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Balyasny Asset Management LLC and Invesco Ltd: where the books meet

At Q2 2026, at least 20% of the two 13F books was the same, across 183 stocks both listed, against 16% 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%13%26%Q2 2013: 16%, 145 in bothQ3 2013: 14%, 123 in bothQ4 2013: 14%, 103 in bothQ1 2014: 12%, 126 in both14Q2 2014: 14%, 111 in bothQ3 2014: 14%, 117 in bothQ4 2014: 14%, 117 in bothQ1 2015: 18%, 124 in both15Q2 2015: 18%, 134 in bothQ3 2015: 22%, 165 in bothQ4 2015: 22%, 151 in bothQ1 2016: 18%, 152 in both16Q2 2016: 17%, 158 in bothQ3 2016: 22%, 183 in bothQ4 2016: 18%, 163 in bothQ1 2017: 20%, 182 in both17Q2 2017: 23%, 175 in bothQ3 2017: 26%, 178 in bothQ4 2017: 25%, 195 in bothQ1 2018: 21%, 181 in both18Q2 2018: 19%, 179 in bothQ3 2018: 20%, 173 in bothQ4 2018: 23%, 188 in bothQ1 2019: 21%, 189 in both19Q2 2019: 20%, 168 in bothQ3 2019: 22%, 174 in bothQ4 2019: 21%, 161 in bothQ1 2020: 21%, 156 in both20Q2 2020: 22%, 162 in bothQ3 2020: 21%, 162 in bothQ4 2020: 24%, 177 in bothQ1 2021: 20%, 159 in both21Q2 2021: 19%, 160 in bothQ3 2021: 20%, 157 in bothQ4 2021: 19%, 159 in bothQ1 2022: 18%, 155 in both22Q2 2022: 19%, 167 in bothQ3 2022: 19%, 165 in bothQ4 2022: 21%, 171 in bothQ1 2023: 22%, 180 in both23Q2 2023: 25%, 195 in bothQ3 2023: 23%, 188 in bothQ4 2023: 18%, 158 in bothQ1 2024: 22%, 178 in both24Q2 2024: 20%, 163 in bothQ3 2024: 19%, 161 in bothQ4 2024: 20%, 167 in bothQ1 2025: 22%, 176 in both25Q2 2025: 23%, 178 in bothQ3 2025: 22%, 173 in bothQ4 2025: 20%, 169 in bothQ1 2026: 21%, 181 in both26Q2 2026: 20%, 183 in both
  • Q2 2013: 16%, 145 in both
  • Q3 2013: 14%, 123 in both
  • Q4 2013: 14%, 103 in both
  • Q1 2014: 12%, 126 in both
  • Q2 2014: 14%, 111 in both
  • Q3 2014: 14%, 117 in both
  • Q4 2014: 14%, 117 in both
  • Q1 2015: 18%, 124 in both
  • Q2 2015: 18%, 134 in both
  • Q3 2015: 22%, 165 in both
  • Q4 2015: 22%, 151 in both
  • Q1 2016: 18%, 152 in both
  • Q2 2016: 17%, 158 in both
  • Q3 2016: 22%, 183 in both
  • Q4 2016: 18%, 163 in both
  • Q1 2017: 20%, 182 in both
  • Q2 2017: 23%, 175 in both
  • Q3 2017: 26%, 178 in both
  • Q4 2017: 25%, 195 in both
  • Q1 2018: 21%, 181 in both
  • Q2 2018: 19%, 179 in both
  • Q3 2018: 20%, 173 in both
  • Q4 2018: 23%, 188 in both
  • Q1 2019: 21%, 189 in both
  • Q2 2019: 20%, 168 in both
  • Q3 2019: 22%, 174 in both
  • Q4 2019: 21%, 161 in both
  • Q1 2020: 21%, 156 in both
  • Q2 2020: 22%, 162 in both
  • Q3 2020: 21%, 162 in both
  • Q4 2020: 24%, 177 in both
  • Q1 2021: 20%, 159 in both
  • Q2 2021: 19%, 160 in both
  • Q3 2021: 20%, 157 in both
  • Q4 2021: 19%, 159 in both
  • Q1 2022: 18%, 155 in both
  • Q2 2022: 19%, 167 in both
  • Q3 2022: 19%, 165 in both
  • Q4 2022: 21%, 171 in both
  • Q1 2023: 22%, 180 in both
  • Q2 2023: 25%, 195 in both
  • Q3 2023: 23%, 188 in both
  • Q4 2023: 18%, 158 in both
  • Q1 2024: 22%, 178 in both
  • Q2 2024: 20%, 163 in both
  • Q3 2024: 19%, 161 in both
  • Q4 2024: 20%, 167 in both
  • Q1 2025: 22%, 176 in both
  • Q2 2025: 23%, 178 in both
  • Q3 2025: 22%, 173 in both
  • Q4 2025: 20%, 169 in both
  • Q1 2026: 21%, 181 in both
  • Q2 2026: 20%, 183 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 LLCInvesco Ltd
Amazon.com Inc(AMZN)1.4%Added2.7%Added
NVIDIA Corp(NVDA)0.8%Trimmed5.2%Added
Texas Instruments Inc(TXN)0.6%Added0.9%Added
Alphabet Inc(GOOGL)0.5%Trimmed2.6%Added
Apple Inc(AAPL)0.5%Trimmed4.3%Added
Facebook Inc(META)0.4%Trimmed1.7%Added
Advanced Micro Devices Inc(AMD)0.4%Added2.4%Added
Costco Wholesale Corp(COST)0.4%Added1.0%Added
Seagate Technology Hldngs PL(STX)0.3%Trimmed0.6%Added
Alphabet Inc(GOOG)0.3%Trimmed1.8%Added
ASML Holding NV(ASML)0.3%Added0.5%Added
Microsoft Corp(MSFT)0.3%Added3.0%Added
Datadog Inc(DDOG)0.3%Trimmed0.3%Added
SanDisk Corp(SNDK)0.2%Added1.0%Added
JPMorgan Chase & Co(JPM)0.2%Added0.3%Added
Eli Lilly & Co(LLY)0.2%Added0.4%Added
Tesla Motors Inc(TSLA)0.2%Added1.8%Added
UnitedHealth Group Inc(UNH)0.2%Added0.2%Added
Mondelez International Inc(MDLZ)0.4%Added0.2%Trimmed
Exxon Mobil Corp(XOM)0.2%Added0.2%Trimmed

