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Boussard & Gavaudan Investment Management LLP 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Boussard & Gavaudan Investment Management LLP
报告期 2026-03-31 · CIK 0001614986
持仓数
89
前50大市值合计
$1.03B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q1
21Q4
21Q2
21Q4 调仓
2021-06-30 → 2021-12-31 · 共 122 项
建仓 74
增持 4
减持 6
清仓 38
方向
标的
Δ市值
现股数(环比)
减持
BABA
ALIBABA GROUP HLDG LTD
-$162.0M
556,502
-45%
建仓
—
ALIBABA GROUP HLDG LTD
+$135.3M
12,251
清仓
—
ALEXION PHARMACEUTICALS INC
-$114.8M
0
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
清仓
—
BROADSTONE ACQUISITION CORP
-$90.8M
0
-100%
清仓
—
SLACK TECHNOLOGIES INC
-$86.8M
0
-100%
清仓
—
BROOKFIELD PROPERTY PARTRS L
-$73.7M
0
-100%
清仓
—
KANSAS CITY SOUTHERN
-$65.7M
0
-100%
建仓
—
KBR INC
+$58.9M
31,217
清仓
—
WILLIS TOWERS WATSON PLC LTD
-$53.2M
0
-100%
减持
—
CONSTELLIUM SE
-$50.2M
156,358
-94%
建仓
—
ZSCALER INC
+$47.7M
21,605
建仓
—
BGC PARTNERS INC
+$35.4M
7,661,495
建仓
—
BLOCK INC
+$29.4M
19,471
清仓
MRK
MERCK & CO INC
-$28.9M
0
-100%
建仓
—
PALO ALTO NETWORKS INC
+$28.8M
13,630
建仓
—
DATADOG INC
+$28.0M
13,877
建仓
—
COUPA SOFTWARE INC
+$27.6M
22,259
建仓
—
LUMENTUM HLDGS INC
+$25.8M
14,409
清仓
—
CLARIVATE PLC
-$23.9M
0
-100%
建仓
—
FTI CONSULTING INC
+$22.9M
14,604
建仓
—
CLARIVATE PLC
+$21.9M
241,000
建仓
—
IHS MARKIT LTD
+$20.9M
157,909
建仓
—
ALTAIR ENGR INC
+$20.3M
12,170
建仓
—
LIVE NATION ENTERTAINMENT IN
+$18.1M
9,956
建仓
—
SAILPOINT TECHNOLOGIES HLDGS
+$17.5M
9,749
建仓
—
SILICON LABORATORIES INC
+$17.1M
9,761
建仓
—
PIONEER NAT RES CO
+$16.7M
9,377
建仓
—
AKAMAI TECHNOLOGIES INC
+$16.0M
12,187
建仓
—
WORKIVA INC
+$15.7M
8,785
建仓
—
FORTRESS TRANS INFRST INVS L
+$15.0M
518,650
建仓
—
SMART GLOBAL HLDGS INC
+$14.6M
7,809
建仓
—
ATLAS AIR WORLDWIDE HLDGS IN
+$13.4M
8,305
增持
—
XILINX INC
+$13.1M
168,361
+6%
建仓
—
OKTA INC
+$11.6M
9,701
建仓
—
FARFETCH LTD
+$11.2M
4,881
建仓
—
ROYAL CARIBBEAN GROUP
+$11.2M
8,785
建仓
—
SEA LTD
+$11.2M
12,202
减持
—
NUANCE COMMUNICATIONS INC
-$11.1M
205,206
-50%
建仓
—
ENVESTNET INC
+$11.1M
8,762
建仓
—
OKTA INC
+$9.9M
7,321
建仓
—
LUMENTUM HLDGS INC
+$9.9M
7,899
建仓
—
FIVE9 INC
+$9.6M
7,733
建仓
—
PEGASYSTEMS INC
+$9.4M
8,721
建仓
—
WAYFAIR INC
+$9.0M
5,917
建仓
—
WINNEBAGO INDS INC
+$8.9M
6,570
建仓
—
REDFIN CORP
+$8.8M
9,736
建仓
PPC
PILGRIMS PRIDE CORP
+$8.3M
298,421
建仓
—
NATIONAL VISION HLDGS INC
+$8.1M
4,771
建仓
—
COUPA SOFTWARE INC
+$7.7M
8,101
增持
—
LIBERTY MEDIA CORP DEL
+$6.5M
341,019
+46%
建仓
—
2U INC
+$6.2M
5,760
建仓
POST
POST HLDGS INC
+$6.1M
55,052
清仓
—
CIMAREX ENERGY CO
-$6.1M
0
-100%
建仓
T
AT&T INC
+$6.1M
244,950
建仓
—
FTAC EMERALD ACQUISITION COR
+$5.5M
550,000
清仓
—
DECARBONIZATION PLUS ACQU II
-$5.2M
0
-100%
建仓
—
DECARBONIZATION PLUS ACQUISI
+$4.9M
500,000
建仓
—
PERSHING SQUARE TONTINE HLDG
+$4.9M
250,000
建仓
—
WORLD QUANTUM GROWTH ACQUISI
+$4.9M
500,000
建仓
—
ALIBABA GROUP HLDG LTD
+$4.3M
393,877
清仓
—
