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← Balyasny Asset Management LLC, its record

Balyasny Asset Management LLC and AQR Capital Management LLC: where the books meet

At Q2 2026, at least 21% of the two 13F books was the same, across 167 stocks both listed, against 11% 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%23%Q2 2013: 11%, 96 in bothQ3 2013: 11%, 92 in bothQ4 2013: 11%, 89 in bothQ1 2014: 10%, 105 in both14Q2 2014: 12%, 99 in bothQ3 2014: 13%, 91 in bothQ4 2014: 11%, 93 in bothQ1 2015: 15%, 111 in both15Q2 2015: 15%, 135 in bothQ3 2015: 22%, 163 in bothQ4 2015: 21%, 158 in bothQ1 2016: 21%, 154 in both16Q2 2016: 19%, 148 in bothQ3 2016: 23%, 166 in bothQ4 2016: 19%, 151 in bothQ1 2017: 19%, 155 in both17Q2 2017: 20%, 149 in bothQ3 2017: 22%, 156 in bothQ4 2017: 22%, 175 in bothQ1 2018: 20%, 170 in both18Q2 2018: 19%, 158 in bothQ3 2018: 16%, 143 in bothQ4 2018: 21%, 159 in bothQ1 2019: 19%, 164 in both19Q2 2019: 17%, 151 in bothQ3 2019: 20%, 154 in bothQ4 2019: 19%, 144 in bothQ1 2020: 19%, 135 in both20Q2 2020: 19%, 139 in bothQ3 2020: 19%, 149 in bothQ4 2020: 21%, 159 in bothQ1 2021: 18%, 136 in both21Q2 2021: 19%, 156 in bothQ3 2021: 18%, 143 in bothQ4 2021: 17%, 142 in bothQ1 2022: 15%, 140 in both22Q2 2022: 17%, 150 in bothQ3 2022: 16%, 147 in bothQ4 2022: 17%, 158 in bothQ1 2023: 19%, 158 in both23Q2 2023: 21%, 170 in bothQ3 2023: 17%, 155 in bothQ4 2023: 14%, 135 in bothQ1 2024: 20%, 162 in both24Q2 2024: 18%, 149 in bothQ3 2024: 16%, 137 in bothQ4 2024: 18%, 150 in bothQ1 2025: 20%, 166 in both25Q2 2025: 21%, 169 in bothQ3 2025: 20%, 157 in bothQ4 2025: 21%, 163 in bothQ1 2026: 20%, 162 in both26Q2 2026: 21%, 167 in both
  • Q2 2013: 11%, 96 in both
  • Q3 2013: 11%, 92 in both
  • Q4 2013: 11%, 89 in both
  • Q1 2014: 10%, 105 in both
  • Q2 2014: 12%, 99 in both
  • Q3 2014: 13%, 91 in both
  • Q4 2014: 11%, 93 in both
  • Q1 2015: 15%, 111 in both
  • Q2 2015: 15%, 135 in both
  • Q3 2015: 22%, 163 in both
  • Q4 2015: 21%, 158 in both
  • Q1 2016: 21%, 154 in both
  • Q2 2016: 19%, 148 in both
  • Q3 2016: 23%, 166 in both
  • Q4 2016: 19%, 151 in both
  • Q1 2017: 19%, 155 in both
  • Q2 2017: 20%, 149 in both
  • Q3 2017: 22%, 156 in both
  • Q4 2017: 22%, 175 in both
  • Q1 2018: 20%, 170 in both
  • Q2 2018: 19%, 158 in both
  • Q3 2018: 16%, 143 in both
  • Q4 2018: 21%, 159 in both
  • Q1 2019: 19%, 164 in both
  • Q2 2019: 17%, 151 in both
  • Q3 2019: 20%, 154 in both
  • Q4 2019: 19%, 144 in both
  • Q1 2020: 19%, 135 in both
  • Q2 2020: 19%, 139 in both
  • Q3 2020: 19%, 149 in both
  • Q4 2020: 21%, 159 in both
  • Q1 2021: 18%, 136 in both
  • Q2 2021: 19%, 156 in both
  • Q3 2021: 18%, 143 in both
  • Q4 2021: 17%, 142 in both
  • Q1 2022: 15%, 140 in both
  • Q2 2022: 17%, 150 in both
  • Q3 2022: 16%, 147 in both
  • Q4 2022: 17%, 158 in both
  • Q1 2023: 19%, 158 in both
  • Q2 2023: 21%, 170 in both
  • Q3 2023: 17%, 155 in both
  • Q4 2023: 14%, 135 in both
  • Q1 2024: 20%, 162 in both
  • Q2 2024: 18%, 149 in both
  • Q3 2024: 16%, 137 in both
  • Q4 2024: 18%, 150 in both
  • Q1 2025: 20%, 166 in both
  • Q2 2025: 21%, 169 in both
  • Q3 2025: 20%, 157 in both
  • Q4 2025: 21%, 163 in both
  • Q1 2026: 20%, 162 in both
  • Q2 2026: 21%, 167 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.

