L3VLUP
ProSign in
← Point72 Asset Management LP, its record

Point72 Asset Management LP and MFS Investment Management: where the books meet

At Q2 2026, at least 18% of the two 13F books was the same, across 139 stocks both listed, against 11% 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%12%23%Q2 2014: 11%, 128 in bothQ3 2014: 9.3%, 121 in bothQ4 2014: 11%, 122 in bothQ1 2015: 13%, 147 in both15Q2 2015: 15%, 146 in bothQ3 2015: 16%, 148 in bothQ4 2015: 16%, 142 in bothQ1 2016: 18%, 149 in both16Q2 2016: 16%, 160 in bothQ3 2016: 19%, 159 in bothQ4 2016: 18%, 154 in bothQ1 2017: 18%, 151 in both17Q2 2017: 19%, 158 in bothQ3 2017: 17%, 141 in bothQ4 2017: 16%, 137 in bothQ1 2018: 17%, 134 in both18Q2 2018: 17%, 141 in bothQ3 2018: 17%, 135 in bothQ4 2018: 20%, 153 in bothQ1 2019: 17%, 130 in both19Q2 2019: 17%, 135 in bothQ3 2019: 19%, 154 in bothQ4 2019: 21%, 157 in bothQ1 2020: 20%, 142 in both20Q2 2020: 22%, 148 in bothQ3 2020: 22%, 148 in bothQ4 2020: 23%, 158 in bothQ1 2021: 21%, 148 in both21Q2 2021: 19%, 140 in bothQ3 2021: 18%, 142 in bothQ4 2021: 17%, 141 in bothQ1 2022: 19%, 147 in both22Q2 2022: 20%, 164 in bothQ3 2022: 19%, 173 in bothQ4 2022: 18%, 152 in bothQ1 2023: 19%, 155 in both23Q2 2023: 22%, 169 in bothQ3 2023: 23%, 159 in bothQ4 2023: 20%, 152 in bothQ1 2024: 18%, 144 in both24Q2 2024: 17%, 143 in bothQ3 2024: 16%, 130 in bothQ4 2024: 23%, 145 in bothQ1 2025: 21%, 149 in both25Q2 2025: 21%, 140 in bothQ3 2025: 20%, 128 in bothQ4 2025: 18%, 132 in bothQ1 2026: 18%, 137 in both26Q2 2026: 18%, 139 in both
  • Q2 2014: 11%, 128 in both
  • Q3 2014: 9.3%, 121 in both
  • Q4 2014: 11%, 122 in both
  • Q1 2015: 13%, 147 in both
  • Q2 2015: 15%, 146 in both
  • Q3 2015: 16%, 148 in both
  • Q4 2015: 16%, 142 in both
  • Q1 2016: 18%, 149 in both
  • Q2 2016: 16%, 160 in both
  • Q3 2016: 19%, 159 in both
  • Q4 2016: 18%, 154 in both
  • Q1 2017: 18%, 151 in both
  • Q2 2017: 19%, 158 in both
  • Q3 2017: 17%, 141 in both
  • Q4 2017: 16%, 137 in both
  • Q1 2018: 17%, 134 in both
  • Q2 2018: 17%, 141 in both
  • Q3 2018: 17%, 135 in both
  • Q4 2018: 20%, 153 in both
  • Q1 2019: 17%, 130 in both
  • Q2 2019: 17%, 135 in both
  • Q3 2019: 19%, 154 in both
  • Q4 2019: 21%, 157 in both
  • Q1 2020: 20%, 142 in both
  • Q2 2020: 22%, 148 in both
  • Q3 2020: 22%, 148 in both
  • Q4 2020: 23%, 158 in both
  • Q1 2021: 21%, 148 in both
  • Q2 2021: 19%, 140 in both
  • Q3 2021: 18%, 142 in both
  • Q4 2021: 17%, 141 in both
  • Q1 2022: 19%, 147 in both
  • Q2 2022: 20%, 164 in both
  • Q3 2022: 19%, 173 in both
  • Q4 2022: 18%, 152 in both
  • Q1 2023: 19%, 155 in both
  • Q2 2023: 22%, 169 in both
  • Q3 2023: 23%, 159 in both
  • Q4 2023: 20%, 152 in both
  • Q1 2024: 18%, 144 in both
  • Q2 2024: 17%, 143 in both
  • Q3 2024: 16%, 130 in both
  • Q4 2024: 23%, 145 in both
  • Q1 2025: 21%, 149 in both
  • Q2 2025: 21%, 140 in both
  • Q3 2025: 20%, 128 in both
  • Q4 2025: 18%, 132 in both
  • Q1 2026: 18%, 137 in both
  • Q2 2026: 18%, 139 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 LPMFS Investment Management
Amazon Com Inc(AMZN)1.2%Trimmed2.8%Added
Taiwan Semiconductor MFG LTD(TSM)0.8%Trimmed1.5%Trimmed
Seagate Technology Hldngs PL(STX)0.9%Added0.8%Added
Raytheon Technologies Corp(RTX)0.7%Added0.7%Trimmed
Arista Networks Inc(ANET)1.0%Trimmed0.5%Added
Texas Instrs Inc(TXN)0.5%New0.4%Trimmed
Advanced Micro Devices Inc(AMD)0.9%Trimmed0.4%Added
Broadcom Inc(AVGO)0.4%Trimmed1.7%Added
Micron Technology Inc(MU)0.4%Trimmed0.5%Added
Facebook Inc(META)0.4%Trimmed0.7%Trimmed
Applied Matls Inc(AMAT)0.5%Trimmed0.4%Added
Spotify Technology S A(SPOT)0.4%Trimmed0.3%Added
Visa Inc(V)0.3%Added0.8%Trimmed
Union Pac Corp(UNP)0.3%Added0.6%Trimmed
Mastercard Inc(MA)0.3%Added0.9%Trimmed
Crh plc(CRH)0.2%Added0.5%Added
Snowflake Inc(SNOW)0.8%Added0.2%Added
Gilead Sciences Inc(GILD)0.2%Added0.3%Added
Bank Amer Corp(BAC)0.2%Trimmed0.3%Added
Cheniere Energy Inc(LNG)0.2%New0.2%Trimmed

