Bridgewater Associates LP and Man Group PLC: where the books meet
At Q2 2026, at least 30% of the two 13F books was the same, across 217 stocks both listed, against 7.1% at Q1 2018. 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.
- Q1 2018: 7.1%, 137 in both
- Q2 2018: 8.3%, 140 in both
- Q3 2018: 7.0%, 125 in both
- Q4 2018: 10%, 151 in both
- Q1 2019: 7.0%, 136 in both
- Q2 2019: 7.7%, 108 in both
- Q3 2019: 9.2%, 129 in both
- Q4 2019: 8.9%, 162 in both
- Q1 2020: 7.7%, 163 in both
- Q2 2020: 7.2%, 111 in both
- Q3 2020: 14%, 152 in both
- Q4 2020: 16%, 188 in both
- Q1 2021: 18%, 181 in both
- Q2 2021: 22%, 211 in both
- Q3 2021: 17%, 177 in both
- Q4 2021: 18%, 191 in both
- Q1 2022: 21%, 229 in both
- Q2 2022: 23%, 222 in both
- Q3 2022: 21%, 201 in both
- Q4 2022: 24%, 223 in both
- Q1 2023: 23%, 207 in both
- Q2 2023: 25%, 213 in both
- Q3 2023: 24%, 206 in both
- Q4 2023: 25%, 206 in both
- Q1 2024: 30%, 227 in both
- Q2 2024: 31%, 222 in both
- Q3 2024: 31%, 202 in both
- Q4 2024: 28%, 211 in both
- Q1 2025: 28%, 209 in both
- Q2 2025: 33%, 202 in both
- Q3 2025: 33%, 224 in both
- Q4 2025: 33%, 222 in both
- Q1 2026: 28%, 196 in both
- Q2 2026: 30%, 217 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.
| Stock | Bridgewater Associates LP | Man Group PLC |
|---|---|---|
| Nvidia Corp(NVDA) | 3.2%Trimmed | 3.5%Added |
| Amazon Com Inc(AMZN) | 2.0%Trimmed | 1.7%Added |
| Alphabet Inc(GOOGL) | 1.9%Trimmed | 1.4%Trimmed |
| Spdr S&P 500 Etf Trust(SPY) | 16%Added | 1.4%New |
| Broadcom Inc(AVGO) | 2.0%Trimmed | 1.3%Trimmed |
| Microsoft Corp(MSFT) | 1.1%Trimmed | 1.6%Trimmed |
| Advanced Micro Devices Inc(AMD) | 1.3%Trimmed | 0.7%Trimmed |
| Micron Technology Inc(MU) | 0.6%Trimmed | 0.9%Trimmed |
| Lam Research Corp(LRCX) | 1.7%Trimmed | 0.5%Trimmed |
| Applied Matls Inc(AMAT) | 0.9%Trimmed | 0.5%Trimmed |
| Amphenol Corp New(APH) | 0.5%Trimmed | 0.7%Added |
| Apple Inc(AAPL) | 0.4%Trimmed | 3.0%Added |
| Lilly Eli & Co(LLY) | 0.4%Added | 0.8%Trimmed |
| Kla-tencor Corp(KLAC) | 0.4%Added | 0.4%Added |
| Te Connectivity PLC(TEL) | 0.4%Added | 0.6%Trimmed |
| NXP Semiconductors N V(NXPI) | 0.4%Added | 0.3%Trimmed |
| Pg&e Corp(PCG) | 0.4%Added | 0.3%Trimmed |
| Citigroup Inc(C) | 0.3%Trimmed | 0.6%Added |
| Analog Devices Inc(ADI) | 0.3%Added | 0.3%Added |
| Facebook Inc(META) | 0.3%Trimmed | 0.8%Trimmed |
and 197 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)Bridgewater Associates LP trimmed; Man Group PLC added
- Apple Inc(AAPL)Bridgewater Associates LP trimmed; Man Group PLC added
- Amazon Com Inc(AMZN)Bridgewater Associates LP trimmed; Man Group PLC added
- Lilly Eli & Co(LLY)Bridgewater Associates LP added; Man Group PLC trimmed
- Amphenol Corp New(APH)Bridgewater Associates LP trimmed; Man Group PLC added
- Costco WHSL Corp New(COST)Bridgewater Associates LP trimmed; Man Group PLC added
- Te Connectivity PLC(TEL)Bridgewater Associates LP added; Man Group PLC trimmed
- Citigroup Inc(C)Bridgewater Associates LP trimmed; Man Group PLC added
- JPMorgan Chase & Co(JPM)Bridgewater Associates LP started; Man Group PLC trimmed
- Bank of America Corporation(BAC)Bridgewater Associates LP trimmed; Man Group PLC added
- Newmont Mining Corp(NEM)Bridgewater Associates LP added; Man Group PLC trimmed
- Cardinal Health Inc(CAH)Bridgewater Associates LP added; Man Group PLC trimmed
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