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← Verition Fund Management LLC, its record

Verition Fund Management LLC and Bridgewater Associates LP: where the books meet

At Q2 2026, at least 21% of the two 13F books was the same, across 122 stocks both listed, against 6.0% at Q2 2013. 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%11%22%Q2 2013: 6.0%, 141 in bothQ3 2013: 7.4%, 143 in bothQ4 2013: 8.4%, 108 in bothQ1 2014: 6.2%, 110 in both14Q2 2014: 5.7%, 139 in bothQ3 2014: 5.6%, 166 in bothQ4 2014: 2.8%, 66 in bothQ1 2015: 2.0%, 74 in both15Q2 2015: 5.2%, 111 in bothQ3 2015: 7.0%, 140 in bothQ4 2015: 4.5%, 81 in bothQ1 2016: 7.4%, 117 in both16Q2 2016: 14%, 154 in bothQ3 2016: 6.4%, 109 in bothQ4 2016: 6.2%, 122 in bothQ1 2017: 4.9%, 110 in both17Q2 2017: 3.6%, 111 in bothQ3 2017: 4.8%, 105 in bothQ4 2017: 4.7%, 87 in bothQ1 2018: 5.7%, 166 in both18Q2 2018: 7.7%, 162 in bothQ3 2018: 5.6%, 133 in bothQ4 2018: 7.8%, 146 in bothQ1 2019: 3.4%, 93 in both19Q2 2019: 3.6%, 79 in bothQ3 2019: 3.9%, 79 in bothQ4 2019: 2.9%, 80 in bothQ1 2020: 1.6%, 91 in both20Q2 2020: 2.4%, 93 in bothQ3 2020: 6.1%, 75 in bothQ4 2020: 4.3%, 75 in bothQ1 2021: 2.3%, 29 in both21Q2 2021: 3.9%, 53 in bothQ3 2021: 2.2%, 55 in bothQ4 2021: 3.7%, 46 in bothQ1 2022: 4.3%, 68 in both22Q2 2022: 9.2%, 97 in bothQ3 2022: 7.9%, 94 in bothQ4 2022: 7.2%, 90 in bothQ1 2023: 7.0%, 97 in both23Q2 2023: 7.6%, 95 in bothQ3 2023: 10%, 119 in bothQ4 2023: 14%, 126 in bothQ1 2024: 14%, 126 in both24Q2 2024: 19%, 131 in bothQ3 2024: 19%, 142 in bothQ4 2024: 22%, 148 in bothQ1 2025: 21%, 167 in both25Q2 2025: 13%, 162 in bothQ3 2025: 17%, 141 in bothQ4 2025: 22%, 131 in bothQ1 2026: 14%, 133 in both26Q2 2026: 21%, 122 in both
  • Q2 2013: 6.0%, 141 in both
  • Q3 2013: 7.4%, 143 in both
  • Q4 2013: 8.4%, 108 in both
  • Q1 2014: 6.2%, 110 in both
  • Q2 2014: 5.7%, 139 in both
  • Q3 2014: 5.6%, 166 in both
  • Q4 2014: 2.8%, 66 in both
  • Q1 2015: 2.0%, 74 in both
  • Q2 2015: 5.2%, 111 in both
  • Q3 2015: 7.0%, 140 in both
  • Q4 2015: 4.5%, 81 in both
  • Q1 2016: 7.4%, 117 in both
  • Q2 2016: 14%, 154 in both
  • Q3 2016: 6.4%, 109 in both
  • Q4 2016: 6.2%, 122 in both
  • Q1 2017: 4.9%, 110 in both
  • Q2 2017: 3.6%, 111 in both
  • Q3 2017: 4.8%, 105 in both
  • Q4 2017: 4.7%, 87 in both
  • Q1 2018: 5.7%, 166 in both
  • Q2 2018: 7.7%, 162 in both
  • Q3 2018: 5.6%, 133 in both
  • Q4 2018: 7.8%, 146 in both
  • Q1 2019: 3.4%, 93 in both
  • Q2 2019: 3.6%, 79 in both
  • Q3 2019: 3.9%, 79 in both
  • Q4 2019: 2.9%, 80 in both
  • Q1 2020: 1.6%, 91 in both
  • Q2 2020: 2.4%, 93 in both
  • Q3 2020: 6.1%, 75 in both
  • Q4 2020: 4.3%, 75 in both
  • Q1 2021: 2.3%, 29 in both
  • Q2 2021: 3.9%, 53 in both
  • Q3 2021: 2.2%, 55 in both
  • Q4 2021: 3.7%, 46 in both
  • Q1 2022: 4.3%, 68 in both
  • Q2 2022: 9.2%, 97 in both
  • Q3 2022: 7.9%, 94 in both
  • Q4 2022: 7.2%, 90 in both
  • Q1 2023: 7.0%, 97 in both
  • Q2 2023: 7.6%, 95 in both
  • Q3 2023: 10%, 119 in both
  • Q4 2023: 14%, 126 in both
  • Q1 2024: 14%, 126 in both
  • Q2 2024: 19%, 131 in both
  • Q3 2024: 19%, 142 in both
  • Q4 2024: 22%, 148 in both
  • Q1 2025: 21%, 167 in both
  • Q2 2025: 13%, 162 in both
  • Q3 2025: 17%, 141 in both
  • Q4 2025: 22%, 131 in both
  • Q1 2026: 14%, 133 in both
  • Q2 2026: 21%, 122 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.

