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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 122 项
建仓 55
增持 9
减持 18
清仓 40
方向
标的
Δ市值
现股数(环比)
建仓
MSFT
MICROSOFT CORP
+$71.3M
167,756
建仓
AAPL
APPLE INC
+$70.8M
280,600
建仓
LLY
ELI LILLY & CO
+$38.7M
50,000
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
—
CNX RES CORP
-$37.4M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$36.7M
394,502
+171%
清仓
—
INTERDIGITAL INC
-$29.0M
0
-100%
清仓
PG
PROCTER AND GAMBLE CO
-$27.8M
0
-100%
减持
—
HUBSPOT INC
-$27.7M
9,114
-66%
减持
—
AXON ENTERPRISE INC
+$27.3M
37,000
-6%
减持
V
VISA INC
-$26.1M
4,298
-96%
清仓
—
ACCENTURE PLC IRELAND
-$23.0M
0
-100%
清仓
—
DATADOG INC
-$21.8M
0
-100%
清仓
—
GRANITE CONSTR INC
-$21.6M
0
-100%
增持
GOOGL
ALPHABET INC
+$21.3M
203,000
+90%
建仓
ABBV
ABBVIE INC
+$21.1M
120,000
建仓
—
BOX INC
+$20.3M
15,942
清仓
QCOM
QUALCOMM INC
-$20.0M
0
-100%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$19.2M
54,993
清仓
—
CATALENT INC
-$18.3M
0
-100%
建仓
UPS
UNITED PARCEL SERVICE INC
+$18.2M
145,000
建仓
BX
BLACKSTONE INC
+$17.8M
103,562
清仓
KO
COCA COLA CO
-$17.7M
0
-100%
建仓
—
FLUOR CORP
+$16.7M
13,200
建仓
GS
GOLDMAN SACHS GROUP INC
+$16.4M
28,646
建仓
META
META PLATFORMS INC
+$15.0M
25,325
建仓
CMCSA
COMCAST CORP NEW
+$15.0M
400,000
建仓
—
BURLINGTON STORES INC
+$14.0M
9,300
清仓
PNC
PNC FINL SVCS GROUP INC
-$12.7M
0
-100%
清仓
—
HALOZYME THERAPEUTICS INC
-$12.6M
0
-100%
清仓
—
AON PLC
-$12.0M
0
-100%
建仓
CBOE
CBOE GLOBAL MKTS INC
+$11.9M
60,769
清仓
—
BENTLEY SYS INC
-$11.8M
0
-100%
建仓
—
SEAGATE HDD CAYMAN
+$11.3M
9,247
清仓
PM
PHILIP MORRIS INTL INC
-$10.1M
0
-100%
清仓
EQR
EQUITY RESIDENTIAL
-$9.8M
0
-100%
清仓
—
EXACT SCIENCES CORP
-$9.6M
0
-100%
建仓
MCO
MOODYS CORP
+$9.6M
20,241
减持
—
INSMED INC
-$9.5M
25,700
-8%
减持
—
HESS CORP
-$9.1M
269,934
-18%
建仓
ON
ON SEMICONDUCTOR CORP
+$8.8M
138,152
建仓
—
CREDICORP LTD
+$8.7M
48,124
清仓
—
MACOM TECH SOLUTIONS HLDGS I
-$8.5M
0
-100%
建仓
—
AXALTA COATING SYS LTD
+$8.3M
244,069
清仓
—
SQUARESPACE INC
-$8.3M
0
-100%
清仓
—
GREEN PLAINS INC
-$7.8M
0
-100%
建仓
—
OAKTREE ACQUISITION CORP III
+$7.6M
750,000
减持
—
UNITED STATES STL CORP NEW
-$7.4M
433,300
-28%
清仓
LBRDK
LIBERTY BROADBAND CORP
-$7.1M
0
-100%
清仓
—
MONGODB INC
-$6.8M
0
-100%
清仓
—
Q2 HLDGS INC
-$6.5M
0
-100%
清仓
—
ORMAT TECHNOLOGIES INC
-$6.3M
0
-100%
清仓
—
SAREPTA THERAPEUTICS INC
-$6.3M
0
-100%
建仓
—
AKAMAI TECHNOLOGIES INC
+$6.1M
6,000
建仓
AMZN
AMAZON COM INC
+$6.0M
27,181
减持
—
ENVISTA HOLDINGS CORPORATION
-$5.7M
2,911
-64%
清仓
VSTS
VESTIS CORPORATION
-$5.7M
0
-100%
清仓
EXE
CHESAPEAKE ENERGY CORP
-$5.6M
0
-100%
清仓
—
ENVESTNET INC
-$5.5M
0
-100%
建仓
EQIX
EQUINIX INC
+$5.4M
5,793
建仓
SWKS
