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Balyasny Asset Management LLC and Neuberger Berman Group LLC: where the books meet

At Q2 2026, at least 22% of the two 13F books was the same, across 154 stocks both listed, against 14% 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%11%22%Q2 2013: 14%, 113 in bothQ3 2013: 12%, 91 in bothQ4 2013: 13%, 100 in bothQ1 2014: 11%, 95 in both14Q2 2014: 12%, 83 in bothQ3 2014: 12%, 95 in bothQ4 2014: 11%, 91 in bothQ1 2015: 12%, 98 in both15Q2 2015: 14%, 105 in bothQ3 2015: 18%, 120 in bothQ4 2015: 18%, 131 in bothQ1 2016: 15%, 124 in both16Q2 2016: 15%, 125 in bothQ3 2016: 19%, 148 in bothQ4 2016: 17%, 119 in bothQ1 2017: 18%, 135 in both17Q2 2017: 20%, 132 in bothQ3 2017: 21%, 140 in bothQ4 2017: 19%, 153 in bothQ1 2018: 15%, 131 in both18Q2 2018: 16%, 136 in bothQ3 2018: 16%, 137 in bothQ4 2018: 18%, 140 in bothQ1 2019: 19%, 145 in both19Q2 2019: 15%, 122 in bothQ3 2019: 18%, 135 in bothQ4 2019: 18%, 137 in bothQ1 2020: 18%, 131 in both20Q2 2020: 19%, 128 in bothQ3 2020: 19%, 138 in bothQ4 2020: 20%, 153 in bothQ1 2021: 17%, 132 in both21Q2 2021: 18%, 130 in bothQ3 2021: 17%, 126 in bothQ4 2021: 16%, 125 in bothQ1 2022: 15%, 125 in both22Q2 2022: 17%, 133 in bothQ3 2022: 16%, 133 in bothQ4 2022: 16%, 135 in bothQ1 2023: 16%, 139 in both23Q2 2023: 20%, 156 in bothQ3 2023: 18%, 146 in bothQ4 2023: 16%, 129 in bothQ1 2024: 18%, 144 in both24Q2 2024: 17%, 139 in bothQ3 2024: 15%, 126 in bothQ4 2024: 16%, 134 in bothQ1 2025: 19%, 142 in both25Q2 2025: 19%, 145 in bothQ3 2025: 20%, 138 in bothQ4 2025: 22%, 156 in bothQ1 2026: 20%, 155 in both26Q2 2026: 22%, 154 in both
  • Q2 2013: 14%, 113 in both
  • Q3 2013: 12%, 91 in both
  • Q4 2013: 13%, 100 in both
  • Q1 2014: 11%, 95 in both
  • Q2 2014: 12%, 83 in both
  • Q3 2014: 12%, 95 in both
  • Q4 2014: 11%, 91 in both
  • Q1 2015: 12%, 98 in both
  • Q2 2015: 14%, 105 in both
  • Q3 2015: 18%, 120 in both
  • Q4 2015: 18%, 131 in both
  • Q1 2016: 15%, 124 in both
  • Q2 2016: 15%, 125 in both
  • Q3 2016: 19%, 148 in both
  • Q4 2016: 17%, 119 in both
  • Q1 2017: 18%, 135 in both
  • Q2 2017: 20%, 132 in both
  • Q3 2017: 21%, 140 in both
  • Q4 2017: 19%, 153 in both
  • Q1 2018: 15%, 131 in both
  • Q2 2018: 16%, 136 in both
  • Q3 2018: 16%, 137 in both
  • Q4 2018: 18%, 140 in both
  • Q1 2019: 19%, 145 in both
  • Q2 2019: 15%, 122 in both
  • Q3 2019: 18%, 135 in both
  • Q4 2019: 18%, 137 in both
  • Q1 2020: 18%, 131 in both
  • Q2 2020: 19%, 128 in both
  • Q3 2020: 19%, 138 in both
  • Q4 2020: 20%, 153 in both
  • Q1 2021: 17%, 132 in both
  • Q2 2021: 18%, 130 in both
  • Q3 2021: 17%, 126 in both
  • Q4 2021: 16%, 125 in both
  • Q1 2022: 15%, 125 in both
  • Q2 2022: 17%, 133 in both
  • Q3 2022: 16%, 133 in both
  • Q4 2022: 16%, 135 in both
  • Q1 2023: 16%, 139 in both
  • Q2 2023: 20%, 156 in both
  • Q3 2023: 18%, 146 in both
  • Q4 2023: 16%, 129 in both
  • Q1 2024: 18%, 144 in both
  • Q2 2024: 17%, 139 in both
  • Q3 2024: 15%, 126 in both
  • Q4 2024: 16%, 134 in both
  • Q1 2025: 19%, 142 in both
  • Q2 2025: 19%, 145 in both
  • Q3 2025: 20%, 138 in both
  • Q4 2025: 22%, 156 in both
  • Q1 2026: 20%, 155 in both
  • Q2 2026: 22%, 154 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 LLCNeuberger Berman Group LLC
Amazon.com Inc(AMZN)1.4%Added3.1%Added
NVIDIA Corp(NVDA)0.8%Trimmed4.1%Added
iShares Core S&P 500 ETF(IVV)0.7%New1.3%Added
Alphabet Inc(GOOGL)0.5%Trimmed2.4%Added
Apple Inc(AAPL)0.5%Trimmed3.3%Added
Facebook Inc(META)0.4%Trimmed0.9%Added
Advanced Micro Devices Inc(AMD)0.4%Added0.6%Trimmed
Costco Wholesale Corp(COST)0.4%Added0.5%Trimmed
Texas Instruments Inc(TXN)0.6%Added0.4%Added
Amphenol Corp(APH)0.3%Added0.7%Added
Alphabet Inc(GOOG)0.3%Trimmed2.1%Added
ASML Holding NV(ASML)0.3%Added1.0%Added
Microsoft Corp(MSFT)0.3%Added2.6%Trimmed
Taiwan Semiconductor Manufacturing Co Ltd(TSM)0.3%Added0.4%Trimmed
Berkshire Hathaway Inc(BRK-B)0.3%Trimmed0.6%Added
SanDisk Corp(SNDK)0.2%Added0.3%Trimmed
Exxon Mobil Corp(XOM)0.2%Added0.6%Trimmed
Home Depot Inc/The(HD)0.2%Added0.9%Trimmed
UnitedHealth Group Inc(UNH)0.2%Added0.3%Added
Raytheon Technologies Corp(RTX)0.3%Trimmed0.2%Added

