Freestone Grove Partners LP and Bridgewater Associates LP: where the books meet
At Q2 2026, at least 24% of the two 13F books was the same, across 177 stocks both listed, against 18% at Q4 2024. 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.
- Q4 2024: 18%, 146 in both
- Q1 2025: 14%, 154 in both
- Q2 2025: 18%, 161 in both
- Q3 2025: 17%, 165 in both
- Q4 2025: 23%, 181 in both
- Q1 2026: 17%, 172 in both
- Q2 2026: 24%, 177 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.
| Stock | Freestone Grove Partners LP | Bridgewater Associates LP |
|---|---|---|
| iShares Trust(IVV) | 6.8%Added | 9.2%Added |
| Vanguard Index Funds(VOO) | 6.6%Added | 1.3%Added |
| Microsoft Corp(MSFT) | 0.8%Added | 1.1%Trimmed |
| Johnson & Johnson(JNJ) | 0.8%Trimmed | 0.7%Trimmed |
| Amazon Com Inc(AMZN) | 0.5%Trimmed | 2.0%Trimmed |
| CSX Corp(CSX) | 0.6%New | 0.4%Trimmed |
| Alphabet Inc(GOOGL) | 0.4%Added | 1.9%Trimmed |
| Apple Inc(AAPL) | 0.4%Added | 0.4%Trimmed |
| Citigroup Inc(C) | 0.4%Trimmed | 0.3%Trimmed |
| Tapestry Inc(TPR) | 0.3%New | 0.3%Added |
| Valero Energy Corp(VLO) | 0.3%Added | 0.3%Added |
| Amphenol Corp New(APH) | 0.3%New | 0.5%Trimmed |
| Servicenow Inc(NOW) | 0.7%Added | 0.3%New |
| Celestica Inc(CLS) | 0.2%New | 0.5%Trimmed |
| 174610105(CFG) | 0.6%Added | 0.2%Added |
| Monster Beverage Corp New(MNST) | 0.3%Added | 0.2%Trimmed |
| Halliburton Co(HAL) | 0.3%Added | 0.2%Added |
| Antero Resources Corp(AR) | 0.2%Trimmed | 0.2%Added |
| Metlife Inc(MET) | 0.6%New | 0.2%Trimmed |
| 30040w108(ES) | 0.2%Added | 0.4%New |
and 157 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.
- State Street SPDR S&P 500 ETF(SPY)Freestone Grove Partners LP sold out; Bridgewater Associates LP added
- Nvidia Corp(NVDA)Freestone Grove Partners LP started; Bridgewater Associates LP trimmed
- Alphabet Inc(GOOGL)Freestone Grove Partners LP added; Bridgewater Associates LP trimmed
- Advanced Micro Devices Inc(AMD)Freestone Grove Partners LP added; Bridgewater Associates LP trimmed
- Microsoft Corp(MSFT)Freestone Grove Partners LP added; Bridgewater Associates LP trimmed
- US Bancorp Del(USB)Freestone Grove Partners LP added; Bridgewater Associates LP trimmed
- Ge Aerospace(GE)Freestone Grove Partners LP added; Bridgewater Associates LP trimmed
- Union Pac Corp(UNP)Freestone Grove Partners LP added; Bridgewater Associates LP trimmed
- Abbott Labs(ABT)Freestone Grove Partners LP started; Bridgewater Associates LP trimmed
- Altria Group Inc(MO)Freestone Grove Partners LP trimmed; Bridgewater Associates LP added
- Axis Cap HLDGS LTD(AXS)Freestone Grove Partners LP trimmed; Bridgewater Associates LP added
- Amphenol Corp New(APH)Freestone Grove Partners LP started; Bridgewater Associates LP trimmed
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