Governors Lane LP Q1 2021 Filing
Filed May 17, 2021
Portfolio Value
$1.5T
Holdings
184
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (184 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BKNGBOOKING HOLDINGS INC | 25,904 | $60.4B | 4.05% | |
| 2 | —MGM GROWTH PPTYS LLC | 1,770,155 | $57.7B | 3.88% | |
| 3 | UNHUNITEDHEALTH GROUP INC | 148,215 | $55.1B | 3.70% | |
| 4 | MSFTMICROSOFT CORP | 232,779 | $54.9B | 3.69% | |
| 5 | WORKSLACK TECHNOLOGIES INC | 1,292,481 | $52.5B | 3.53% | |
| 6 | ACCUSDAMERICAN CAMPUS CMNTYS INC | 1,178,225 | $50.9B | 3.42% | |
| 7 | FEFIRSTENERGY CORP | 1,375,000 | $47.7B | 3.20% | Call |
| 8 | GMGENERAL MTRS CO | 704,309 | $40.5B | 2.72% | |
| 9 | METAFACEBOOK INC | 136,571 | $40.2B | 2.70% | |
| 10 | TMUST-MOBILE US INC | 311,470 | $39.0B | 2.62% | |
| 11 | ALXNALEXION PHARMACEUTICALS INC | 208,995 | $32.0B | 2.15% | |
| 12 | HCAHCA HEALTHCARE INC | 155,828 | $29.3B | 1.97% | |
| 13 | CCKCROWN HLDGS INC | 266,894 | $25.9B | 1.74% | |
| 14 | RPREALPAGE INC | 290,000 | $25.3B | 1.70% | |
| 15 | —NIC INC | 692,466 | $23.5B | 1.58% | |
| 16 | —AUSTERLITZ ACQUISITION CORP | 2,000,000 | $20.1B | 1.35% | |
| 17 | —TPG PACE TECH OPPORTUNITIES | 1,920,700 | $19.0B | 1.28% | |
| 18 | ADSKAUTODESK INC | 61,350 | $17.0B | 1.14% | |
| 19 | WTWWILLIS TOWERS WATSON PLC LTD | 72,749 | $16.7B | 1.12% | |
| 20 | —DMY TECHNOLOGY GROUP INC IV | 1,650,000 | $16.6B | 1.11% | |
| 21 | —WARBURG PINCUS CAPTAL CORP I | 1,550,000 | $15.6B | 1.05% | |
| 22 | PCGPG&E CORP | 1,316,042 | $15.4B | 1.03% | |
| 23 | —WARBURG PINCUS CAPTAL CORP I | 1,499,999 | $15.0B | 1.01% | |
| 24 | STAYUSDEXTENDED STAY AMER INC | 747,863 | $14.8B | 0.99% | |
| 25 | —DMY TECHNOLOGY GROUP INC III | 1,361,210 | $14.7B | 0.98% | |
| 26 | —MISSION ADVANCEMENT CORP | 1,456,207 | $14.5B | 0.97% | |
| 27 | —ARTIUS ACQUISITION INC | 1,410,614 | $14.2B | 0.96% | |
| 28 | —CC NEUBERGER PRIN HLDGS II | 1,400,000 | $13.8B | 0.93% | |
| 29 | —SOARING EAGLE ACQUISITION CO | 1,300,000 | $13.2B | 0.88% | |
| 30 | —CAPITOL INVESTMENT CORP V | 1,277,544 | $12.9B | 0.87% | |
| 31 | —REVOLUTION ACCELERTN ACQU CO | 1,233,332 | $12.5B | 0.84% | |
| 32 | BABAALIBABA GROUP HLDG LTD | 55,000 | $12.5B | 0.84% | Call |
| 33 | —GOLDEN ARROW MERGER CORP | 1,250,000 | $12.4B | 0.84% | |
| 34 | WFCWELLS FARGO CO NEW | 306,300 | $12.0B | 0.80% | |
| 35 | —STAR PEAK CORP II | 1,160,800 | $11.7B | 0.79% | |
| 36 | —FIGURE ACQUISITION CORP I | 1,150,000 | $11.6B | 0.78% | |
| 37 | —CRESCENT ACQUISITION CORP | 1,117,337 | $11.2B | 0.75% | |
| 38 | —AUSTERLITZ ACQUISITION CORP | 1,050,000 | $10.5B | 0.71% | |
| 39 | —LDH GROWTH CORP I | 1,000,000 | $10.1B | 0.68% | |
| 40 | —GORES HLDGS VIII INC | 1,000,000 | $10.0B | 0.67% | |
| 41 | —GO ACQUISITION CORP | 1,000,000 | $9.8B | 0.66% | |
| 42 | —SCIENCE STRATEGIC ACQ ALPHA | 980,100 | $9.7B | 0.65% | |
| 43 | —SENIOR CONNECT ACQUISITN COR | 1,000,000 | $9.7B | 0.65% | |
| 44 | —EXECUTIVE NETWORK PARTNERING | 1,000,000 | $9.7B | 0.65% | |
| 45 | —GORES HOLDINGS VII INC | 920,500 | $9.2B | 0.62% | |
| 46 | —ESM ACQUISITION CORPORATION | 900,000 | $8.9B | 0.60% | |
| 47 | —VIRGIN GROUP ACQUISIT CORP I | 900,000 | $8.9B | 0.60% | |
| 48 | GRA1EURGRACE W R & CO DEL NEW | 146,745 | $8.8B | 0.59% | |
| 49 | —CARNEY TECHNOLOGY ACQU CORP | 900,000 | $8.7B | 0.59% | |
