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Voloridge Investment Management LLC and Invesco Ltd: where the books meet

At Q2 2026, at least 27% of the two 13F books was the same, across 201 stocks both listed, against 12% at Q4 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%15%30%Q4 2013: 12%, 57 in bothQ1 2014: 5.4%, 31 in both14Q2 2014: 9.1%, 54 in bothQ3 2014: 6.6%, 49 in bothQ4 2014: 18%, 115 in bothQ1 2015: 18%, 130 in both15Q2 2015: 18%, 132 in bothQ3 2015: 14%, 130 in bothQ4 2015: 13%, 83 in bothQ1 2016: 25%, 173 in both16Q2 2016: 22%, 147 in bothQ3 2016: 10%, 93 in bothQ4 2016: 22%, 193 in bothQ1 2017: 17%, 163 in both17Q2 2017: 14%, 135 in bothQ3 2017: 17%, 152 in bothQ4 2017: 20%, 155 in bothQ1 2018: 16%, 163 in both18Q2 2018: 19%, 132 in bothQ3 2018: 19%, 115 in bothQ4 2018: 18%, 168 in bothQ1 2019: 22%, 182 in both19Q2 2019: 24%, 189 in bothQ3 2019: 26%, 208 in bothQ4 2019: 24%, 196 in bothQ1 2020: 29%, 221 in both20Q2 2020: 27%, 193 in bothQ3 2020: 22%, 195 in bothQ4 2020: 26%, 209 in bothQ1 2021: 24%, 178 in both21Q2 2021: 24%, 184 in bothQ3 2021: 25%, 219 in bothQ4 2021: 27%, 230 in bothQ1 2022: 25%, 201 in both22Q2 2022: 27%, 215 in bothQ3 2022: 28%, 214 in bothQ4 2022: 26%, 214 in bothQ1 2023: 28%, 228 in both23Q2 2023: 30%, 235 in bothQ3 2023: 26%, 211 in bothQ4 2023: 26%, 187 in bothQ1 2024: 24%, 188 in both24Q2 2024: 26%, 206 in bothQ3 2024: 23%, 195 in bothQ4 2024: 23%, 197 in bothQ1 2025: 23%, 193 in both25Q2 2025: 27%, 177 in bothQ3 2025: 26%, 161 in bothQ4 2025: 23%, 166 in bothQ1 2026: 27%, 201 in both26Q2 2026: 27%, 201 in both
  • Q4 2013: 12%, 57 in both
  • Q1 2014: 5.4%, 31 in both
  • Q2 2014: 9.1%, 54 in both
  • Q3 2014: 6.6%, 49 in both
  • Q4 2014: 18%, 115 in both
  • Q1 2015: 18%, 130 in both
  • Q2 2015: 18%, 132 in both
  • Q3 2015: 14%, 130 in both
  • Q4 2015: 13%, 83 in both
  • Q1 2016: 25%, 173 in both
  • Q2 2016: 22%, 147 in both
  • Q3 2016: 10%, 93 in both
  • Q4 2016: 22%, 193 in both
  • Q1 2017: 17%, 163 in both
  • Q2 2017: 14%, 135 in both
  • Q3 2017: 17%, 152 in both
  • Q4 2017: 20%, 155 in both
  • Q1 2018: 16%, 163 in both
  • Q2 2018: 19%, 132 in both
  • Q3 2018: 19%, 115 in both
  • Q4 2018: 18%, 168 in both
  • Q1 2019: 22%, 182 in both
  • Q2 2019: 24%, 189 in both
  • Q3 2019: 26%, 208 in both
  • Q4 2019: 24%, 196 in both
  • Q1 2020: 29%, 221 in both
  • Q2 2020: 27%, 193 in both
  • Q3 2020: 22%, 195 in both
  • Q4 2020: 26%, 209 in both
  • Q1 2021: 24%, 178 in both
  • Q2 2021: 24%, 184 in both
  • Q3 2021: 25%, 219 in both
  • Q4 2021: 27%, 230 in both
  • Q1 2022: 25%, 201 in both
  • Q2 2022: 27%, 215 in both
  • Q3 2022: 28%, 214 in both
  • Q4 2022: 26%, 214 in both
  • Q1 2023: 28%, 228 in both
  • Q2 2023: 30%, 235 in both
  • Q3 2023: 26%, 211 in both
  • Q4 2023: 26%, 187 in both
  • Q1 2024: 24%, 188 in both
  • Q2 2024: 26%, 206 in both
  • Q3 2024: 23%, 195 in both
  • Q4 2024: 23%, 197 in both
  • Q1 2025: 23%, 193 in both
  • Q2 2025: 27%, 177 in both
  • Q3 2025: 26%, 161 in both
  • Q4 2025: 23%, 166 in both
  • Q1 2026: 27%, 201 in both
  • Q2 2026: 27%, 201 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.

