Boussard & Gavaudan Investment Management LLP 13F Holdings · Q1 2026
Boussard & Gavaudan Investment Management LLP reported 82 securities worth $1.06B in its SEC 13F filing for Q1 2026 (period ended 2026-03-31). Top holdings: WDC (17.57%), WBD (5.91%), AEIS (5.36%). Among its top 25 positions this quarter: 8 new, 12 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | WDC | WESTERN DIGITAL CORP | $186.1M | 17.57% | 27,450 | Trimmed |
| 2 | WBD | WARNER BROS DISCOVERY INC | $62.5M | 5.91% | 2.3M | Added |
| 3 | AEIS | ADVANCED ENERGY INDS | $56.8M | 5.36% | 24,962 | Added |
| 4 | EA | ELECTRONIC ARTS INC | $52.5M | 4.96% | 258,844 | Added |
| 5 | EQX | EQUINOX GOLD CORP | $50.2M | 4.74% | 21,225 | Added |
| 6 | BBIO | BRIDGEBIO PHARMA INC | $46.2M | 4.37% | 26,000 | New |
| 7 | ALNY | ALNYLAM PHARMACEUTICALS INC | $40.8M | 3.85% | 32,000 | Added |
| 8 | NSC | NORFOLK SOUTHN CORP | $38.5M | 3.64% | 135,885 | Added |
| 9 | GH | GUARDANT HEALTH INC | $38.3M | 3.61% | 23,200 | New |
| 10 | SEAGATE HDD CAYMAN | $37.4M | 3.53% | 8,322 | Trimmed | |
| 11 | CHEF | CHEFS WHSE INC | $33.6M | 3.18% | 22,976 | Added |
| 12 | OSIS | OSI SYSTEMS INC | $32.1M | 3.04% | 20,900 | Added |
| 13 | WTM | WHITE MTNS INS GROUP LTD | $31.0M | 2.92% | 13,975 | New |
| 14 | GVA | GRANITE CONSTR INC | $24.5M | 2.32% | 15,000 | New |
| 15 | SNOW | SNOWFLAKE INC | $20.0M | 1.89% | 16,500 | Trimmed |
| 16 | LCI INDS | $18.9M | 1.79% | 15,750 | New | |
| 17 | ASND | ASCENDIS PHARMA A/S | $18.8M | 1.78% | 12,900 | Added |
| 18 | ON | ON SEMICONDUCTOR CORP | $17.3M | 1.63% | 13,800 | Added |
| 19 | LYV | LIVE NATION ENTERTAINMENT IN | $16.6M | 1.57% | 11,000 | Trimmed |
| 20 | ANIP | ANI PHARMACEUTICALS INC | $16.5M | 1.55% | 13,350 | Trimmed |
| 21 | SPY | STATE STR SPDR S&P 500 ETF T | $16.3M | 1.54% | 1,125 | New |
| 22 | PSTUC | POST HLDGS INC | $16.1M | 1.52% | 14,827 | Added |
| 23 | IRTC | IRHYTHM HOLDINGS INC | $12.0M | 1.14% | 11,000 | New |
| 24 | MKSI | MKS INC. | $10.1M | 0.95% | 6,300 | New |
| 25 | Q | QNITY ELECTRONICS INC | $9.0M | 0.85% | 81,658 | Added |
Source: SEC Form 13F filings · as of 2026-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR