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← Moore Capital Management LP, its record

Moore Capital Management LP and Wellington Management Group LLP: where the books meet

At Q2 2026, at least 13% of the two 13F books was the same, across 111 stocks both listed, against 9.7% 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%11%21%Q2 2013: 9.7%, 74 in bothQ3 2013: 9.2%, 96 in bothQ4 2013: 11%, 100 in bothQ1 2014: 14%, 144 in both14Q2 2014: 10%, 130 in bothQ3 2014: 10%, 104 in bothQ4 2014: 9.3%, 79 in bothQ1 2015: 12%, 119 in both15Q2 2015: 13%, 133 in bothQ3 2015: 18%, 90 in bothQ4 2015: 19%, 92 in bothQ1 2016: 10%, 69 in both16Q2 2016: 10%, 92 in bothQ3 2016: 9.9%, 82 in bothQ4 2016: 8.4%, 48 in bothQ1 2017: 13%, 53 in both17Q2 2017: 11%, 46 in bothQ3 2017: 14%, 65 in bothQ4 2017: 13%, 64 in bothQ1 2018: 13%, 65 in both18Q2 2018: 11%, 57 in bothQ3 2018: 9.5%, 52 in bothQ4 2018: 10%, 39 in bothQ1 2019: 12%, 62 in both19Q2 2019: 12%, 59 in bothQ3 2019: 10.0%, 52 in bothQ4 2019: 13%, 62 in bothQ1 2020: 14%, 46 in both20Q2 2020: 14%, 64 in bothQ3 2020: 13%, 79 in bothQ4 2020: 10%, 89 in bothQ1 2021: 13%, 88 in both21Q2 2021: 15%, 74 in bothQ3 2021: 13%, 72 in bothQ4 2021: 14%, 83 in bothQ1 2022: 9.0%, 63 in both22Q2 2022: 9.8%, 80 in bothQ3 2022: 11%, 87 in bothQ4 2022: 8.8%, 78 in bothQ1 2023: 13%, 92 in both23Q2 2023: 16%, 86 in bothQ3 2023: 16%, 86 in bothQ4 2023: 14%, 88 in bothQ1 2024: 18%, 88 in both24Q2 2024: 18%, 110 in bothQ3 2024: 14%, 107 in bothQ4 2024: 21%, 111 in bothQ1 2025: 9.1%, 107 in both25Q2 2025: 17%, 108 in bothQ3 2025: 16%, 110 in bothQ4 2025: 17%, 121 in bothQ1 2026: 9.3%, 90 in both26Q2 2026: 13%, 111 in both
  • Q2 2013: 9.7%, 74 in both
  • Q3 2013: 9.2%, 96 in both
  • Q4 2013: 11%, 100 in both
  • Q1 2014: 14%, 144 in both
  • Q2 2014: 10%, 130 in both
  • Q3 2014: 10%, 104 in both
  • Q4 2014: 9.3%, 79 in both
  • Q1 2015: 12%, 119 in both
  • Q2 2015: 13%, 133 in both
  • Q3 2015: 18%, 90 in both
  • Q4 2015: 19%, 92 in both
  • Q1 2016: 10%, 69 in both
  • Q2 2016: 10%, 92 in both
  • Q3 2016: 9.9%, 82 in both
  • Q4 2016: 8.4%, 48 in both
  • Q1 2017: 13%, 53 in both
  • Q2 2017: 11%, 46 in both
  • Q3 2017: 14%, 65 in both
  • Q4 2017: 13%, 64 in both
  • Q1 2018: 13%, 65 in both
  • Q2 2018: 11%, 57 in both
  • Q3 2018: 9.5%, 52 in both
  • Q4 2018: 10%, 39 in both
  • Q1 2019: 12%, 62 in both
  • Q2 2019: 12%, 59 in both
  • Q3 2019: 10.0%, 52 in both
  • Q4 2019: 13%, 62 in both
  • Q1 2020: 14%, 46 in both
  • Q2 2020: 14%, 64 in both
  • Q3 2020: 13%, 79 in both
  • Q4 2020: 10%, 89 in both
  • Q1 2021: 13%, 88 in both
  • Q2 2021: 15%, 74 in both
  • Q3 2021: 13%, 72 in both
  • Q4 2021: 14%, 83 in both
  • Q1 2022: 9.0%, 63 in both
  • Q2 2022: 9.8%, 80 in both
  • Q3 2022: 11%, 87 in both
  • Q4 2022: 8.8%, 78 in both
  • Q1 2023: 13%, 92 in both
  • Q2 2023: 16%, 86 in both
  • Q3 2023: 16%, 86 in both
  • Q4 2023: 14%, 88 in both
  • Q1 2024: 18%, 88 in both
  • Q2 2024: 18%, 110 in both
  • Q3 2024: 14%, 107 in both
  • Q4 2024: 21%, 111 in both
  • Q1 2025: 9.1%, 107 in both
  • Q2 2025: 17%, 108 in both
  • Q3 2025: 16%, 110 in both
  • Q4 2025: 17%, 121 in both
  • Q1 2026: 9.3%, 90 in both
  • Q2 2026: 13%, 111 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 LPWellington Management Group LLP
Nvidia Corp(NVDA)1.5%Added4.2%Trimmed
Amazon.com Inc(AMZN)0.8%Added2.3%Trimmed
Taiwan Semiconductor MFG LTD(TSM)0.7%Trimmed0.5%Trimmed
UBS Group AG(UBS)1.4%Trimmed0.5%Added
Advanced Micro Devices(AMD)0.4%New0.9%Added
Y2573f102(FLEX)0.4%Added0.5%Trimmed
Devon Energy Corporation.(DVN)1.0%New0.4%Added
Huntington Bancshares Inc(HBAN)0.3%Added0.4%Trimmed
Welltower Inc(WELL)0.3%New0.6%Trimmed
Alphabet Inc-cl A(GOOGL)0.3%Trimmed2.7%Trimmed
Cadence Design System Inc(CDNS)0.3%Added0.3%Trimmed
Capital One Financial Corp(COF)0.8%Added0.2%Added
Microsoft Corp(MSFT)0.2%Trimmed3.1%Trimmed
Visa Inc-class A SHRS(V)0.2%Added0.6%Trimmed
833445109(SNOW)0.4%New0.2%Trimmed
Coca-cola Co/the(KO)0.2%New0.4%Added
KKR & Co Inc(KKR)0.2%Trimmed0.2%Trimmed
Wells Fargo Bank Na(WFC)0.2%New0.6%Trimmed
G4253h101(JHX)0.3%Added0.2%Trimmed
Alphabet Inc(GOOG)0.2%Added1.0%Added