SC HEALTH CORP
-$4.0M
0
-100%
建仓
—
MOMENTIVE GLOBAL INC
+$3.9M
181,684
建仓
—
JATT ACQUISITION CORP
+$3.7M
375,000
清仓
—
REINVENT TECHNOLOGY PARTNERS
-$3.5M
0
-100%
建仓
—
ETSY INC
+$3.3M
2,440
减持
—
LABORATORY CORP AMER HLDGS
+$3.0M
110,627
-5%
建仓
—
LIBERTY MEDIA ACQUISITION CO
+$2.9M
284,269
清仓
—
JAWS HURRICANE ACQUISITN COR
-$2.5M
0
-100%
清仓
—
ELLIOTT OPPORTUNITY II CORP
-$2.5M
0
-100%
清仓
—
OSPREY TECHNLGY AQUISTION CO
-$2.5M
0
-100%
建仓
—
JAWS HURRICANE ACQUISITN COR
+$2.5M
250,000
建仓
—
ELLIOTT OPPORTUNITY II CORP
+$2.4M
250,000
建仓
—
GLOBAL TECHNOLGY ACQSTN CORP
+$2.3M
225,000
建仓
TXNM
PNM RES INC
+$2.3M
49,197
建仓
—
BLEUACACIA LTD
+$2.3M
225,000
增持
OSG
AMBAC FINL GROUP INC
+$2.0M
1,100,386
+10%
建仓
—
DONNELLEY R R & SONS CO
+$1.8M
156,972
建仓
—
USHG ACQUISITION CORP
+$1.5M
146,192
建仓
—
FTAC ZEUS ACQUISITION COR
+$1.5M
150,000
增持
LBRDK
LIBERTY BROADBAND CORP
-$1.2M
125,806
+1%
建仓
—
TALON 1 ACQUISITION CORP
+$1.0M
100,000
清仓
—
ALTIMAR ACQUISITION CORP II
-$971.0K
0
-100%
清仓
—
STAR PEAK CORP II
-$792.0K
0
-100%
清仓
—
MARQUEE RAINE ACQUISITION CO
-$789.0K
0
-100%
清仓
—
OSPREY TECHNLGY AQUISTION CO
-$648.0K
0
-100%
清仓
—
ALUSSA ENERGY ACQUISITION CO
-$630.0K
0
-100%
清仓
—
SC HEALTH CORP
-$618.0K
0
-100%
清仓
—
BROADSTONE ACQUISITION CORP
-$564.0K
0
-100%
清仓
OGN
ORGANON & CO
-$529.0K
0
-100%
清仓
—
DECARBONIZATION PLUS ACQU II
-$529.0K
0
-100%
建仓
—
CONCORD ACQUISITION CORP III
+$510.0K
50,000
减持
—
SUPERNOVA PARTNERS ACQUISTN
-$487.0K
10,875
-82%
清仓
AAL
AMERICAN AIRLS GROUP INC
-$445.0K
0
-100%
清仓
—
FOLEY TRASIMENE ACQUISTN COR
-$426.0K
0
-100%
清仓
—
INDIE SEMICONDUCTOR INC
-$414.0K
0
-100%
建仓
OPEN
OPENDOOR TECHNOLOGIES INC
+$315.0K
21,400
建仓
—
VERTICAL AEROSPACE LTD
+$308.0K
400,000
清仓
—
AST SPACEMOBILE INC
-$306.0K
0
-100%
清仓
—
BLADE AIR MOBILITY INC
-$271.0K
0
-100%
清仓
—
FINTECH ACQUISITION CORP VI
-$252.0K
0
-100%
建仓
—
FINTECH ACQUISITION CORP VI
+$246.0K
25,000
清仓
—
REINVENT TECHNOLOGY PARTNERS
-$246.0K
0
-100%
建仓
—
DECARBONIZATION PLUS ACQUISI
+$234.0K
249,999
减持
—
ORIGIN MATERIALS INC
-$212.0K
127,950
-23%
建仓
—
BULLPEN PARLAY ACQUISITION C
+$205.0K
20,000
建仓
SLDPW
SOLID POWER INC
+$176.0K
45,387
建仓
BKSY/WS
BLACKSKY TECHNOLOGY INC
+$155.0K
265,081
清仓
—
CHURCHILL CAP CORP II
-$153.0K
0
-100%
建仓
—
WORLD QUANTUM GROWTH ACQUISI
+$145.0K
249,999
清仓
—
CANO HEALTH INC
-$140.0K
0
-100%
建仓
—
JOBY AVIATION INC
+$122.0K
75,000
清仓
—
MARQUEE RAINE ACQUISITION CO
-$122.0K
0
-100%
建仓
—
SKILLSOFT CORP
+$111.0K
58,207
清仓
—
THE BEACHBODY COMPANY INC
-$99.0K
0
-100%
建仓
—
JATT ACQUISITION CORP
+$96.0K
187,500
建仓
—
ELLIOTT OPPORTUNITY II CORP
+$64.0K
62,500
建仓
—
JAWS HURRICANE ACQUISITN COR
+$60.0K
62,500
清仓
—
STAR PEAK CORP II
-$36.0K
0
-100%
清仓
—
ALTIMAR ACQUISITION CORP II
-$29.0K
0
-100%
清仓
—
MARQUEE RAINE ACQUISITION CO
-$24.0K
0
-100%
建仓
—
FATHOM DIGITAL MFG CORP
+$18.0K
25,000
建仓
—
ENJOY TECHNOLOGY INC
+$14.0K
22,205