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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 116 项
建仓 51
增持 18
减持 12
清仓 35
方向
标的
Δ市值
现股数(环比)
增持
—
SEAGATE HDD CAYMAN
+$144.1M
62,947
+146%
增持
—
WESTERN DIGITAL CORP
+$83.0M
29,499
+68%
清仓
—
AXON ENTERPRISE INC
-$71.5M
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
—
STRATEGY INC
-$58.4M
0
-100%
建仓
BX
BLACKSTONE INC
+$41.0M
265,000
清仓
—
TYLER TEX INDPT SCH DIST
-$32.9M
0
-100%
建仓
AAPL
APPLE INC
+$32.5M
119,000
增持
—
ADVANCED ENERGY INDS
+$28.6M
22,778
+225%
建仓
INTC
INTEL CORP
+$27.2M
730,000
建仓
COST
COSTCO WHSL CORP NEW
+$26.0M
30,000
增持
—
SNOWFLAKE INC
+$25.7M
30,500
+118%
清仓
—
SNOWFLAKE INC
-$25.3M
0
-100%
建仓
EA
ELECTRONIC ARTS INC
+$24.8M
121,534
清仓
—
KELLANOVA
-$24.4M
0
-100%
建仓
—
AVIDITY BIOSCIENCES INC
+$23.7M
328,204
清仓
—
HALOZYME THERAPEUTICS INC
-$22.4M
0
-100%
建仓
—
EQUINOX GOLD CORP
+$22.3M
9,325
建仓
WBD
WARNER BROS DISCOVERY INC
+$21.0M
726,325
建仓
—
AXALTA COATING SYS LTD
+$21.0M
639,885
清仓
—
INTEGER HLDGS CORP
-$20.8M
0
-100%
建仓
—
IONIS PHARMACEUTICALS INC
+$20.2M
12,750
增持
NSC
NORFOLK SOUTHN CORP
+$20.1M
103,369
+214%
增持
—
ORMAT TECHNOLOGIES INC
+$15.9M
14,119
+408%
建仓
—
SPOTIFY USA INC
+$15.3M
13,500
建仓
—
OSI SYSTEMS INC
+$14.9M
9,700
建仓
MSFT
MICROSOFT CORP
+$14.6M
30,000
建仓
NVDA
NVIDIA CORPORATION
+$13.1M
70,000
建仓
KLAC
KLA CORP
+$12.5M
10,000
建仓
—
ASCENDIS PHARMA A/S
+$12.0M
8,500
建仓
AMZN
AMAZON COM INC
+$11.6M
50,000
建仓
TSLA
TESLA INC
+$11.4M
25,000
建仓
—
DATADOG INC
+$11.2M
11,195
建仓
NEM
NEWMONT CORP
+$11.2M
110,000
建仓
—
ON SEMICONDUCTOR CORP
+$11.1M
9,300
建仓
SCHW
SCHWAB CHARLES CORP
+$11.1M
110,000
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$10.9M
60,000
建仓
—
COLLEGIUM PHARMACEUTICAL INC
+$10.8M
7,500
建仓
JNJ
JOHNSON & JOHNSON
+$10.3M
50,000
清仓
—
FLUOR CORP
-$9.5M
0
-100%
增持
—
ANI PHARMACEUTICALS INC
+$9.5M
18,500
+85%
建仓
—
SYNAPTICS INC
+$9.4M
8,876
增持
—
ALNYLAM PHARMACEUTICALS INC
+$9.4M
20,954
+60%
清仓
—
Q2 HLDGS INC
-$9.1M
0
-100%
建仓
—
HOLOGIC INC
+$8.8M
117,910
清仓
—
WEC ENERGY GROUP INC
-$8.4M
0
-100%
清仓
—
DROPBOX INC
-$8.4M
0
-100%
清仓
—
ETSY INC
-$7.8M
0
-100%
建仓
—
JD.COM INC
+$7.5M
7,500
建仓
KVUE
KENVUE INC
+$7.2M
412,844
建仓
SOLS
SOLSTICE ADVANCED MATLS INC
+$6.8M
139,194
减持
—
CHEFS WHSE INC
-$5.8M
22,476
-18%
增持
—
GLOBAL PMTS INC
+$5.4M
7,000
+600%
清仓
—
BAIN CAP GSS INVT CORP
-$5.1M
0
-100%
建仓
—
BAIN CAP GSS INVT CORP
+$5.0M
500,000
清仓
—
RIVIAN AUTOMOTIVE INC
-$4.8M
0
-100%
建仓
—
POST HLDGS INC
+$4.7M
4,302
建仓
Q
QNITY ELECTRONICS INC
+$4.6M
55,298
