Boussard & Gavaudan Investment Management LLP Top Holdings and 13F Report (2026) About Boussard & Gavaudan Investment Management LLPInvestment ActivityBoussard & Gavaudan Investment Management LLP has $1.06 billion in total holdings as of March 31, 2026.Boussard & Gavaudan Investment Management LLP owns shares of 89 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 41.70% of the portfolio was purchased this quarter.About 78.88% of the portfolio was sold this quarter.This quarter, Boussard & Gavaudan Investment Management LLP has purchased 97 new stocks and bought additional shares in 18 stocks.Boussard & Gavaudan Investment Management LLP sold shares of 16 stocks and completely divested from 42 stocks this quarter.Largest Holdings WESTERN DIGITAL CORP $186,098,654Warner Bros. Discovery $62,549,419ADVANCED ENERGY INDS $56,801,366Electronic Arts $52,509,093EQUINOX GOLD CORP $50,174,733 Largest New Holdings this Quarter 10806XAB8 - BRIDGEBIO PHARMA INC $46,242,070 Holding40131MAD1 - GUARDANT HEALTH INC $38,262,515 HoldingG9618E107 - White Mountains Insurance Group $30,968,600 Holding387328AF4 - GRANITE CONSTR INC $24,535,802 Holding501812AD3 - LCI INDS $18,902,712 Holding Largest Purchases this Quarter BRIDGEBIO PHARMA INC 26,000 shares (about $46.24M)Warner Bros. Discovery 1,573,286 shares (about $42.79M)GUARDANT HEALTH INC 23,200 shares (about $38.26M)White Mountains Insurance Group 13,975 shares (about $30.97M)EQUINOX GOLD CORP 11,900 shares (about $28.13M) Largest Sales this Quarter SEAGATE HDD CAYMAN 54,625 shares (about $245.44M)BURLINGTON STORES INC 15,781 shares (about $25.80M)IONIS PHARMACEUTICALS INC 11,750 shares (about $17.69M)SNOWFLAKE INC 14,000 shares (about $16.98M)ORMAT TECHNOLOGIES INC 11,009 shares (about $14.34M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBoussard & Gavaudan Investment Management LLP Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorWESTERN DIGITAL CORP$186,098,654$13,891,298 â–¼-6.9%27,45017.6%NOTE 3.000%11/1WBDWarner Bros. Discovery$62,549,419$42,793,379 â–²216.6%2,299,6115.9%Consumer DiscretionaryADVANCED ENERGY INDS$56,801,366$4,969,721 â–²9.6%24,9625.4%NOTE 2.500% 9/1EAElectronic Arts$52,509,093$27,854,706 â–²113.0%258,8445.0%Consumer DiscretionaryEQUINOX GOLD CORP$50,174,733$28,130,946 â–²127.6%21,2254.7%NOTE 4.750%10/1BRIDGEBIO PHARMA INC$46,242,070$46,242,070 â–²New Holding26,0004.4%NOTE 2.500% 3/1ALNYLAM PHARMACEUTICALS INC$40,811,537$14,087,632 â–²52.7%32,0003.9%NOTE 1.000% 9/1NSCNorfolk Southern$38,517,962$9,216,985 â–²31.5%135,8853.6%TransportationGUARDANT HEALTH INC$38,262,515$38,262,515 â–²New Holding23,2003.6%DEBT 1.250% 2/1SEAGATE HDD CAYMAN$37,392,456$245,441,349 â–¼-86.8%8,3223.5%NOTE 3.500% 6/0CHEFS WHSE INC$33,646,274$732,205 â–²2.2%22,9763.2%NOTE 2.375%12/1OSI SYSTEMS INC$32,149,134$17,228,244 â–²115.5%20,9003.0%NOTE 2.250% 8/0WTMWhite Mountains Insurance Group$30,968,600$30,968,600 â–²New Holding13,9752.9%FinanceGRANITE CONSTR INC$24,535,802$24,535,802 