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← Holocene Advisors LP, its record

Holocene Advisors LP and Wellington Management Group LLP: where the books meet

At Q2 2026, at least 31% of the two 13F books was the same, across 195 stocks both listed, against 12% 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%17%34%Q4 2017: 12%, 142 in bothQ1 2018: 14%, 163 in both18Q2 2018: 16%, 126 in bothQ3 2018: 15%, 122 in bothQ4 2018: 17%, 130 in bothQ1 2019: 16%, 140 in both19Q2 2019: 19%, 158 in bothQ3 2019: 21%, 146 in bothQ4 2019: 18%, 130 in bothQ1 2020: 24%, 160 in both20Q2 2020: 19%, 160 in bothQ3 2020: 19%, 152 in bothQ4 2020: 16%, 140 in bothQ1 2021: 24%, 159 in both21Q2 2021: 21%, 156 in bothQ3 2021: 20%, 154 in bothQ4 2021: 19%, 156 in bothQ1 2022: 21%, 163 in both22Q2 2022: 23%, 160 in bothQ3 2022: 28%, 175 in bothQ4 2022: 25%, 179 in bothQ1 2023: 26%, 174 in both23Q2 2023: 26%, 170 in bothQ3 2023: 27%, 187 in bothQ4 2023: 21%, 193 in bothQ1 2024: 25%, 192 in both24Q2 2024: 24%, 181 in bothQ3 2024: 25%, 184 in bothQ4 2024: 34%, 194 in bothQ1 2025: 32%, 187 in both25Q2 2025: 34%, 190 in bothQ3 2025: 32%, 190 in bothQ4 2025: 31%, 190 in bothQ1 2026: 31%, 192 in both26Q2 2026: 31%, 195 in both
  • Q4 2017: 12%, 142 in both
  • Q1 2018: 14%, 163 in both
  • Q2 2018: 16%, 126 in both
  • Q3 2018: 15%, 122 in both
  • Q4 2018: 17%, 130 in both
  • Q1 2019: 16%, 140 in both
  • Q2 2019: 19%, 158 in both
  • Q3 2019: 21%, 146 in both
  • Q4 2019: 18%, 130 in both
  • Q1 2020: 24%, 160 in both
  • Q2 2020: 19%, 160 in both
  • Q3 2020: 19%, 152 in both
  • Q4 2020: 16%, 140 in both
  • Q1 2021: 24%, 159 in both
  • Q2 2021: 21%, 156 in both
  • Q3 2021: 20%, 154 in both
  • Q4 2021: 19%, 156 in both
  • Q1 2022: 21%, 163 in both
  • Q2 2022: 23%, 160 in both
  • Q3 2022: 28%, 175 in both
  • Q4 2022: 25%, 179 in both
  • Q1 2023: 26%, 174 in both
  • Q2 2023: 26%, 170 in both
  • Q3 2023: 27%, 187 in both
  • Q4 2023: 21%, 193 in both
  • Q1 2024: 25%, 192 in both
  • Q2 2024: 24%, 181 in both
  • Q3 2024: 25%, 184 in both
  • Q4 2024: 34%, 194 in both
  • Q1 2025: 32%, 187 in both
  • Q2 2025: 34%, 190 in both
  • Q3 2025: 32%, 190 in both
  • Q4 2025: 31%, 190 in both
  • Q1 2026: 31%, 192 in both
  • Q2 2026: 31%, 195 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 LPWellington Management Group LLP
Microsoft Corp(MSFT)3.6%Added3.1%Trimmed
Nvidia Corp(NVDA)2.7%Trimmed4.2%Trimmed
Amazon Com Inc(AMZN)7.5%Added2.3%Trimmed
Advanced Micro Devices Inc(AMD)1.6%Added0.9%Added
Astrazeneca PLC(AZN)1.0%Trimmed0.9%Added
Tesla Inc(TSLA)3.4%Held0.7%Added
Kla-tencor Corp(KLAC)0.7%New0.8%Added
Alphabet Inc(GOOGL)0.7%Trimmed2.7%Trimmed
CVS Health Corp(CVS)0.7%Trimmed0.6%Added
Visa Inc(V)1.5%Trimmed0.6%Trimmed
Danaher Corp Del(DHR)1.5%Trimmed0.5%Added
Flex LTD(FLEX)0.5%Added0.5%Trimmed
Wells Fargo Co New(WFC)0.5%New0.6%Trimmed
Welltower Inc(WELL)0.5%Added0.6%Trimmed
Lilly Eli & Co(LLY)0.5%Trimmed2.3%Trimmed
General Electric Co(GE)1.7%Added0.4%Added
SanDisk Corp(SNDK)0.4%Trimmed0.4%Added
Seagate Technology Hldngs PL(STX)1.0%Trimmed0.4%Added
Exxon Mobil Corp(XOM)1.1%Trimmed0.4%Trimmed
Chubb Limited(CB)0.3%Trimmed0.4%Trimmed

and 175 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.

  • Broadcom Inc(AVGO)Holocene Advisors LP sold out; Wellington Management Group LLP added
  • Microsoft Corp(MSFT)Holocene Advisors LP added; Wellington Management Group LLP trimmed
  • Amazon Com Inc(AMZN)Holocene Advisors LP added; Wellington Management Group LLP trimmed
  • Astrazeneca PLC(AZN)Holocene Advisors LP trimmed; Wellington Management Group LLP added
  • Blackrock Inc(BLK)Holocene Advisors LP trimmed; Wellington Management Group LLP added
  • Sempra Energy(SRE)Holocene Advisors LP started; Wellington Management Group LLP trimmed
  • Targa Res Corp(TRGP)Holocene Advisors LP started; Wellington Management Group LLP trimmed
  • Anthem Inc(ELV)Holocene Advisors LP trimmed; Wellington Management Group LLP added
  • CVS Health Corp(CVS)Holocene Advisors LP trimmed; Wellington Management Group LLP added
  • Welltower Inc(WELL)Holocene Advisors LP added; Wellington Management Group LLP trimmed
  • Wells Fargo Co New(WFC)Holocene Advisors LP started; Wellington Management Group LLP trimmed
  • Danaher Corp Del(DHR)Holocene Advisors LP trimmed; Wellington Management Group LLP added
Holocene Advisors LP: the recordWellington Management Group LLP: the record

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