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← Bridgewater Associates LP, its record

Bridgewater Associates LP and T. Rowe Price Associates Inc: where the books meet

At Q2 2026, at least 30% of the two 13F books was the same, across 213 stocks both listed, against 5.6% 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%18%37%Q2 2013: 5.6%, 156 in bothQ3 2013: 5.7%, 155 in bothQ4 2013: 5.9%, 136 in bothQ1 2014: 6.8%, 175 in both14Q2 2014: 6.4%, 146 in bothQ3 2014: 5.7%, 171 in bothQ4 2014: 6.6%, 166 in bothQ1 2015: 7.1%, 158 in both15Q2 2015: 7.1%, 155 in bothQ3 2015: 11%, 175 in bothQ4 2015: 8.6%, 118 in bothQ1 2016: 8.7%, 130 in both16Q2 2016: 8.7%, 162 in bothQ3 2016: 7.2%, 144 in bothQ4 2016: 7.9%, 127 in bothQ1 2017: 5.0%, 106 in both17Q2 2017: 3.7%, 123 in bothQ3 2017: 3.6%, 108 in bothQ4 2017: 3.3%, 98 in bothQ1 2018: 4.9%, 161 in both18Q2 2018: 6.6%, 171 in bothQ3 2018: 5.0%, 135 in bothQ4 2018: 6.4%, 162 in bothQ1 2019: 3.6%, 109 in both19Q2 2019: 4.9%, 112 in bothQ3 2019: 5.6%, 127 in bothQ4 2019: 7.4%, 156 in bothQ1 2020: 6.9%, 171 in both20Q2 2020: 5.7%, 137 in bothQ3 2020: 12%, 156 in bothQ4 2020: 15%, 200 in bothQ1 2021: 14%, 153 in both21Q2 2021: 17%, 172 in bothQ3 2021: 15%, 166 in bothQ4 2021: 14%, 177 in bothQ1 2022: 20%, 223 in both22Q2 2022: 24%, 227 in bothQ3 2022: 24%, 218 in bothQ4 2022: 25%, 218 in bothQ1 2023: 25%, 189 in both23Q2 2023: 24%, 201 in bothQ3 2023: 24%, 193 in bothQ4 2023: 26%, 195 in bothQ1 2024: 35%, 200 in both24Q2 2024: 37%, 209 in bothQ3 2024: 34%, 193 in bothQ4 2024: 26%, 197 in bothQ1 2025: 26%, 192 in both25Q2 2025: 30%, 182 in bothQ3 2025: 27%, 210 in bothQ4 2025: 27%, 191 in bothQ1 2026: 31%, 198 in both26Q2 2026: 30%, 213 in both
  • Q2 2013: 5.6%, 156 in both
  • Q3 2013: 5.7%, 155 in both
  • Q4 2013: 5.9%, 136 in both
  • Q1 2014: 6.8%, 175 in both
  • Q2 2014: 6.4%, 146 in both
  • Q3 2014: 5.7%, 171 in both
  • Q4 2014: 6.6%, 166 in both
  • Q1 2015: 7.1%, 158 in both
  • Q2 2015: 7.1%, 155 in both
  • Q3 2015: 11%, 175 in both
  • Q4 2015: 8.6%, 118 in both
  • Q1 2016: 8.7%, 130 in both
  • Q2 2016: 8.7%, 162 in both
  • Q3 2016: 7.2%, 144 in both
  • Q4 2016: 7.9%, 127 in both
  • Q1 2017: 5.0%, 106 in both
  • Q2 2017: 3.7%, 123 in both
  • Q3 2017: 3.6%, 108 in both
  • Q4 2017: 3.3%, 98 in both
  • Q1 2018: 4.9%, 161 in both
  • Q2 2018: 6.6%, 171 in both
  • Q3 2018: 5.0%, 135 in both
  • Q4 2018: 6.4%, 162 in both
  • Q1 2019: 3.6%, 109 in both
  • Q2 2019: 4.9%, 112 in both
  • Q3 2019: 5.6%, 127 in both
  • Q4 2019: 7.4%, 156 in both
  • Q1 2020: 6.9%, 171 in both
  • Q2 2020: 5.7%, 137 in both
  • Q3 2020: 12%, 156 in both
  • Q4 2020: 15%, 200 in both
  • Q1 2021: 14%, 153 in both
  • Q2 2021: 17%, 172 in both
  • Q3 2021: 15%, 166 in both
  • Q4 2021: 14%, 177 in both
  • Q1 2022: 20%, 223 in both
  • Q2 2022: 24%, 227 in both
  • Q3 2022: 24%, 218 in both
  • Q4 2022: 25%, 218 in both
  • Q1 2023: 25%, 189 in both
  • Q2 2023: 24%, 201 in both
  • Q3 2023: 24%, 193 in both
  • Q4 2023: 26%, 195 in both
  • Q1 2024: 35%, 200 in both
  • Q2 2024: 37%, 209 in both
  • Q3 2024: 34%, 193 in both
  • Q4 2024: 26%, 197 in both
  • Q1 2025: 26%, 192 in both
  • Q2 2025: 30%, 182 in both
  • Q3 2025: 27%, 210 in both
  • Q4 2025: 27%, 191 in both
  • Q1 2026: 31%, 198 in both
  • Q2 2026: 30%, 213 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.

