Governors Lane LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$1.1B
Holdings
108
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (108 positions)
| Stock | Value |
|---|---|
TSMTAIWAN SEMICONDUCTOR MFG LTD | $124.1M |
AMZNAMAZON COM INC | $70.5M |
AAPLAPPLE INC | $53.3M |
ASMLASML HOLDING N V | $49.5M |
GMS1EURGMS INC | $43.3M |
NKENIKE INC | $31.5M |
AMDADVANCED MICRO DEVICES INC | $31.5M |
UBSUBS GROUP AG | $29.7M |
ARKKARK ETF TR | $28.1M |
SLMSLM CORP | $27.8M |
BACBANK AMERICA CORP | $27.0M |
KKRKKR & CO INC | $24.7M |
INTCINTEL CORP | $24.6M |
JLLJONES LANG LASALLE INC | $23.9M |
HESHESS CORP | $22.2M |
VENVENTAS INC | $22.1M |
SKAASKECHERS U S A INC | $19.2M |
TXNMTXNM ENERGY INC | $18.9M |
CRBGCOREBRIDGE FINL INC | $16.7M |
IVZINVESCO LTD | $14.6M |
TDSTELEPHONE & DATA SYS INC | $14.0M |
SMCISUPER MICRO COMPUTER INC | $12.7M |
CNMCORE & MAIN INC | $12.5M |
BBWIBATH & BODY WORKS INC | $12.1M |
CEPFCANTOR EQUITY PARTNERS III I | $12.0M |
PMTRPERIMETER ACQUISITION CORP I | $11.9M |
FERAFIFTH ERA ACQUISITION CORP I | $11.4M |
ADSKAUTODESK INC | $11.2M |
FYBRFRONTIER COMMUNICATIONS PARE | $11.0M |
CPTCAMDEN PPTY TR | $11.0M |
—GSR III ACQUISITION CORP | $10.6M |
PCAPPROCAP ACQUISITION CORP | $10.4M |
RDAGREPUBLIC DIGITAL ACQUISITION | $10.3M |
TACOBERTO ACQUISITION CORP | $10.2M |
CEPFCANTOR EQUITY PARTNERS II IN | $8.9M |
SBXDSILVERBOX CORP IV | $8.3M |
KOYNDIGITAL ASSET ACQUISITION CO | $8.2M |
NTRSNORTHERN TR CORP | $8.2M |
FISFIDELITY NATL INFORMATION SV | $8.2M |
ATIIARCHIMEDES TECH SPAC PARTNER | $7.7M |
MLACMOUNTAIN LAKE ACQUISITION CO | $7.5M |
RTACRENATUS TACTICAL ACQUIS | $7.5M |
CEPFCANTOR EQUITY PARTNERS I INC | $7.4M |
DRDBROMAN DBDR ACQUISITION CORP | $6.7M |
AKXANSYS INC | $6.4M |
LULULULULEMON ATHLETICA INC | $6.1M |
AHRAMERICAN HEALTHCARE REIT INC | $6.1M |
SNPSSYNOPSYS INC | $5.9M |
XYZBLOCK INC | $5.8M |
WOOFOOT LOCKER INC | $5.6M |
ALLYALLY FINL INC | $5.6M |
KELKELLANOVA | $5.5M |
2L9BLUEPRINT MEDICINES CORP | $5.5M |
BEAGBOLD EAGLE ACQUISITION CORP | $5.2M |
POLEANDRETTI ACQUISITION CORP II | $5.2M |
GTENGORES HLDGS X INC | $5.1M |
NPACNEW PROVIDENCE ACQUISITION C | $5.1M |
WENNWEN ACQUISITION CORP | $5.1M |
CHACRCRANE HBR ACQUISITION CORP | $5.0M |
SZZLSIZZLE ACQUISITION CORP. II | $5.0M |
KCHVKOCHAV DEFENSE ACQUI CO | $4.6M |
—ARES ACQUISITION CORP II | $4.5M |
BBARRICK MNG CORP | $4.4M |
TVATEXAS VENTURES ACQUISITION I | $4.2M |
IPCXINFLECTION PT ACQUISITION CO | $4.1M |
—NEWBURY STR II ACQUISITION C | $3.6M |
—HCM II ACQUISITION CORP | $3.3M |
RAAQREAL ASSET ACQUISITION CORP | $3.2M |
OACCOAKTREE ACQUISITION CORP III | $3.1M |
AXINAXIOM INTELLIGENCE AC CORP 1 | $3.0M |
LWACLIGHTWAVE ACQUISITION CORP | $3.0M |
VTR 3.75 06/01/26VENTAS RLTY LTD PARTNERSHIP | $3.0M |
BACQBLEICHROEDER ACQUISITION COR | $2.6M |
PLMKPLUM ACQUISITION CORP IV | $2.6M |
AACBARTIUS II ACQUISITION INC | $2.5M |
CGCTCARTESIAN GROWTH CORP III | $2.5M |
LOBLIVE OAK ACQUISITION CORP V | $2.1M |
TDACWTRANSLATIONAL DEV ACQUISITIO | $2.1M |
CCCXUCHURCHILL CAP CORP X | $2.1M |
—HENNESSY CAP INVT CORP VII | $2.0M |
BACCBLUE ACQUISITION CORP. | $2.0M |
NHICNEWHOLD INVT CORP III | $1.5M |
OBAOXLEY BRIDGE ACQ LTD | $1.0M |
PACHPIONEER ACQUISITION I CORP | $1.0M |
CRAQCAL REDWOOD ACQUISITION CORP | $997K |
SGRYSURGERY PARTNERS INC | $911K |
RTACRENATUS TACTICAL ACQUIS | $740K |
ALFCENTURION ACQUISITION CORP | $526K |
CMIIUCOLUMBUS CIRCLE CAP CORP. I | $515K |
CMIIUCOLUMBUS CIRCLE CAP CORP. I | $499K |
TACOBERTO ACQUISITION CORP | $413K |
SBXDSILVERBOX CORP IV | $370K |
KOYNDIGITAL ASSET ACQUISITION CO | $344K |
—HCM II ACQUISITION CORP | $332K |
PMTRPERIMETER ACQUISITION CORP I | $290K |
RDAGREPUBLIC DIGITAL ACQUISITION | $259K |
FGMCFG MERGER II CORP | $160K |
RAAQREAL ASSET ACQUISITION CORP | $149K |
—CRANE HBR ACQUISITION CORP | $135K |
BYND 0 03/15/27BEYOND MEAT INC | $127K |
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