StockVerition Fund Management LLCBridgewater Associates LP
iShares Trust(IVV)7.1%Added9.2%Added
Spdr S&P 500 Etf Trust(SPY)3.5%Added16%Added
Micron Technology Inc(MU)0.8%Added0.6%Trimmed
iShares Trust(LQD)0.5%New0.5%Added
Alphabet Inc(GOOGL)0.4%Added1.9%Trimmed
Amazon Com Inc(AMZN)0.4%Added2.0%Trimmed
Advanced Micro Devices Inc(AMD)0.3%Added1.3%Trimmed
Western Digital Corp(WDC)0.3%Added0.5%Trimmed
Seagate Technology Hldngs PL(STX)0.2%Added0.8%Trimmed
Lam Research Corp(LRCX)0.2%Added1.7%Trimmed
Johnson & Johnson(JNJ)0.2%Added0.7%Trimmed
Popular Inc(BPOP)0.2%Trimmed0.2%Trimmed
Applied Matls Inc(AMAT)0.2%Trimmed0.9%Trimmed
Shell PLC(SHEL)0.2%Trimmed0.5%Added
Nvidia Corp(NVDA)0.2%Trimmed3.2%Trimmed
Facebook Inc(META)0.2%Added0.3%Trimmed
Microsoft Corp(MSFT)0.2%Added1.1%Trimmed
PPL Corp(PPL)0.2%Added0.2%Added
Wells Fargo & Co New(WFC)0.2%Added0.4%Added
Oracle Corp(ORCL)0.2%Added0.9%Trimmed

and 102 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)Verition Fund Management LLC added; Bridgewater Associates LP trimmed
  • Amazon Com Inc(AMZN)Verition Fund Management LLC added; Bridgewater Associates LP trimmed
  • Alphabet Inc(GOOGL)Verition Fund Management LLC added; Bridgewater Associates LP trimmed
  • Lam Research Corp(LRCX)Verition Fund Management LLC added; Bridgewater Associates LP trimmed
  • Advanced Micro Devices Inc(AMD)Verition Fund Management LLC added; Bridgewater Associates LP trimmed
  • Microsoft Corp(MSFT)Verition Fund Management LLC added; Bridgewater Associates LP trimmed
  • Oracle Corp(ORCL)Verition Fund Management LLC added; Bridgewater Associates LP trimmed
  • Seagate Technology Hldngs PL(STX)Verition Fund Management LLC added; Bridgewater Associates LP trimmed
  • Johnson & Johnson(JNJ)Verition Fund Management LLC added; Bridgewater Associates LP trimmed
  • Micron Technology Inc(MU)Verition Fund Management LLC added; Bridgewater Associates LP trimmed
  • Aon PLC(AON)Verition Fund Management LLC added; Bridgewater Associates LP trimmed
  • Barrick MNG Corp(B)Verition Fund Management LLC trimmed; Bridgewater Associates LP added
Verition Fund Management LLC: the recordBridgewater Associates LP: the record

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