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← D. E. Shaw & Co., its record

D. E. Shaw & Co. and AQR Capital Management LLC: where the books meet

At Q2 2026, at least 27% of the two 13F books was the same, across 179 stocks both listed, against 22% 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%16%32%Q2 2013: 22%, 149 in bothQ3 2013: 19%, 135 in bothQ4 2013: 21%, 160 in bothQ1 2014: 23%, 167 in both14Q2 2014: 21%, 153 in bothQ3 2014: 21%, 156 in bothQ4 2014: 22%, 158 in bothQ1 2015: 23%, 179 in both15Q2 2015: 24%, 192 in bothQ3 2015: 25%, 190 in bothQ4 2015: 23%, 182 in bothQ1 2016: 24%, 187 in both16Q2 2016: 23%, 184 in bothQ3 2016: 24%, 180 in bothQ4 2016: 23%, 177 in bothQ1 2017: 26%, 194 in both17Q2 2017: 27%, 200 in bothQ3 2017: 27%, 189 in bothQ4 2017: 26%, 193 in bothQ1 2018: 27%, 204 in both18Q2 2018: 26%, 197 in bothQ3 2018: 25%, 183 in bothQ4 2018: 25%, 185 in bothQ1 2019: 29%, 200 in both19Q2 2019: 30%, 210 in bothQ3 2019: 29%, 197 in bothQ4 2019: 27%, 177 in bothQ1 2020: 31%, 191 in both20Q2 2020: 31%, 175 in bothQ3 2020: 28%, 174 in bothQ4 2020: 25%, 163 in bothQ1 2021: 27%, 174 in both21Q2 2021: 24%, 151 in bothQ3 2021: 21%, 142 in bothQ4 2021: 19%, 137 in bothQ1 2022: 22%, 156 in both22Q2 2022: 23%, 151 in bothQ3 2022: 22%, 143 in bothQ4 2022: 22%, 139 in bothQ1 2023: 22%, 147 in both23Q2 2023: 25%, 157 in bothQ3 2023: 25%, 157 in bothQ4 2023: 23%, 151 in bothQ1 2024: 25%, 159 in both24Q2 2024: 24%, 159 in bothQ3 2024: 23%, 150 in bothQ4 2024: 22%, 148 in bothQ1 2025: 26%, 166 in both25Q2 2025: 25%, 162 in bothQ3 2025: 26%, 150 in bothQ4 2025: 25%, 164 in bothQ1 2026: 27%, 164 in both26Q2 2026: 27%, 179 in both
  • Q2 2013: 22%, 149 in both
  • Q3 2013: 19%, 135 in both
  • Q4 2013: 21%, 160 in both
  • Q1 2014: 23%, 167 in both
  • Q2 2014: 21%, 153 in both
  • Q3 2014: 21%, 156 in both
  • Q4 2014: 22%, 158 in both
  • Q1 2015: 23%, 179 in both
  • Q2 2015: 24%, 192 in both
  • Q3 2015: 25%, 190 in both
  • Q4 2015: 23%, 182 in both
  • Q1 2016: 24%, 187 in both
  • Q2 2016: 23%, 184 in both
  • Q3 2016: 24%, 180 in both
  • Q4 2016: 23%, 177 in both
  • Q1 2017: 26%, 194 in both
  • Q2 2017: 27%, 200 in both
  • Q3 2017: 27%, 189 in both
  • Q4 2017: 26%, 193 in both
  • Q1 2018: 27%, 204 in both
  • Q2 2018: 26%, 197 in both
  • Q3 2018: 25%, 183 in both
  • Q4 2018: 25%, 185 in both
  • Q1 2019: 29%, 200 in both
  • Q2 2019: 30%, 210 in both
  • Q3 2019: 29%, 197 in both
  • Q4 2019: 27%, 177 in both
  • Q1 2020: 31%, 191 in both
  • Q2 2020: 31%, 175 in both
  • Q3 2020: 28%, 174 in both
  • Q4 2020: 25%, 163 in both
  • Q1 2021: 27%, 174 in both
  • Q2 2021: 24%, 151 in both
  • Q3 2021: 21%, 142 in both
  • Q4 2021: 19%, 137 in both
  • Q1 2022: 22%, 156 in both
  • Q2 2022: 23%, 151 in both
  • Q3 2022: 22%, 143 in both
  • Q4 2022: 22%, 139 in both
  • Q1 2023: 22%, 147 in both
  • Q2 2023: 25%, 157 in both
  • Q3 2023: 25%, 157 in both
  • Q4 2023: 23%, 151 in both
  • Q1 2024: 25%, 159 in both
  • Q2 2024: 24%, 159 in both
  • Q3 2024: 23%, 150 in both
  • Q4 2024: 22%, 148 in both
  • Q1 2025: 26%, 166 in both
  • Q2 2025: 25%, 162 in both
  • Q3 2025: 26%, 150 in both
  • Q4 2025: 25%, 164 in both
  • Q1 2026: 27%, 164 in both
  • Q2 2026: 27%, 179 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.

