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← Balyasny Asset Management LLC, its record

Balyasny Asset Management LLC and Wellington Management Group LLP: where the books meet

At Q2 2026, at least 20% of the two 13F books was the same, across 162 stocks both listed, against 13% 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: 13%, 132 in bothQ3 2013: 14%, 113 in bothQ4 2013: 13%, 110 in bothQ1 2014: 12%, 121 in both14Q2 2014: 14%, 115 in bothQ3 2014: 13%, 112 in bothQ4 2014: 13%, 117 in bothQ1 2015: 17%, 126 in both15Q2 2015: 16%, 127 in bothQ3 2015: 21%, 148 in bothQ4 2015: 21%, 149 in bothQ1 2016: 18%, 156 in both16Q2 2016: 19%, 154 in bothQ3 2016: 24%, 177 in bothQ4 2016: 19%, 149 in bothQ1 2017: 19%, 163 in both17Q2 2017: 22%, 158 in bothQ3 2017: 22%, 153 in bothQ4 2017: 23%, 169 in bothQ1 2018: 21%, 167 in both18Q2 2018: 18%, 150 in bothQ3 2018: 18%, 147 in bothQ4 2018: 22%, 168 in bothQ1 2019: 19%, 158 in both19Q2 2019: 18%, 133 in bothQ3 2019: 20%, 156 in bothQ4 2019: 23%, 159 in bothQ1 2020: 20%, 153 in both20Q2 2020: 19%, 136 in bothQ3 2020: 18%, 129 in bothQ4 2020: 21%, 142 in bothQ1 2021: 18%, 140 in both21Q2 2021: 19%, 140 in bothQ3 2021: 17%, 133 in bothQ4 2021: 15%, 134 in bothQ1 2022: 15%, 130 in both22Q2 2022: 16%, 151 in bothQ3 2022: 16%, 143 in bothQ4 2022: 17%, 145 in bothQ1 2023: 17%, 149 in both23Q2 2023: 20%, 165 in bothQ3 2023: 17%, 160 in bothQ4 2023: 15%, 135 in bothQ1 2024: 16%, 145 in both24Q2 2024: 18%, 151 in bothQ3 2024: 15%, 141 in bothQ4 2024: 17%, 154 in bothQ1 2025: 19%, 154 in both25Q2 2025: 21%, 173 in bothQ3 2025: 20%, 162 in bothQ4 2025: 21%, 171 in bothQ1 2026: 20%, 168 in both26Q2 2026: 20%, 162 in both
  • Q2 2013: 13%, 132 in both
  • Q3 2013: 14%, 113 in both
  • Q4 2013: 13%, 110 in both
  • Q1 2014: 12%, 121 in both
  • Q2 2014: 14%, 115 in both
  • Q3 2014: 13%, 112 in both
  • Q4 2014: 13%, 117 in both
  • Q1 2015: 17%, 126 in both
  • Q2 2015: 16%, 127 in both
  • Q3 2015: 21%, 148 in both
  • Q4 2015: 21%, 149 in both
  • Q1 2016: 18%, 156 in both
  • Q2 2016: 19%, 154 in both
  • Q3 2016: 24%, 177 in both
  • Q4 2016: 19%, 149 in both
  • Q1 2017: 19%, 163 in both
  • Q2 2017: 22%, 158 in both
  • Q3 2017: 22%, 153 in both
  • Q4 2017: 23%, 169 in both
  • Q1 2018: 21%, 167 in both
  • Q2 2018: 18%, 150 in both
  • Q3 2018: 18%, 147 in both
  • Q4 2018: 22%, 168 in both
  • Q1 2019: 19%, 158 in both
  • Q2 2019: 18%, 133 in both
  • Q3 2019: 20%, 156 in both
  • Q4 2019: 23%, 159 in both
  • Q1 2020: 20%, 153 in both
  • Q2 2020: 19%, 136 in both
  • Q3 2020: 18%, 129 in both
  • Q4 2020: 21%, 142 in both
  • Q1 2021: 18%, 140 in both
  • Q2 2021: 19%, 140 in both
  • Q3 2021: 17%, 133 in both
  • Q4 2021: 15%, 134 in both
  • Q1 2022: 15%, 130 in both
  • Q2 2022: 16%, 151 in both
  • Q3 2022: 16%, 143 in both
  • Q4 2022: 17%, 145 in both
  • Q1 2023: 17%, 149 in both
  • Q2 2023: 20%, 165 in both
  • Q3 2023: 17%, 160 in both
  • Q4 2023: 15%, 135 in both
  • Q1 2024: 16%, 145 in both
  • Q2 2024: 18%, 151 in both
  • Q3 2024: 15%, 141 in both
  • Q4 2024: 17%, 154 in both
  • Q1 2025: 19%, 154 in both
  • Q2 2025: 21%, 173 in both
  • Q3 2025: 20%, 162 in both
  • Q4 2025: 21%, 171 in both
  • Q1 2026: 20%, 168 in both
  • Q2 2026: 20%, 162 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 LLCWellington Management Group LLP
Amazon.com Inc(AMZN)1.4%Added2.3%Trimmed
NVIDIA Corp(NVDA)0.8%Trimmed4.2%Trimmed
Texas Instruments Inc(TXN)0.6%Added0.7%Trimmed
Alphabet Inc(GOOGL)0.5%Trimmed2.7%Trimmed
Apple Inc(AAPL)0.5%Trimmed3.0%Trimmed
Facebook Inc(META)0.4%Trimmed0.7%Trimmed
Blackrock Inc(BLK)0.4%Added0.7%Added
Advanced Micro Devices Inc(AMD)0.4%Added0.9%Added
Huntington Bancshares Inc/OH(HBAN)0.3%Added0.4%Trimmed
Amphenol Corp(APH)0.3%Added0.5%Added
Seagate Technology Hldngs PL(STX)0.3%Trimmed0.4%Added
Alphabet Inc(GOOG)0.3%Trimmed1.0%Added
ASML Holding NV(ASML)0.3%Added0.3%Added
Microsoft Corp(MSFT)0.3%Added3.1%Trimmed
Taiwan Semiconductor Manufacturing Co Ltd(TSM)0.3%Added0.5%Trimmed
Berkshire Hathaway Inc(BRK-B)0.3%Trimmed0.3%Added
SanDisk Corp(SNDK)0.2%Added0.4%Added
Exxon Mobil Corp(XOM)0.2%Added0.4%Trimmed
Home Depot Inc/The(HD)0.2%Added0.5%Trimmed
Spotify Technology S A(SPOT)0.3%Added0.2%Trimmed

