Institutions / Governors Lane LP
Governors Lane LP
CIK 1644187 · Institution · as of Dec 31, 2025
Portfolio value
$1.08B
Positions
153
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 153 →
| Company | Value | % of portfolio |
|---|---|---|
| Warner Bros. Discovery, Inc. | $65.04M | 6.0% |
| Norfolk Southern Corp | $56.97M | 5.3% |
| Helix Acquisition Corp. III | $53.08M | 4.9% |
| Electronic Arts Inc. | $47.82M | 4.4% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $36.10M | 3.3% |
| Amazon.com Inc | $35.77M | 3.3% |
| Bank of America Corp /De | $32.72M | 3.0% |
| Ventas, Inc. | $29.76M | 2.7% |
| Corebridge Financial, Inc. | $24.14M | 2.2% |
| KKR & Co. Inc. | $23.79M | 2.2% |
| EchoStar CORP | $21.43M | 2.0% |
| Ally Financial Inc. | $20.81M | 1.9% |
| NIKE, Inc. | $18.94M | 1.7% |
| Hologic Inc | $18.92M | 1.7% |
| Fidelity National Information Services Inc | $17.57M | 1.6% |
| Niq Global Intelligence PLC | $16.49M | 1.5% |
| Cidara Therapeutics Inc | $13.77M | 1.3% |
| Cantor Equity Partners II in | $13.16M | 1.2% |
| Qorvo, Inc. | $13.11M | 1.2% |
| New Amer Acquisition I Corp | $12.54M | 1.2% |
| Exact Sciences Corp. | $12.33M | 1.1% |
| Asml Holding N V | $12.11M | 1.1% |
| Applied Materials Inc /De | $11.83M | 1.1% |
| Fifth Era Acquisition Corp I | $11.58M | 1.1% |
| Perimeter Acquisition Corp I | $11.48M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.