Position in TW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$379,571
-$5,021,336 QoQ
Shares Held
3,226
-94.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Bridgewater Associates, LP holds $64,419,389 across 14 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XP |
XP Inc.
|
1,255,551 | $20,415,259 | |
| 2 | EVR |
Evercore Inc.
|
33,194 | $11,333,759 | |
| 3 | VIRT |
Virtu Financial, Inc.
|
160,819 | $9,579,987 | |
| 4 | MS |
Morgan Stanley
|
18,729 | $3,915,110 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
42,076 | $3,662,295 | |
| 6 | SCHW |
Schwab Charles Corp
|
28,728 | $2,650,732 | |
| 7 | WULF |
Terawulf Inc.
|
89,081 | $2,200,300 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
16,007 | $2,147,018 |
All Filings in TW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $379,571 | 3,226 | Shares | Sole | 2026-05-15 | |
| 2023-12-31 | $5,400,907 | 59,429 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $11,191,749 | 139,548 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $50,784,014 | 741,589 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $58,565,277 | 741,145 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $49,212,265 | 757,928 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $40,557,517 | 718,850 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $51,201,286 | 750,202 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $11,961,918 | 136,132 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $283,133 | 3,505 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||