Boussard & Gavaudan Investment Management LLP
London X0 · SEC CIK 0001614986
$4.01亿2026Q1 申报市值
89持仓数
72.9%前十大占比 · 第一大 15.6%
27 / 42新建仓 / 清仓
26Q1
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
WARNER BROS DISC 加仓+$4,279.34万
WTM 新建仓+$3,096.86万
EQX 加仓+$2,813.09万
ELECTRONIC ARTS 加仓+$2,785.47万
NSC 加仓+$921.70万
2026Q1 卖出最多 按季末市值估算
BX 清仓-$4,101.67万
AAPL 清仓-$3,249.65万
BOX INC 清仓-$3,213.55万
INTC 清仓-$2,722.90万
COST 清仓-$2,596.95万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| GDDY | GODADDY INC | $228.84万 | 0.57% | 27,809 | 27,809 | — | $228.84万 | 新建仓 |
| — | GLOBAL BUSINESS TRAVEL GROUP | $235.52万 | 0.59% | 430,176 | 285,973 | 198.3% | $156.57万 | 加仓 |
| PAII | PYROPHYTE ACQUISITION CORP. | $243.60万 | 0.61% | 240,000 | 0 | 0.0% | — | 不变 |
| — | MISTER CAR WASH INC | $245.89万 | 0.61% | 352,529 | 352,529 | — | $245.89万 | 新建仓 |
| AEXA | AMERICAN EXCEPTIONALISM ACQU | $300.02万 | 0.75% | 275,000 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV | $331.82万 | 0.83% | 226,500 | 226,500 | — | $331.82万 | 新建仓 |
| LLYVA | LIBERTY LIVE HOLDINGS INC | $371.88万 | 0.93% | 41,916 | 0 | 0.0% | — | 不变 |
| EL | LAUDER ESTEE COS INC | $395.95万 | 0.99% | 57,824 | 57,824 | — | $395.95万 | 新建仓 |
| COUR | COURSERA INC | $425.53万 | 1.06% | 731,788 | 731,788 | — | $425.53万 | 新建仓 |
| CTRI | CENTURI HOLDINGS INC | $439.22万 | 1.10% | 154,273 | -63,527 | -29.2% | -$180.86万 | 减仓 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $441.72万 | 1.10% | 48,397 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $472.77万 | 1.18% | 104,826 | 24,125 | 29.9% | $108.80万 | 加仓 |
| — | LIBERTY BROADBAND CORP | $497.40万 | 1.24% | 101,035 | 8,937 | 9.7% | $44.00万 | 加仓 |
| BCSS | BAIN CAP GSS INVT CORP | $505.00万 | 1.26% | 500,000 | 0 | 0.0% | — | 不变 |
| TMDX | TRANSMEDICS GROUP INC | $515.86万 | 1.29% | 4,000 | 4,000 | — | $515.86万 | 新建仓 |
| VSNT | VERSANT MEDIA GROUP INC | $555.52万 | 1.39% | 152,952 | 152,952 | — | $555.52万 | 新建仓 |
| PEN | PENUMBRA INC | $594.17万 | 1.48% | 18,147 | 18,147 | — | $594.17万 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $597.61万 | 1.49% | 81,164 | -58,030 | -41.7% | -$427.27万 | 减仓 |
| WAT | WATERS CORP | $620.01万 | 1.55% | 20,845 | 20,845 | — | $620.01万 | 新建仓 |
| ALUB | ALUSSA ENERGY ACQUISIT CORP | $698.60万 | 1.74% | 700,000 | 700,000 | — | $698.60万 | 新建仓 |
| — | AGRICULTURE & NAT SOL ACQ CO | $758.69万 | 1.89% | 672,000 | 0 | 0.0% | — | 不变 |
| OACC | OAKTREE ACQUISITION CORP III | $761.76万 | 1.90% | 720,000 | 0 | 0.0% | — | 不变 |
| RAC | RITHM ACQUISITION CORP | $804.10万 | 2.01% | 768,000 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $903.10万 | 2.25% | 81,658 | 26,360 | 47.7% | $291.53万 | 加仓 |
| — | STATE STR SPDR S&P 500 ETF T 看涨期权 | $1,625.96万 | 4.06% | 1,125 | 1,125 | — | $1,625.96万 | 新建仓 |
| ANIP | ANI PHARMACEUTICALS INC | $1,646.25万 | 4.11% | 13,350 | -5,150 | -27.8% | -$635.07万 | 减仓 |
| WTM | WHITE MTNS INS GROUP LTD | $3,096.86万 | 7.72% | 13,975 | 13,975 | — | $3,096.86万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $3,851.80万 | 9.61% | 135,885 | 32,516 | 31.5% | $921.70万 | 加仓 |
| EQX | EQUINOX GOLD CORP | $5,017.47万 | 12.51% | 21,225 | 11,900 | 127.6% | $2,813.09万 | 加仓 |
| — | ELECTRONIC ARTS INC | $5,250.91万 | 13.10% | 258,844 | 137,310 | 113.0% | $2,785.47万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $6,254.94万 | 15.60% | 2,299,611 | 1,573,286 | 216.6% | $4,279.34万 | 加仓 |