← ExodusPoint Capital Management LP, its record

ExodusPoint Capital Management LP and MFS Investment Management: where the books meet

At Q2 2026, at least 19% of the two 13F books was the same, across 154 stocks both listed, against 6.1% at Q4 2018. 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

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.

Stock	ExodusPoint Capital Management LP	MFS Investment Management
Apple Inc(AAPL)	3.2%Added	2.8%Added
Amazon Com Inc(AMZN)	4.2%Added	2.8%Added
Nvidia Corp(NVDA)	1.8%Trimmed	4.3%Trimmed
Microsoft Corp(MSFT)	0.6%Added	2.8%Trimmed
Xcel Energy Inc(XEL)	0.5%Trimmed	0.4%Trimmed
Space Exploration Techn Corp(SPCX)	2.1%New	0.4%New
Aramark(ARMK)	0.2%Added	0.3%Trimmed
Shopify Inc(SHOP)	0.7%New	0.2%Trimmed
Hilton Worldwide HLDGS Inc(HLT)	0.2%Added	0.4%Trimmed
Crh plc(CRH)	0.2%Trimmed	0.5%Added
Canadian Natl Ry Co(CNI)	0.2%Added	0.2%Trimmed
American Elec PWR Inc(AEP)	0.4%Added	0.2%Trimmed
O Reilly Automotive Inc New(ORLY)	0.5%Added	0.2%Trimmed
Salesforce Com Inc(CRM)	0.4%Added	0.2%Trimmed
Alliant Energy Corp(LNT)	0.4%Added	0.2%Trimmed
SanDisk Corp(SNDK)	0.2%Trimmed	0.2%Added
Visa Inc(V)	0.2%Added	0.8%Trimmed
Kenvue Inc(KVUE)	0.2%Added	0.3%Trimmed
Aptiv PLC(APTV)	0.2%Added	0.2%Added
Wells Fargo Co New(WFC)	0.2%Added	0.3%Trimmed

and 134 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.

Microsoft Corp(MSFT)ExodusPoint Capital Management LP added; MFS Investment Management trimmed
Visa Inc(V)ExodusPoint Capital Management LP added; MFS Investment Management trimmed
Thermo Fisher Scientific Inc(TMO)ExodusPoint Capital Management LP started; MFS Investment Management trimmed
The Charles Schwab Corporati(SCHW)ExodusPoint Capital Management LP added; MFS Investment Management trimmed
Chubb Limited(CB)ExodusPoint Capital Management LP started; MFS Investment Management trimmed
Nasdaq Omx Group Inc(NDAQ)ExodusPoint Capital Management LP started; MFS Investment Management trimmed
Humana Inc(HUM)ExodusPoint Capital Management LP started; MFS Investment Management trimmed
Prologis Inc(PLD)ExodusPoint Capital Management LP started; MFS Investment Management trimmed
Crh plc(CRH)ExodusPoint Capital Management LP trimmed; MFS Investment Management added
Marriott Intl Inc New(MAR)ExodusPoint Capital Management LP started; MFS Investment Management trimmed
Howmet Aerospace Inc(HWM)ExodusPoint Capital Management LP started; MFS Investment Management trimmed
Abbott Labs(ABT)ExodusPoint Capital Management LP started; MFS Investment Management trimmed

ExodusPoint Capital Management LP: the record MFS Investment Management: the record

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