SKYWORKS SOLUTIONS INC
+$5.4M
60,996
清仓
—
POST HLDGS INC
-$5.4M
0
-100%
减持
—
ALNYLAM PHARMACEUTICALS INC
-$5.4M
6,500
-38%
建仓
—
RIVIAN AUTOMOTIVE INC
+$5.2M
5,000
清仓
—
PROGRESS SOFTWARE CORP
-$4.9M
0
-100%
清仓
WING
WINGSTOP INC
-$4.9M
0
-100%
增持
TXN
TEXAS INSTRS INC
+$4.7M
82,500
+57%
建仓
—
LANTHEUS HLDGS INC
+$4.7M
3,500
减持
COST
COSTCO WHSL CORP NEW
-$4.4M
29,000
-17%
建仓
BGC
BGC GROUP INC
+$4.4M
490,834
增持
—
FRESHPET INC
+$4.4M
10,490
+17%
清仓
SOLV
SOLVENTUM CORP
-$4.3M
0
-100%
建仓
—
SURMODICS INC
+$3.9M
98,375
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$3.6M
0
-100%
建仓
—
BERRY GLOBAL GROUP INC
+$3.5M
55,200
建仓
—
LIVE NATION ENTERTAINMENT IN
+$3.5M
2,500
建仓
SCCO
SOUTHERN COPPER CORP
+$2.9M
31,301
清仓
—
ENPHASE ENERGY INC
-$2.8M
0
-100%
建仓
—
JUNIPER NETWORKS INC
+$2.8M
74,583
建仓
NEE
NEXTERA ENERGY INC
+$2.6M
36,362
增持
—
INTEGER HLDGS CORP
+$2.5M
20,500
+5%
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$2.2M
44,669
清仓
—
SPDR S&P 500 ETF TR
-$2.2M
0
-100%
减持
—
CHEFS WHSE INC
-$2.1M
7,973
-24%
建仓
PODD
INSULET CORP
+$2.0M
7,732
建仓
FAST
FASTENAL CO
+$2.0M
27,242
清仓
CAVA
CAVA GROUP INC
-$1.9M
0
-100%
建仓
—
EXXON MOBIL CORP
+$1.8M
17,485
增持
—
ZSCALER INC
+$1.7M
14,000
+8%
建仓
SJM
SMUCKER J M CO
+$1.7M
15,422
减持
—
NUTANIX INC
-$1.6M
10,000
-13%
减持
—
IONIS PHARMACEUTICALS INC
-$1.6M
54,910
-0%
增持
—
ETSY INC
+$1.5M
49,226
+5%
增持
—
ENVISTA HOLDINGS CORPORATION
+$1.5M
5,955
+39%
建仓
MAR
MARRIOTT INTL INC NEW
+$1.5M
5,414
建仓
CNP
CENTERPOINT ENERGY INC
+$1.5M
46,192
减持
—
DROPBOX INC
-$1.5M
9,500
-18%
建仓
MLM
MARTIN MARIETTA MATLS INC
+$1.4M
2,758
减持
—
DISCOVER FINL SVCS
+$1.4M
82,824
-10%
减持
—
UNITED STATES STL CORP NEW
-$1.2M
4,333
-28%
建仓
—
SUNRISE COMMUNICATIONS AG
+$1.2M
28,395
减持
—
COLLEGIUM PHARMACEUTICAL INC
-$1.2M
5,000
-2%
建仓
DOW
DOW INC
+$1.1M
28,935
建仓
GDDY
GODADDY INC
+$1.0M
5,020
建仓
CHD
CHURCH & DWIGHT CO INC
+$999.1K
9,550
清仓
—
SHAKE SHACK INC
-$933.2K
0
-100%
建仓
SQ
BLOCK INC
+$930.4K
10,636
减持
ANSS
ANSYS INC
+$919.4K
84,403
-2%
建仓
VEEV
VEEVA SYS INC
+$907.8K
4,293
增持
TRIP
TRIPADVISOR INC
+$438.2K
375,668
+6%
清仓
FA
FIRST ADVANTAGE CORP NEW
-$434.3K
0
-100%
清仓
—
VOLATILITY SHS TR
-$381.9K
0
-100%
建仓
—
CBOE GLOBAL MKTS INC
+$276.9K
4,243
清仓
—
VOLATILITY SHS TR
-$259.3K
0
-100%
清仓
—
ASML HOLDING N V
-$220.4K
0
-100%
减持
GFL
GFL ENVIRONMENTAL INC
-$96.4K
56,085
-13%
建仓
BKSY/WS
BLACKSKY TECHNOLOGY INC
+$31.2K
265,081
建仓
SLDPW
SOLID POWER INC
+$19.2K
45,387
建仓
LOTWW
LOTUS TECHNOLOGY INC
+$14.2K
91,666
建仓
—
ORIGIN MATERIALS INC
+$8.4K
76,667
建仓
GCTS/WS
GCT SEMICONDUCTOR HLDG INC
+$3.7K
25,000
建仓
—
LANVIN GROUP HOLDINGS LIMITE
+$2.5K
62,500
建仓
—
SYSTEM1 INC
+$1.0K
56,666
