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← Balyasny Asset Management LLC, its record

Balyasny Asset Management LLC and Fidelity (FMR LLC): where the books meet

At Q2 2026, at least 21% of the two 13F books was the same, across 175 stocks both listed, against 15% 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%24%Q2 2013: 15%, 143 in bothQ3 2013: 15%, 128 in bothQ4 2013: 14%, 110 in bothQ1 2014: 13%, 149 in both14Q2 2014: 14%, 119 in bothQ3 2014: 13%, 115 in bothQ4 2014: 14%, 119 in bothQ1 2015: 18%, 135 in both15Q2 2015: 20%, 138 in bothQ3 2015: 24%, 164 in bothQ4 2015: 23%, 160 in bothQ1 2016: 19%, 160 in both16Q2 2016: 20%, 177 in bothQ3 2016: 23%, 193 in bothQ4 2016: 20%, 169 in bothQ1 2017: 19%, 164 in both17Q2 2017: 24%, 179 in bothQ3 2017: 23%, 159 in bothQ4 2017: 24%, 189 in bothQ1 2018: 19%, 161 in both18Q2 2018: 18%, 172 in bothQ3 2018: 18%, 172 in bothQ4 2018: 21%, 166 in bothQ1 2019: 19%, 176 in both19Q2 2019: 19%, 165 in bothQ3 2019: 20%, 166 in bothQ4 2019: 20%, 160 in bothQ1 2020: 20%, 143 in both20Q2 2020: 19%, 154 in bothQ3 2020: 19%, 158 in bothQ4 2020: 22%, 164 in bothQ1 2021: 18%, 155 in both21Q2 2021: 18%, 154 in bothQ3 2021: 16%, 144 in bothQ4 2021: 15%, 138 in bothQ1 2022: 14%, 142 in both22Q2 2022: 16%, 146 in bothQ3 2022: 17%, 156 in bothQ4 2022: 17%, 152 in bothQ1 2023: 17%, 156 in both23Q2 2023: 20%, 171 in bothQ3 2023: 17%, 165 in bothQ4 2023: 16%, 149 in bothQ1 2024: 19%, 169 in both24Q2 2024: 17%, 153 in bothQ3 2024: 16%, 156 in bothQ4 2024: 18%, 160 in bothQ1 2025: 18%, 163 in both25Q2 2025: 19%, 168 in bothQ3 2025: 18%, 156 in bothQ4 2025: 20%, 170 in bothQ1 2026: 19%, 169 in both26Q2 2026: 21%, 175 in both
  • Q2 2013: 15%, 143 in both
  • Q3 2013: 15%, 128 in both
  • Q4 2013: 14%, 110 in both
  • Q1 2014: 13%, 149 in both
  • Q2 2014: 14%, 119 in both
  • Q3 2014: 13%, 115 in both
  • Q4 2014: 14%, 119 in both
  • Q1 2015: 18%, 135 in both
  • Q2 2015: 20%, 138 in both
  • Q3 2015: 24%, 164 in both
  • Q4 2015: 23%, 160 in both
  • Q1 2016: 19%, 160 in both
  • Q2 2016: 20%, 177 in both
  • Q3 2016: 23%, 193 in both
  • Q4 2016: 20%, 169 in both
  • Q1 2017: 19%, 164 in both
  • Q2 2017: 24%, 179 in both
  • Q3 2017: 23%, 159 in both
  • Q4 2017: 24%, 189 in both
  • Q1 2018: 19%, 161 in both
  • Q2 2018: 18%, 172 in both
  • Q3 2018: 18%, 172 in both
  • Q4 2018: 21%, 166 in both
  • Q1 2019: 19%, 176 in both
  • Q2 2019: 19%, 165 in both
  • Q3 2019: 20%, 166 in both
  • Q4 2019: 20%, 160 in both
  • Q1 2020: 20%, 143 in both
  • Q2 2020: 19%, 154 in both
  • Q3 2020: 19%, 158 in both
  • Q4 2020: 22%, 164 in both
  • Q1 2021: 18%, 155 in both
  • Q2 2021: 18%, 154 in both
  • Q3 2021: 16%, 144 in both
  • Q4 2021: 15%, 138 in both
  • Q1 2022: 14%, 142 in both
  • Q2 2022: 16%, 146 in both
  • Q3 2022: 17%, 156 in both
  • Q4 2022: 17%, 152 in both
  • Q1 2023: 17%, 156 in both
  • Q2 2023: 20%, 171 in both
  • Q3 2023: 17%, 165 in both
  • Q4 2023: 16%, 149 in both
  • Q1 2024: 19%, 169 in both
  • Q2 2024: 17%, 153 in both
  • Q3 2024: 16%, 156 in both
  • Q4 2024: 18%, 160 in both
  • Q1 2025: 18%, 163 in both
  • Q2 2025: 19%, 168 in both
  • Q3 2025: 18%, 156 in both
  • Q4 2025: 20%, 170 in both
  • Q1 2026: 19%, 169 in both
  • Q2 2026: 21%, 175 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 LLCFidelity (FMR LLC)
Amazon.com Inc(AMZN)1.4%Added3.8%Added
NVIDIA Corp(NVDA)0.8%Trimmed8.9%Added
Space Exploration Techn Corp(SPCX)0.7%New2.2%New
Alphabet Inc(GOOGL)0.5%Trimmed3.9%Added
Apple Inc(AAPL)0.5%Trimmed4.1%Added
Facebook Inc(META)0.4%Trimmed2.3%Trimmed
Advanced Micro Devices Inc(AMD)0.4%Added0.6%Added
Amphenol Corp(APH)0.3%Added0.5%Trimmed
Seagate Technology Hldngs PL(STX)0.3%Trimmed0.3%Trimmed
Alphabet Inc(GOOG)0.3%Trimmed1.9%Added
ASML Holding NV(ASML)0.3%Added0.5%Added
Thermo Fisher Scientific Inc(TMO)0.3%Trimmed0.3%Added
Microsoft Corp(MSFT)0.3%Added3.0%Trimmed
Taiwan Semiconductor Manufacturing Co Ltd(TSM)0.3%Added1.2%Trimmed
Costco Wholesale Corp(COST)0.4%Added0.3%Trimmed
SanDisk Corp(SNDK)0.2%Added0.8%Trimmed
Exxon Mobil Corp(XOM)0.2%Added0.8%Trimmed
Home Depot Inc/The(HD)0.2%Added0.3%Added
UnitedHealth Group Inc(UNH)0.2%Added0.5%Added
JPMorgan Chase & Co(JPM)0.2%Added0.4%Trimmed

