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← Holocene Advisors LP, its record

Holocene Advisors LP and Fidelity (FMR LLC): where the books meet

At Q2 2026, at least 31% of the two 13F books was the same, across 203 stocks both listed, against 15% at Q4 2017. 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
0%18%36%Q4 2017: 15%, 142 in bothQ1 2018: 16%, 140 in both18Q2 2018: 19%, 117 in bothQ3 2018: 18%, 108 in bothQ4 2018: 18%, 116 in bothQ1 2019: 18%, 124 in both19Q2 2019: 19%, 138 in bothQ3 2019: 20%, 131 in bothQ4 2019: 15%, 121 in bothQ1 2020: 24%, 144 in both20Q2 2020: 20%, 148 in bothQ3 2020: 18%, 160 in bothQ4 2020: 18%, 154 in bothQ1 2021: 24%, 159 in both21Q2 2021: 19%, 146 in bothQ3 2021: 17%, 158 in bothQ4 2021: 18%, 142 in bothQ1 2022: 18%, 156 in both22Q2 2022: 20%, 162 in bothQ3 2022: 23%, 170 in bothQ4 2022: 24%, 172 in bothQ1 2023: 26%, 178 in both23Q2 2023: 26%, 175 in bothQ3 2023: 24%, 187 in bothQ4 2023: 20%, 184 in bothQ1 2024: 23%, 178 in both24Q2 2024: 22%, 179 in bothQ3 2024: 22%, 178 in bothQ4 2024: 33%, 197 in bothQ1 2025: 32%, 182 in both25Q2 2025: 35%, 193 in bothQ3 2025: 36%, 189 in bothQ4 2025: 34%, 200 in bothQ1 2026: 33%, 196 in both26Q2 2026: 31%, 203 in both
  • Q4 2017: 15%, 142 in both
  • Q1 2018: 16%, 140 in both
  • Q2 2018: 19%, 117 in both
  • Q3 2018: 18%, 108 in both
  • Q4 2018: 18%, 116 in both
  • Q1 2019: 18%, 124 in both
  • Q2 2019: 19%, 138 in both
  • Q3 2019: 20%, 131 in both
  • Q4 2019: 15%, 121 in both
  • Q1 2020: 24%, 144 in both
  • Q2 2020: 20%, 148 in both
  • Q3 2020: 18%, 160 in both
  • Q4 2020: 18%, 154 in both
  • Q1 2021: 24%, 159 in both
  • Q2 2021: 19%, 146 in both
  • Q3 2021: 17%, 158 in both
  • Q4 2021: 18%, 142 in both
  • Q1 2022: 18%, 156 in both
  • Q2 2022: 20%, 162 in both
  • Q3 2022: 23%, 170 in both
  • Q4 2022: 24%, 172 in both
  • Q1 2023: 26%, 178 in both
  • Q2 2023: 26%, 175 in both
  • Q3 2023: 24%, 187 in both
  • Q4 2023: 20%, 184 in both
  • Q1 2024: 23%, 178 in both
  • Q2 2024: 22%, 179 in both
  • Q3 2024: 22%, 178 in both
  • Q4 2024: 33%, 197 in both
  • Q1 2025: 32%, 182 in both
  • Q2 2025: 35%, 193 in both
  • Q3 2025: 36%, 189 in both
  • Q4 2025: 34%, 200 in both
  • Q1 2026: 33%, 196 in both
  • Q2 2026: 31%, 203 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.

StockHolocene Advisors LPFidelity (FMR LLC)
Amazon Com Inc(AMZN)7.5%Added3.8%Added
Microsoft Corp(MSFT)3.6%Added3.0%Trimmed
Nvidia Corp(NVDA)2.7%Trimmed8.9%Added
Exxon Mobil Corp(XOM)1.1%Trimmed0.8%Trimmed
General Electric Co(GE)1.7%Added0.8%Trimmed
Tesla Inc(TSLA)3.4%Held0.7%Added
Alphabet Inc(GOOGL)0.7%Trimmed3.9%Added
Advanced Micro Devices Inc(AMD)1.6%Added0.6%Added
Visa Inc(V)1.5%Trimmed0.6%Trimmed
Kla-tencor Corp(KLAC)0.7%New0.6%Added
Ge Vernova Inc(GEV)0.6%Trimmed0.8%Trimmed
Wells Fargo Co New(WFC)0.5%New0.5%Trimmed
Lilly Eli & Co(LLY)0.5%Trimmed1.5%Added
SanDisk Corp(SNDK)0.4%Trimmed0.8%Trimmed
Gilead Sciences Inc(GILD)0.9%Added0.4%Trimmed
Seagate Technology Hldngs PL(STX)1.0%Trimmed0.3%Trimmed
Lam Research Corp(LRCX)0.3%Added0.6%Added
Shell PLC(SHEL)0.5%New0.3%Trimmed
Applied Matls Inc(AMAT)0.6%Trimmed0.3%Added
Philip Morris Intl Inc(PM)0.3%New0.4%Added

and 183 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.

  • Nvidia Corp(NVDA)Holocene Advisors LP trimmed; Fidelity (FMR LLC) added
  • Apple Inc(AAPL)Holocene Advisors LP sold out; Fidelity (FMR LLC) added
  • Alphabet Inc(GOOGL)Holocene Advisors LP trimmed; Fidelity (FMR LLC) added
  • Microsoft Corp(MSFT)Holocene Advisors LP added; Fidelity (FMR LLC) trimmed
  • Broadcom Inc(AVGO)Holocene Advisors LP sold out; Fidelity (FMR LLC) added
  • Lilly Eli & Co(LLY)Holocene Advisors LP trimmed; Fidelity (FMR LLC) added
  • Micron Technology Inc(MU)Holocene Advisors LP started; Fidelity (FMR LLC) trimmed
  • General Electric Co(GE)Holocene Advisors LP added; Fidelity (FMR LLC) trimmed
  • Marvell Technology Inc(MRVL)Holocene Advisors LP started; Fidelity (FMR LLC) trimmed
  • Wells Fargo Co New(WFC)Holocene Advisors LP started; Fidelity (FMR LLC) trimmed
  • BK of America Corp(BAC)Holocene Advisors LP added; Fidelity (FMR LLC) trimmed
  • Gilead Sciences Inc(GILD)Holocene Advisors LP added; Fidelity (FMR LLC) trimmed
Holocene Advisors LP: the recordFidelity (FMR LLC): the record

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