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← Moore Capital Management LP, its record

Moore Capital Management LP and MFS Investment Management: where the books meet

At Q2 2026, at least 13% of the two 13F books was the same, across 107 stocks both listed, against 7.0% at Q2 2013. 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%10%21%Q2 2013: 7.0%, 56 in bothQ3 2013: 7.6%, 95 in bothQ4 2013: 7.9%, 94 in bothQ1 2014: 13%, 142 in both14Q2 2014: 9.4%, 127 in bothQ3 2014: 10.0%, 97 in bothQ4 2014: 9.7%, 86 in bothQ1 2015: 13%, 116 in both15Q2 2015: 11%, 127 in bothQ3 2015: 18%, 95 in bothQ4 2015: 16%, 86 in bothQ1 2016: 12%, 67 in both16Q2 2016: 12%, 90 in bothQ3 2016: 12%, 84 in bothQ4 2016: 9.3%, 38 in bothQ1 2017: 11%, 47 in both17Q2 2017: 12%, 52 in bothQ3 2017: 14%, 62 in bothQ4 2017: 12%, 56 in bothQ1 2018: 14%, 64 in both18Q2 2018: 13%, 57 in bothQ3 2018: 10%, 56 in bothQ4 2018: 9.7%, 53 in bothQ1 2019: 11%, 61 in both19Q2 2019: 14%, 71 in bothQ3 2019: 11%, 59 in bothQ4 2019: 16%, 70 in bothQ1 2020: 13%, 44 in both20Q2 2020: 15%, 67 in bothQ3 2020: 12%, 79 in bothQ4 2020: 11%, 84 in bothQ1 2021: 13%, 85 in both21Q2 2021: 15%, 77 in bothQ3 2021: 13%, 71 in bothQ4 2021: 11%, 76 in bothQ1 2022: 7.1%, 53 in both22Q2 2022: 8.1%, 62 in bothQ3 2022: 7.3%, 67 in bothQ4 2022: 7.6%, 63 in bothQ1 2023: 10%, 75 in both23Q2 2023: 14%, 76 in bothQ3 2023: 14%, 84 in bothQ4 2023: 12%, 87 in bothQ1 2024: 15%, 91 in both24Q2 2024: 15%, 103 in bothQ3 2024: 15%, 110 in bothQ4 2024: 21%, 120 in bothQ1 2025: 10%, 102 in both25Q2 2025: 20%, 114 in bothQ3 2025: 19%, 106 in bothQ4 2025: 19%, 122 in bothQ1 2026: 12%, 83 in both26Q2 2026: 13%, 107 in both
  • Q2 2013: 7.0%, 56 in both
  • Q3 2013: 7.6%, 95 in both
  • Q4 2013: 7.9%, 94 in both
  • Q1 2014: 13%, 142 in both
  • Q2 2014: 9.4%, 127 in both
  • Q3 2014: 10.0%, 97 in both
  • Q4 2014: 9.7%, 86 in both
  • Q1 2015: 13%, 116 in both
  • Q2 2015: 11%, 127 in both
  • Q3 2015: 18%, 95 in both
  • Q4 2015: 16%, 86 in both
  • Q1 2016: 12%, 67 in both
  • Q2 2016: 12%, 90 in both
  • Q3 2016: 12%, 84 in both
  • Q4 2016: 9.3%, 38 in both
  • Q1 2017: 11%, 47 in both
  • Q2 2017: 12%, 52 in both
  • Q3 2017: 14%, 62 in both
  • Q4 2017: 12%, 56 in both
  • Q1 2018: 14%, 64 in both
  • Q2 2018: 13%, 57 in both
  • Q3 2018: 10%, 56 in both
  • Q4 2018: 9.7%, 53 in both
  • Q1 2019: 11%, 61 in both
  • Q2 2019: 14%, 71 in both
  • Q3 2019: 11%, 59 in both
  • Q4 2019: 16%, 70 in both
  • Q1 2020: 13%, 44 in both
  • Q2 2020: 15%, 67 in both
  • Q3 2020: 12%, 79 in both
  • Q4 2020: 11%, 84 in both
  • Q1 2021: 13%, 85 in both
  • Q2 2021: 15%, 77 in both
  • Q3 2021: 13%, 71 in both
  • Q4 2021: 11%, 76 in both
  • Q1 2022: 7.1%, 53 in both
  • Q2 2022: 8.1%, 62 in both
  • Q3 2022: 7.3%, 67 in both
  • Q4 2022: 7.6%, 63 in both
  • Q1 2023: 10%, 75 in both
  • Q2 2023: 14%, 76 in both
  • Q3 2023: 14%, 84 in both
  • Q4 2023: 12%, 87 in both
  • Q1 2024: 15%, 91 in both
  • Q2 2024: 15%, 103 in both
  • Q3 2024: 15%, 110 in both
  • Q4 2024: 21%, 120 in both
  • Q1 2025: 10%, 102 in both
  • Q2 2025: 20%, 114 in both
  • Q3 2025: 19%, 106 in both
  • Q4 2025: 19%, 122 in both
  • Q1 2026: 12%, 83 in both
  • Q2 2026: 13%, 107 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.

