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Voloridge Investment Management LLC and Wellington Management Group LLP: where the books meet

At Q2 2026, at least 27% of the two 13F books was the same, across 170 stocks both listed, against 9.9% 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%16%32%Q4 2013: 9.9%, 49 in bothQ1 2014: 8.4%, 42 in both14Q2 2014: 10%, 43 in bothQ3 2014: 5.8%, 42 in bothQ4 2014: 18%, 102 in bothQ1 2015: 20%, 109 in both15Q2 2015: 16%, 109 in bothQ3 2015: 15%, 91 in bothQ4 2015: 11%, 67 in bothQ1 2016: 27%, 140 in both16Q2 2016: 32%, 136 in bothQ3 2016: 12%, 90 in bothQ4 2016: 24%, 180 in bothQ1 2017: 18%, 140 in both17Q2 2017: 18%, 129 in bothQ3 2017: 14%, 132 in bothQ4 2017: 19%, 164 in bothQ1 2018: 14%, 158 in both18Q2 2018: 17%, 133 in bothQ3 2018: 18%, 109 in bothQ4 2018: 18%, 145 in bothQ1 2019: 22%, 155 in both19Q2 2019: 22%, 164 in bothQ3 2019: 26%, 174 in bothQ4 2019: 24%, 176 in bothQ1 2020: 23%, 149 in both20Q2 2020: 29%, 170 in bothQ3 2020: 21%, 167 in bothQ4 2020: 25%, 175 in bothQ1 2021: 27%, 166 in both21Q2 2021: 21%, 157 in bothQ3 2021: 19%, 163 in bothQ4 2021: 22%, 170 in bothQ1 2022: 19%, 154 in both22Q2 2022: 22%, 167 in bothQ3 2022: 22%, 162 in bothQ4 2022: 22%, 176 in bothQ1 2023: 26%, 196 in both23Q2 2023: 25%, 188 in bothQ3 2023: 21%, 163 in bothQ4 2023: 22%, 151 in bothQ1 2024: 25%, 158 in both24Q2 2024: 24%, 184 in bothQ3 2024: 21%, 164 in bothQ4 2024: 21%, 178 in bothQ1 2025: 22%, 172 in both25Q2 2025: 28%, 179 in bothQ3 2025: 25%, 156 in bothQ4 2025: 20%, 153 in bothQ1 2026: 25%, 179 in both26Q2 2026: 27%, 170 in both
  • Q4 2013: 9.9%, 49 in both
  • Q1 2014: 8.4%, 42 in both
  • Q2 2014: 10%, 43 in both
  • Q3 2014: 5.8%, 42 in both
  • Q4 2014: 18%, 102 in both
  • Q1 2015: 20%, 109 in both
  • Q2 2015: 16%, 109 in both
  • Q3 2015: 15%, 91 in both
  • Q4 2015: 11%, 67 in both
  • Q1 2016: 27%, 140 in both
  • Q2 2016: 32%, 136 in both
  • Q3 2016: 12%, 90 in both
  • Q4 2016: 24%, 180 in both
  • Q1 2017: 18%, 140 in both
  • Q2 2017: 18%, 129 in both
  • Q3 2017: 14%, 132 in both
  • Q4 2017: 19%, 164 in both
  • Q1 2018: 14%, 158 in both
  • Q2 2018: 17%, 133 in both
  • Q3 2018: 18%, 109 in both
  • Q4 2018: 18%, 145 in both
  • Q1 2019: 22%, 155 in both
  • Q2 2019: 22%, 164 in both
  • Q3 2019: 26%, 174 in both
  • Q4 2019: 24%, 176 in both
  • Q1 2020: 23%, 149 in both
  • Q2 2020: 29%, 170 in both
  • Q3 2020: 21%, 167 in both
  • Q4 2020: 25%, 175 in both
  • Q1 2021: 27%, 166 in both
  • Q2 2021: 21%, 157 in both
  • Q3 2021: 19%, 163 in both
  • Q4 2021: 22%, 170 in both
  • Q1 2022: 19%, 154 in both
  • Q2 2022: 22%, 167 in both
  • Q3 2022: 22%, 162 in both
  • Q4 2022: 22%, 176 in both
  • Q1 2023: 26%, 196 in both
  • Q2 2023: 25%, 188 in both
  • Q3 2023: 21%, 163 in both
  • Q4 2023: 22%, 151 in both
  • Q1 2024: 25%, 158 in both
  • Q2 2024: 24%, 184 in both
  • Q3 2024: 21%, 164 in both
  • Q4 2024: 21%, 178 in both
  • Q1 2025: 22%, 172 in both
  • Q2 2025: 28%, 179 in both
  • Q3 2025: 25%, 156 in both
  • Q4 2025: 20%, 153 in both
  • Q1 2026: 25%, 179 in both
  • Q2 2026: 27%, 170 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 LLCWellington Management Group LLP
Amazon Com Inc(AMZN)1.7%Added2.3%Trimmed
Nvidia Corp(NVDA)1.4%New4.2%Trimmed
Alphabet Inc(GOOG)1.3%Added1.0%Added
Microsoft Corp(MSFT)0.8%Trimmed3.1%Trimmed
Micron Technology Inc(MU)0.7%Trimmed1.0%Added
Texas Instrs Inc(TXN)0.9%New0.7%Trimmed
Alphabet Inc(GOOGL)0.6%Trimmed2.7%Trimmed
Advanced Micro Devices Inc(AMD)0.5%Trimmed0.9%Added
Y2573f102(FLEX)0.6%Trimmed0.5%Trimmed
Marsh & Mclennan Cos Inc(MRSH)0.9%Added0.5%Trimmed
Blackrock Inc(BLK)0.5%Added0.7%Added
Cardinal Health Inc(CAH)0.4%Trimmed0.6%Added
Bank Amer Corp(BAC)1.3%Added0.4%Trimmed
Johnson & Johnson(JNJ)0.4%New1.0%Added
Danaher Corp Del(DHR)0.4%Added0.5%Added
Marriott Intl Inc New(MAR)0.4%Added0.3%Trimmed
Taiwan Semiconductor MFG LTD(TSM)0.3%Added0.5%Trimmed
Intel Corp(INTC)0.3%New0.4%Added
SanDisk Corp(SNDK)0.3%Trimmed0.4%Added
Asml Holding N V(ASML)0.8%Added0.3%Added