StockBridgewater Associates LPT. Rowe Price Associates Inc
Nvidia Corp(NVDA)3.2%Trimmed7.4%Trimmed
Broadcom Inc(AVGO)2.0%Trimmed3.1%Trimmed
Amazon Com Inc(AMZN)2.0%Trimmed2.6%Trimmed
Alphabet Inc(GOOGL)1.9%Trimmed3.6%Added
Advanced Micro Devices Inc(AMD)1.3%Trimmed2.1%Added
Microsoft Corp(MSFT)1.1%Trimmed3.3%Trimmed
Lam Research Corp(LRCX)1.7%Trimmed1.1%Added
Applied Matls Inc(AMAT)0.9%Trimmed0.9%Added
Johnson & Johnson(JNJ)0.7%Trimmed0.6%Added
Micron Technology Inc(MU)0.6%Trimmed1.6%Added
Amphenol Corp New(APH)0.5%Trimmed0.6%Added
Apple Inc(AAPL)0.4%Trimmed4.6%Trimmed
Lilly Eli & Co(LLY)0.4%Added1.7%Trimmed
Kla-tencor Corp(KLAC)0.4%Added0.5%Added
Asml Holding N V(ASML)0.5%Trimmed0.4%Added
Sea LTD(SE)0.5%Trimmed0.3%Added
CSX Corp(CSX)0.4%Trimmed0.3%Trimmed
Ge Vernova Inc(GEV)0.6%Trimmed0.3%Trimmed
Analog Devices Inc(ADI)0.3%Added0.3%Trimmed
Citigroup Inc(C)0.3%Trimmed0.3%Trimmed

and 193 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.

  • Alphabet Inc(GOOGL)Bridgewater Associates LP trimmed; T. Rowe Price Associates Inc added
  • Advanced Micro Devices Inc(AMD)Bridgewater Associates LP trimmed; T. Rowe Price Associates Inc added
  • Lilly Eli & Co(LLY)Bridgewater Associates LP added; T. Rowe Price Associates Inc trimmed
  • Micron Technology Inc(MU)Bridgewater Associates LP trimmed; T. Rowe Price Associates Inc added
  • Visa Inc(V)Bridgewater Associates LP added; T. Rowe Price Associates Inc trimmed
  • Lam Research Corp(LRCX)Bridgewater Associates LP trimmed; T. Rowe Price Associates Inc added
  • Applied Matls Inc(AMAT)Bridgewater Associates LP trimmed; T. Rowe Price Associates Inc added
  • Caterpillar Inc Del(CAT)Bridgewater Associates LP trimmed; T. Rowe Price Associates Inc added
  • Johnson & Johnson(JNJ)Bridgewater Associates LP trimmed; T. Rowe Price Associates Inc added
  • Amphenol Corp New(APH)Bridgewater Associates LP trimmed; T. Rowe Price Associates Inc added
  • Taiwan Semiconductor MFG LTD(TSM)Bridgewater Associates LP trimmed; T. Rowe Price Associates Inc added
  • Chubb Limited(CB)Bridgewater Associates LP added; T. Rowe Price Associates Inc trimmed
Bridgewater Associates LP: the recordT. Rowe Price Associates Inc: the record

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