Governors Lane LP Portfolio Holdings

Governors Lane LP

  • $831 Million
  • Q2 2025

Governors Lane LP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $831 Million distributed in 119 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Gms Inc. with a value of $30.6M, Ubs Group Ag with a value of $29.7M, Amazon Com Inc with a value of $27.7M, Kkr & Co. Inc. with a value of $24.7M, and Jones Lang Lasalle Inc with a value of $23.9M.

Examining the 13F form we can see an decrease of $6.21M in the current position value, from $837M to 831M.

Governors Lane LP is based out at New York, NY

Below you can find more details about Governors Lane LP portfolio as well as his latest detailed transactions.

Portfolio value $831 Million
Technology: $317 Million
Financial Services: $154 Million
Consumer Cyclical: $145 Million
Real Estate: $57 Million
Industrials: $55.8 Million
ETFs: $28.1 Million
Communication Services: $25 Million
Energy: $22.2 Million
Other: $25.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.65B
$30.6 Million 3.68% of portfolio
281,233
Q2 2025 New
$126B
$29.7 Million 3.57% of portfolio
877,822
Q2 2025 Added 25.78%
$2.26T
$27.7 Million 3.34% of portfolio
126,431
Q2 2025 Added 41.42%
$127B
$24.7 Million 2.97% of portfolio
185,446
Q2 2025 Added 93.78%
$13.6B
$23.9 Million 2.88% of portfolio
93,510
Q2 2025 Added 734.91%
$46.1B
$22.2 Million 2.68% of portfolio
160,529
Q2 2025 Reduced 12.04%
$381B
$22.2 Million 2.68% of portfolio
470,172
Q2 2025 Added 82.52%
$27.4B
$22.1 Million 2.66% of portfolio
350,163
Q2 2025 Reduced 5.05%
$1.27T
$22.1 Million 2.66% of portfolio
97,709
Q2 2025 Reduced 42.43%
$8.13B
$19.6 Million 2.36% of portfolio
599,009
Q2 2025 Added 105.38%
$94.4B
$19.4 Million 2.34% of portfolio
273,416
Q2 2025 Added 94.74%
$8.48B
$19.2 Million 2.31% of portfolio
303,918
Q2 2025 New
$9.57B
$14.6 Million 1.76% of portfolio
925,217
Q2 2025 New
$4.15B
$14 Million 1.68% of portfolio
393,223
Q2 2025 Added 59.74%
$3.57B
$14 Million 1.68% of portfolio
335,973
Q2 2025 New
$11.3B
$12.5 Million 1.51% of portfolio
207,329
Q2 2025 Added 33.85%
$11.2B
$11 Million 1.32% of portfolio
97,250
Q2 2025 New
$9.05B
$11 Million 1.32% of portfolio
301,200
Q2 2025 New
$6.51B
$9.07 Million 1.09% of portfolio
302,895
Q2 2025 New
$53.1B
$8.92 Million 1.07% of portfolio
36,281
Q2 2025 Reduced 32.06%
$22.3B
$8.37 Million 1.01% of portfolio
235,800
Q2 2025 New
$43.6B
$8.17 Million 0.98% of portfolio
100,405
Q2 2025 Reduced 10.99%
$26.5B
$8.18 Million 0.98% of portfolio
64,502
Q2 2025 New
$32.6B
$6.43 Million 0.77% of portfolio
18,300
Q2 2025 Added 4.57%
$23.6B
$6.08 Million 0.73% of portfolio
25,607
Q2 2025 New
$95.7B
$5.95 Million 0.72% of portfolio
11,600
Q2 2025 Reduced 70.03%
$2.39B
$5.64 Million 0.68% of portfolio
230,400
Q2 2025 New
$282B
$5.58 Million 0.67% of portfolio
39,312
Q2 2025 Reduced 63.8%
$11.5B
$5.56 Million 0.67% of portfolio
142,872
Q2 2025 Reduced 3.6%
$27.3B
$5.54 Million 0.67% of portfolio
69,700
Q2 2025 New
$7.73B
$5.46 Million 0.66% of portfolio
42,566
Q2 2025 New
$295B
$5.42 Million 0.65% of portfolio
6,768
Q2 2025 New
$30.3B
$4.89 Million 0.59% of portfolio
85,400
Q2 2025 New
$2.07B
$911,000 0.11% of portfolio
41,000
Q2 2025 Reduced 82.31%
Newhold Invt Corp Iii
-
$0 0.0% of portfolio
-
Q2 2025 New
Perimeter Acquisition Corp I
-
$0 0.0% of portfolio
-
Q2 2025 New
New Providence Acquisition C
-
$0 0.0% of portfolio
-
Q2 2025 New
Oxley Bridge Acq LTD
-
$0 0.0% of portfolio
-
Q2 2025 New
New Providence Acquisition C
-
$0 0.0% of portfolio
-
Q2 2025 New
Mountain Lake Acquisition CO
-
$0 0.0% of portfolio
-
Q2 2025 New
Newbury Str Ii Acquisition C
-
$0 0.0% of portfolio
-
Q2 2025 New
Oaktree Acquisition Corp Iii
-
$0 0.0% of portfolio
-
Q2 2025 New
Perimeter Acquisition Corp I
-
$0 0.0% of portfolio
-
Q2 2025 New
Roman Dbdr Acquisition Corp
-
$0 0.0% of portfolio
-
Q2 2025 New
Silverbox Corp Iv
-
$0 0.0% of portfolio
-
Q2 2025 New
Silverbox Corp Iv
-
$0 0.0% of portfolio
-
Q2 2025 New
Sizzle Acquisition Corp. Ii
-
$0 0.0% of portfolio
-
Q2 2025 New
Sizzle Acquisition Corp. Ii
-
$0 0.0% of portfolio
-
Q2 2025 New
Texas Ventures Acquisition I
-
$0 0.0% of portfolio
-
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 119
  • Current Value $831 Million
  • Prior Value $837 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 81 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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