Boussard & Gavaudan Investment Management LLP 13F Holdings
CIK 0001614986 · London, X0
As of Sep 30, 2025, Boussard & Gavaudan Investment Management LLP reported 81 positions worth $808.6M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SEAGATE HDD CAYMAN | — | — | 25,564 | $71.8M | 8.88% |
| AXON ENTERPRISE INC | — | — | 22,924 | $71.5M | 8.85% |
| STRATEGY INC | — | — | 31,000 | $58.4M | 7.22% |
| WESTERN DIGITAL CORP | — | — | 17,535 | $55.4M | 6.85% |
| CHEFS WHSE INC | — | — | 27,380 | $40.1M | 4.96% |
| BOX INC | — | — | 27,237 | $34.0M | 4.20% |
| TYLER TEX INDPT SCH DIST | — | — | 30,000 | $32.9M | 4.07% |
| BURLINGTON STORES INC | — | — | 22,615 | $30.6M | 3.79% |
| SNOWFLAKE INC | — | — | 16,740 | $25.3M | 3.13% |
| KELLANOVA | K | Consumer Defensive | 298,161 | $24.4M | 3.02% |
| CYBERARK SOFTWARE LTD | CYBR | Technology | 49,220 | $23.8M | 2.95% |
| HALOZYME THERAPEUTICS INC | — | — | 19,500 | $22.4M | 2.77% |
| SNOWFLAKE INC | — | — | 14,000 | $21.9M | 2.70% |
| ALNYLAM PHARMACEUTICALS INC | — | — | 13,073 | $21.5M | 2.66% |
| LIVE NATION ENTERTAINMENT IN | — | — | 13,000 | $21.4M | 2.65% |
| INTEGER HLDGS CORP | — | — | 16,092 | $20.8M | 2.57% |
| CLOUDFLARE INC | — | — | 12,000 |