L3VLUP
ProSign in
← Artisan Partners LP, its record

Artisan Partners LP and Capital World Investors: where the books meet

At Q2 2026, at least 23% of the two 13F books was the same, across 136 stocks both listed, against 12% at Q2 2013. Overlap is the smaller of each shared stock’s two weights, added up: the part of one book that could be swapped for the other’s without a trade.

Overlap by quarter
0%12%25%Q2 2013: 12%, 106 in bothQ3 2013: 12%, 89 in bothQ4 2013: 12%, 85 in bothQ1 2014: 12%, 89 in both14Q2 2014: 12%, 87 in bothQ3 2014: 13%, 87 in bothQ4 2014: 13%, 86 in bothQ1 2015: 13%, 91 in both15Q2 2015: 14%, 96 in bothQ3 2015: 14%, 104 in bothQ4 2015: 14%, 102 in bothQ1 2016: 12%, 89 in both16Q2 2016: 13%, 85 in bothQ3 2016: 14%, 82 in bothQ4 2016: 18%, 98 in bothQ1 2017: 18%, 98 in both17Q2 2017: 18%, 105 in bothQ3 2017: 17%, 99 in bothQ4 2017: 17%, 97 in bothQ1 2018: 16%, 97 in both18Q2 2018: 16%, 101 in bothQ3 2018: 13%, 108 in bothQ4 2018: 13%, 102 in bothQ1 2019: 15%, 107 in both19Q2 2019: 16%, 109 in bothQ3 2019: 17%, 104 in bothQ4 2019: 18%, 108 in bothQ1 2020: 19%, 108 in both20Q2 2020: 19%, 113 in bothQ3 2020: 19%, 122 in bothQ4 2020: 19%, 123 in bothQ1 2021: 19%, 128 in both21Q2 2021: 20%, 121 in bothQ3 2021: 21%, 114 in bothQ4 2021: 19%, 115 in bothQ1 2022: 18%, 115 in both22Q2 2022: 17%, 122 in bothQ3 2022: 17%, 123 in bothQ4 2022: 15%, 131 in bothQ1 2023: 18%, 137 in both23Q2 2023: 20%, 128 in bothQ3 2023: 20%, 130 in bothQ4 2023: 21%, 130 in bothQ1 2024: 21%, 129 in both24Q2 2024: 23%, 130 in bothQ3 2024: 24%, 138 in bothQ4 2024: 25%, 143 in bothQ1 2025: 24%, 141 in both25Q2 2025: 25%, 141 in bothQ3 2025: 24%, 140 in bothQ4 2025: 24%, 141 in bothQ1 2026: 25%, 134 in both26Q2 2026: 23%, 136 in both
  • Q2 2013: 12%, 106 in both
  • Q3 2013: 12%, 89 in both
  • Q4 2013: 12%, 85 in both
  • Q1 2014: 12%, 89 in both
  • Q2 2014: 12%, 87 in both
  • Q3 2014: 13%, 87 in both
  • Q4 2014: 13%, 86 in both
  • Q1 2015: 13%, 91 in both
  • Q2 2015: 14%, 96 in both
  • Q3 2015: 14%, 104 in both
  • Q4 2015: 14%, 102 in both
  • Q1 2016: 12%, 89 in both
  • Q2 2016: 13%, 85 in both
  • Q3 2016: 14%, 82 in both
  • Q4 2016: 18%, 98 in both
  • Q1 2017: 18%, 98 in both
  • Q2 2017: 18%, 105 in both
  • Q3 2017: 17%, 99 in both
  • Q4 2017: 17%, 97 in both
  • Q1 2018: 16%, 97 in both
  • Q2 2018: 16%, 101 in both
  • Q3 2018: 13%, 108 in both
  • Q4 2018: 13%, 102 in both
  • Q1 2019: 15%, 107 in both
  • Q2 2019: 16%, 109 in both
  • Q3 2019: 17%, 104 in both
  • Q4 2019: 18%, 108 in both
  • Q1 2020: 19%, 108 in both
  • Q2 2020: 19%, 113 in both
  • Q3 2020: 19%, 122 in both
  • Q4 2020: 19%, 123 in both
  • Q1 2021: 19%, 128 in both
  • Q2 2021: 20%, 121 in both
  • Q3 2021: 21%, 114 in both
  • Q4 2021: 19%, 115 in both
  • Q1 2022: 18%, 115 in both
  • Q2 2022: 17%, 122 in both
  • Q3 2022: 17%, 123 in both
  • Q4 2022: 15%, 131 in both
  • Q1 2023: 18%, 137 in both
  • Q2 2023: 20%, 128 in both
  • Q3 2023: 20%, 130 in both
  • Q4 2023: 21%, 130 in both
  • Q1 2024: 21%, 129 in both
  • Q2 2024: 23%, 130 in both
  • Q3 2024: 24%, 138 in both
  • Q4 2024: 25%, 143 in both
  • Q1 2025: 24%, 141 in both
  • Q2 2025: 25%, 141 in both
  • Q3 2025: 24%, 140 in both
  • Q4 2025: 24%, 141 in both
  • Q1 2026: 25%, 134 in both
  • Q2 2026: 23%, 136 in both