and 134 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; Neuberger Berman Group LLC added
  • Apple Inc(AAPL)Balyasny Asset Management LLC trimmed; Neuberger Berman Group LLC added
  • Microsoft Corp(MSFT)Balyasny Asset Management LLC added; Neuberger Berman Group LLC trimmed
  • Alphabet Inc(GOOGL)Balyasny Asset Management LLC trimmed; Neuberger Berman Group LLC added
  • Alphabet Inc(GOOG)Balyasny Asset Management LLC trimmed; Neuberger Berman Group LLC added
  • Eli Lilly & Co(LLY)Balyasny Asset Management LLC added; Neuberger Berman Group LLC trimmed
  • Facebook Inc(META)Balyasny Asset Management LLC trimmed; Neuberger Berman Group LLC added
  • Home Depot Inc/The(HD)Balyasny Asset Management LLC added; Neuberger Berman Group LLC trimmed
  • Nextera Energy Inc(NEE)Balyasny Asset Management LLC added; Neuberger Berman Group LLC trimmed
  • Johnson & Johnson(JNJ)Balyasny Asset Management LLC trimmed; Neuberger Berman Group LLC added
  • Berkshire Hathaway Inc(BRK-B)Balyasny Asset Management LLC trimmed; Neuberger Berman Group LLC added
  • Intel Corp(INTC)Balyasny Asset Management LLC added; Neuberger Berman Group LLC trimmed
Balyasny Asset Management LLC: the recordNeuberger Berman Group LLC: the record

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