Freestone Grove Partners LP and Woodline Partners LP: where the books meet
At Q2 2026, at least 20% of the two 13F books was the same, across 162 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%, 148 in both
- Q1 2025: 20%, 159 in both
- Q2 2025: 23%, 151 in both
- Q3 2025: 21%, 154 in both
- Q4 2025: 22%, 154 in both
- Q1 2026: 17%, 151 in both
- Q2 2026: 20%, 162 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 | Woodline Partners LP |
|---|---|---|
| Johnson & Johnson(JNJ) | 0.8%Trimmed | 0.8%Trimmed |
| Microsoft Corp(MSFT) | 0.8%Added | 1.9%Added |
| Amazon Com Inc(AMZN) | 0.5%Trimmed | 1.8%Trimmed |
| Thermo Fisher Scientific Inc(TMO) | 0.7%New | 0.5%Trimmed |
| Procter and Gamble Co(PG) | 0.7%New | 0.5%Added |
| Snowflake Inc(SNOW) | 0.9%New | 0.4%Added |
| Mettler Toledo International(MTD) | 0.5%New | 0.4%Added |
| RTX Corporation(RTX) | 1.0%Added | 0.4%Added |
| Unitedhealth Group Inc(UNH) | 0.4%Trimmed | 0.4%Added |
| Philip Morris Intl Inc(PM) | 0.4%New | 0.7%Added |
| American Intl Group Inc(AIG) | 0.9%Added | 0.4%Added |
| Alphabet Inc(GOOGL) | 0.4%Added | 1.2%Trimmed |
| Apple Inc(AAPL) | 0.4%Added | 2.9%Added |
| Costco WHSL Corp New(COST) | 0.4%Added | 0.4%Added |
| Visa Inc(V) | 0.3%New | 0.4%Added |
| CVS Health Corp(CVS) | 0.3%Trimmed | 0.3%Added |
| Unum Group(UNM) | 0.3%Added | 0.5%Trimmed |
| Caterpillar Inc(CAT) | 0.3%Trimmed | 0.3%Added |
| Chubb Limited(CB) | 0.3%Added | 0.5%Added |
| Dover Corp(DOV) | 0.3%New | 0.4%Trimmed |
and 142 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.
- Alphabet Inc(GOOGL)Freestone Grove Partners LP added; Woodline Partners LP trimmed
- Revolution Medicines Inc(RVMD)Freestone Grove Partners LP started; Woodline Partners LP trimmed
- Microchip Technology Inc(MCHP)Freestone Grove Partners LP trimmed; Woodline Partners LP added
- Lumentum HLDGS Inc(LITE)Freestone Grove Partners LP trimmed; Woodline Partners LP added
- Advanced Micro Devices Inc(AMD)Freestone Grove Partners LP added; Woodline Partners LP trimmed
- Lam Research Corp(LRCX)Freestone Grove Partners LP trimmed; Woodline Partners LP added
- Thermo Fisher Scientific Inc(TMO)Freestone Grove Partners LP started; Woodline Partners LP trimmed
- Unum Group(UNM)Freestone Grove Partners LP added; Woodline Partners LP trimmed
- Dover Corp(DOV)Freestone Grove Partners LP started; Woodline Partners LP trimmed
- Edwards Lifesciences Corp(EW)Freestone Grove Partners LP started; Woodline Partners LP trimmed
- NXP Semiconductors N V(NXPI)Freestone Grove Partners LP started; Woodline Partners LP trimmed
- Gallagher Arthur J & Co(AJG)Freestone Grove Partners LP added; Woodline Partners LP trimmed
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