and 91 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; Wellington Management Group LLP trimmed
  • Amazon.com Inc(AMZN)Moore Capital Management LP added; Wellington Management Group LLP trimmed
  • Texas Instruments Inc(TXN)Moore Capital Management LP started; Wellington Management Group LLP trimmed
  • Welltower Inc(WELL)Moore Capital Management LP started; Wellington Management Group LLP trimmed
  • Visa Inc-class A SHRS(V)Moore Capital Management LP added; Wellington Management Group LLP trimmed
  • Wells Fargo Bank Na(WFC)Moore Capital Management LP started; Wellington Management Group LLP trimmed
  • UBS Group AG(UBS)Moore Capital Management LP trimmed; Wellington Management Group LLP added
  • Y2573f102(FLEX)Moore Capital Management LP added; Wellington Management Group LLP trimmed
  • Linde PLC(LIN)Moore Capital Management LP started; Wellington Management Group LLP trimmed
  • SanDisk Corp(SNDK)Moore Capital Management LP trimmed; Wellington Management Group LLP added
  • Huntington Bancshares Inc(HBAN)Moore Capital Management LP added; Wellington Management Group LLP trimmed
  • NXP Semiconductors NV(NXPI)Moore Capital Management LP started; Wellington Management Group LLP trimmed
Moore Capital Management LP: the recordWellington Management Group LLP: the record

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