and 119 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.

  • Alphabet Inc(GOOGL)Point72 Asset Management LP trimmed; MFS Investment Management added
  • Amazon Com Inc(AMZN)Point72 Asset Management LP trimmed; MFS Investment Management added
  • Broadcom Inc(AVGO)Point72 Asset Management LP trimmed; MFS Investment Management added
  • JPMorgan Chase & Co(JPM)Point72 Asset Management LP started; MFS Investment Management trimmed
  • Mastercard Inc(MA)Point72 Asset Management LP added; MFS Investment Management trimmed
  • Visa Inc(V)Point72 Asset Management LP added; MFS Investment Management trimmed
  • Waters Corp(WAT)Point72 Asset Management LP added; MFS Investment Management trimmed
  • Franco Nevada Corp(FNV)Point72 Asset Management LP added; MFS Investment Management trimmed
  • Willis Towers Watson Pub LTD(WTW)Point72 Asset Management LP added; MFS Investment Management trimmed
  • Raytheon Technologies Corp(RTX)Point72 Asset Management LP added; MFS Investment Management trimmed
  • Exxon Mobil Corp(XOM)Point72 Asset Management LP added; MFS Investment Management trimmed
  • Schwab Charles Corp New(SCHW)Point72 Asset Management LP added; MFS Investment Management trimmed
Point72 Asset Management LP: the recordMFS Investment Management: the record

Company names, tickers and logos are the trademarks of their respective owners and appear here to identify the company whose public figures are being used. L3VLUP is not affiliated with, sponsored by or endorsed by any company shown, and nothing here is a statement by or about that company. More