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← Point72 Asset Management LP, its record

Point72 Asset Management LP and Invesco Ltd: where the books meet

At Q2 2026, at least 18% of the two 13F books was the same, across 171 stocks both listed, against 15% at Q2 2014. 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%13%27%Q2 2014: 15%, 141 in bothQ3 2014: 12%, 126 in bothQ4 2014: 14%, 126 in bothQ1 2015: 16%, 129 in both15Q2 2015: 16%, 138 in bothQ3 2015: 17%, 139 in bothQ4 2015: 17%, 144 in bothQ1 2016: 17%, 144 in both16Q2 2016: 15%, 135 in bothQ3 2016: 18%, 139 in bothQ4 2016: 15%, 148 in bothQ1 2017: 17%, 151 in both17Q2 2017: 18%, 146 in bothQ3 2017: 18%, 144 in bothQ4 2017: 20%, 153 in bothQ1 2018: 20%, 153 in both18Q2 2018: 21%, 152 in bothQ3 2018: 21%, 150 in bothQ4 2018: 23%, 167 in bothQ1 2019: 20%, 160 in both19Q2 2019: 21%, 150 in bothQ3 2019: 22%, 165 in bothQ4 2019: 24%, 175 in bothQ1 2020: 23%, 173 in both20Q2 2020: 23%, 160 in bothQ3 2020: 27%, 165 in bothQ4 2020: 25%, 160 in bothQ1 2021: 22%, 168 in both21Q2 2021: 22%, 167 in bothQ3 2021: 21%, 165 in bothQ4 2021: 20%, 155 in bothQ1 2022: 22%, 176 in both22Q2 2022: 23%, 177 in bothQ3 2022: 23%, 176 in bothQ4 2022: 21%, 164 in bothQ1 2023: 25%, 182 in both23Q2 2023: 24%, 172 in bothQ3 2023: 25%, 174 in bothQ4 2023: 21%, 165 in bothQ1 2024: 22%, 163 in both24Q2 2024: 20%, 154 in bothQ3 2024: 16%, 136 in bothQ4 2024: 24%, 174 in bothQ1 2025: 22%, 155 in both25Q2 2025: 24%, 149 in bothQ3 2025: 22%, 149 in bothQ4 2025: 19%, 156 in bothQ1 2026: 21%, 159 in both26Q2 2026: 18%, 171 in both
  • Q2 2014: 15%, 141 in both
  • Q3 2014: 12%, 126 in both
  • Q4 2014: 14%, 126 in both
  • Q1 2015: 16%, 129 in both
  • Q2 2015: 16%, 138 in both
  • Q3 2015: 17%, 139 in both
  • Q4 2015: 17%, 144 in both
  • Q1 2016: 17%, 144 in both
  • Q2 2016: 15%, 135 in both
  • Q3 2016: 18%, 139 in both
  • Q4 2016: 15%, 148 in both
  • Q1 2017: 17%, 151 in both
  • Q2 2017: 18%, 146 in both
  • Q3 2017: 18%, 144 in both
  • Q4 2017: 20%, 153 in both
  • Q1 2018: 20%, 153 in both
  • Q2 2018: 21%, 152 in both
  • Q3 2018: 21%, 150 in both
  • Q4 2018: 23%, 167 in both
  • Q1 2019: 20%, 160 in both
  • Q2 2019: 21%, 150 in both
  • Q3 2019: 22%, 165 in both
  • Q4 2019: 24%, 175 in both
  • Q1 2020: 23%, 173 in both
  • Q2 2020: 23%, 160 in both
  • Q3 2020: 27%, 165 in both
  • Q4 2020: 25%, 160 in both
  • Q1 2021: 22%, 168 in both
  • Q2 2021: 22%, 167 in both
  • Q3 2021: 21%, 165 in both
  • Q4 2021: 20%, 155 in both
  • Q1 2022: 22%, 176 in both
  • Q2 2022: 23%, 177 in both
  • Q3 2022: 23%, 176 in both
  • Q4 2022: 21%, 164 in both
  • Q1 2023: 25%, 182 in both
  • Q2 2023: 24%, 172 in both
  • Q3 2023: 25%, 174 in both
  • Q4 2023: 21%, 165 in both
  • Q1 2024: 22%, 163 in both
  • Q2 2024: 20%, 154 in both
  • Q3 2024: 16%, 136 in both
  • Q4 2024: 24%, 174 in both
  • Q1 2025: 22%, 155 in both
  • Q2 2025: 24%, 149 in both
  • Q3 2025: 22%, 149 in both
  • Q4 2025: 19%, 156 in both
  • Q1 2026: 21%, 159 in both
  • Q2 2026: 18%, 171 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.

StockPoint72 Asset Management LPInvesco Ltd
Amazon Com Inc(AMZN)1.2%Trimmed2.7%Added
Advanced Micro Devices Inc(AMD)0.9%Trimmed2.4%Added
Seagate Technology Hldngs PL(STX)0.9%Added0.6%Added
Asml Holding N V(ASML)1.2%Trimmed0.5%Added
Applied Matls Inc(AMAT)0.5%Trimmed1.6%Added
Texas Instrs Inc(TXN)0.5%New0.9%Added
Broadcom Inc(AVGO)0.4%Trimmed2.1%Trimmed
Micron Technology Inc(MU)0.4%Trimmed3.3%Added
Facebook Inc(META)0.4%Trimmed1.7%Added
Intel Corp(INTC)0.3%Trimmed1.7%Added
Visa Inc(V)0.3%Added0.3%Added
Teradyne Inc(TER)0.2%Trimmed0.3%Added
Mastercard Inc(MA)0.3%Added0.2%Added
Unitedhealth Group Inc(UNH)0.4%Added0.2%Added
American Elec PWR Inc(AEP)0.2%Added0.2%Added
Mondelez Intl Inc(MDLZ)0.5%Added0.2%Trimmed
T-mobile US Inc(TMUS)0.2%Trimmed0.4%Added
Gilead Sciences Inc(GILD)0.2%Added0.4%Trimmed
Bank Amer Corp(BAC)0.2%Trimmed0.3%Trimmed
O Reilly Automotive Inc New(ORLY)0.2%Trimmed0.2%Added

and 151 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)Point72 Asset Management LP trimmed; Invesco Ltd added
  • Micron Technology Inc(MU)Point72 Asset Management LP trimmed; Invesco Ltd added
  • Amazon Com Inc(AMZN)Point72 Asset Management LP trimmed; Invesco Ltd added
  • Alphabet Inc(GOOGL)Point72 Asset Management LP trimmed; Invesco Ltd added
  • Advanced Micro Devices Inc(AMD)Point72 Asset Management LP trimmed; Invesco Ltd added
  • Intel Corp(INTC)Point72 Asset Management LP trimmed; Invesco Ltd added
  • Facebook Inc(META)Point72 Asset Management LP trimmed; Invesco Ltd added
  • Applied Matls Inc(AMAT)Point72 Asset Management LP trimmed; Invesco Ltd added
  • SanDisk Corp(SNDK)Point72 Asset Management LP trimmed; Invesco Ltd added
  • Western Digital Corp(WDC)Point72 Asset Management LP trimmed; Invesco Ltd added
  • Analog Devices Inc(ADI)Point72 Asset Management LP trimmed; Invesco Ltd added
  • Asml Holding N V(ASML)Point72 Asset Management LP trimmed; Invesco Ltd added
Point72 Asset Management LP: the recordInvesco Ltd: the record

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