corporation $47M +1,444,176 1,444,176
EXE Expand Energy $41M +447,886 447,886
VMC Vulcan Materials Company $32M +108,687 108,687
DVN Devon Energy $30M +735,174 735,174
COF Capital One $29M +145,544 145,544
PR Permian Resources $28M +1,516,955 1,516,955
HAS Hasbro $21M +251,786 251,786
CTVA Corteva $21M +243,050 243,050
WSO Watsco $20M +47,897 47,897
FE FirstEnergy $18M +381,107 381,107
EQT EQT Corporation $17M +328,455 328,455
RKT Rocket Companies $16M +1,023,816 1,023,816
VRSK Verisk Analytics $15M +83,031 83,031

Showing the 20 largest of 186 by reported value.

No longer reported

Company Value last quarter Share change Shares now
CSCO Cisco $64M -822,892
CRWV CoreWeave $28M -364,025
PRIM Primoris Services Corp $19M -136,170
AAOI APPLIED OPTOELECTRONICS, INC. $19M -223,935
PLTR Palantir Technologies $19M -128,186
BMY Bristol Myers Squibb $15M -241,689
CFR Frost Bank $13M -92,885
TWLO Twilio $12M -97,545
PINS Pinterest $12M -660,539
HUT HUT CORP $12M -245,659
DKS Dick's Sporting Goods $10M -48,855
INSP Inspire Medical Systems $9M -173,533
NFLX Netflix $7M -77,611
ITT ITT Inc. $7M -35,957
CNA CNA Financial $7M -145,742
PWR Quanta Services $7M -11,918
DOCU DocuSign $6M -132,778
BRBR BellRing Brands $6M -391,087
ARWR ARROWHEAD PHARMACEUTICALS, INC. $6M -95,552
TTMI TTM TECHNOLOGIES INC $6M -59,223

Showing the 20 largest of 155 by reported value.

Increased

Company Value now Share change Shares now
NEM Newmont $252M +378,529 2,695,170
MO Altria $124M +21,705 1,727,216
VST Vistra Corp . $119M +403,181 751,695
PCAR Paccar $114M +169,035 946,107
LLY Lilly (Eli) $104M +16,211 87,023
PCG PG&E Corporation $100M +5,906,783 5,931,314
KLAC KLA Corporation $99M +219,396 328,070
WFC Wells Fargo $95M +203,274 1,145,854
EIX Edison International $92M +1,093,853 1,234,614
MPC Marathon Petroleum $89M +271,941 349,224
ADI Analog Devices $81M +148,135 203,208
HCA HCA Healthcare $79M +29,403 203,204
TPR Tapestry, Inc. $79M +219,099 539,444
VLO Valero Energy $74M +151,003 285,001
EOG EOG Resources $70M +526,857 539,429
SLB Schlumberger $62M +594,085 1,338,849
UTHR United Therapeutics $60M +157 111,326
CFG Citizens Financial Group $59M +134,220 847,858
OVV Ovintiv $55M +671,351 1,041,316
HAL Halliburton $54M +1,561,587 1,590,285

Showing the 20 largest of 338 by reported value.

Decreased

Company Value now Share change Shares now
NVDA Nvidia $774M -826,808 3,866,195
AVGO Broadcom $498M -517,457 1,317,923
AMZN Amazon $483M -2,363,230 2,025,481
GOOGL Alphabet Inc. (Class A) $473M -675,498 1,322,176
LRCX Lam Research $407M -633,005 938,224
AMD Advanced Micro Devices $313M -754,135 538,632
MSFT Microsoft $266M -373,083 711,896
AMAT Applied Materials $211M -268,492 291,426
ORCL Oracle Corporation $210M -159,102 1,432,967
JNJ Johnson & Johnson $170M -27,749 669,135
GEV GE Vernova $144M -312,129 122,768
UNP Union Pacific Corporation $140M -18,584 514,266
MU Micron Technology $135M -1,359,038 116,666
APH Amphenol $123M -165,436 697,612
NUE Nucor $114M -105,105 513,423
WDC Western Digital $110M -76,624 172,415
CSX CSX Corporation $106M -145,263 2,229,965
AAPL Apple Inc. $105M -199,115 364,377
FIX Comfort Systems USA $96M -37,956 48,506
STLD Steel Dynamics $87M -59,589 378,490

Showing the 20 largest of 308 by reported value.

