L3VLUP
ProSign in
← Schonfeld Strategic Advisors LLC, its record

Schonfeld Strategic Advisors LLC and Bridgewater Associates LP: where the books meet

At Q2 2026, at least 24% of the two 13F books was the same, across 154 stocks both listed, against 9.4% at Q1 2016. 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%15%31%Q1 2016: 9.4%, 69 in both16Q2 2016: 7.5%, 117 in bothQ3 2016: 4.9%, 91 in bothQ4 2016: 6.7%, 108 in bothQ1 2017: 4.3%, 88 in both17Q2 2017: 2.7%, 99 in bothQ3 2017: 2.9%, 80 in bothQ4 2017: 1.9%, 56 in bothQ1 2018: 3.1%, 126 in both18Q2 2018: 4.5%, 123 in bothQ3 2018: 7.4%, 92 in bothQ4 2018: 12%, 142 in bothQ1 2019: 4.4%, 101 in both19Q2 2019: 4.9%, 87 in bothQ3 2019: 5.3%, 97 in bothQ4 2019: 5.6%, 137 in bothQ1 2020: 5.7%, 155 in both20Q2 2020: 5.7%, 124 in bothQ3 2020: 7.5%, 116 in bothQ4 2020: 11%, 157 in bothQ1 2021: 8.7%, 131 in both21Q2 2021: 9.3%, 133 in bothQ3 2021: 6.4%, 111 in bothQ4 2021: 12%, 113 in bothQ1 2022: 9.6%, 138 in both22Q2 2022: 16%, 182 in bothQ3 2022: 15%, 169 in bothQ4 2022: 17%, 181 in bothQ1 2023: 15%, 155 in both23Q2 2023: 16%, 163 in bothQ3 2023: 15%, 148 in bothQ4 2023: 15%, 147 in bothQ1 2024: 15%, 143 in both24Q2 2024: 22%, 151 in bothQ3 2024: 21%, 131 in bothQ4 2024: 27%, 154 in bothQ1 2025: 26%, 155 in both25Q2 2025: 18%, 155 in bothQ3 2025: 23%, 172 in bothQ4 2025: 31%, 158 in bothQ1 2026: 22%, 158 in both26Q2 2026: 24%, 154 in both
  • Q1 2016: 9.4%, 69 in both
  • Q2 2016: 7.5%, 117 in both
  • Q3 2016: 4.9%, 91 in both
  • Q4 2016: 6.7%, 108 in both
  • Q1 2017: 4.3%, 88 in both
  • Q2 2017: 2.7%, 99 in both
  • Q3 2017: 2.9%, 80 in both
  • Q4 2017: 1.9%, 56 in both
  • Q1 2018: 3.1%, 126 in both
  • Q2 2018: 4.5%, 123 in both
  • Q3 2018: 7.4%, 92 in both
  • Q4 2018: 12%, 142 in both
  • Q1 2019: 4.4%, 101 in both
  • Q2 2019: 4.9%, 87 in both
  • Q3 2019: 5.3%, 97 in both
  • Q4 2019: 5.6%, 137 in both
  • Q1 2020: 5.7%, 155 in both
  • Q2 2020: 5.7%, 124 in both
  • Q3 2020: 7.5%, 116 in both
  • Q4 2020: 11%, 157 in both
  • Q1 2021: 8.7%, 131 in both
  • Q2 2021: 9.3%, 133 in both
  • Q3 2021: 6.4%, 111 in both
  • Q4 2021: 12%, 113 in both
  • Q1 2022: 9.6%, 138 in both
  • Q2 2022: 16%, 182 in both
  • Q3 2022: 15%, 169 in both
  • Q4 2022: 17%, 181 in both
  • Q1 2023: 15%, 155 in both
  • Q2 2023: 16%, 163 in both
  • Q3 2023: 15%, 148 in both
  • Q4 2023: 15%, 147 in both
  • Q1 2024: 15%, 143 in both
  • Q2 2024: 22%, 151 in both
  • Q3 2024: 21%, 131 in both
  • Q4 2024: 27%, 154 in both
  • Q1 2025: 26%, 155 in both
  • Q2 2025: 18%, 155 in both
  • Q3 2025: 23%, 172 in both
  • Q4 2025: 31%, 158 in both
  • Q1 2026: 22%, 158 in both
  • Q2 2026: 24%, 154 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.

StockSchonfeld Strategic Advisors LLCBridgewater Associates LP
iShares Trust(IVV)10%Added9.2%Added
Nvidia Corp(NVDA)1.8%Added3.2%Trimmed
Microsoft Corp(MSFT)1.2%Added1.1%Trimmed
Alphabet Inc(GOOGL)1.0%Added1.9%Trimmed
Amazon Com Inc(AMZN)0.8%Added2.0%Trimmed
Micron Technology Inc(MU)2.4%Added0.6%Trimmed
Broadcom Inc(AVGO)0.5%Added2.0%Trimmed
Advanced Micro Devices Inc(AMD)0.5%Added1.3%Trimmed
Seagate Technology Hldngs PL(STX)0.4%Added0.8%Trimmed
Amphenol Corp New(APH)0.3%Added0.5%Trimmed
CSX Corp(CSX)0.3%Added0.4%Trimmed
Petroleo Brasileiro SA Petro(PBR)0.3%Added0.4%Added
Applied Matls Inc(AMAT)0.2%Trimmed0.9%Trimmed
Spdr S&P 500 Etf Trust(SPY)0.2%Trimmed16%Added
Lilly Eli & Co(LLY)0.2%Added0.4%Added
Asml Holding N V(ASML)0.2%New0.5%Trimmed
Vale S A(VALE)0.5%Added0.2%Trimmed
Nvent Electric PLC(NVT)0.1%Trimmed0.2%Trimmed
Borgwarner Inc(BWA)0.1%Added0.2%Trimmed
Square Inc(XYZ)0.2%Added0.1%Added

and 134 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.

  • Spdr S&P 500 Etf Trust(SPY)Schonfeld Strategic Advisors LLC trimmed; Bridgewater Associates LP added
  • Nvidia Corp(NVDA)Schonfeld Strategic Advisors LLC added; Bridgewater Associates LP trimmed
  • Micron Technology Inc(MU)Schonfeld Strategic Advisors LLC added; Bridgewater Associates LP trimmed
  • Broadcom Inc(AVGO)Schonfeld Strategic Advisors LLC added; Bridgewater Associates LP trimmed
  • Amazon Com Inc(AMZN)Schonfeld Strategic Advisors LLC added; Bridgewater Associates LP trimmed
  • Alphabet Inc(GOOGL)Schonfeld Strategic Advisors LLC added; Bridgewater Associates LP trimmed
  • Microsoft Corp(MSFT)Schonfeld Strategic Advisors LLC added; Bridgewater Associates LP trimmed
  • Advanced Micro Devices Inc(AMD)Schonfeld Strategic Advisors LLC added; Bridgewater Associates LP trimmed
  • iShares(EWY)Schonfeld Strategic Advisors LLC started; Bridgewater Associates LP trimmed
  • Seagate Technology Hldngs PL(STX)Schonfeld Strategic Advisors LLC added; Bridgewater Associates LP trimmed
  • Vale S A(VALE)Schonfeld Strategic Advisors LLC added; Bridgewater Associates LP trimmed
  • Amphenol Corp New(APH)Schonfeld Strategic Advisors LLC added; Bridgewater Associates LP trimmed
Schonfeld Strategic Advisors LLC: the recordBridgewater Associates LP: 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