â–²New Holding15,0002.3%NOTE 3.250% 6/1SNOWFLAKE INC$20,017,826$16,984,822 â–¼-45.9%16,5001.9%NOTE 10/0LCI INDS$18,902,712$18,902,712 â–²New Holding15,7501.8%NOTE 3.000% 3/0ASCENDIS PHARMA A/S$18,834,996$6,424,340 â–²51.8%12,9001.8%NOTE 2.250% 4/0ON SEMICONDUCTOR CORP$17,254,924$5,626,606 â–²48.4%13,8001.6%NOTE 5/0LIVE NATION ENTERTAINMENT IN$16,629,255$2,267,626 â–¼-12.0%11,0001.6%NOTE 3.125% 1/1ANI PHARMACEUTICALS INC$16,462,526$6,350,712 â–¼-27.8%13,3501.6%NOTE 2.250% 9/0STATE STR SPDR S&P 500 ETF T$16,259,621$16,259,621 â–²New Holding1,1251.5%CALLPOST HLDGS INC$16,052,542$11,394,955 â–²244.7%14,8271.5%NOTE 2.500% 8/1IRHYTHM HOLDINGS INC$12,018,780$12,018,780 â–²New Holding11,0001.1%NOTE 1.500% 9/0MKS INC.$10,092,069$10,092,069 â–²New Holding6,3001.0%NOTE 1.250% 6/0QNITY ELECTRONICS INC$9,030,966$2,915,284 â–²47.7%81,6580.9%COMMON STOCKRITHM ACQUISITION CORP$8,040,9600.0%768,0000.8%CL AOAKTREE ACQUISITION CORP III$7,617,6000.0%720,0000.7%SHS CL AAGRICULTURE & NAT SOL ACQ CO$7,586,8800.0%672,0000.7%SHS CL AALUSSA ENERGY ACQUISIT CORP$6,986,000$6,986,000 â–²New Holding700,0000.7%ORD SHS CL AWATWaters$6,200,136$6,200,136 â–²New Holding20,8450.6%MedicalBURLINGTON STORES INC$6,028,848$25,804,516 â–¼-81.1%3,6870.6%NOTE 1.250%12/1SOLSTICE ADVANCED MATLS INC$5,976,105$4,272,749 â–¼-41.7%81,1640.6%COM SHSPENPenumbra$5,941,690$5,941,690 â–²New Holding18,1470.6%MedicalVERSANT MEDIA GROUP INC$5,555,216$5,555,216 â–²New Holding152,9520.5%COM CL ATRANSMEDICS GROUP INC$5,158,552$5,158,552 â–²New Holding4,0000.5%NOTE 1.500% 6/0BAIN CAP GSS INVT CORP$5,050,0000.0%500,0000.5%ORD CL ALBRDALiberty Broadband$4,973,953$439,969 â–²9.7%101,0350.5%Consumer DiscretionaryDDDuPont de Nemours$4,727,652$1,088,037 â–²29.9%104,8260.4%Basic MaterialsLIBERTY LIVE HOLDINGS INC$4,417,1940.0%48,3970.4%COM SHS SER CCENTURI HOLDINGS INC$4,392,152$1,808,614 â–¼-29.2%154,2730.4%COM SHSCOURCoursera$4,255,347$4,255,347 â–²New Holding731,7880.4%Business ServicesORMAT TECHNOLOGIES INC$4,051,474$14,341,697 â–¼-78.0%3,1100.4%NOTE 2.500% 7/1ELEstee Lauder Companies$3,959,498$3,959,498 â–²New Holding57,8240.4%Consumer StaplesLIBERTY LIVE HOLDINGS INC$3,718,7870.0%41,9160.4%COM SER ASOUTHERN CO$3,692,813$3,692,813 â–²New Holding3,3000.3%NOTE 4.500% 6/1MAGNUM ICE CREAM CO NV$3,318,225$3,318,225 â–²New Holding226,5000.3%ORD SHSSYNAPTICS INC$3,047,098$5,968,249 â–¼-66.2%3,0000.3%NOTE 0.750%12/0AMERICAN EXCEPTIONALISM ACQU$3,000,2500.0%275,0000.3%ORD CL ADUKE ENERGY CORP NEW$2,898,503$2,898,503 â–²New Holding2,6000.3%NOTE 4.125% 4/1RIVIAN AUTOMOTIVE INC$2,767,587$2,767,587 â–²New Holding2,6000.3%NOTE 4.625% 3/1HALOZYME THERAPEUTICS INC$2,669,515$2,669,515 â–²New Holding2,1000.3%NOTE 1.000% 8/1MCWMister Car Wash$2,458,889$2,458,889 â–²New Holding352,5290.2%Auto/Tires/TrucksPYROPHYTE ACQUISITION CORP.