StockMoore Capital Management LPMFS Investment Management
Nvidia Corp(NVDA)1.5%Added4.3%Trimmed
UBS Group AG(UBS)1.4%Trimmed1.0%Trimmed
Amazon.com Inc(AMZN)0.8%Added2.8%Added
Taiwan Semiconductor MFG LTD(TSM)0.7%Trimmed1.5%Trimmed
Advanced Micro Devices(AMD)0.4%New0.4%Added
Applied Materials Inc(AMAT)1.3%Added0.4%Added
Prologis Inc(PLD)0.3%Added0.5%Trimmed
Alphabet Inc-cl A(GOOGL)0.3%Trimmed3.3%Added
The Cigna Group(CI)0.3%Trimmed0.9%Trimmed
Cadence Design System Inc(CDNS)0.3%Added0.4%Trimmed
Microsoft Corp(MSFT)0.2%Trimmed2.8%Trimmed
Visa Inc-class A SHRS(V)0.2%Added0.8%Trimmed
Snowflake Inc(SNOW)0.4%New0.2%Added
KKR & Co Inc(KKR)0.2%Trimmed0.3%Trimmed
Wells Fargo Bank Na(WFC)0.2%New0.3%Trimmed
Bank of America Na(BAC)0.2%Trimmed0.3%Added
JPMorgan Chase & Co(JPM)0.2%New1.3%Trimmed
Amphenol Corp-cl A(APH)0.2%Added0.6%Trimmed
Lam Research Corp(LRCX)1.0%Added0.2%Trimmed
Valero Energy Corp(VLO)0.2%New0.2%Trimmed

and 87 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)Moore Capital Management LP added; MFS Investment Management trimmed
  • Alphabet Inc-cl A(GOOGL)Moore Capital Management LP trimmed; MFS Investment Management added
  • JPMorgan Chase & Co(JPM)Moore Capital Management LP started; MFS Investment Management trimmed
  • Visa Inc-class A SHRS(V)Moore Capital Management LP added; MFS Investment Management trimmed
  • Amphenol Corp-cl A(APH)Moore Capital Management LP added; MFS Investment Management trimmed
  • Conocophillips(COP)Moore Capital Management LP started; MFS Investment Management trimmed
  • NXP Semiconductors NV(NXPI)Moore Capital Management LP started; MFS Investment Management trimmed
  • Prologis Inc(PLD)Moore Capital Management LP added; MFS Investment Management trimmed
  • Citigroup Inc(C)Moore Capital Management LP started; MFS Investment Management trimmed
  • Transunion(TRU)Moore Capital Management LP started; MFS Investment Management trimmed
  • RB Global Inc(RBA)Moore Capital Management LP trimmed; MFS Investment Management added
  • Texas Instruments Inc(TXN)Moore Capital Management LP started; MFS Investment Management trimmed
Moore Capital Management LP: the recordMFS Investment Management: the record

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