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← D. E. Shaw & Co., its record

D. E. Shaw & Co. and T. Rowe Price Associates Inc: where the books meet

At Q2 2026, at least 27% of the two 13F books was the same, across 179 stocks both listed, against 24% 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%14%28%Q2 2013: 24%, 173 in bothQ3 2013: 20%, 153 in bothQ4 2013: 21%, 160 in bothQ1 2014: 23%, 175 in both14Q2 2014: 19%, 151 in bothQ3 2014: 18%, 147 in bothQ4 2014: 18%, 151 in bothQ1 2015: 21%, 168 in both15Q2 2015: 20%, 175 in bothQ3 2015: 23%, 180 in bothQ4 2015: 21%, 164 in bothQ1 2016: 22%, 169 in both16Q2 2016: 21%, 161 in bothQ3 2016: 23%, 162 in bothQ4 2016: 23%, 171 in bothQ1 2017: 25%, 185 in both17Q2 2017: 25%, 183 in bothQ3 2017: 25%, 171 in bothQ4 2017: 24%, 174 in bothQ1 2018: 24%, 182 in both18Q2 2018: 23%, 180 in bothQ3 2018: 23%, 170 in bothQ4 2018: 22%, 177 in bothQ1 2019: 22%, 176 in both19Q2 2019: 23%, 183 in bothQ3 2019: 23%, 172 in bothQ4 2019: 23%, 170 in bothQ1 2020: 28%, 196 in both20Q2 2020: 27%, 172 in bothQ3 2020: 25%, 163 in bothQ4 2020: 22%, 149 in bothQ1 2021: 22%, 151 in both21Q2 2021: 22%, 153 in bothQ3 2021: 21%, 145 in bothQ4 2021: 19%, 142 in bothQ1 2022: 21%, 148 in both22Q2 2022: 20%, 148 in bothQ3 2022: 20%, 149 in bothQ4 2022: 20%, 150 in bothQ1 2023: 22%, 165 in both23Q2 2023: 24%, 158 in bothQ3 2023: 24%, 159 in bothQ4 2023: 23%, 148 in bothQ1 2024: 26%, 172 in both24Q2 2024: 25%, 164 in bothQ3 2024: 23%, 166 in bothQ4 2024: 24%, 166 in bothQ1 2025: 24%, 170 in both25Q2 2025: 25%, 159 in bothQ3 2025: 24%, 146 in bothQ4 2025: 24%, 160 in bothQ1 2026: 27%, 172 in both26Q2 2026: 27%, 179 in both
  • Q2 2013: 24%, 173 in both
  • Q3 2013: 20%, 153 in both
  • Q4 2013: 21%, 160 in both
  • Q1 2014: 23%, 175 in both
  • Q2 2014: 19%, 151 in both
  • Q3 2014: 18%, 147 in both
  • Q4 2014: 18%, 151 in both
  • Q1 2015: 21%, 168 in both
  • Q2 2015: 20%, 175 in both
  • Q3 2015: 23%, 180 in both
  • Q4 2015: 21%, 164 in both
  • Q1 2016: 22%, 169 in both
  • Q2 2016: 21%, 161 in both
  • Q3 2016: 23%, 162 in both
  • Q4 2016: 23%, 171 in both
  • Q1 2017: 25%, 185 in both
  • Q2 2017: 25%, 183 in both
  • Q3 2017: 25%, 171 in both
  • Q4 2017: 24%, 174 in both
  • Q1 2018: 24%, 182 in both
  • Q2 2018: 23%, 180 in both
  • Q3 2018: 23%, 170 in both
  • Q4 2018: 22%, 177 in both
  • Q1 2019: 22%, 176 in both
  • Q2 2019: 23%, 183 in both
  • Q3 2019: 23%, 172 in both
  • Q4 2019: 23%, 170 in both
  • Q1 2020: 28%, 196 in both
  • Q2 2020: 27%, 172 in both
  • Q3 2020: 25%, 163 in both
  • Q4 2020: 22%, 149 in both
  • Q1 2021: 22%, 151 in both
  • Q2 2021: 22%, 153 in both
  • Q3 2021: 21%, 145 in both
  • Q4 2021: 19%, 142 in both
  • Q1 2022: 21%, 148 in both
  • Q2 2022: 20%, 148 in both
  • Q3 2022: 20%, 149 in both
  • Q4 2022: 20%, 150 in both
  • Q1 2023: 22%, 165 in both
  • Q2 2023: 24%, 158 in both
  • Q3 2023: 24%, 159 in both
  • Q4 2023: 23%, 148 in both
  • Q1 2024: 26%, 172 in both
  • Q2 2024: 25%, 164 in both
  • Q3 2024: 23%, 166 in both
  • Q4 2024: 24%, 166 in both
  • Q1 2025: 24%, 170 in both
  • Q2 2025: 25%, 159 in both
  • Q3 2025: 24%, 146 in both
  • Q4 2025: 24%, 160 in both
  • Q1 2026: 27%, 172 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.T. Rowe Price Associates Inc
Nvidia Corp(NVDA)1.9%Added7.4%Trimmed
Alphabet Inc(GOOGL)1.3%Added3.6%Added
Amazon Com Inc(AMZN)1.2%Added2.6%Trimmed
Alphabet Inc(GOOG)1.1%Added2.1%Trimmed
Facebook Inc(META)0.9%Added1.7%Trimmed
Tesla MTRS Inc(TSLA)0.9%Trimmed1.1%Added
Advanced Micro Devices Inc(AMD)0.9%Trimmed2.1%Added
Apple Inc(AAPL)0.8%Trimmed4.6%Trimmed
Microsoft Corp(MSFT)0.6%Trimmed3.3%Trimmed
Intel Corp(INTC)0.6%Trimmed0.7%Added
Broadcom Inc(AVGO)0.5%Trimmed3.1%Trimmed
Mastercard Inc(MA)0.5%Added1.0%Trimmed
Berkshire Hathaway Inc Del(BRK-B)0.5%Added0.5%Trimmed
Micron Technology Inc(MU)0.4%Trimmed1.6%Added
Visa Inc(V)0.4%Added1.2%Trimmed
Home Depot Inc(HD)0.7%Added0.4%Added
SanDisk Corp(SNDK)0.6%Trimmed0.4%Added
Marvell Technology Inc(MRVL)0.4%Added0.4%Added
Crowdstrike HLDGS Inc(CRWD)0.8%Added0.3%Added
Citigroup Inc(C)0.4%Added0.3%Trimmed