增持
—
SNAP INC
+$4.4M
10,000
+100%
清仓
—
LIBERTY MEDIA CORP DEL
-$4.4M
0
-100%
清仓
—
ITRON INC
-$4.3M
0
-100%
建仓
LLYVK
LIBERTY LIVE HOLDINGS INC
+$4.0M
48,397
增持
—
GRANITE CONSTR INC
+$4.0M
4,820
+38%
清仓
—
SOUTHERN CO
-$3.7M
0
-100%
建仓
—
KENNEDY-WILSON HOLDINGS INC
+$3.6M
365,279
清仓
—
ETSY INC
-$3.6M
0
-100%
建仓
ZD
ZIFF DAVIS INC
+$3.5M
99,471
建仓
LLYVA
LIBERTY LIVE HOLDINGS INC
+$3.4M
41,916
增持
RAL
RALLIANT CORP
+$3.3M
135,441
+59%
建仓
—
TETRA TECH INC NEW
+$3.3M
3,000
增持
CTRI
CENTURI HOLDINGS INC
+$3.2M
217,800
+93%
清仓
—
LIBERTY MEDIA CORP DEL
-$3.1M
0
-100%
清仓
—
HALOZYME THERAPEUTICS INC
-$3.0M
0
-100%
增持
COMP
COMPASS INC
+$3.0M
639,465
+34%
减持
—
LIVE NATION ENTERTAINMENT IN
-$2.9M
12,500
-4%
增持
—
CLOUDFLARE INC
+$2.8M
15,000
+25%
清仓
—
DUKE ENERGY CORP NEW
-$2.8M
0
-100%
清仓
CORZ
CORE SCIENTIFIC INC NEW
-$2.5M
0
-100%
减持
LION
LIONSGATE STUDIOS CORP
-$2.3M
167,420
-70%
建仓
TEX
TEREX CORP NEW
+$2.2M
41,795
清仓
ANGI
ANGI INC
-$2.2M
0
-100%
清仓
—
SUPER MICRO COMPUTER INC
-$2.0M
0
-100%
减持
TASK
TASKUS INC
-$2.0M
68,234
-57%
减持
—
AMERICAN EXCEPTIONALISM ACQU
-$1.9M
275,000
-40%
减持
—
BURLINGTON STORES INC
-$1.8M
19,468
-14%
清仓
—
LUMENTUM HLDGS INC
-$1.7M
0
-100%
清仓
—
STRATEGY INC
-$1.2M
0
-100%
增持
—
CYBERARK SOFTWARE LTD
-$1.2M
50,226
+2%
建仓
GBTG
GLOBAL BUSINESS TRAVEL GROUP
+$1.1M
144,203
清仓
—
MKS INC.
-$1.1M
0
-100%
建仓
—
CHURCHILL CAP CORP XI
+$1.0M
100,000
建仓
—
KARBON CAP PARTNERS CORP
+$1.0M
100,000
清仓
—
COINBASE GLOBAL INC
-$983.5K
0
-100%
建仓
—
TREEHOUSE FOODS INC
+$908.2K
38,338
清仓
—
VENTAS RLTY LTD PARTNERSHIP
-$648.5K
0
-100%
建仓
—
LIONSGATE STUDIOS CORP
+$610.5K
3,527
清仓
—
ENVIRI CORP
-$601.7K
0
-100%
建仓
MBC
MASTERBRAND INC
+$599.7K
54,325
清仓
—
COSTAMARE BULKERS HLDGS LTD
-$486.9K
0
-100%
增持
—
DUPONT DE NEMOURS INC
-$338.6K
80,701
+72%
建仓
—
ENVIRI CORP
+$326.9K
1,049
清仓
—
CORE SCIENTIFIC INC NEW
-$264.3K
0
-100%
减持
—
RITHM ACQUISITION CORP
-$243.5K
768,000
-4%
减持
—
OAKTREE ACQUISITION CORP III
-$236.5K
720,000
-4%
建仓
—
AVIDITY BIOSCIENCES INC
+$221.4K
3,384
清仓
—
QUALCOMM INC
-$207.0K
0
-100%
减持
—
AGRICULTURE & NAT SOL ACQ CO
-$144.8K
672,000
-4%
减持
—
PYROPHYTE ACQUISITION CORP.
-$73.2K
240,000
-4%
建仓
—
BAIN CAP GSS INVT CORP
+$70.0K
100,000
建仓
—
CBOE GLOBAL MKTS INC
+$67.9K
369
减持
—
AMRIZE LTD
+$59.0K
113,097
-12%
增持
GFL
GFL ENVIRONMENTAL INC
+$57.7K
32,839
+12%
减持
KDKRW
KODIAK AI INC.
+$45.2K
100,000
-17%
清仓
SLDPW
SOLID POWER INC
-$18.7K
0
-100%
建仓
—
SPDR S&P 500 ETF TR
+$2.1K
4,100
清仓
—
ETSY INC
-$412
0
-100%
建仓
—
CIRCLE INTERNET GROUP INC
+$0
50