StockVoloridge Investment Management LLCInvesco Ltd
Amazon Com Inc(AMZN)1.7%Added2.7%Added
Nvidia Corp(NVDA)1.4%New5.2%Added
Alphabet Inc(GOOG)1.3%Added1.8%Added
Texas Instrs Inc(TXN)0.9%New0.9%Added
Microsoft Corp(MSFT)0.8%Trimmed3.0%Added
Costco WHSL Corp New(COST)0.7%Trimmed1.0%Added
Micron Technology Inc(MU)0.7%Trimmed3.3%Added
Palantir Technologies Inc(PLTR)1.4%Added0.7%Added
Alphabet Inc(GOOGL)0.6%Trimmed2.6%Added
Advanced Micro Devices Inc(AMD)0.5%Trimmed2.4%Added
Western Digital Corp(WDC)0.5%New0.7%Added
Asml Holding N V(ASML)0.8%Added0.5%Added
Pepsico Inc(PEP)1.2%Added0.5%Added
Intel Corp(INTC)0.3%New1.7%Added
SanDisk Corp(SNDK)0.3%Trimmed1.0%Added
Johnson & Johnson(JNJ)0.4%New0.3%Added
Gilead Sciences Inc(GILD)0.3%Added0.4%Trimmed
Fortinet Inc(FTNT)0.4%Added0.3%Trimmed
Qualcomm Inc(QCOM)0.3%New0.5%Added
Lilly Eli & Co(LLY)0.3%Trimmed0.4%Added

and 181 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.

  • Apple Inc(AAPL)Voloridge Investment Management LLC sold out; Invesco Ltd added
  • Micron Technology Inc(MU)Voloridge Investment Management LLC trimmed; Invesco Ltd added
  • Microsoft Corp(MSFT)Voloridge Investment Management LLC trimmed; Invesco Ltd added
  • Alphabet Inc(GOOGL)Voloridge Investment Management LLC trimmed; Invesco Ltd added
  • Advanced Micro Devices Inc(AMD)Voloridge Investment Management LLC trimmed; Invesco Ltd added
  • Tesla Inc(TSLA)Voloridge Investment Management LLC sold out; Invesco Ltd added
  • Lam Research Corp(LRCX)Voloridge Investment Management LLC sold out; Invesco Ltd added
  • Costco WHSL Corp New(COST)Voloridge Investment Management LLC trimmed; Invesco Ltd added
  • SanDisk Corp(SNDK)Voloridge Investment Management LLC trimmed; Invesco Ltd added
  • Analog Devices Inc(ADI)Voloridge Investment Management LLC trimmed; Invesco Ltd added
  • Gilead Sciences Inc(GILD)Voloridge Investment Management LLC added; Invesco Ltd trimmed
  • Booking HLDGS Inc(BKNG)Voloridge Investment Management LLC sold out; Invesco Ltd added
Voloridge Investment Management LLC: the recordInvesco Ltd: the record

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