Only quarters both managers filed. Where either filing has more positions than are read each quarter, a stock both hold below that range is not counted, so the figure is a floor.

What the overlap is made of, Q2 2026

Stocks both listed, by the smaller of the two weights. A weight is the stock’s share of that manager’s reported book, which says how large the position is, not how strongly it is held.

StockArtisan Partners LPCapital World Investors
Alphabet Inc(GOOGL)3.1%Trimmed3.1%Added
Facebook Inc(META)2.1%Added2.7%Trimmed
Amazon Com Inc(AMZN)1.7%Trimmed1.7%Added
Broadcom Inc(AVGO)1.0%Trimmed5.4%Added
Taiwan Semiconductor MFG LTD(TSM)0.9%Trimmed1.9%Added
Nvidia Corp(NVDA)0.7%Added2.6%Trimmed
Ge Vernova Inc(GEV)0.8%Trimmed0.7%Added
Lilly Eli & Co(LLY)0.6%Added2.3%Added
Citigroup Inc(C)2.5%Trimmed0.6%Trimmed
General Electric Co(GE)0.5%Added0.7%Added
Shopify Inc(SHOP)0.7%Trimmed0.5%Added
Aon PLC(AON)1.0%Added0.5%Added
JPMorgan Chase & Co(JPM)0.5%Trimmed0.6%Trimmed
Marsh & Mclennan Cos Inc(MRSH)1.9%Added0.4%Added
Mercadolibre Inc(MELI)0.4%Added0.4%Trimmed
Micron Technology Inc(MU)0.3%Added4.0%Trimmed
Progressive Corp Ohio(PGR)1.8%Trimmed0.3%Trimmed
Baker Hughes Company(BKR)1.0%Trimmed0.3%Trimmed
Apple Inc(AAPL)0.3%Added1.3%Added
Visa Inc(V)0.3%Trimmed1.1%Added

and 116 smaller ones

Moved different ways in Q2 2026

Stocks one manager started or added to while the other trimmed or sold out, between the same two quarter ends. A 13F shows the quarter ends, never when in between anything was bought or sold, or why.

  • Broadcom Inc(AVGO)Artisan Partners LP trimmed; Capital World Investors added
  • Micron Technology Inc(MU)Artisan Partners LP added; Capital World Investors trimmed
  • Alphabet Inc(GOOGL)Artisan Partners LP trimmed; Capital World Investors added
  • Facebook Inc(META)Artisan Partners LP added; Capital World Investors trimmed
  • Nvidia Corp(NVDA)Artisan Partners LP added; Capital World Investors trimmed
  • Microsoft Corp(MSFT)Artisan Partners LP added; Capital World Investors trimmed
  • Taiwan Semiconductor MFG LTD(TSM)Artisan Partners LP trimmed; Capital World Investors added
  • Amazon Com Inc(AMZN)Artisan Partners LP trimmed; Capital World Investors added
  • Visa Inc(V)Artisan Partners LP trimmed; Capital World Investors added
  • Intel Corp(INTC)Artisan Partners LP started; Capital World Investors trimmed
  • Union Pac Corp(UNP)Artisan Partners LP trimmed; Capital World Investors added
  • Eog Res Inc(EOG)Artisan Partners LP trimmed; Capital World Investors added
Artisan Partners LP: the recordCapital World Investors: the record

Company names, tickers and logos are the trademarks of their respective owners and appear here to identify the company whose public figures are being used. L3VLUP is not affiliated with, sponsored by or endorsed by any company shown, and nothing here is a statement by or about that company. More