and 155 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; Fidelity (FMR LLC) added
  • Apple Inc(AAPL)Balyasny Asset Management LLC trimmed; Fidelity (FMR LLC) added
  • Alphabet Inc(GOOGL)Balyasny Asset Management LLC trimmed; Fidelity (FMR LLC) added
  • Microsoft Corp(MSFT)Balyasny Asset Management LLC added; Fidelity (FMR LLC) trimmed
  • Broadcom Inc(AVGO)Balyasny Asset Management LLC trimmed; Fidelity (FMR LLC) added
  • Alphabet Inc(GOOG)Balyasny Asset Management LLC trimmed; Fidelity (FMR LLC) added
  • Taiwan Semiconductor Manufacturing Co Ltd(TSM)Balyasny Asset Management LLC added; Fidelity (FMR LLC) trimmed
  • Exxon Mobil Corp(XOM)Balyasny Asset Management LLC added; Fidelity (FMR LLC) trimmed
  • SanDisk Corp(SNDK)Balyasny Asset Management LLC added; Fidelity (FMR LLC) trimmed
  • Wells Fargo & Co(WFC)Balyasny Asset Management LLC started; Fidelity (FMR LLC) trimmed
  • Amphenol Corp(APH)Balyasny Asset Management LLC added; Fidelity (FMR LLC) trimmed
  • Ciena Corp(CIEN)Balyasny Asset Management LLC added; Fidelity (FMR LLC) trimmed
Balyasny Asset Management LLC: the recordFidelity (FMR LLC): the record

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