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← Davidson Kempner Capital Management LP, its record

Davidson Kempner Capital Management LP and Capital Research Global Investors: where the books meet

At Q2 2026, 8.6% of the two 13F books was the same, across 45 stocks both listed, against 6.0% at Q1 2014. 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%5%11%Q1 2014: 6.0%, 34 in both14Q2 2014: 4.3%, 28 in bothQ3 2014: 3.6%, 24 in bothQ4 2014: 4.2%, 16 in bothQ1 2015: 3.5%, 23 in both15Q2 2015: 3.8%, 29 in bothQ3 2015: 4.2%, 22 in bothQ4 2015: 3.8%, 24 in bothQ1 2016: 2.6%, 22 in both16Q2 2016: 2.5%, 21 in bothQ3 2016: 2.4%, 20 in bothQ4 2016: 5.0%, 27 in bothQ1 2017: 1.3%, 7 in both17Q2 2017: 2.8%, 21 in bothQ3 2017: 1.6%, 15 in bothQ4 2017: 1.8%, 16 in bothQ1 2018: 3.1%, 23 in both18Q2 2018: 2.7%, 22 in bothQ3 2018: 2.6%, 27 in bothQ4 2018: 2.2%, 23 in bothQ1 2019: 1.7%, 18 in both19Q2 2019: 1.9%, 21 in bothQ3 2019: 2.0%, 24 in bothQ4 2019: 2.7%, 22 in bothQ1 2020: 4.1%, 25 in both20Q2 2020: 7.6%, 33 in bothQ3 2020: 7.6%, 44 in bothQ4 2020: 8.9%, 39 in bothQ1 2021: 6.7%, 43 in both21Q2 2021: 6.2%, 47 in bothQ3 2021: 5.7%, 29 in bothQ4 2021: 6.7%, 35 in bothQ1 2022: 4.4%, 24 in both22Q2 2022: 4.0%, 17 in bothQ3 2022: 2.2%, 21 in bothQ4 2022: 3.7%, 16 in bothQ1 2023: 4.9%, 25 in both23Q2 2023: 7.4%, 33 in bothQ3 2023: 6.6%, 31 in bothQ4 2023: 7.7%, 27 in bothQ1 2024: 7.8%, 36 in both24Q2 2024: 7.9%, 34 in bothQ3 2024: 8.0%, 28 in bothQ4 2024: 10%, 34 in bothQ1 2025: 8.6%, 43 in both25Q2 2025: 11%, 39 in bothQ3 2025: 10%, 44 in bothQ4 2025: 6.7%, 35 in bothQ1 2026: 7.3%, 40 in both26Q2 2026: 8.6%, 45 in both
  • Q1 2014: 6.0%, 34 in both
  • Q2 2014: 4.3%, 28 in both
  • Q3 2014: 3.6%, 24 in both
  • Q4 2014: 4.2%, 16 in both
  • Q1 2015: 3.5%, 23 in both
  • Q2 2015: 3.8%, 29 in both
  • Q3 2015: 4.2%, 22 in both
  • Q4 2015: 3.8%, 24 in both
  • Q1 2016: 2.6%, 22 in both
  • Q2 2016: 2.5%, 21 in both
  • Q3 2016: 2.4%, 20 in both
  • Q4 2016: 5.0%, 27 in both
  • Q1 2017: 1.3%, 7 in both
  • Q2 2017: 2.8%, 21 in both
  • Q3 2017: 1.6%, 15 in both
  • Q4 2017: 1.8%, 16 in both
  • Q1 2018: 3.1%, 23 in both
  • Q2 2018: 2.7%, 22 in both
  • Q3 2018: 2.6%, 27 in both
  • Q4 2018: 2.2%, 23 in both
  • Q1 2019: 1.7%, 18 in both
  • Q2 2019: 1.9%, 21 in both
  • Q3 2019: 2.0%, 24 in both
  • Q4 2019: 2.7%, 22 in both
  • Q1 2020: 4.1%, 25 in both
  • Q2 2020: 7.6%, 33 in both
  • Q3 2020: 7.6%, 44 in both
  • Q4 2020: 8.9%, 39 in both
  • Q1 2021: 6.7%, 43 in both
  • Q2 2021: 6.2%, 47 in both
  • Q3 2021: 5.7%, 29 in both
  • Q4 2021: 6.7%, 35 in both
  • Q1 2022: 4.4%, 24 in both
  • Q2 2022: 4.0%, 17 in both
  • Q3 2022: 2.2%, 21 in both
  • Q4 2022: 3.7%, 16 in both
  • Q1 2023: 4.9%, 25 in both
  • Q2 2023: 7.4%, 33 in both
  • Q3 2023: 6.6%, 31 in both
  • Q4 2023: 7.7%, 27 in both
  • Q1 2024: 7.8%, 36 in both
  • Q2 2024: 7.9%, 34 in both
  • Q3 2024: 8.0%, 28 in both
  • Q4 2024: 10%, 34 in both
  • Q1 2025: 8.6%, 43 in both
  • Q2 2025: 11%, 39 in both
  • Q3 2025: 10%, 44 in both
  • Q4 2025: 6.7%, 35 in both
  • Q1 2026: 7.3%, 40 in both
  • Q2 2026: 8.6%, 45 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.