StockD. E. Shaw & Co.AQR Capital Management LLC
Nvidia Corp(NVDA)1.9%Added2.6%Added
Amazon Com Inc(AMZN)1.2%Added1.0%Added
Alphabet Inc(GOOG)1.1%Added0.8%Added
Apple Inc(AAPL)0.8%Trimmed1.7%Added
Alphabet Inc(GOOGL)1.3%Added0.7%Added
Microsoft Corp(MSFT)0.6%Trimmed1.5%Added
Western Digital Corp(WDC)0.6%Trimmed0.7%Trimmed
Intel Corp(INTC)0.6%Trimmed0.5%Trimmed
Broadcom Inc(AVGO)0.5%Trimmed0.9%Added
Tesla MTRS Inc(TSLA)0.9%Trimmed0.4%Added
Micron Technology Inc(MU)0.4%Trimmed1.5%Trimmed
Facebook Inc(META)0.9%Added0.4%Added
Seagate Technology Hldngs PL(STX)0.6%Added0.4%Added
Berkshire Hathaway Inc Del(BRK-B)0.5%Added0.4%Added
Costco WHSL Corp New(COST)0.4%Trimmed0.4%Added
General MTRS Co(GM)0.6%Added0.4%Added
Capital One Finl Corp(COF)0.4%Added0.4%Added
Fortinet Inc(FTNT)0.4%Added0.5%Added
SanDisk Corp(SNDK)0.6%Trimmed0.3%Trimmed
Advanced Micro Devices Inc(AMD)0.9%Trimmed0.3%Added

and 159 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.

  • Apple Inc(AAPL)D. E. Shaw & Co. trimmed; AQR Capital Management LLC added
  • Microsoft Corp(MSFT)D. E. Shaw & Co. trimmed; AQR Capital Management LLC added
  • Broadcom Inc(AVGO)D. E. Shaw & Co. trimmed; AQR Capital Management LLC added
  • Tesla MTRS Inc(TSLA)D. E. Shaw & Co. trimmed; AQR Capital Management LLC added
  • Advanced Micro Devices Inc(AMD)D. E. Shaw & Co. trimmed; AQR Capital Management LLC added
  • Crowdstrike HLDGS Inc(CRWD)D. E. Shaw & Co. added; AQR Capital Management LLC trimmed
  • Airbnb Inc(ABNB)D. E. Shaw & Co. trimmed; AQR Capital Management LLC added
  • Lam Research Corp(LRCX)D. E. Shaw & Co. trimmed; AQR Capital Management LLC added
  • Bloom Energy Corp(BE)D. E. Shaw & Co. trimmed; AQR Capital Management LLC added
  • Lilly Eli & Co(LLY)D. E. Shaw & Co. trimmed; AQR Capital Management LLC added
  • 445658107(JBHT)D. E. Shaw & Co. trimmed; AQR Capital Management LLC added
  • Costco WHSL Corp New(COST)D. E. Shaw & Co. trimmed; AQR Capital Management LLC added
D. E. Shaw & Co.: the recordAQR Capital Management LLC: the record

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