Woodline Partners LP and Invesco Ltd: where the books meet
At Q2 2026, at least 40% of the two 13F books was the same, across 241 stocks both listed, against 8.8% at Q4 2019. 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.
- Q4 2019: 8.8%, 46 in both
- Q1 2020: 11%, 52 in both
- Q2 2020: 9.7%, 53 in both
- Q3 2020: 11%, 53 in both
- Q4 2020: 9.7%, 48 in both
- Q1 2021: 11%, 66 in both
- Q2 2021: 11%, 63 in both
- Q3 2021: 16%, 83 in both
- Q4 2021: 16%, 87 in both
- Q1 2022: 13%, 82 in both
- Q2 2022: 14%, 86 in both
- Q3 2022: 16%, 101 in both
- Q4 2022: 16%, 111 in both
- Q1 2023: 18%, 120 in both
- Q2 2023: 19%, 123 in both
- Q3 2023: 18%, 128 in both
- Q4 2023: 18%, 125 in both
- Q1 2024: 19%, 141 in both
- Q2 2024: 17%, 129 in both
- Q3 2024: 18%, 146 in both
- Q4 2024: 30%, 204 in both
- Q1 2025: 33%, 218 in both
- Q2 2025: 35%, 214 in both
- Q3 2025: 39%, 227 in both
- Q4 2025: 36%, 226 in both
- Q1 2026: 40%, 224 in both
- Q2 2026: 40%, 241 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.
| Stock | Woodline Partners LP | Invesco Ltd |
|---|---|---|
| Nvidia Corp(NVDA) | 3.3%Added | 5.2%Added |
| Apple Inc(AAPL) | 2.9%Added | 4.3%Added |
| Microsoft Corp(MSFT) | 1.9%Added | 3.0%Added |
| Amazon Com Inc(AMZN) | 1.8%Trimmed | 2.7%Added |
| Facebook Inc(META) | 1.4%Added | 1.7%Added |
| Broadcom Inc(AVGO) | 1.4%Added | 2.1%Trimmed |
| Alphabet Inc(GOOGL) | 1.2%Trimmed | 2.6%Added |
| Alphabet Inc(GOOG) | 1.1%Added | 1.8%Added |
| Micron Technology Inc(MU) | 1.0%Trimmed | 3.3%Added |
| Tesla Inc(TSLA) | 0.8%Added | 1.8%Added |
| Advanced Micro Devices Inc(AMD) | 0.6%Trimmed | 2.4%Added |
| Lam Research Corp(LRCX) | 0.5%Added | 1.8%Added |
| Intel Corp(INTC) | 0.5%Added | 1.7%Added |
| Applied Matls Inc(AMAT) | 0.5%Trimmed | 1.6%Added |
| Costco WHSL Corp New(COST) | 0.4%Added | 1.0%Added |
| Asml Holding N V(ASML) | 0.4%Added | 0.5%Added |
| Lilly Eli & Co(LLY) | 0.9%Added | 0.4%Added |
| Walmart Inc(WMT) | 0.3%Trimmed | 1.3%Added |
| JPMorgan Chase & Co.(JPM) | 0.6%Added | 0.3%Added |
| Johnson & Johnson(JNJ) | 0.8%Trimmed | 0.3%Added |
and 221 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.
- Micron Technology Inc(MU)Woodline Partners LP trimmed; Invesco Ltd added
- Amazon Com Inc(AMZN)Woodline Partners LP trimmed; Invesco Ltd added
- Alphabet Inc(GOOGL)Woodline Partners LP trimmed; Invesco Ltd added
- Advanced Micro Devices Inc(AMD)Woodline Partners LP trimmed; Invesco Ltd added
- Broadcom Inc(AVGO)Woodline Partners LP added; Invesco Ltd trimmed
- Applied Matls Inc(AMAT)Woodline Partners LP trimmed; Invesco Ltd added
- Walmart Inc(WMT)Woodline Partners LP trimmed; Invesco Ltd added
- Cisco Sys Inc(CSCO)Woodline Partners LP added; Invesco Ltd trimmed
- Texas Instrs Inc(TXN)Woodline Partners LP trimmed; Invesco Ltd added
- Palantir Technologies Inc(PLTR)Woodline Partners LP trimmed; Invesco Ltd added
- Linde PLC(LIN)Woodline Partners LP trimmed; Invesco Ltd added
- G7997r103(STX)Woodline Partners LP trimmed; Invesco Ltd added
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