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← PDT Partners LLC, its record

PDT Partners LLC and MFS Investment Management: where the books meet

At Q2 2026, at least 12% of the two 13F books was the same, across 88 stocks both listed, against 19% 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%23%Q2 2013: 19%, 174 in bothQ3 2013: 17%, 173 in bothQ4 2013: 6.7%, 90 in bothQ1 2014: 18%, 144 in both14Q2 2014: 17%, 159 in bothQ3 2014: 22%, 171 in bothQ4 2014: 7.5%, 90 in bothQ1 2015: 19%, 151 in both15Q2 2015: 18%, 163 in bothQ3 2015: 23%, 172 in bothQ4 2015: 8.5%, 55 in bothQ1 2016: 9.5%, 88 in both16Q2 2016: 12%, 79 in bothQ3 2016: 11%, 80 in bothQ4 2016: 9.8%, 82 in bothQ1 2017: 9.2%, 73 in both17Q2 2017: 10%, 80 in bothQ3 2017: 9.1%, 68 in bothQ4 2017: 8.6%, 71 in bothQ1 2018: 6.7%, 71 in both18Q2 2018: 6.3%, 57 in bothQ3 2018: 7.9%, 58 in bothQ4 2018: 7.6%, 62 in bothQ1 2019: 7.6%, 58 in both19Q2 2019: 6.9%, 52 in bothQ3 2019: 8.5%, 62 in bothQ4 2019: 9.3%, 103 in bothQ1 2020: 9.2%, 85 in both20Q2 2020: 9.3%, 99 in bothQ3 2020: 10%, 95 in bothQ4 2020: 9.8%, 92 in bothQ1 2021: 8.8%, 83 in both21Q2 2021: 8.1%, 66 in bothQ3 2021: 8.7%, 75 in bothQ4 2021: 9.0%, 82 in bothQ1 2022: 7.0%, 66 in both22Q2 2022: 8.9%, 86 in bothQ3 2022: 8.8%, 92 in bothQ4 2022: 9.4%, 89 in bothQ1 2023: 9.2%, 80 in both23Q2 2023: 8.6%, 72 in bothQ3 2023: 9.2%, 86 in bothQ4 2023: 8.2%, 70 in bothQ1 2024: 9.2%, 83 in both24Q2 2024: 9.2%, 87 in bothQ3 2024: 9.3%, 86 in bothQ4 2024: 7.3%, 76 in bothQ1 2025: 8.0%, 88 in both25Q2 2025: 8.2%, 94 in bothQ3 2025: 7.9%, 87 in bothQ4 2025: 9.1%, 81 in bothQ1 2026: 12%, 93 in both26Q2 2026: 12%, 88 in both
  • Q2 2013: 19%, 174 in both
  • Q3 2013: 17%, 173 in both
  • Q4 2013: 6.7%, 90 in both
  • Q1 2014: 18%, 144 in both
  • Q2 2014: 17%, 159 in both
  • Q3 2014: 22%, 171 in both
  • Q4 2014: 7.5%, 90 in both
  • Q1 2015: 19%, 151 in both
  • Q2 2015: 18%, 163 in both
  • Q3 2015: 23%, 172 in both
  • Q4 2015: 8.5%, 55 in both
  • Q1 2016: 9.5%, 88 in both
  • Q2 2016: 12%, 79 in both
  • Q3 2016: 11%, 80 in both
  • Q4 2016: 9.8%, 82 in both
  • Q1 2017: 9.2%, 73 in both
  • Q2 2017: 10%, 80 in both
  • Q3 2017: 9.1%, 68 in both
  • Q4 2017: 8.6%, 71 in both
  • Q1 2018: 6.7%, 71 in both
  • Q2 2018: 6.3%, 57 in both
  • Q3 2018: 7.9%, 58 in both
  • Q4 2018: 7.6%, 62 in both
  • Q1 2019: 7.6%, 58 in both
  • Q2 2019: 6.9%, 52 in both
  • Q3 2019: 8.5%, 62 in both
  • Q4 2019: 9.3%, 103 in both
  • Q1 2020: 9.2%, 85 in both
  • Q2 2020: 9.3%, 99 in both
  • Q3 2020: 10%, 95 in both
  • Q4 2020: 9.8%, 92 in both
  • Q1 2021: 8.8%, 83 in both
  • Q2 2021: 8.1%, 66 in both
  • Q3 2021: 8.7%, 75 in both
  • Q4 2021: 9.0%, 82 in both
  • Q1 2022: 7.0%, 66 in both
  • Q2 2022: 8.9%, 86 in both
  • Q3 2022: 8.8%, 92 in both
  • Q4 2022: 9.4%, 89 in both
  • Q1 2023: 9.2%, 80 in both
  • Q2 2023: 8.6%, 72 in both
  • Q3 2023: 9.2%, 86 in both
  • Q4 2023: 8.2%, 70 in both
  • Q1 2024: 9.2%, 83 in both
  • Q2 2024: 9.2%, 87 in both
  • Q3 2024: 9.3%, 86 in both
  • Q4 2024: 7.3%, 76 in both
  • Q1 2025: 8.0%, 88 in both
  • Q2 2025: 8.2%, 94 in both
  • Q3 2025: 7.9%, 87 in both
  • Q4 2025: 9.1%, 81 in both
  • Q1 2026: 12%, 93 in both
  • Q2 2026: 12%, 88 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.

