Governors Lane LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$1.3T
Holdings
132
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (132 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 735,427 | $205.4B | 15.72% | Call |
| 2 | AMZNAMAZON COM INC | 602,140 | $132.2B | 10.12% | Call |
| 3 | AMATAPPLIED MATLS INC | 307,500 | $63.0B | 4.82% | Put |
| 4 | ASMLASML HOLDING N V | 48,000 | $46.5B | 3.56% | Call |
| 5 | GLWCORNING INC | 535,000 | $43.9B | 3.36% | Put |
| 6 | BACBANK AMERICA CORP | 823,949 | $42.5B | 3.25% | Call |
| 7 | NSCNORFOLK SOUTHN CORP | 134,302 | $40.3B | 3.09% | |
| 8 | TXNMTXNM ENERGY INC | 691,269 | $39.1B | 2.99% | |
| 9 | VENVENTAS INC | 549,527 | $38.5B | 2.94% | |
| 10 | WBDWARNER BROS DISCOVERY INC | 1,789,085 | $34.9B | 2.67% | Put |
| 11 | SMCISUPER MICRO COMPUTER INC | 665,000 | $31.9B | 2.44% | Put |
| 12 | NKENIKE INC | 416,685 | $29.1B | 2.22% | Call |
| 13 | INTCINTEL CORP | 780,000 | $26.2B | 2.00% | Call |
| 14 | FISFIDELITY NATL INFORMATION SV | 358,171 | $23.6B | 1.81% | |
| 15 | CRBGCOREBRIDGE FINL INC | 715,600 | $22.9B | 1.75% | Put |
| 16 | METAMETA PLATFORMS INC | 28,400 | $20.9B | 1.60% | Put |
| 17 | KKRKKR & CO INC | 157,607 | $20.5B | 1.57% | |
| 18 | SSENTINELONE INC | 1,075,000 | $18.9B | 1.45% | Call |
| 19 | SATSECHOSTAR CORP | 222,882 | $17.0B | 1.30% | |
| 20 | CEPFCANTOR EQUITY PARTNERS III I | 1,295,373 | $13.4B | 1.02% | |
| 21 | BBWIBATH & BODY WORKS INC | 494,557 | $12.7B | 0.97% | Call |
| 22 | CEPFCANTOR EQUITY PARTNERS II IN | 1,178,200 | $12.4B | 0.95% | |
| 23 | PMTRPERIMETER ACQUISITION CORP I | 1,167,000 | $11.9B | 0.91% | |
| 24 | KELKELLANOVA | 144,169 | $11.8B | 0.90% | |
| 25 | FERAFIFTH ERA ACQUISITION CORP I | 1,125,000 | $11.5B | 0.88% | |
| 26 | PCAPPROCAP ACQUISITION CORP | 1,063,797 | $10.9B | 0.84% | |
| 27 | RDAGREPUBLIC DIGITAL ACQUISITION | 1,000,000 | $10.2B | 0.78% | |
| 28 | TACOBERTO ACQUISITION CORP | 980,451 | $10.2B | 0.78% | |
| 29 | NIQNIQ GLOBAL INTELLIGENCE PLC | 565,333 | $8.9B | 0.68% | |
| 30 | RKTROCKET COS INC | 450,016 | $8.7B | 0.67% | |
| 31 | JLLJONES LANG LASALLE INC | 28,569 | $8.5B | 0.65% | |
| 32 | XYZBLOCK INC | 117,387 | $8.5B | 0.65% | |
| 33 | ALLYALLY FINL INC | 216,032 | $8.5B | 0.65% | |
| 34 | RTACRENATUS TACTICAL ACQUIS | 742,957 | $8.1B | 0.62% | |
| 35 | HCMAHCM III ACQUISITION CORP | 800,000 | $8.1B | 0.62% | |
| 36 | SBXDSILVERBOX CORP IV | 753,177 | $7.9B | 0.60% | |
| 37 | CCCXCHURCHILL CAP CORP X | 607,312 | $7.8B | 0.60% | |
| 38 | KOYNDIGITAL ASSET ACQUISITION CO | 760,418 | $7.7B | 0.59% | |
| 39 | ATIIARCHIMEDES TECH SPAC PARTNER | 750,000 | $7.7B | 0.59% | |
| 40 | MLACMOUNTAIN LAKE ACQUISITION CO | 733,200 | $7.6B | 0.58% | |
| 41 | WENNWEN ACQUISITION CORP | 730,000 | $7.4B | 0.57% | |
| 42 | DRDBROMAN DBDR ACQUISITION CORP | 650,000 | $6.7B | 0.51% | |
| 43 | NPACNEW PROVIDENCE ACQUISITION C | 650,000 | $6.6B | 0.51% | |
| 44 | ADSKAUTODESK INC | 19,462 | $6.2B | 0.47% | |
| 45 | INTUINTUIT | 8,580 | $5.9B | 0.45% | |
| 46 | IVZINVESCO LTD | 249,778 | $5.7B | 0.44% | |
| 47 | EAELECTRONIC ARTS INC | 28,287 | $5.7B | 0.44% | |
| 48 | ESSESSEX PPTY TR INC | 21,221 | $5.7B | 0.43% | |
| 49 | WDAYWORKDAY INC | 23,000 | $5.5B | 0.42% | |
| 50 | CEPFCANTOR EQUITY PARTNERS I INC | 518,949 | $5.4B | 0.42% | |
