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← D. E. Shaw & Co., its record

D. E. Shaw & Co. and Wellington Management Group LLP: where the books meet

At Q2 2026, at least 27% of the two 13F books was the same, across 167 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%14%29%Q2 2013: 22%, 168 in bothQ3 2013: 19%, 146 in bothQ4 2013: 19%, 148 in bothQ1 2014: 21%, 161 in both14Q2 2014: 19%, 153 in bothQ3 2014: 19%, 157 in bothQ4 2014: 17%, 147 in bothQ1 2015: 19%, 166 in both15Q2 2015: 19%, 161 in bothQ3 2015: 21%, 164 in bothQ4 2015: 20%, 151 in bothQ1 2016: 22%, 161 in both16Q2 2016: 22%, 173 in bothQ3 2016: 22%, 159 in bothQ4 2016: 22%, 160 in bothQ1 2017: 23%, 168 in both17Q2 2017: 23%, 171 in bothQ3 2017: 25%, 172 in bothQ4 2017: 25%, 170 in bothQ1 2018: 25%, 184 in both18Q2 2018: 23%, 171 in bothQ3 2018: 23%, 166 in bothQ4 2018: 22%, 166 in bothQ1 2019: 23%, 173 in both19Q2 2019: 24%, 170 in bothQ3 2019: 25%, 172 in bothQ4 2019: 23%, 148 in bothQ1 2020: 29%, 165 in both20Q2 2020: 28%, 153 in bothQ3 2020: 24%, 140 in bothQ4 2020: 22%, 130 in bothQ1 2021: 22%, 134 in both21Q2 2021: 20%, 127 in bothQ3 2021: 18%, 125 in bothQ4 2021: 17%, 125 in bothQ1 2022: 19%, 136 in both22Q2 2022: 20%, 137 in bothQ3 2022: 20%, 137 in bothQ4 2022: 19%, 130 in bothQ1 2023: 21%, 146 in both23Q2 2023: 21%, 143 in bothQ3 2023: 22%, 142 in bothQ4 2023: 20%, 123 in bothQ1 2024: 24%, 146 in both24Q2 2024: 24%, 144 in bothQ3 2024: 22%, 149 in bothQ4 2024: 21%, 144 in bothQ1 2025: 23%, 148 in both25Q2 2025: 23%, 149 in bothQ3 2025: 23%, 132 in bothQ4 2025: 23%, 151 in bothQ1 2026: 26%, 158 in both26Q2 2026: 27%, 167 in both
  • Q2 2013: 22%, 168 in both
  • Q3 2013: 19%, 146 in both
  • Q4 2013: 19%, 148 in both
  • Q1 2014: 21%, 161 in both
  • Q2 2014: 19%, 153 in both
  • Q3 2014: 19%, 157 in both
  • Q4 2014: 17%, 147 in both
  • Q1 2015: 19%, 166 in both
  • Q2 2015: 19%, 161 in both
  • Q3 2015: 21%, 164 in both
  • Q4 2015: 20%, 151 in both
  • Q1 2016: 22%, 161 in both
  • Q2 2016: 22%, 173 in both
  • Q3 2016: 22%, 159 in both
  • Q4 2016: 22%, 160 in both
  • Q1 2017: 23%, 168 in both
  • Q2 2017: 23%, 171 in both
  • Q3 2017: 25%, 172 in both
  • Q4 2017: 25%, 170 in both
  • Q1 2018: 25%, 184 in both
  • Q2 2018: 23%, 171 in both
  • Q3 2018: 23%, 166 in both
  • Q4 2018: 22%, 166 in both
  • Q1 2019: 23%, 173 in both
  • Q2 2019: 24%, 170 in both
  • Q3 2019: 25%, 172 in both
  • Q4 2019: 23%, 148 in both
  • Q1 2020: 29%, 165 in both
  • Q2 2020: 28%, 153 in both
  • Q3 2020: 24%, 140 in both
  • Q4 2020: 22%, 130 in both
  • Q1 2021: 22%, 134 in both
  • Q2 2021: 20%, 127 in both
  • Q3 2021: 18%, 125 in both
  • Q4 2021: 17%, 125 in both
  • Q1 2022: 19%, 136 in both
  • Q2 2022: 20%, 137 in both
  • Q3 2022: 20%, 137 in both
  • Q4 2022: 19%, 130 in both
  • Q1 2023: 21%, 146 in both
  • Q2 2023: 21%, 143 in both
  • Q3 2023: 22%, 142 in both
  • Q4 2023: 20%, 123 in both
  • Q1 2024: 24%, 146 in both
  • Q2 2024: 24%, 144 in both
  • Q3 2024: 22%, 149 in both
  • Q4 2024: 21%, 144 in both
  • Q1 2025: 23%, 148 in both
  • Q2 2025: 23%, 149 in both
  • Q3 2025: 23%, 132 in both
  • Q4 2025: 23%, 151 in both
  • Q1 2026: 26%, 158 in both
  • Q2 2026: 27%, 167 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.Wellington Management Group LLP
Nvidia Corp(NVDA)1.9%Added4.2%Trimmed
Alphabet Inc(GOOGL)1.3%Added2.7%Trimmed
Amazon Com Inc(AMZN)1.2%Added2.3%Trimmed
Alphabet Inc(GOOG)1.1%Added1.0%Added
Advanced Micro Devices Inc(AMD)0.9%Trimmed0.9%Added
Apple Inc(AAPL)0.8%Trimmed3.0%Trimmed
Tesla MTRS Inc(TSLA)0.9%Trimmed0.7%Added
Facebook Inc(META)0.9%Added0.7%Trimmed
Microsoft Corp(MSFT)0.6%Trimmed3.1%Trimmed
Broadcom Inc(AVGO)0.5%Trimmed3.4%Added
Mastercard Inc(MA)0.5%Added1.1%Trimmed
Home Depot Inc(HD)0.7%Added0.5%Trimmed
Micron Technology Inc(MU)0.4%Trimmed1.0%Added
Visa Inc(V)0.4%Added0.6%Trimmed
SanDisk Corp(SNDK)0.6%Trimmed0.4%Added
Intel Corp(INTC)0.6%Trimmed0.4%Added
Seagate Technology Hldngs PL(STX)0.6%Added0.4%Added
Wells Fargo & Co New(WFC)0.3%Added0.6%Trimmed
Berkshire Hathaway Inc Del(BRK-B)0.5%Added0.3%Added
Targa Res Corp(TRGP)0.3%Trimmed0.7%Trimmed