StockDavidson Kempner Capital Management LPCapital Research Global Investors
Facebook Inc(META)0.8%Added3.1%Added
Micron Technology Inc(MU)0.8%Added0.6%Trimmed
Seagate Technology Hldngs PL(STX)0.7%Trimmed0.6%Trimmed
Carvana Co(CVNA)0.5%Added0.6%Added
Unitedhealth Group Inc(UNH)0.5%Added0.6%Trimmed
Oracle Corp(ORCL)0.5%Held0.8%Added
Amazon Com Inc(AMZN)0.5%Added4.0%Added
Comcast Corp New(CMCSA)0.6%Added0.4%Added
Linde PLC(LIN)0.4%Added1.3%Added
Nvidia Corporation(NVDA)0.4%Trimmed5.7%Added
Alphabet Inc(GOOGL)0.4%New3.1%Added
Doordash Inc(DASH)0.6%Added0.3%Added
CVS Health Corp(CVS)0.3%Added0.4%Added
Boeing Co(BA)0.7%Added0.3%Added
Uber Technologies Inc(UBER)0.3%Added1.3%Added
Space Exploration Techn Corp(SPCX)2.4%New0.2%New
Booking HLDGS Inc(BKNG)0.3%Added0.2%Added
Constellation Energy Corp(CEG)0.7%Added0.2%Added
Medline Inc Com CL A(MDLN)0.2%Added0.2%Added
Mastercard Inc(MA)0.2%Trimmed0.8%Trimmed

and 25 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 Corporation(NVDA)Davidson Kempner Capital Management LP trimmed; Capital Research Global Investors added
  • RTX Corporation(RTX)Davidson Kempner Capital Management LP sold out; Capital Research Global Investors added
  • Micron Technology Inc(MU)Davidson Kempner Capital Management LP added; Capital Research Global Investors trimmed
  • Unitedhealth Group Inc(UNH)Davidson Kempner Capital Management LP added; Capital Research Global Investors trimmed
  • Medtronic PLC(MDT)Davidson Kempner Capital Management LP started; Capital Research Global Investors trimmed
  • Synopsys Inc(SNPS)Davidson Kempner Capital Management LP sold out; Capital Research Global Investors added
  • Applovin Corp(APP)Davidson Kempner Capital Management LP started; Capital Research Global Investors trimmed
  • Stryker Corp(SYK)Davidson Kempner Capital Management LP added; Capital Research Global Investors trimmed
  • 00187y100(APG)Davidson Kempner Capital Management LP trimmed; Capital Research Global Investors added
  • Spotify Technology S A(SPOT)Davidson Kempner Capital Management LP started; Capital Research Global Investors sold out
  • James Hardie Inds PLC(JHX)Davidson Kempner Capital Management LP trimmed; Capital Research Global Investors started
  • 977852ap7Davidson Kempner Capital Management LP added; Capital Research Global Investors trimmed
Davidson Kempner Capital Management LP: the recordCapital Research Global Investors: the record

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