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← Holocene Advisors LP, its record

Holocene Advisors LP and Neuberger Berman Group LLC: where the books meet

At Q2 2026, at least 30% of the two 13F books was the same, across 179 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%16%33%Q4 2017: 13%, 156 in bothQ1 2018: 9.5%, 150 in both18Q2 2018: 11%, 148 in bothQ3 2018: 13%, 131 in bothQ4 2018: 11%, 132 in bothQ1 2019: 15%, 155 in both19Q2 2019: 17%, 164 in bothQ3 2019: 19%, 137 in bothQ4 2019: 15%, 133 in bothQ1 2020: 23%, 146 in both20Q2 2020: 18%, 141 in bothQ3 2020: 17%, 140 in bothQ4 2020: 17%, 140 in bothQ1 2021: 22%, 155 in both21Q2 2021: 18%, 147 in bothQ3 2021: 16%, 153 in bothQ4 2021: 16%, 153 in bothQ1 2022: 20%, 164 in both22Q2 2022: 23%, 163 in bothQ3 2022: 22%, 168 in bothQ4 2022: 20%, 160 in bothQ1 2023: 22%, 157 in both23Q2 2023: 23%, 164 in bothQ3 2023: 25%, 176 in bothQ4 2023: 19%, 176 in bothQ1 2024: 23%, 178 in both24Q2 2024: 21%, 155 in bothQ3 2024: 21%, 160 in bothQ4 2024: 30%, 177 in bothQ1 2025: 29%, 176 in both25Q2 2025: 32%, 167 in bothQ3 2025: 33%, 193 in bothQ4 2025: 30%, 178 in bothQ1 2026: 31%, 180 in both26Q2 2026: 30%, 179 in both
  • Q4 2017: 13%, 156 in both
  • Q1 2018: 9.5%, 150 in both
  • Q2 2018: 11%, 148 in both
  • Q3 2018: 13%, 131 in both
  • Q4 2018: 11%, 132 in both
  • Q1 2019: 15%, 155 in both
  • Q2 2019: 17%, 164 in both
  • Q3 2019: 19%, 137 in both
  • Q4 2019: 15%, 133 in both
  • Q1 2020: 23%, 146 in both
  • Q2 2020: 18%, 141 in both
  • Q3 2020: 17%, 140 in both
  • Q4 2020: 17%, 140 in both
  • Q1 2021: 22%, 155 in both
  • Q2 2021: 18%, 147 in both
  • Q3 2021: 16%, 153 in both
  • Q4 2021: 16%, 153 in both
  • Q1 2022: 20%, 164 in both
  • Q2 2022: 23%, 163 in both
  • Q3 2022: 22%, 168 in both
  • Q4 2022: 20%, 160 in both
  • Q1 2023: 22%, 157 in both
  • Q2 2023: 23%, 164 in both
  • Q3 2023: 25%, 176 in both
  • Q4 2023: 19%, 176 in both
  • Q1 2024: 23%, 178 in both
  • Q2 2024: 21%, 155 in both
  • Q3 2024: 21%, 160 in both
  • Q4 2024: 30%, 177 in both
  • Q1 2025: 29%, 176 in both
  • Q2 2025: 32%, 167 in both
  • Q3 2025: 33%, 193 in both
  • Q4 2025: 30%, 178 in both
  • Q1 2026: 31%, 180 in both
  • Q2 2026: 30%, 179 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 LPNeuberger Berman Group LLC
Amazon Com Inc(AMZN)7.5%Added3.1%Added
Nvidia Corp(NVDA)2.7%Trimmed4.1%Added
Microsoft Corp(MSFT)3.6%Added2.6%Trimmed
Alphabet Inc(GOOGL)0.7%Trimmed2.4%Added
Visa Inc(V)1.5%Trimmed0.7%Trimmed
General Electric Co(GE)1.7%Added0.7%Trimmed
Berkshire Hathaway Inc Del(BRK-B)0.6%Held0.6%Added
Advanced Micro Devices Inc(AMD)1.6%Added0.6%Trimmed
Exxon Mobil Corp(XOM)1.1%Trimmed0.6%Trimmed
Applied Matls Inc(AMAT)0.6%Trimmed0.6%Added
iShares Trust(IVV)0.6%New1.3%Added
Lilly Eli & Co(LLY)0.5%Trimmed1.4%Trimmed
CSX Corp(CSX)1.0%Added0.4%Added
United Rentals Inc(URI)0.7%Added0.4%Added
Ge Vernova Inc(GEV)0.6%Trimmed0.4%Added
Morgan Stanley(MS)0.5%Added0.4%Added
Walmart Inc(WMT)0.4%New0.4%Added
Astrazeneca PLC(AZN)1.0%Trimmed0.3%Added
Chevron Corp New(CVX)0.8%Added0.3%Trimmed
Williams Companies Inc(WMB)0.3%Added0.6%Added

and 159 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; Neuberger Berman Group LLC added
  • Apple Inc(AAPL)Holocene Advisors LP sold out; Neuberger Berman Group LLC added
  • Microsoft Corp(MSFT)Holocene Advisors LP added; Neuberger Berman Group LLC trimmed
  • Alphabet Inc(GOOGL)Holocene Advisors LP trimmed; Neuberger Berman Group LLC added
  • JPMorgan Chase & Co(JPM)Holocene Advisors LP trimmed; Neuberger Berman Group LLC added
  • Facebook Inc(META)Holocene Advisors LP sold out; Neuberger Berman Group LLC added
  • Home Depot Inc(HD)Holocene Advisors LP started; Neuberger Berman Group LLC trimmed
  • Analog Devices Inc(ADI)Holocene Advisors LP sold out; Neuberger Berman Group LLC added
  • Micron Technology Inc(MU)Holocene Advisors LP started; Neuberger Berman Group LLC trimmed
  • General Electric Co(GE)Holocene Advisors LP added; Neuberger Berman Group LLC trimmed
  • Intel Corp(INTC)Holocene Advisors LP started; Neuberger Berman Group LLC trimmed
  • Advanced Micro Devices Inc(AMD)Holocene Advisors LP added; Neuberger Berman Group LLC trimmed
Holocene Advisors LP: the recordNeuberger Berman Group LLC: the record

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