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Bridgewater

Bridgewater Associates · Reads the big picture — economy, interest rates, currencies — before picking stocks

13F report Q2 2026Filed with the SEC on 2026-08-14
Portfolio value (US stocks)
$24.4B
Stocks held
997
New / Added
214 / 366
Trimmed / Sold out
346 / 210

Top 5 holdings: SPY 16.3%, IVV 9.2%, NVDA 3.2%, AVGO 2.0%, AMZN 2.0%

Holdings in or near the buy zone today

From stocks Bridgewater holds · latest close

See all

Price levels and picks are calculated automatically with the same formula for every stock — for education only, not a recommendation to buy or sell. · How it's calculated

Trades in Q2 2026

Compared with the previous quarter's report

ES

EVERSOURCE ENERGY

$86M
0.4% of portfolio
APP

APPLOVIN CORP

$76M
0.3% of portfolio
ED

CONSOLIDATED EDISON INC

$69M
0.3% of portfolio
NI

NISOURCE INC

$67M
0.3% of portfolio
NOW

SERVICENOW INC

$63M
0.3% of portfolio
DUK

DUKE ENERGY CORP NEW

$56M
0.2% of portfolio
NTNX

NUTANIX INC

$51M
0.2% of portfolio
APA

APA CORPORATION

$47M
0.2% of portfolio
EXE

EXPAND ENERGY CORPORATION

$41M
0.2% of portfolio
VMC

VULCAN MATLS CO

$32M
0.1% of portfolio
DVN

DEVON ENERGY CORP NEW

$30M
0.1% of portfolio
EXXON MOBIL CORP

EXXON MOBIL CORP

$30M
0.1% of portfolio
COF

CAPITAL ONE FINL CORP

$29M
0.1% of portfolio
PR

PERMIAN RESOURCES CORP

$28M
0.1% of portfolio
SMURFIT WESTROCK PLC

SMURFIT WESTROCK PLC

$22M
0.09% of portfolio
HAS

HASBRO INC

$21M
0.09% of portfolio
CTVA

CORTEVA INC

$21M
0.08% of portfolio
XP INC

XP INC

$20M
0.08% of portfolio
WSO

WATSCO INC

$20M
0.08% of portfolio
FE

FIRSTENERGY CORP

$18M
0.07% of portfolio
EQT

EQT CORP

$17M
0.07% of portfolio
RKT

ROCKET COS INC

$16M
0.07% of portfolio
YPF

YPF SOCIEDAD ANONIMA

$15M
0.06% of portfolio
VRSK

VERISK ANALYTICS INC

$15M
0.06% of portfolio
NOVT

NOVANTA INC

$15M
0.06% of portfolio

Showing the 25 largest of 214

All holdings

Weight = value of that stock ÷ total value of US stocks in the report

SPYAddedNear target

STATE STR SPDR S&P 500 ETF T · shares +22%

16.3%
$4.0B
Since report +3.1%
IVVAddedNear target

ISHARES TR · shares +12%

9.2%
$2.2B
Since report +3.4%
NVDATrimmed

NVIDIA CORPORATION · Technology · shares -18%

3.2%
$774M
Since report +15.3%
AVGOTrimmed

BROADCOM INC · Technology · shares -28%

2.0%
$498M
Since report -6.1%
AMZNTrimmed

AMAZON COM INC · Consumer Cyclical · shares -54%

2.0%
$483M
Since report +5.8%
GOOGLTrimmedHit target T1

ALPHABET INC · Communication Services · shares -34%

1.9%
$473M
Since report -2.0%
LRCXTrimmed

LAM RESEARCH CORP · Technology · shares -40%

1.7%
$407M
Since report -24.6%
VOOAddedNear target

VANGUARD INDEX FDS · shares +189%

1.3%
$315M
Since report +2.8%
AMDTrimmed

ADVANCED MICRO DEVICES INC · Technology · shares -58%

1.3%
$313M
Since report +3.8%
EWYTrimmed

ISHARES INC · shares -22%

1.1%
$280M
Since report -9.1%
MSFTTrimmed

MICROSOFT CORP · Technology · shares -34%

1.1%
$266M
Since report +39.3%
NEMAdded

NEWMONT CORP · Basic Materials · shares +16%

1.0%
$252M
Since report +24.8%
AMATTrimmed

APPLIED MATLS INC · Technology · shares -48%

0.9%
$211M
Since report -29.3%
ORCLTrimmed

ORACLE CORP · shares -10%

0.9%
$210M
SEAGATE TECHNOLOGY HLDNGS PLTrimmed

SEAGATE TECHNOLOGY HLDNGS PL · shares -39%

0.8%
$193M
JNJHeld

JOHNSON & JOHNSON · Healthcare

0.7%
$170M
Since report +5.9%
VWOHeldNear buy zone

VANGUARD INTL EQUITY INDEX F

0.7%
$164M
Since report -0.4%
GEVTrimmed

GE VERNOVA INC · Industrials · shares -72%

0.6%
$144M
Since report -18.8%
UNPHeld

UNION PAC CORP · Industrials

0.6%
$140M
Since report +1.5%
MUTrimmed

MICRON TECHNOLOGY INC · Technology · shares -92%

0.6%
$135M
Since report -6.9%

Showing the 200 largest positions out of 997

Portfolio value over time

Each quarter per the 13F report (value at quarter end)

Latest $24.4B

Q1 2025664 stocks
Q2 2025585 stocks
Q3 20251014 stocks
Q4 20251040 stocks
Q1 2026993 stocks
Q2 2026997 stocks
Top holdings’ weight over time
QuarterSPYIVVNVDAAVGOAMZN
Q2 202616.3%9.2%3.2%2.0%2.0%
Q1 202612.7%7.8%3.7%2.5%4.1%
Q4 202511.1%10.5%2.6%1.5%1.6%
Q3 20256.7%10.6%1.8%1.1%1.0%
Q2 20256.5%5.8%4.6%1.3%1.1%
Q1 20258.7%5.7%1.4%0.7%1.2%

Sector breakdown

Other / funds / unknown
41.2%
Technology
17.6%
Industrials
7.1%
Energy
5.5%
Healthcare
5.3%
Consumer Cyclical
5.2%
Financial Services
4.3%
Basic Materials
3.9%
Utilities
3.8%
Communication Services
3.5%

Other whales

13F reports show only US stocks held at quarter end and can be filed up to 45 days late · They exclude short sales, options and other assets · For educational purposes only — not investment advice