and 163 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; Invesco Ltd added
  • Apple Inc(AAPL)Balyasny Asset Management LLC trimmed; Invesco Ltd added
  • Micron Technology Inc(MU)Balyasny Asset Management LLC trimmed; Invesco Ltd added
  • Alphabet Inc(GOOGL)Balyasny Asset Management LLC trimmed; Invesco Ltd added
  • Alphabet Inc(GOOG)Balyasny Asset Management LLC trimmed; Invesco Ltd added
  • Facebook Inc(META)Balyasny Asset Management LLC trimmed; Invesco Ltd added
  • Applied Materials Inc(AMAT)Balyasny Asset Management LLC trimmed; Invesco Ltd added
  • Netflix Inc(NFLX)Balyasny Asset Management LLC trimmed; Invesco Ltd added
  • Western Digital Corp(WDC)Balyasny Asset Management LLC trimmed; Invesco Ltd added
  • Seagate Technology Hldngs PL(STX)Balyasny Asset Management LLC trimmed; Invesco Ltd added
  • Crowdstrike HLDGS Inc(CRWD)Balyasny Asset Management LLC trimmed; Invesco Ltd added
  • Gilead Sciences Inc(GILD)Balyasny Asset Management LLC added; Invesco Ltd trimmed
Balyasny Asset Management LLC: the recordInvesco Ltd: the record

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