L3VLUP
ProSign in
← Holocene Advisors LP, its record

Holocene Advisors LP and Invesco Ltd: where the books meet

At Q2 2026, at least 31% of the two 13F books was the same, across 207 stocks both listed, against 13% 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%35%Q4 2017: 13%, 173 in bothQ1 2018: 17%, 184 in both18Q2 2018: 17%, 136 in bothQ3 2018: 15%, 120 in bothQ4 2018: 14%, 130 in bothQ1 2019: 16%, 137 in both19Q2 2019: 18%, 145 in bothQ3 2019: 20%, 142 in bothQ4 2019: 16%, 131 in bothQ1 2020: 23%, 151 in both20Q2 2020: 21%, 171 in bothQ3 2020: 20%, 170 in bothQ4 2020: 19%, 162 in bothQ1 2021: 23%, 176 in both21Q2 2021: 19%, 161 in bothQ3 2021: 18%, 169 in bothQ4 2021: 19%, 166 in bothQ1 2022: 20%, 172 in both22Q2 2022: 21%, 175 in bothQ3 2022: 22%, 188 in bothQ4 2022: 22%, 198 in bothQ1 2023: 26%, 194 in both23Q2 2023: 25%, 197 in bothQ3 2023: 27%, 202 in bothQ4 2023: 21%, 209 in bothQ1 2024: 25%, 206 in both24Q2 2024: 23%, 186 in bothQ3 2024: 23%, 185 in bothQ4 2024: 35%, 222 in bothQ1 2025: 32%, 200 in both25Q2 2025: 35%, 200 in bothQ3 2025: 34%, 199 in bothQ4 2025: 35%, 200 in bothQ1 2026: 34%, 216 in both26Q2 2026: 31%, 207 in both
  • Q4 2017: 13%, 173 in both
  • Q1 2018: 17%, 184 in both
  • Q2 2018: 17%, 136 in both
  • Q3 2018: 15%, 120 in both
  • Q4 2018: 14%, 130 in both
  • Q1 2019: 16%, 137 in both
  • Q2 2019: 18%, 145 in both
  • Q3 2019: 20%, 142 in both
  • Q4 2019: 16%, 131 in both
  • Q1 2020: 23%, 151 in both
  • Q2 2020: 21%, 171 in both
  • Q3 2020: 20%, 170 in both
  • Q4 2020: 19%, 162 in both
  • Q1 2021: 23%, 176 in both
  • Q2 2021: 19%, 161 in both
  • Q3 2021: 18%, 169 in both
  • Q4 2021: 19%, 166 in both
  • Q1 2022: 20%, 172 in both
  • Q2 2022: 21%, 175 in both
  • Q3 2022: 22%, 188 in both
  • Q4 2022: 22%, 198 in both
  • Q1 2023: 26%, 194 in both
  • Q2 2023: 25%, 197 in both
  • Q3 2023: 27%, 202 in both
  • Q4 2023: 21%, 209 in both
  • Q1 2024: 25%, 206 in both
  • Q2 2024: 23%, 186 in both
  • Q3 2024: 23%, 185 in both
  • Q4 2024: 35%, 222 in both
  • Q1 2025: 32%, 200 in both
  • Q2 2025: 35%, 200 in both
  • Q3 2025: 34%, 199 in both
  • Q4 2025: 35%, 200 in both
  • Q1 2026: 34%, 216 in both
  • Q2 2026: 31%, 207 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 LPInvesco Ltd
Microsoft Corp(MSFT)3.6%Added3.0%Added
Nvidia Corp(NVDA)2.7%Trimmed5.2%Added
Amazon Com Inc(AMZN)7.5%Added2.7%Added
Tesla Inc(TSLA)3.4%Held1.8%Added
Advanced Micro Devices Inc(AMD)1.6%Added2.4%Added
Kla-tencor Corp(KLAC)0.7%New1.1%Added
Alphabet Inc(GOOGL)0.7%Trimmed2.6%Added
Palantir Technologies Inc(PLTR)0.7%Trimmed0.7%Added
Applied Matls Inc(AMAT)0.6%Trimmed1.6%Added
Seagate Technology Hldngs PL(STX)1.0%Trimmed0.6%Added
SanDisk Corp(SNDK)0.4%Trimmed1.0%Added
Gilead Sciences Inc(GILD)0.9%Added0.4%Trimmed
Intuitive Surgical Inc(ISRG)0.7%Trimmed0.4%Added
Walmart Inc(WMT)0.4%New1.3%Added
Lilly Eli & Co(LLY)0.5%Trimmed0.4%Added
Lam Research Corp(LRCX)0.3%Added1.8%Added
Costco WHSL Corp New(COST)0.3%New1.0%Added
Visa Inc(V)1.5%Trimmed0.3%Added
General Electric Co(GE)1.7%Added0.2%Trimmed
Ge Vernova Inc(GEV)0.6%Trimmed0.2%Added

and 187 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; Invesco Ltd added
  • Apple Inc(AAPL)Holocene Advisors LP sold out; Invesco Ltd added
  • Alphabet Inc(GOOGL)Holocene Advisors LP trimmed; Invesco Ltd added
  • Facebook Inc(META)Holocene Advisors LP sold out; Invesco Ltd added
  • Applied Matls Inc(AMAT)Holocene Advisors LP trimmed; Invesco Ltd added
  • Cisco Sys Inc(CSCO)Holocene Advisors LP started; Invesco Ltd trimmed
  • SanDisk Corp(SNDK)Holocene Advisors LP trimmed; Invesco Ltd added
  • Western Digital Corp(WDC)Holocene Advisors LP trimmed; Invesco Ltd added
  • Palo Alto Networks Inc(PANW)Holocene Advisors LP trimmed; Invesco Ltd added
  • Palantir Technologies Inc(PLTR)Holocene Advisors LP trimmed; Invesco Ltd added
  • Seagate Technology Hldngs PL(STX)Holocene Advisors LP trimmed; Invesco Ltd added
  • Analog Devices Inc(ADI)Holocene Advisors LP sold out; Invesco Ltd added
Holocene Advisors LP: the recordInvesco Ltd: the record

Company names, tickers and logos are the trademarks of their respective owners and appear here to identify the company whose public figures are being used. L3VLUP is not affiliated with, sponsored by or endorsed by any company shown, and nothing here is a statement by or about that company. More