and 150 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.

  • Nvidia Corp(NVDA)Voloridge Investment Management LLC started; Wellington Management Group LLP trimmed
  • Amazon Com Inc(AMZN)Voloridge Investment Management LLC added; Wellington Management Group LLP trimmed
  • Mastercard Incorporated(MA)Voloridge Investment Management LLC added; Wellington Management Group LLP trimmed
  • Micron Technology Inc(MU)Voloridge Investment Management LLC trimmed; Wellington Management Group LLP added
  • Advanced Micro Devices Inc(AMD)Voloridge Investment Management LLC trimmed; Wellington Management Group LLP added
  • Tesla Inc(TSLA)Voloridge Investment Management LLC sold out; Wellington Management Group LLP added
  • Facebook Inc(META)Voloridge Investment Management LLC started; Wellington Management Group LLP trimmed
  • Texas Instrs Inc(TXN)Voloridge Investment Management LLC started; Wellington Management Group LLP trimmed
  • Cardinal Health Inc(CAH)Voloridge Investment Management LLC trimmed; Wellington Management Group LLP added
  • Welltower Inc(WELL)Voloridge Investment Management LLC added; Wellington Management Group LLP trimmed
  • Taiwan Semiconductor MFG LTD(TSM)Voloridge Investment Management LLC added; Wellington Management Group LLP trimmed
  • Marsh & Mclennan Cos Inc(MRSH)Voloridge Investment Management LLC added; Wellington Management Group LLP trimmed
Voloridge Investment Management LLC: the recordWellington Management Group LLP: the record

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