Freestone Grove Partners LP and Marshall Wace LLP: where the books meet
At Q2 2026, at least 20% of the two 13F books was the same, across 133 stocks both listed, against 24% 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: 24%, 143 in both
- Q1 2025: 17%, 148 in both
- Q2 2025: 18%, 148 in both
- Q3 2025: 16%, 128 in both
- Q4 2025: 25%, 148 in both
- Q1 2026: 17%, 141 in both
- Q2 2026: 20%, 133 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 | Marshall Wace LLP |
|---|---|---|
| iShares Trust(IVV) | 6.8%Added | 24%Added |
| Microsoft Corp(MSFT) | 0.8%Added | 1.0%Trimmed |
| Johnson & Johnson(JNJ) | 0.8%Trimmed | 0.6%Added |
| Amazon Com Inc(AMZN) | 0.5%Trimmed | 1.8%Added |
| Unitedhealth Group Inc(UNH) | 0.4%Trimmed | 0.6%Added |
| Abbott Labs(ABT) | 0.8%New | 0.4%Added |
| Alphabet Inc(GOOGL) | 0.4%Added | 0.6%Trimmed |
| Apple Inc(AAPL) | 0.4%Added | 2.1%Added |
| Costco WHSL Corp New(COST) | 0.4%Added | 0.9%Added |
| Monster Beverage Corp New(MNST) | 0.3%Added | 0.3%Added |
| Ibm(IBM) | 0.3%New | 0.4%Added |
| Tapestry Inc(TPR) | 0.3%New | 0.2%Added |
| Citigroup Inc(C) | 0.4%Trimmed | 0.2%Added |
| Cme Group Inc(CME) | 0.2%Added | 0.4%Added |
| Lumentum HLDGS Inc(LITE) | 0.2%Trimmed | 0.2%Added |
| Five Below(FIVE) | 0.3%New | 0.2%Added |
| LPL Financial Ho(LPLA) | 0.3%New | 0.2%New |
| American Express(AXP) | 0.2%New | 0.4%Added |
| Nokia Corp(NOK) | 0.2%Trimmed | 0.3%Added |
| Snowflake Inc(SNOW) | 0.9%New | 0.2%Added |
and 113 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; Marshall Wace LLP added
- Nvidia Corp(NVDA)Freestone Grove Partners LP started; Marshall Wace LLP trimmed
- Microsoft Corp(MSFT)Freestone Grove Partners LP added; Marshall Wace LLP trimmed
- Alphabet Inc(GOOGL)Freestone Grove Partners LP added; Marshall Wace LLP trimmed
- Unitedhealth Group Inc(UNH)Freestone Grove Partners LP trimmed; Marshall Wace LLP added
- Johnson & Johnson(JNJ)Freestone Grove Partners LP trimmed; Marshall Wace LLP added
- Bank America Corp(BAC)Freestone Grove Partners LP sold out; Marshall Wace LLP added
- Bloom Energy C-a(BE)Freestone Grove Partners LP trimmed; Marshall Wace LLP added
- 80004c200(SNDK)Freestone Grove Partners LP added; Marshall Wace LLP trimmed
- Nokia Corp(NOK)Freestone Grove Partners LP trimmed; Marshall Wace LLP added
- Eli Lilly & Co(LLY)Freestone Grove Partners LP started; Marshall Wace LLP trimmed
- Corning Inc(GLW)Freestone Grove Partners LP started; Marshall Wace LLP trimmed
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