$2,436,0000.0%240,0000.2%CL A SHSGBTGGlobal Business Travel Group$2,355,213$1,565,702 â–²198.3%430,1760.2%Computer and TechnologyGDDYGoDaddy$2,288,402$2,288,402 â–²New Holding27,8090.2%Computer and TechnologyAKAMAI TECHNOLOGIES INC$2,265,480$2,265,480 â–²New Holding2,0000.2%NOTE 1.125% 2/1RALLIANT CORP$2,091,004$3,376,748 â–¼-61.8%51,7960.2%COMAMRIZE LTD$1,881,006$4,260,160 â–¼-69.4%34,6410.2%SHSWEC ENERGY GROUP INC$1,863,399$1,863,399 â–²New Holding1,5000.2%NOTE 4.375% 6/0SMTCSemtech$1,513,883$1,513,883 â–²New Holding20,6200.1%Computer and TechnologyIONIS PHARMACEUTICALS INC$1,505,566$17,690,401 â–¼-92.2%1,0000.1%NOTE 1.750% 6/1JD.COM INC$1,505,345$6,021,380 â–¼-80.0%1,5000.1%NOTE 0.250% 6/0SUNBELT RENTALS HOLDINGS INC$1,226,926$1,226,926 â–²New Holding19,4380.1%SHSATAIBECKLEY INC$1,034,900$1,034,900 â–²New Holding295,2640.1%COM SHSCHURCHILL CAP CORP XI$1,015,000$1,015,000 â–²New Holding100,0000.1%CL A ORD SHSKARBON CAP PARTNERS CORP$1,006,000$1,006,000 â–²New Holding100,0000.1%ORD SHS CL AGLOBAL PMTS INC$880,092$5,280,552 â–¼-85.7%1,0000.1%NOTE 1.500% 3/0MBCMasterBrand$773,029$321,589 â–²71.2%93,0240.1%Consumer DiscretionaryLIONSGATE STUDIOS CORP$770,600$278,849 â–²56.7%5,5270.1%CALLCOINBASE GLOBAL INC$730,490$730,490 â–²New Holding8000.1%NOTE 0.250% 4/0CBOE GLOBAL MKTS INC$263,911$255,178 â–²2,922.0%11,1510.0%PUTRITHM ACQUISITION CORP$170,6660.0%266,6660.0%W EXP 99/99/999OAKTREE ACQUISITION CORP III$112,5000.0%150,0000.0%W EXP 09/01/203KODIAK AI INC.$104,5000.0%100,0000.0%W EXP 09/25/203ALUSSA ENERGY ACQUISIT CORP$83,999$83,999 â–²New Holding233,3330.0%W EXP 04/10/202AGRICULTURE & NAT SOL ACQ CO$70,0000.0%350,0000.0%W EXP 10/01/202BAIN CAP GSS INVT CORP$62,0000.0%100,0000.0%W EXP 01/01/202LBRDKLiberty Broadband$57,1950.0%1,1550.0%Consumer DiscretionaryPYROPHYTE ACQUISITION CORP.$43,7500.0%125,0000.0%W EXP 07/30/203ISHARES TR$14,990$14,990 â–²New Holding5000.0%PUTKARBON CAP PARTNERS CORP$12,855$12,855 â–²New Holding25,0000.0%W EXP 12/11/203BLACKSKY TECHNOLOGY INC$9,4890.0%237,2260.0%W EXP 09/09/202CHURCHILL CAP CORP XI$8,200$8,200 â–²New Holding10,0000.0%W EXP 12/10/203FOLD HLDGS INC$7,9480.0%72,2600.0%W EXP 02/14/203LOTUS TECHNOLOGY INC$6,4070.0%91,6660.0%W EXP 02/22/202GCT SEMICONDUCTOR HLDG INC$4,7250.0%25,0000.0%W EXP 03/01/202LANVIN GROUP HOLDINGS LIMITE$6870.0%62,5000.0%W EXP 01/14/202ORGNWOrigin Materials$1910.0%76,6670.0%Basic MaterialsSTATE STR SPDR S&P 500 ETF T$30$79 â–¼-72.6%1,1250.0%PUTBXBlackstone$0$41,016,700 â–¼-100.0%00.0%FinanceAAPLApple$0$32,496,520 â–¼-100.0%00.0%Computer and TechnologyBOX INC$0$32,135,548 â–¼-100.0%00.0%NOTE 1/1INTCIntel$0$27,229,000 â–¼-100.0%00.0%Computer and TechnologyCOSTCostco Wholesale$0$25,969,500 â–¼-100.0%00.0%Retail/WholesaleRNAAvidity Biosciences$0$23,679,918 â–¼-100.0%00.0%MedicalCYBRCyberArk Software$0$22,667,998 â–¼-100.0%00.0%Computer and TechnologyAXTAAxalta Coating Systems$0$20,994,626 â–¼-100.0%00.0%Basic MaterialsCLOUDFLARE INC$0$17,726,766 â–¼-100.0%00.0%NOTE 8/1SPOTIFY USA INC$0$15,285,055 â–¼-100.0%00.0%NOTE 3/1MSFTMicrosoft$0$14,624,400 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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