StockBalyasny Asset Management LLCAQR Capital Management LLC
Amazon.com Inc(AMZN)1.4%Added1.0%Added
NVIDIA Corp(NVDA)0.8%Trimmed2.6%Added
Alphabet Inc(GOOGL)0.5%Trimmed0.7%Added
Apple Inc(AAPL)0.5%Trimmed1.7%Added
Facebook Inc(META)0.4%Trimmed0.4%Added
Costco Wholesale Corp(COST)0.4%Added0.4%Added
Advanced Micro Devices Inc(AMD)0.4%Added0.3%Added
Seagate Technology Hldngs PL(STX)0.3%Trimmed0.4%Added
Airbnb Inc(ABNB)0.3%Added0.5%Added
Alphabet Inc(GOOG)0.3%Trimmed0.8%Added
SPDR S&P 500 ETF Trust(SPY)0.8%Added0.3%Added
Microsoft Corp(MSFT)0.3%Added1.5%Added
Amphenol Corp(APH)0.3%Added0.3%Trimmed
Berkshire Hathaway Inc(BRK-B)0.3%Trimmed0.4%Added
Snowflake Inc(SNOW)0.3%Added0.4%Trimmed
80004c200(SNDK)0.2%Added0.3%Trimmed
UnitedHealth Group Inc(UNH)0.2%Added0.3%Added
Lockheed Martin Corp(LMT)0.2%Added0.2%Trimmed
JPMorgan Chase & Co(JPM)0.2%Added0.3%Added
Eli Lilly & Co(LLY)0.2%Added0.4%Added

and 147 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.

  • NVIDIA Corp(NVDA)Balyasny Asset Management LLC trimmed; AQR Capital Management LLC added
  • Apple Inc(AAPL)Balyasny Asset Management LLC trimmed; AQR Capital Management LLC added
  • Broadcom Inc(AVGO)Balyasny Asset Management LLC trimmed; AQR Capital Management LLC added
  • Alphabet Inc(GOOG)Balyasny Asset Management LLC trimmed; AQR Capital Management LLC added
  • Alphabet Inc(GOOGL)Balyasny Asset Management LLC trimmed; AQR Capital Management LLC added
  • Comfort Sys USA Inc(FIX)Balyasny Asset Management LLC added; AQR Capital Management LLC trimmed
  • Intel Corp(INTC)Balyasny Asset Management LLC added; AQR Capital Management LLC trimmed
  • Facebook Inc(META)Balyasny Asset Management LLC trimmed; AQR Capital Management LLC added
  • Seagate Technology Hldngs PL(STX)Balyasny Asset Management LLC trimmed; AQR Capital Management LLC added
  • Berkshire Hathaway Inc(BRK-B)Balyasny Asset Management LLC trimmed; AQR Capital Management LLC added
  • JB Hunt Transport Services Inc(JBHT)Balyasny Asset Management LLC trimmed; AQR Capital Management LLC added
  • Snowflake Inc(SNOW)Balyasny Asset Management LLC added; AQR Capital Management LLC trimmed
Balyasny Asset Management LLC: the recordAQR Capital Management LLC: the record

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