and 142 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)Balyasny Asset Management LLC trimmed; Wellington Management Group LLP added
  • Microsoft Corp(MSFT)Balyasny Asset Management LLC added; Wellington Management Group LLP trimmed
  • Eli Lilly & Co(LLY)Balyasny Asset Management LLC added; Wellington Management Group LLP trimmed
  • Amazon.com Inc(AMZN)Balyasny Asset Management LLC added; Wellington Management Group LLP trimmed
  • Alphabet Inc(GOOG)Balyasny Asset Management LLC trimmed; Wellington Management Group LLP added
  • Micron Technology Inc(MU)Balyasny Asset Management LLC trimmed; Wellington Management Group LLP added
  • Johnson & Johnson(JNJ)Balyasny Asset Management LLC trimmed; Wellington Management Group LLP added
  • Texas Instruments Inc(TXN)Balyasny Asset Management LLC added; Wellington Management Group LLP trimmed
  • Wells Fargo & Co(WFC)Balyasny Asset Management LLC started; Wellington Management Group LLP trimmed
  • Taiwan Semiconductor Manufacturing Co Ltd(TSM)Balyasny Asset Management LLC added; Wellington Management Group LLP trimmed
  • Home Depot Inc/The(HD)Balyasny Asset Management LLC added; Wellington Management Group LLP trimmed
  • Linde PLC(LIN)Balyasny Asset Management LLC added; Wellington Management Group LLP trimmed
Balyasny Asset Management LLC: the recordWellington Management Group LLP: the record

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