| 50 | —HORIZON ACQUISITION CORPORAT | 851,209 | $8.7B | 0.58% | |
| 51 | —MOTIVE CAPITAL CORP | 853,700 | $8.4B | 0.56% | |
| 52 | —THOMA BRAVO ADVANTAGE | 780,651 | $8.2B | 0.55% | |
| 53 | —ALTITUDE ACQUISITION CORP | 811,162 | $8.1B | 0.55% | |
| 54 | —REINVENT TECHNOLOGY PARTNERS | 800,000 | $8.0B | 0.54% | |
| 55 | —GORES TECHNOLOGY PARTNERS IN | 800,000 | $8.0B | 0.54% | |
| 56 | —GORES TECHNOLOGY PARTNERS II | 800,000 | $8.0B | 0.54% | |
| 57 | —SUSTAINABLE DEVELP ACQU I CO | 800,000 | $8.0B | 0.53% | |
| 58 | —SPARTAN ACQUISITION CORP II | 751,228 | $7.9B | 0.53% | |
| 59 | —POWER & DIGITAL INFRA ACQ CO | 773,841 | $7.8B | 0.52% | |
| 60 | —NIGHTDRAGON ACQUISITION CORP | 757,930 | $7.7B | 0.52% | |
| 61 | —DRAGONEER GROWTH OPT CORP II | 750,000 | $7.6B | 0.51% | |
| 62 | —CITIC CAPITAL ACQUISITION CO | 745,565 | $7.5B | 0.50% | |
| 63 | —LUX HEALTH TECH ACQUISITION | 725,000 | $7.4B | 0.50% | |
| 64 | —REINVENT TECHNOLOGY PARTNERS | 728,597 | $7.4B | 0.50% | |
| 65 | —AEA-BRIDGES IMPACT CORP | 745,000 | $7.3B | 0.49% | |
| 66 | —PRIMAVERA CAPITAL ACQUIST CO | 712,700 | $7.3B | 0.49% | |
| 67 | —POPULATION HEALTH INVS CO IN | 735,000 | $7.2B | 0.49% | |
| 68 | —SPARTAN ACQUISITION CORP III | 700,000 | $7.0B | 0.47% | |
| 69 | —CC NEUBERGER PRINCIPAL HOLDN | 700,000 | $7.0B | 0.47% | |
| 70 | —EQUITY DISTR ACQUISITION COR | 640,336 | $6.3B | 0.43% | |
| 71 | —ONE | 533,962 | $6.2B | 0.42% | |
| 72 | —DRAGONEER GROWTH OPPTY CORP | 591,001 | $6.1B | 0.41% | |
| 73 | ARMKARAMARK | 159,882 | $6.0B | 0.41% | |
| 74 | —SWITCHBACK II CORPORATION | 601,927 | $5.9B | 0.40% | |
| 75 | —ALTIMETER GROWTH CORP 2 | 539,400 | $5.6B | 0.38% | |
| 76 | —KHOSLA VENTURES ACQUT CO III | 545,000 | $5.4B | 0.36% | |
| 77 | SPYSPDR S&P 500 ETF TR | 12,856 | $5.1B | 0.34% | |
| 78 | —POEMA GLOBAL HOLDINGS CORP | 518,900 | $5.1B | 0.34% | |
| 79 | —FIRSTMARK HORIZON ACQUISITIO | 505,364 | $5.1B | 0.34% | |
| 80 | —KHOSLA VENTURES ACQUSTN CO I | 500,000 | $5.0B | 0.34% | |
| 81 | —KKR ACQUISITION HOLDING I CO | 500,000 | $5.0B | 0.34% | |
| 82 | —G SQUARED ASCEND I INC | 500,000 | $5.0B | 0.34% | |
| 83 | —L CATTERTON ASIA ACQUISITION | 500,000 | $5.0B | 0.33% | |
| 84 | —GORES GUGGENHEIM INC | 500,000 | $5.0B | 0.33% | |
| 85 | —MARLIN TECHNOLOGY CORP | 500,000 | $4.9B | 0.33% | |
| 86 | —MARQUEE RAINE ACQUISITION CO | 461,100 | $4.6B | 0.31% | |
| 87 | —NORTHERN GENESIS ACQU CORP I | 450,000 | $4.5B | 0.30% | |
| 88 | —HIGHLAND TRANSCEND PARTNERS | 442,300 | $4.3B | 0.29% | |
| 89 | —FRONTIER ACQUISITION CORP | 420,972 | $4.2B | 0.28% | |
| 90 | —NORTHERN GENESIS ACQUISITION | 400,000 | $4.1B | 0.28% | |
| 91 | —LONGVIEW ACQUISITION CORP II | 400,000 | $4.0B | 0.27% | |
| 92 | MXIMMAXIM INTEGRATED PRODS INC | 43,749 | $4.0B | 0.27% | |
| 93 | —WALDENCAST ACQUISITION CORP | 398,700 | $4.0B | 0.27% | |
| 94 | —CRUCIBLE ACQUISITION CORP | 393,982 | $4.0B | 0.27% | |
| 95 | —FORUM MERGER IV CORP | 400,000 | $4.0B | 0.27% | |
| 96 | —PROSPECTOR CAPITAL CORP | 400,000 | $3.9B | 0.26% | |
| 97 | —SVF INVESTMENT CORP 3 | 372,300 | $3.8B | 0.25% | |
| 98 | —JOFF FINTECH ACQUISITION COR | 374,797 | $3.7B | 0.25% | |
| 99 | IMTXIMMATICS N.V | 315,205 | $3.5B | 0.24% | |
| 100 | —CBRE ACQUISITION HLDGS INC | 360,169 | $3.5B | 0.24% |
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