StockPDT Partners LLCMFS Investment Management
Nvidia Corp(NVDA)0.9%Held4.3%Trimmed
Seagate Technology Hldngs PL(STX)1.0%New0.8%Added
Schwab Charles Corp New(SCHW)0.8%New0.7%Trimmed
Mckesson Corp(MCK)0.9%New0.6%Trimmed
Humana Inc(HUM)0.8%Trimmed0.5%Trimmed
Howmet Aerospace Inc(HWM)0.5%Trimmed0.4%Trimmed
General Dynamics Corp(GD)0.4%Trimmed0.5%Trimmed
Abbvie Inc(ABBV)0.5%Added0.4%Trimmed
Chevron Corp New(CVX)1.0%Added0.3%Trimmed
Broadcom Inc(AVGO)0.3%Trimmed1.7%Added
Raytheon Technologies Corp(RTX)0.3%Trimmed0.7%Trimmed
Steris PLC(STE)0.2%Trimmed0.3%Trimmed
Illinois Tool WKS Inc(ITW)0.4%Added0.2%Trimmed
87256c101(TKO)0.2%New0.2%Added
PNC Finl SVCS Group Inc(PNC)0.2%Added0.5%Trimmed
Cenovus Energy Inc(CVE)0.4%Trimmed0.2%Trimmed
American Elec PWR Inc(AEP)0.2%New0.2%Trimmed
UBS Group AG(UBS)0.2%Trimmed1.0%Trimmed
Anthem Inc(ELV)0.2%New0.2%Trimmed
Alliant Energy Corp(LNT)0.4%New0.2%Trimmed

and 68 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)PDT Partners LLC trimmed; MFS Investment Management added
  • JPMorgan Chase & Co(JPM)PDT Partners LLC started; MFS Investment Management trimmed
  • Schwab Charles Corp New(SCHW)PDT Partners LLC started; MFS Investment Management trimmed
  • Amphenol Corp New(APH)PDT Partners LLC added; MFS Investment Management trimmed
  • Mckesson Corp(MCK)PDT Partners LLC started; MFS Investment Management trimmed
  • Arista Networks Inc(ANET)PDT Partners LLC sold out; MFS Investment Management added
  • Toronto Dominion BK Ont(TD)PDT Partners LLC added; MFS Investment Management trimmed
  • PNC Finl SVCS Group Inc(PNC)PDT Partners LLC added; MFS Investment Management trimmed
  • Abbvie Inc(ABBV)PDT Partners LLC added; MFS Investment Management trimmed
  • Marsh & Mclennan Cos Inc(MRSH)PDT Partners LLC started; MFS Investment Management trimmed
  • Chevron Corp New(CVX)PDT Partners LLC added; MFS Investment Management trimmed
  • Anthem Inc(ELV)PDT Partners LLC started; MFS Investment Management trimmed
PDT Partners LLC: the recordMFS Investment Management: the record

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