account_balance
Investment manager · 13F filer · SEC CIK 1569001
Boussard & Gavaudan Gestion Sas
Reported value$1.29Bas of Sep 30, 2026
Positions105 44 new, 34 sold out
Top 10 weight58.2%Lumentum Hldgs Inc alone is 19%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
Lumentum Hldgs Inc
18.6%New
WBDWarner Bros Discovery Inc
7.0%Added +10%
Guardant Health Inc
6.8%Added +25%
Chefs Whse Inc
4.6%
Bridgebio Pharma Inc
4.3%Added +21%
Snowflake Inc
3.8%Added +186%
MKS Inc.
3.5%Added +54%
NSCNorfolk Southn Corp
3.3%
PAGPenske Automotive GRP Inc
3.1%New
Solaris Energy Infras Inc
3.1%New
Halozyme Therapeutics Inc
3.0%Added +835%
Granite Constr Inc
2.2%Added +30%
Lumentum Hldgs Inc
18.6%New
WBD7.0%
Guardant Health Inc6.8%
Chefs Whse Inc4.6%
Bridgebio Pharma Inc4.3%
Snowflake Inc3.8%
MKS Inc.3.5%
NSC3.3%PAG3.1%Solaris Energy Infras Inc3.1%
Halozyme Therapeutics Inc3.0%
Granite Constr Inc2.2%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
Lumentum Hldgs Inc 18.6% New
WBD Warner Bros Discovery Inc 7.0% Added +10%
Guardant Health Inc 6.8% Added +25%
Chefs Whse Inc 4.6% Held
Bridgebio Pharma Inc 4.3% Added +21%
Snowflake Inc 3.8% Added +186%
MKS Inc. 3.5% Added +54%
NSC Norfolk Southn Corp 3.3% HeldPAG Penske Automotive GRP Inc 3.1% NewSolaris Energy Infras Inc 3.1% New
Halozyme Therapeutics Inc 3.0% Added +835%
Granite Constr Inc 2.2% Added +30%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- Lumentum Hldgs Inc $240M
- PAG $40.6M
- Solaris Energy Infras Inc $40.6M
- Ligand Pharmaceuticals Inc $20.8M
arrow_downwardTrimmed
- Ani Pharmaceuticals Inc −55%
- Envista Holdings Corporation −33%
- Tetra Tech Inc New −17%
- GFL −14%
remove_circleSold out
- Western Digital Corp $752M
- SPY $291M
- EA $67.1M
- On Semiconductor Corp $46.6M