← Point72 Asset Management LP, its record

Point72 Asset Management LP and Wellington Management Group LLP: where the books meet

At Q2 2026, at least 19% of the two 13F books was the same, across 152 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

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.

Stock	Point72 Asset Management LP	Wellington Management Group LLP
Amazon Com Inc(AMZN)	1.2%Trimmed	2.3%Trimmed
Advanced Micro Devices Inc(AMD)	0.9%Trimmed	0.9%Added
Taiwan Semiconductor MFG LTD(TSM)	0.8%Trimmed	0.5%Trimmed
Texas Instrs Inc(TXN)	0.5%New	0.7%Trimmed
Home Depot Inc(HD)	0.4%Trimmed	0.5%Trimmed
Broadcom Inc(AVGO)	0.4%Trimmed	3.4%Added
Seagate Technology Hldngs PL(STX)	0.9%Added	0.4%Added
Micron Technology Inc(MU)	0.4%Trimmed	1.0%Added
Unitedhealth Group Inc(UNH)	0.4%Added	0.8%Added
Facebook Inc(META)	0.4%Trimmed	0.7%Trimmed
Asml Holding N V(ASML)	1.2%Trimmed	0.3%Added
Keurig DR Pepper Inc(KDP)	0.5%Added	0.3%Trimmed
Intel Corp(INTC)	0.3%Trimmed	0.4%Added
Visa Inc(V)	0.3%Added	0.6%Trimmed
Mastercard Inc(MA)	0.3%Added	1.1%Trimmed
049560105(ATO)	0.3%New	0.3%Trimmed
Arista Networks Inc(ANET)	1.0%Trimmed	0.2%Added
Spotify Technology S A(SPOT)	0.4%Trimmed	0.2%Trimmed
Capital One Finl Corp(COF)	0.6%Added	0.2%Added
American Elec PWR Inc(AEP)	0.2%Added	0.3%Added

and 132 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)Point72 Asset Management LP trimmed; Wellington Management Group LLP added
Merck & Co Inc New(MRK)Point72 Asset Management LP trimmed; Wellington Management Group LLP added
Mastercard Inc(MA)Point72 Asset Management LP added; Wellington Management Group LLP trimmed
Micron Technology Inc(MU)Point72 Asset Management LP trimmed; Wellington Management Group LLP added
Advanced Micro Devices Inc(AMD)Point72 Asset Management LP trimmed; Wellington Management Group LLP added
Astrazeneca PLC(AZN)Point72 Asset Management LP trimmed; Wellington Management Group LLP added
Texas Instrs Inc(TXN)Point72 Asset Management LP started; Wellington Management Group LLP trimmed
Visa Inc(V)Point72 Asset Management LP added; Wellington Management Group LLP trimmed
Wells Fargo & Co New(WFC)Point72 Asset Management LP started; Wellington Management Group LLP trimmed
Y2573f102(FLEX)Point72 Asset Management LP started; Wellington Management Group LLP trimmed
Dominion Res Inc Va New(D)Point72 Asset Management LP started; Wellington Management Group LLP trimmed
SanDisk Corp(SNDK)Point72 Asset Management LP trimmed; Wellington Management Group LLP added

Point72 Asset Management LP: the record Wellington Management Group LLP: the record

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