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← Davidson Kempner Capital Management LP, its record

Davidson Kempner Capital Management LP and Neuberger Berman Group LLC: where the books meet

At Q2 2026, at least 9.7% of the two 13F books was the same, across 49 stocks both listed, against 7.5% 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%6%12%Q1 2014: 7.5%, 34 in both14Q2 2014: 4.2%, 26 in bothQ3 2014: 3.7%, 25 in bothQ4 2014: 3.1%, 20 in bothQ1 2015: 3.2%, 21 in both15Q2 2015: 3.5%, 27 in bothQ3 2015: 2.6%, 22 in bothQ4 2015: 4.1%, 20 in bothQ1 2016: 3.6%, 25 in both16Q2 2016: 4.0%, 27 in bothQ3 2016: 4.3%, 26 in bothQ4 2016: 4.7%, 24 in bothQ1 2017: 1.0%, 7 in both17Q2 2017: 3.6%, 28 in bothQ3 2017: 3.5%, 25 in bothQ4 2017: 4.1%, 25 in bothQ1 2018: 5.0%, 34 in both18Q2 2018: 4.8%, 27 in bothQ3 2018: 3.6%, 16 in bothQ4 2018: 5.4%, 22 in bothQ1 2019: 4.8%, 25 in both19Q2 2019: 3.5%, 24 in bothQ3 2019: 4.3%, 27 in bothQ4 2019: 5.1%, 28 in bothQ1 2020: 5.8%, 34 in both20Q2 2020: 8.7%, 38 in bothQ3 2020: 8.1%, 36 in bothQ4 2020: 9.7%, 40 in bothQ1 2021: 8.6%, 40 in both21Q2 2021: 8.3%, 52 in bothQ3 2021: 8.2%, 38 in bothQ4 2021: 8.1%, 39 in bothQ1 2022: 7.8%, 31 in both22Q2 2022: 7.3%, 31 in bothQ3 2022: 4.5%, 27 in bothQ4 2022: 5.3%, 22 in bothQ1 2023: 7.9%, 34 in both23Q2 2023: 8.6%, 34 in bothQ3 2023: 7.5%, 40 in bothQ4 2023: 6.7%, 30 in bothQ1 2024: 7.2%, 38 in both24Q2 2024: 8.7%, 44 in bothQ3 2024: 8.3%, 45 in bothQ4 2024: 11%, 46 in bothQ1 2025: 9.6%, 47 in both25Q2 2025: 12%, 47 in bothQ3 2025: 11%, 51 in bothQ4 2025: 8.9%, 48 in bothQ1 2026: 8.8%, 52 in both26Q2 2026: 9.7%, 49 in both
  • Q1 2014: 7.5%, 34 in both
  • Q2 2014: 4.2%, 26 in both
  • Q3 2014: 3.7%, 25 in both
  • Q4 2014: 3.1%, 20 in both
  • Q1 2015: 3.2%, 21 in both
  • Q2 2015: 3.5%, 27 in both
  • Q3 2015: 2.6%, 22 in both
  • Q4 2015: 4.1%, 20 in both
  • Q1 2016: 3.6%, 25 in both
  • Q2 2016: 4.0%, 27 in both
  • Q3 2016: 4.3%, 26 in both
  • Q4 2016: 4.7%, 24 in both
  • Q1 2017: 1.0%, 7 in both
  • Q2 2017: 3.6%, 28 in both
  • Q3 2017: 3.5%, 25 in both
  • Q4 2017: 4.1%, 25 in both
  • Q1 2018: 5.0%, 34 in both
  • Q2 2018: 4.8%, 27 in both
  • Q3 2018: 3.6%, 16 in both
  • Q4 2018: 5.4%, 22 in both
  • Q1 2019: 4.8%, 25 in both
  • Q2 2019: 3.5%, 24 in both
  • Q3 2019: 4.3%, 27 in both
  • Q4 2019: 5.1%, 28 in both
  • Q1 2020: 5.8%, 34 in both
  • Q2 2020: 8.7%, 38 in both
  • Q3 2020: 8.1%, 36 in both
  • Q4 2020: 9.7%, 40 in both
  • Q1 2021: 8.6%, 40 in both
  • Q2 2021: 8.3%, 52 in both
  • Q3 2021: 8.2%, 38 in both
  • Q4 2021: 8.1%, 39 in both
  • Q1 2022: 7.8%, 31 in both
  • Q2 2022: 7.3%, 31 in both
  • Q3 2022: 4.5%, 27 in both
  • Q4 2022: 5.3%, 22 in both
  • Q1 2023: 7.9%, 34 in both
  • Q2 2023: 8.6%, 34 in both
  • Q3 2023: 7.5%, 40 in both
  • Q4 2023: 6.7%, 30 in both
  • Q1 2024: 7.2%, 38 in both
  • Q2 2024: 8.7%, 44 in both
  • Q3 2024: 8.3%, 45 in both
  • Q4 2024: 11%, 46 in both
  • Q1 2025: 9.6%, 47 in both
  • Q2 2025: 12%, 47 in both
  • Q3 2025: 11%, 51 in both
  • Q4 2025: 8.9%, 48 in both
  • Q1 2026: 8.8%, 52 in both
  • Q2 2026: 9.7%, 49 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 LPNeuberger Berman Group LLC
Facebook Inc(META)0.8%Added0.9%Added
Micron Technology Inc(MU)0.8%Added0.7%Trimmed
Asml Holding N V(ASML)0.6%Added1.0%Added
Amazon Com Inc(AMZN)0.5%Added3.1%Added
Oracle Corp(ORCL)0.5%Held0.4%Trimmed
Linde PLC(LIN)0.4%Added0.4%Added
Nvidia Corporation(NVDA)0.4%Trimmed4.1%Added
Alphabet Inc(GOOGL)0.4%New2.4%Added
Boeing Co(BA)0.7%Added0.3%Added
Unitedhealth Group Inc(UNH)0.5%Added0.3%Added
T-mobile US Inc(TMUS)0.8%Trimmed0.3%Trimmed
Uber Technologies Inc(UBER)0.3%Added0.4%Added
Constellation Energy Corp(CEG)0.7%Added0.3%Added
Motorola Inc(MSI)0.2%New0.5%Added
Nvent Electric PLC(NVT)0.3%New0.2%Trimmed
Space Exploration Techn Corp(SPCX)2.4%New0.2%New
03073e105(COR)0.2%New0.2%Added
92552v100(VSAT)0.3%New0.2%Trimmed
922417100(VECO)0.7%New0.2%Added
Ametek Inc Com(AME)0.6%Added0.2%Added

