Governors Lane LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$1.3B
Holdings
132
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (132 positions)
| Stock | Value |
|---|---|
TSMTAIWAN SEMICONDUCTOR MFG LTD | $205.4M |
AMZNAMAZON COM INC | $132.2M |
AMATAPPLIED MATLS INC | $63.0M |
ASMLASML HOLDING N V | $46.5M |
GLWCORNING INC | $43.9M |
BACBANK AMERICA CORP | $42.5M |
NSCNORFOLK SOUTHN CORP | $40.3M |
TXNMTXNM ENERGY INC | $39.1M |
VENVENTAS INC | $38.5M |
WBDWARNER BROS DISCOVERY INC | $34.9M |
SMCISUPER MICRO COMPUTER INC | $31.9M |
NKENIKE INC | $29.1M |
INTCINTEL CORP | $26.2M |
FISFIDELITY NATL INFORMATION SV | $23.6M |
CRBGCOREBRIDGE FINL INC | $22.9M |
METAMETA PLATFORMS INC | $20.9M |
KKRKKR & CO INC | $20.5M |
SSENTINELONE INC | $18.9M |
SATSECHOSTAR CORP | $17.0M |
CEPFCANTOR EQUITY PARTNERS III I | $13.4M |
BBWIBATH & BODY WORKS INC | $12.7M |
CEPFCANTOR EQUITY PARTNERS II IN | $12.4M |
PMTRPERIMETER ACQUISITION CORP I | $11.9M |
KELKELLANOVA | $11.8M |
FERAFIFTH ERA ACQUISITION CORP I | $11.5M |
PCAPPROCAP ACQUISITION CORP | $10.9M |
RDAGREPUBLIC DIGITAL ACQUISITION | $10.2M |
TACOBERTO ACQUISITION CORP | $10.2M |
NIQNIQ GLOBAL INTELLIGENCE PLC | $8.9M |
RKTROCKET COS INC | $8.7M |
JLLJONES LANG LASALLE INC | $8.5M |
XYZBLOCK INC | $8.5M |
ALLYALLY FINL INC | $8.5M |
RTACRENATUS TACTICAL ACQUIS | $8.1M |
HCMAHCM III ACQUISITION CORP | $8.1M |
SBXDSILVERBOX CORP IV | $7.9M |
CCCXCHURCHILL CAP CORP X | $7.8M |
KOYNDIGITAL ASSET ACQUISITION CO | $7.7M |
ATIIARCHIMEDES TECH SPAC PARTNER | $7.7M |
MLACMOUNTAIN LAKE ACQUISITION CO | $7.6M |
WENNWEN ACQUISITION CORP | $7.4M |
DRDBROMAN DBDR ACQUISITION CORP | $6.7M |
NPACNEW PROVIDENCE ACQUISITION C | $6.6M |
ADSKAUTODESK INC | $6.2M |
INTUINTUIT | $5.9M |
IVZINVESCO LTD | $5.7M |
EAELECTRONIC ARTS INC | $5.7M |
ESSESSEX PPTY TR INC | $5.7M |
WDAYWORKDAY INC | $5.5M |
CEPFCANTOR EQUITY PARTNERS I INC | $5.4M |
CHACRCRANE HBR ACQUISITION CORP | $5.3M |
POLEANDRETTI ACQUISITION CORP II | $5.2M |
BACQBLEICHROEDER ACQUISITION COR | $5.2M |
BEAGBOLD EAGLE ACQUISITION CORP | $5.2M |
AEXAAMERICAN EXCEPTIONALISM ACQU | $5.1M |
SZZLSIZZLE ACQUISITION CORP. II | $5.0M |
ONCH1RT ACQUISITION CORP. | $4.8M |
KCHVKOCHAV DEFENSE ACQUI CO | $4.5M |
TVATEXAS VENTURES ACQUISITION I | $4.5M |
RAAQREAL ASSET ACQUISITION CORP | $4.4M |
PAIIPYROPHYTE ACQUISITION CORP. | $4.0M |
—NEWBURY STR II ACQUISITION C | $3.6M |
GTENGORES HLDGS X INC | $3.6M |
CEPFCANTOR EQUITY PARTNERS IV IN | $3.6M |
SPYSPDR S&P 500 ETF TR | $3.4M |
VTR 3.75 06/01/26VENTAS RLTY LTD PARTNERSHIP | $3.2M |
OACCOAKTREE ACQUISITION CORP III | $3.2M |
UBSUBS GROUP AG | $3.1M |
PLMKPLUM ACQUISITION CORP IV | $3.1M |
CCIICOHEN CIRCLE ACQUISIT CORP I | $3.0M |
AXINAXIOM INTELLIGENCE AC CORP 1 | $3.0M |
LWACLIGHTWAVE ACQUISITION CORP | $3.0M |
TDSTELEPHONE & DATA SYS INC | $3.0M |
—SPRING VY ACQUISITION CORP I | $3.0M |
SU6SURMODICS INC | $2.9M |
AESAES CORP | $2.9M |
MRUSMERUS N V | $2.9M |
CPTCAMDEN PPTY TR | $2.8M |
NHICNEWHOLD INVT CORP III | $2.5M |
AACBARTIUS II ACQUISITION INC | $2.5M |
CGCTCARTESIAN GROWTH CORP III | $2.5M |
VCICVINE HILL CAP INVT CORP. | $2.1M |
CSXCSX CORP | $2.1M |
TDACWTRANSLATIONAL DEV ACQUISITIO | $2.1M |
—HENNESSY CAP INVT CORP VII | $2.0M |
BDCIBTC DEV CORP | $2.0M |
BACCBLUE ACQUISITION CORP. | $2.0M |
LOBLIVE OAK ACQUISITION CORP V | $2.0M |
—CSLM DIGITA ASSET ACQ CORP I | $1.6M |
RNWRENEW ENERGY GLOBAL PLC | $1.6M |
BLZRTRAILBLAZER ACQUISITION CORP | $1.5M |
KDKKODIAK AI INC. | $1.4M |
FCRSFUTURECREST ACQUISITION CORP | $1.1M |
WLACWILLOW LANE ACQUISITION CORP | $1.0M |
CRAQCAL REDWOOD ACQUISITION CORP | $1.0M |
PACHPIONEER ACQUISITION I CORP | $995K |
OBAOXLEY BRIDGE ACQ LTD | $995K |
DMIIDRUGS MADE IN AMER ACQ II CO | $994K |
ALFCENTURION ACQUISITION CORP | $528K |
MBVIM3-BRIGADE ACQUISITION VI CO | $506K |
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