Reported positions

CompanyReported value Share of portfolioShares
NVDA Nvidia $774M 5.4% 3,866,195
AVGO Broadcom $498M 3.4% 1,317,923
AMZN Amazon $483M 3.3% 2,025,481
GOOGL Alphabet Inc. (Class A) $473M 3.3% 1,322,176
LRCX Lam Research $407M 2.8% 938,224
AMD Advanced Micro Devices $313M 2.2% 538,632
MSFT Microsoft $266M 1.8% 711,896
NEM Newmont $252M 1.7% 2,695,170
AMAT Applied Materials $211M 1.5% 291,426
ORCL Oracle Corporation $210M 1.5% 1,432,967
JNJ Johnson & Johnson $170M 1.2% 669,135
GEV GE Vernova $144M 1.0% 122,768
UNP Union Pacific Corporation $140M 1.0% 514,266
MU Micron Technology $135M 0.9% 116,666
MO Altria $124M 0.9% 1,727,216
APH Amphenol $123M 0.9% 697,612
VST Vistra Corp . $119M 0.8% 751,695
NUE Nucor $114M 0.8% 513,423
PCAR Paccar $114M 0.8% 946,107
WDC Western Digital $110M 0.8% 172,415
CSX CSX Corporation $106M 0.7% 2,229,965
AAPL Apple Inc. $105M 0.7% 364,377
LLY Lilly (Eli) $104M 0.7% 87,023
PCG PG&E Corporation $100M 0.7% 5,931,314
KLAC KLA Corporation $99M 0.7% 328,070
FIX Comfort Systems USA $96M 0.7% 48,506
WFC Wells Fargo $95M 0.7% 1,145,854
EIX Edison International $92M 0.6% 1,234,614
MPC Marathon Petroleum $89M 0.6% 349,224
STLD Steel Dynamics $87M 0.6% 378,490
ES Eversource Energy $86M 0.6% 1,195,140
ADI Analog Devices $81M 0.6% 203,208
HCA HCA Healthcare $79M 0.5% 203,204
TPR Tapestry, Inc. $79M 0.5% 539,444
APP AppLovin $76M 0.5% 146,602
VLO Valero Energy $74M 0.5% 285,001
C Citigroup $73M 0.5% 522,666
EOG EOG Resources $70M 0.5% 539,429
ED Consolidated Edison $69M 0.5% 623,641
BKR Baker Hughes $68M 0.5% 1,220,482
NI NiSource $67M 0.5% 1,410,001
NOW ServiceNow $63M 0.4% 635,381
SLB Schlumberger $62M 0.4% 1,338,849
META Meta Platforms $62M 0.4% 110,083
UTHR United Therapeutics $60M 0.4% 111,326
CFG Citizens Financial Group $59M 0.4% 847,858
MNST Monster Beverage $58M 0.4% 605,394
BAC Bank of America $58M 0.4% 1,020,674
DUK Duke Energy $56M 0.4% 442,098
OVV Ovintiv $55M 0.4% 1,041,316

Showing the 50 largest of 835 reported positions, by reported value.

Source: SEC EDGAR Form 13F-HR. Positions are grouped by the CUSIP the manager filed and shown with the company we resolve it to.

Informational only — NOT financial advice. Holdings are self-reported on SEC Form 13F-HR and are a delayed quarterly snapshot, not a record of trades. A change between two reports is a change in a reported position, not a same-day purchase or sale, and it is not a recommendation to do the same.