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← Woodline Partners LP, its record

Woodline Partners LP and Wellington Management Group LLP: where the books meet

At Q2 2026, at least 42% of the two 13F books was the same, across 227 stocks both listed, against 11% 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%21%42%Q4 2019: 11%, 48 in bothQ1 2020: 16%, 55 in both20Q2 2020: 13%, 52 in bothQ3 2020: 14%, 53 in bothQ4 2020: 15%, 59 in bothQ1 2021: 15%, 77 in both21Q2 2021: 16%, 80 in bothQ3 2021: 20%, 93 in bothQ4 2021: 20%, 100 in bothQ1 2022: 17%, 84 in both22Q2 2022: 19%, 97 in bothQ3 2022: 17%, 103 in bothQ4 2022: 15%, 109 in bothQ1 2023: 18%, 112 in both23Q2 2023: 21%, 120 in bothQ3 2023: 18%, 133 in bothQ4 2023: 20%, 137 in bothQ1 2024: 22%, 153 in both24Q2 2024: 18%, 135 in bothQ3 2024: 18%, 139 in bothQ4 2024: 26%, 187 in bothQ1 2025: 28%, 191 in both25Q2 2025: 31%, 198 in bothQ3 2025: 37%, 213 in bothQ4 2025: 38%, 199 in bothQ1 2026: 39%, 210 in both26Q2 2026: 42%, 227 in both
  • Q4 2019: 11%, 48 in both
  • Q1 2020: 16%, 55 in both
  • Q2 2020: 13%, 52 in both
  • Q3 2020: 14%, 53 in both
  • Q4 2020: 15%, 59 in both
  • Q1 2021: 15%, 77 in both
  • Q2 2021: 16%, 80 in both
  • Q3 2021: 20%, 93 in both
  • Q4 2021: 20%, 100 in both
  • Q1 2022: 17%, 84 in both
  • Q2 2022: 19%, 97 in both
  • Q3 2022: 17%, 103 in both
  • Q4 2022: 15%, 109 in both
  • Q1 2023: 18%, 112 in both
  • Q2 2023: 21%, 120 in both
  • Q3 2023: 18%, 133 in both
  • Q4 2023: 20%, 137 in both
  • Q1 2024: 22%, 153 in both
  • Q2 2024: 18%, 135 in both
  • Q3 2024: 18%, 139 in both
  • Q4 2024: 26%, 187 in both
  • Q1 2025: 28%, 191 in both
  • Q2 2025: 31%, 198 in both
  • Q3 2025: 37%, 213 in both
  • Q4 2025: 38%, 199 in both
  • Q1 2026: 39%, 210 in both
  • Q2 2026: 42%, 227 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 LPWellington Management Group LLP
Nvidia Corp(NVDA)3.3%Added4.2%Trimmed
Apple Inc(AAPL)2.9%Added3.0%Trimmed
Microsoft Corp(MSFT)1.9%Added3.1%Trimmed
Amazon Com Inc(AMZN)1.8%Trimmed2.3%Trimmed
Broadcom Inc(AVGO)1.4%Added3.4%Added
Alphabet Inc(GOOGL)1.2%Trimmed2.7%Trimmed
Alphabet Inc(GOOG)1.1%Added1.0%Added
Micron Technology Inc(MU)1.0%Trimmed1.0%Added
Lilly Eli & Co(LLY)0.9%Added2.3%Trimmed
Johnson & Johnson(JNJ)0.8%Trimmed1.0%Added
Tesla Inc(TSLA)0.8%Added0.7%Added
Facebook Inc(META)1.4%Added0.7%Trimmed
Advanced Micro Devices Inc(AMD)0.6%Trimmed0.9%Added
Philip Morris Intl Inc(PM)0.7%Added0.5%Added
Home Depot Inc(HD)0.5%Added0.5%Trimmed
Merck & Co. Inc(MRK)0.4%Added1.9%Added
Intel Corp(INTC)0.5%Added0.4%Added
Unitedhealth Group Inc(UNH)0.4%Added0.8%Added
American Intl Group Inc(AIG)0.4%Added0.4%Added
Visa Inc(V)0.4%Added0.6%Trimmed

and 207 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)Woodline Partners LP added; Wellington Management Group LLP trimmed
  • Microsoft Corp(MSFT)Woodline Partners LP added; Wellington Management Group LLP trimmed
  • Apple Inc(AAPL)Woodline Partners LP added; Wellington Management Group LLP trimmed
  • Lilly Eli & Co(LLY)Woodline Partners LP added; Wellington Management Group LLP trimmed
  • Mastercard Inc(MA)Woodline Partners LP added; Wellington Management Group LLP trimmed
  • Micron Technology Inc(MU)Woodline Partners LP trimmed; Wellington Management Group LLP added
  • Johnson & Johnson(JNJ)Woodline Partners LP trimmed; Wellington Management Group LLP added
  • Advanced Micro Devices Inc(AMD)Woodline Partners LP trimmed; Wellington Management Group LLP added
  • Facebook Inc(META)Woodline Partners LP added; Wellington Management Group LLP trimmed
  • Sempra Energy(SRE)Woodline Partners LP added; Wellington Management Group LLP trimmed
  • Targa Res Corp(TRGP)Woodline Partners LP added; Wellington Management Group LLP trimmed
  • Cardinal Health Inc(CAH)Woodline Partners LP trimmed; Wellington Management Group LLP added
Woodline Partners LP: the recordWellington Management Group LLP: the record

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