| 51 | CHACRCRANE HBR ACQUISITION CORP | 525,100 | $5.3B | 0.41% | |
| 52 | POLEANDRETTI ACQUISITION CORP II | 500,000 | $5.2B | 0.40% | |
| 53 | BACQBLEICHROEDER ACQUISITION COR | 500,000 | $5.2B | 0.40% | |
| 54 | BEAGBOLD EAGLE ACQUISITION CORP | 500,000 | $5.2B | 0.40% | |
| 55 | AEXAAMERICAN EXCEPTIONALISM ACQU | 468,100 | $5.1B | 0.39% | |
| 56 | SZZLSIZZLE ACQUISITION CORP. II | 500,000 | $5.0B | 0.39% | |
| 57 | ONCH1RT ACQUISITION CORP. | 458,555 | $4.8B | 0.37% | |
| 58 | KCHVKOCHAV DEFENSE ACQUI CO | 450,000 | $4.5B | 0.35% | |
| 59 | TVATEXAS VENTURES ACQUISITION I | 419,800 | $4.5B | 0.34% | |
| 60 | RAAQREAL ASSET ACQUISITION CORP | 428,919 | $4.4B | 0.34% | |
| 61 | PAIIPYROPHYTE ACQUISITION CORP. | 400,000 | $4.0B | 0.30% | |
| 62 | —NEWBURY STR II ACQUISITION C | 350,000 | $3.6B | 0.28% | |
| 63 | GTENGORES HLDGS X INC | 351,800 | $3.6B | 0.27% | |
| 64 | CEPFCANTOR EQUITY PARTNERS IV IN | 352,208 | $3.6B | 0.27% | |
| 65 | SPYSPDR S&P 500 ETF TR | 5,170 | $3.4B | 0.26% | |
| 66 | VTR 3.75 06/01/26VENTAS RLTY LTD PARTNERSHIP | 2,500,000 | $3.2B | 0.25% | |
| 67 | OACCOAKTREE ACQUISITION CORP III | 300,000 | $3.2B | 0.24% | |
| 68 | UBSUBS GROUP AG | 75,861 | $3.1B | 0.24% | |
| 69 | PLMKPLUM ACQUISITION CORP IV | 300,100 | $3.1B | 0.24% | |
| 70 | CCIICOHEN CIRCLE ACQUISIT CORP I | 300,000 | $3.0B | 0.23% | |
| 71 | AXINAXIOM INTELLIGENCE AC CORP 1 | 300,000 | $3.0B | 0.23% | |
| 72 | LWACLIGHTWAVE ACQUISITION CORP | 300,000 | $3.0B | 0.23% | |
| 73 | TDSTELEPHONE & DATA SYS INC | 75,909 | $3.0B | 0.23% | |
| 74 | —SPRING VY ACQUISITION CORP I | 288,415 | $3.0B | 0.23% | |
| 75 | SU6SURMODICS INC | 97,318 | $2.9B | 0.22% | |
| 76 | AESAES CORP | 219,400 | $2.9B | 0.22% | |
| 77 | MRUSMERUS N V | 30,500 | $2.9B | 0.22% | |
| 78 | CPTCAMDEN PPTY TR | 26,050 | $2.8B | 0.21% | |
| 79 | NHICNEWHOLD INVT CORP III | 250,000 | $2.5B | 0.19% | |
| 80 | AACBARTIUS II ACQUISITION INC | 250,000 | $2.5B | 0.19% | |
| 81 | CGCTCARTESIAN GROWTH CORP III | 250,000 | $2.5B | 0.19% | |
| 82 | VCICVINE HILL CAP INVT CORP. | 199,953 | $2.1B | 0.16% | |
| 83 | CSXCSX CORP | 59,628 | $2.1B | 0.16% | |
| 84 | TDACWTRANSLATIONAL DEV ACQUISITIO | 203,163 | $2.1B | 0.16% | |
| 85 | —HENNESSY CAP INVT CORP VII | 200,000 | $2.0B | 0.16% | |
| 86 | BDCIBTC DEV CORP | 200,000 | $2.0B | 0.15% | |
| 87 | BACCBLUE ACQUISITION CORP. | 200,000 | $2.0B | 0.15% | |
| 88 | LOBLIVE OAK ACQUISITION CORP V | 195,769 | $2.0B | 0.15% | |
| 89 | —CSLM DIGITA ASSET ACQ CORP I | 164,300 | $1.6B | 0.12% | |
| 90 | RNWRENEW ENERGY GLOBAL PLC | 201,496 | $1.6B | 0.12% | |
| 91 | BLZRTRAILBLAZER ACQUISITION CORP | 150,000 | $1.5B | 0.12% | |
| 92 | KDKKODIAK AI INC. | 200,000 | $1.4B | 0.10% | Call |
| 93 | FCRSFUTURECREST ACQUISITION CORP | 100,000 | $1.1B | 0.08% | |
| 94 | WLACWILLOW LANE ACQUISITION CORP | 89,000 | $1.0B | 0.08% | |
| 95 | CRAQCAL REDWOOD ACQUISITION CORP | 100,000 | $1.0B | 0.08% | |
| 96 | PACHPIONEER ACQUISITION I CORP | 100,000 | $995.0M | 0.08% | |
| 97 | OBAOXLEY BRIDGE ACQ LTD | 100,000 | $994.5M | 0.08% | |
| 98 | DMIIDRUGS MADE IN AMER ACQ II CO | 99,938 | $993.9M | 0.08% | |
| 99 | ALFCENTURION ACQUISITION CORP | 50,000 | $527.5M | 0.04% | |
| 100 | MBVIM3-BRIGADE ACQUISITION VI CO | 50,000 | $506.0M | 0.04% |
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