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← Woodline Partners LP, its record

Woodline Partners LP and Neuberger Berman Group LLC: where the books meet

At Q2 2026, at least 40% of the two 13F books was the same, across 197 stocks both listed, against 8.5% 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.

Overlap by quarter
0%20%40%Q4 2019: 8.5%, 36 in bothQ1 2020: 11%, 47 in both20Q2 2020: 9.4%, 41 in bothQ3 2020: 13%, 46 in bothQ4 2020: 11%, 51 in bothQ1 2021: 9.0%, 52 in both21Q2 2021: 10%, 56 in bothQ3 2021: 13%, 73 in bothQ4 2021: 16%, 76 in bothQ1 2022: 12%, 65 in both22Q2 2022: 15%, 83 in bothQ3 2022: 16%, 99 in bothQ4 2022: 15%, 98 in bothQ1 2023: 19%, 113 in both23Q2 2023: 18%, 109 in bothQ3 2023: 17%, 125 in bothQ4 2023: 17%, 109 in bothQ1 2024: 18%, 119 in both24Q2 2024: 15%, 110 in bothQ3 2024: 16%, 112 in bothQ4 2024: 24%, 162 in bothQ1 2025: 28%, 182 in both25Q2 2025: 31%, 178 in bothQ3 2025: 35%, 189 in bothQ4 2025: 38%, 188 in bothQ1 2026: 38%, 187 in both26Q2 2026: 40%, 197 in both
  • Q4 2019: 8.5%, 36 in both
  • Q1 2020: 11%, 47 in both
  • Q2 2020: 9.4%, 41 in both
  • Q3 2020: 13%, 46 in both
  • Q4 2020: 11%, 51 in both
  • Q1 2021: 9.0%, 52 in both
  • Q2 2021: 10%, 56 in both
  • Q3 2021: 13%, 73 in both
  • Q4 2021: 16%, 76 in both
  • Q1 2022: 12%, 65 in both
  • Q2 2022: 15%, 83 in both
  • Q3 2022: 16%, 99 in both
  • Q4 2022: 15%, 98 in both
  • Q1 2023: 19%, 113 in both
  • Q2 2023: 18%, 109 in both
  • Q3 2023: 17%, 125 in both
  • Q4 2023: 17%, 109 in both
  • Q1 2024: 18%, 119 in both
  • Q2 2024: 15%, 110 in both
  • Q3 2024: 16%, 112 in both
  • Q4 2024: 24%, 162 in both
  • Q1 2025: 28%, 182 in both
  • Q2 2025: 31%, 178 in both
  • Q3 2025: 35%, 189 in both
  • Q4 2025: 38%, 188 in both
  • Q1 2026: 38%, 187 in both
  • Q2 2026: 40%, 197 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.

StockWoodline Partners LPNeuberger Berman Group LLC
Nvidia Corp(NVDA)3.3%Added4.1%Added
Apple Inc(AAPL)2.9%Added3.3%Added
Microsoft Corp(MSFT)1.9%Added2.6%Trimmed
Amazon Com Inc(AMZN)1.8%Trimmed3.1%Added
Alphabet Inc(GOOGL)1.2%Trimmed2.4%Added
Alphabet Inc(GOOG)1.1%Added2.1%Added
Broadcom Inc(AVGO)1.4%Added1.0%Trimmed
Facebook Inc(META)1.4%Added0.9%Added
Lilly Eli & Co(LLY)0.9%Added1.4%Trimmed
Micron Technology Inc(MU)1.0%Trimmed0.7%Trimmed
Johnson & Johnson(JNJ)0.8%Trimmed0.7%Added
JPMorgan Chase & Co.(JPM)0.6%Added1.7%Added
Berkshire Hathaway Inc Del(BRK-B)0.6%Added0.6%Added
Advanced Micro Devices Inc(AMD)0.6%Trimmed0.6%Trimmed
Home Depot Inc(HD)0.5%Added0.9%Trimmed
Intel Corp(INTC)0.5%Added0.6%Trimmed
Applied Matls Inc(AMAT)0.5%Trimmed0.6%Added
Lam Research Corp(LRCX)0.5%Added0.5%Added
Costco WHSL Corp New(COST)0.4%Added0.5%Trimmed
Visa Inc(V)0.4%Added0.7%Trimmed

and 177 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.

  • Amazon Com Inc(AMZN)Woodline Partners LP trimmed; Neuberger Berman Group LLC added
  • Microsoft Corp(MSFT)Woodline Partners LP added; Neuberger Berman Group LLC trimmed
  • Alphabet Inc(GOOGL)Woodline Partners LP trimmed; Neuberger Berman Group LLC added
  • Lilly Eli & Co(LLY)Woodline Partners LP added; Neuberger Berman Group LLC trimmed
  • Broadcom Inc(AVGO)Woodline Partners LP added; Neuberger Berman Group LLC trimmed
  • Home Depot Inc(HD)Woodline Partners LP added; Neuberger Berman Group LLC trimmed
  • Nextera Energy Inc(NEE)Woodline Partners LP added; Neuberger Berman Group LLC trimmed
  • Amphenol Corp New(APH)Woodline Partners LP trimmed; Neuberger Berman Group LLC added
  • Johnson & Johnson(JNJ)Woodline Partners LP trimmed; Neuberger Berman Group LLC added
  • Visa Inc(V)Woodline Partners LP added; Neuberger Berman Group LLC trimmed
  • General Electric Co(GE)Woodline Partners LP added; Neuberger Berman Group LLC trimmed
  • Intel Corp(INTC)Woodline Partners LP added; Neuberger Berman Group LLC trimmed
Woodline Partners LP: the recordNeuberger Berman Group LLC: the record

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