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.

  • Nvidia Corp(NVDA)D. E. Shaw & Co. added; T. Rowe Price Associates Inc trimmed
  • Amazon Com Inc(AMZN)D. E. Shaw & Co. added; T. Rowe Price Associates Inc trimmed
  • Alphabet Inc(GOOG)D. E. Shaw & Co. added; T. Rowe Price Associates Inc trimmed
  • Advanced Micro Devices Inc(AMD)D. E. Shaw & Co. trimmed; T. Rowe Price Associates Inc added
  • Facebook Inc(META)D. E. Shaw & Co. added; T. Rowe Price Associates Inc trimmed
  • Micron Technology Inc(MU)D. E. Shaw & Co. trimmed; T. Rowe Price Associates Inc added
  • Visa Inc(V)D. E. Shaw & Co. added; T. Rowe Price Associates Inc trimmed
  • Lam Research Corp(LRCX)D. E. Shaw & Co. trimmed; T. Rowe Price Associates Inc added
  • Tesla MTRS Inc(TSLA)D. E. Shaw & Co. trimmed; T. Rowe Price Associates Inc added
  • Unitedhealth Group Inc(UNH)D. E. Shaw & Co. trimmed; T. Rowe Price Associates Inc added
  • Mastercard Inc(MA)D. E. Shaw & Co. added; T. Rowe Price Associates Inc trimmed
  • Applied Matls Inc(AMAT)D. E. Shaw & Co. trimmed; T. Rowe Price Associates Inc added
D. E. Shaw & Co.: the recordT. Rowe Price Associates Inc: the record

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