and 147 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; Wellington Management Group LLP trimmed
  • Broadcom Inc(AVGO)D. E. Shaw & Co. trimmed; Wellington Management Group LLP added
  • Alphabet Inc(GOOGL)D. E. Shaw & Co. added; Wellington Management Group LLP trimmed
  • Amazon Com Inc(AMZN)D. E. Shaw & Co. added; Wellington Management Group LLP trimmed
  • Merck & Co Inc New(MRK)D. E. Shaw & Co. trimmed; Wellington Management Group LLP added
  • Mastercard Inc(MA)D. E. Shaw & Co. added; Wellington Management Group LLP trimmed
  • Micron Technology Inc(MU)D. E. Shaw & Co. trimmed; Wellington Management Group LLP added
  • Johnson & Johnson(JNJ)D. E. Shaw & Co. trimmed; Wellington Management Group LLP added
  • Advanced Micro Devices Inc(AMD)D. E. Shaw & Co. trimmed; Wellington Management Group LLP added
  • Unitedhealth Group Inc(UNH)D. E. Shaw & Co. trimmed; Wellington Management Group LLP added
  • Blackrock Inc(BLK)D. E. Shaw & Co. trimmed; Wellington Management Group LLP added
  • Tesla MTRS Inc(TSLA)D. E. Shaw & Co. trimmed; Wellington Management Group LLP added
D. E. Shaw & Co.: the recordWellington Management Group LLP: the record

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