and 29 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; Neuberger Berman Group LLC added
  • Micron Technology Inc(MU)Davidson Kempner Capital Management LP added; Neuberger Berman Group LLC trimmed
  • RTX Corporation(RTX)Davidson Kempner Capital Management LP sold out; Neuberger Berman Group LLC added
  • Nvent Electric PLC(NVT)Davidson Kempner Capital Management LP started; Neuberger Berman Group LLC trimmed
  • 92552v100(VSAT)Davidson Kempner Capital Management LP started; Neuberger Berman Group LLC trimmed
  • Grainger W W Inc(GWW)Davidson Kempner Capital Management LP sold out; Neuberger Berman Group LLC added
  • Take-two Interactive Softwar(TTWO)Davidson Kempner Capital Management LP sold out; Neuberger Berman Group LLC added
  • Medtronic PLC(MDT)Davidson Kempner Capital Management LP started; Neuberger Berman Group LLC trimmed
  • Seagate Technology Hldngs PL(STX)Davidson Kempner Capital Management LP trimmed; Neuberger Berman Group LLC added
  • Spdr S&P 500 Etf Trust(SPY)Davidson Kempner Capital Management LP trimmed; Neuberger Berman Group LLC added
  • Kirby Corp(KEX)Davidson Kempner Capital Management LP started; Neuberger Berman Group LLC trimmed
  • Crh plc(CRH)Davidson Kempner Capital Management LP added; Neuberger Berman Group LLC trimmed
Davidson Kempner Capital Management LP: the recordNeuberger Berman Group LLC: the record

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