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Susquehanna International Group LLP and Man Group PLC: where the books meet

At Q2 2026, at least 3.9% of the two 13F books was the same, across 42 stocks both listed, against 4.0% at Q1 2018. 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%2%5%Q1 2018: 4.0%, 40 in both18Q2 2018: 3.2%, 39 in bothQ3 2018: 2.2%, 27 in bothQ4 2018: 2.2%, 31 in bothQ1 2019: 2.7%, 29 in both19Q2 2019: 3.7%, 42 in bothQ3 2019: 3.7%, 37 in bothQ4 2019: 4.0%, 39 in bothQ1 2020: 3.7%, 41 in both20Q2 2020: 3.4%, 48 in bothQ3 2020: 3.4%, 39 in bothQ4 2020: 3.5%, 42 in bothQ1 2021: 3.4%, 48 in both21Q2 2021: 3.9%, 49 in bothQ3 2021: 2.6%, 38 in bothQ4 2021: 2.5%, 34 in bothQ1 2022: 3.6%, 46 in both22Q2 2022: 3.0%, 35 in bothQ3 2022: 3.5%, 35 in bothQ4 2022: 3.9%, 49 in bothQ1 2023: 4.0%, 53 in both23Q2 2023: 4.4%, 48 in bothQ3 2023: 3.8%, 42 in bothQ4 2023: 4.8%, 38 in bothQ1 2024: 4.4%, 37 in both24Q2 2024: 3.8%, 39 in bothQ3 2024: 3.3%, 32 in bothQ4 2024: 3.2%, 37 in bothQ1 2025: 1.5%, 27 in both25Q2 2025: 3.3%, 34 in bothQ3 2025: 2.8%, 23 in bothQ4 2025: 2.6%, 25 in bothQ1 2026: 2.1%, 28 in both26Q2 2026: 3.9%, 42 in both
  • Q1 2018: 4.0%, 40 in both
  • Q2 2018: 3.2%, 39 in both
  • Q3 2018: 2.2%, 27 in both
  • Q4 2018: 2.2%, 31 in both
  • Q1 2019: 2.7%, 29 in both
  • Q2 2019: 3.7%, 42 in both
  • Q3 2019: 3.7%, 37 in both
  • Q4 2019: 4.0%, 39 in both
  • Q1 2020: 3.7%, 41 in both
  • Q2 2020: 3.4%, 48 in both
  • Q3 2020: 3.4%, 39 in both
  • Q4 2020: 3.5%, 42 in both
  • Q1 2021: 3.4%, 48 in both
  • Q2 2021: 3.9%, 49 in both
  • Q3 2021: 2.6%, 38 in both
  • Q4 2021: 2.5%, 34 in both
  • Q1 2022: 3.6%, 46 in both
  • Q2 2022: 3.0%, 35 in both
  • Q3 2022: 3.5%, 35 in both
  • Q4 2022: 3.9%, 49 in both
  • Q1 2023: 4.0%, 53 in both
  • Q2 2023: 4.4%, 48 in both
  • Q3 2023: 3.8%, 42 in both
  • Q4 2023: 4.8%, 38 in both
  • Q1 2024: 4.4%, 37 in both
  • Q2 2024: 3.8%, 39 in both
  • Q3 2024: 3.3%, 32 in both
  • Q4 2024: 3.2%, 37 in both
  • Q1 2025: 1.5%, 27 in both
  • Q2 2025: 3.3%, 34 in both
  • Q3 2025: 2.8%, 23 in both
  • Q4 2025: 2.6%, 25 in both
  • Q1 2026: 2.1%, 28 in both
  • Q2 2026: 3.9%, 42 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.

StockSusquehanna International Group LLPMan Group PLC
Spdr S&P 500 Etf Trust(SPY)0.8%Added1.4%New
Nvidia Corp(NVDA)0.3%Added3.5%Added
Micron Technology Inc(MU)0.3%Trimmed0.9%Trimmed
Microsoft Corp(MSFT)0.2%Added1.6%Trimmed
Taiwan Semiconductor MFG LTD(TSM)0.2%Added0.8%Trimmed
Alphabet Inc(GOOG)0.2%Added0.8%Trimmed
Amazon Com Inc(AMZN)0.1%Added1.7%Added
Apple Inc(AAPL)0.1%Added3.0%Added
Broadcom Inc(AVGO)0.1%Added1.3%Trimmed
Facebook Inc(META)0.1%Added0.8%Trimmed
Tesla MTRS Inc(TSLA)0.1%Trimmed0.4%Trimmed
Alphabet Inc(GOOGL)0.1%Added1.4%Trimmed
Advanced Micro Devices Inc(AMD)under 0.1%Trimmed0.7%Trimmed
Intel Corp(INTC)under 0.1%Added0.2%Added
Palantir Technologies Inc(PLTR)under 0.1%Addedunder 0.1%Trimmed
SanDisk Corp(SNDK)under 0.1%Trimmedunder 0.1%Trimmed
Netflix Inc(NFLX)under 0.1%Added0.2%Added
Marvell Technology Inc(MRVL)under 0.1%Trimmed0.2%Trimmed
Kla-tencor Corp(KLAC)under 0.1%Added0.4%Added
Lam Research Corp(LRCX)under 0.1%Added0.5%Trimmed

and 22 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.

  • Microsoft Corp(MSFT)Susquehanna International Group LLP added; Man Group PLC trimmed
  • Taiwan Semiconductor MFG LTD(TSM)Susquehanna International Group LLP added; Man Group PLC trimmed
  • Alphabet Inc(GOOG)Susquehanna International Group LLP added; Man Group PLC trimmed
  • Broadcom Inc(AVGO)Susquehanna International Group LLP added; Man Group PLC trimmed
  • Facebook Inc(META)Susquehanna International Group LLP added; Man Group PLC trimmed
  • Alphabet Inc(GOOGL)Susquehanna International Group LLP added; Man Group PLC trimmed
  • Palantir Technologies Inc(PLTR)Susquehanna International Group LLP added; Man Group PLC trimmed
  • Unitedhealth Group Inc(UNH)Susquehanna International Group LLP trimmed; Man Group PLC added
  • Oracle Corp(ORCL)Susquehanna International Group LLP added; Man Group PLC trimmed
  • Lam Research Corp(LRCX)Susquehanna International Group LLP added; Man Group PLC trimmed
  • Qualcomm Inc(QCOM)Susquehanna International Group LLP added; Man Group PLC trimmed
  • Cisco Sys Inc(CSCO)Susquehanna International Group LLP added; Man Group PLC trimmed
Susquehanna International Group LLP: the recordMan Group PLC: the record

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