Freestone Grove Partners LP and Holocene Advisors LP: where the books meet
At Q2 2026, at least 19% of the two 13F books was the same, across 188 stocks both listed, against 23% 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: 23%, 188 in both
- Q1 2025: 26%, 191 in both
- Q2 2025: 26%, 208 in both
- Q3 2025: 21%, 194 in both
- Q4 2025: 22%, 170 in both
- Q1 2026: 16%, 181 in both
- Q2 2026: 19%, 188 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 | Holocene Advisors LP |
|---|---|---|
| Ge Aerospace(GE) | 1.0%Added | 1.7%Added |
| Microsoft Corp(MSFT) | 0.8%Added | 3.6%Added |
| Sherwin Williams Co(SHW) | 0.7%Added | 1.4%Added |
| CSX Corp(CSX) | 0.6%New | 1.0%Added |
| iShares Trust(IVV) | 6.8%Added | 0.6%New |
| Abbott Labs(ABT) | 0.8%New | 0.5%Added |
| Amazon Com Inc(AMZN) | 0.5%Trimmed | 7.5%Added |
| United Rentals Inc(URI) | 0.5%New | 0.7%Added |
| Performance Food Group Co(PFGC) | 0.4%Added | 0.5%Added |
| Brinker Intl Inc(EAT) | 0.6%Trimmed | 0.4%Trimmed |
| Alphabet Inc(GOOGL) | 0.4%Added | 0.7%Trimmed |
| Visa Inc(V) | 0.3%New | 1.5%Trimmed |
| CVS Health Corp(CVS) | 0.3%Trimmed | 0.7%Trimmed |
| Citigroup Inc(C) | 0.4%Trimmed | 0.3%New |
| 87162w100(SNX) | 0.6%Added | 0.3%Added |
| Williams Cos Inc(WMB) | 0.3%Trimmed | 0.3%Added |
| H1467j104(CB) | 0.3%Added | 0.3%Trimmed |
| Costco WHSL Corp New(COST) | 0.4%Added | 0.3%New |
| LPL Finl HLDGS Inc(LPLA) | 0.3%New | 0.3%Added |
| Philip Morris Intl Inc(PM) | 0.4%New | 0.3%New |
and 168 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.
- Amazon Com Inc(AMZN)Freestone Grove Partners LP trimmed; Holocene Advisors LP added
- Nvidia Corp(NVDA)Freestone Grove Partners LP started; Holocene Advisors LP trimmed
- Visa Inc(V)Freestone Grove Partners LP started; Holocene Advisors LP trimmed
- Apple Inc(AAPL)Freestone Grove Partners LP added; Holocene Advisors LP sold out
- Alphabet Inc(GOOGL)Freestone Grove Partners LP added; Holocene Advisors LP trimmed
- Fedex Corp(FDX)Freestone Grove Partners LP started; Holocene Advisors LP sold out
- Cencora Inc(COR)Freestone Grove Partners LP added; Holocene Advisors LP sold out
- 76155x100(RVMD)Freestone Grove Partners LP started; Holocene Advisors LP trimmed
- Goldman Sachs Group Inc(GS)Freestone Grove Partners LP sold out; Holocene Advisors LP started
- Lyondellbasell Industries N(LYB)Freestone Grove Partners LP started; Holocene Advisors LP sold out
- Dow Inc(DOW)Freestone Grove Partners LP started; Holocene Advisors LP sold out
- Eli Lilly & Co(LLY)Freestone Grove Partners LP started; Holocene Advisors LP trimmed
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