Governors Lane LP
NEW YORK NY · SEC CIK 0001644187
$11.97亿2026Q2 申报市值
203持仓数
31.7%前十大占比 · 第一大 6.2%
51 / 41新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
TXNM 加仓+$3,604.14万
WDAY 新建仓+$2,288.35万
RKT 重新持有+$1,493.45万
BLEICHROEDER ACQ 新建仓+$1,444.80万
TACO 新建仓+$1,416.15万
2026Q2 卖出最多 按季末市值估算
JANUS HENDERSON 清仓-$2,735.61万
WARNER BROS DISC 减仓-$1,449.62万
HOLOGIC INC 清仓-$1,330.11万
NKE 清仓-$1,135.63万
IVZ 清仓-$1,038.40万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| NSC | NORFOLK SOUTHN CORP | $7,387.93万 | 6.17% | 234,843 | 5,509 | 2.4% | $173.31万 | 加仓 |
| TXNM | TXNM ENERGY INC | $6,127.53万 | 5.12% | 1,079,170 | 634,756 | 142.8% | $3,604.14万 | 加仓 |
| MU | MICRON TECHNOLOGY INC 看跌期权 | $5,078.88万 | 4.24% | 44,000 | 44,000 | — | $5,078.88万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $3,886.40万 | 3.25% | 1,457,766 | -543,744 | -27.2% | -$1,449.62万 | 减仓 |
| — | ELECTRONIC ARTS INC | $3,740.85万 | 3.12% | 182,445 | 43 | 0.0% | $8,817 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $2,619.83万 | 2.19% | 76,087 | 8,343 | 12.3% | $287.27万 | 加仓 |
| — | QORVO INC | $2,378.16万 | 1.99% | 254,976 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC | $2,337.01万 | 1.95% | 1,483,818 | 948,221 | 177.0% | $1,493.45万 | 重新持有 |
| WDAY | WORKDAY INC | $2,288.35万 | 1.91% | 186,926 | 186,926 | — | $2,288.35万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC 看跌期权 | $2,158.93万 | 1.80% | 809,800 | 174,800 | 27.5% | $466.02万 | 加仓 |
| CRBG | COREBRIDGE FINL INC | $2,067.09万 | 1.73% | 722,000 | -78,000 | -9.8% | -$223.31万 | 重新持有 |
| COF | CAPITAL ONE FINL CORP | $2,001.02万 | 1.67% | 99,742 | 32,751 | 48.9% | $657.05万 | 加仓 |
| AES | AES CORP | $1,952.69万 | 1.63% | 1,331,984 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV 看涨期权 | $1,889.97万 | 1.58% | 9,500 | -23,500 | -71.2% | -$4,675.18万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,760.75万 | 1.47% | 36,869 | 19,884 | 117.1% | $949.60万 | 加仓 |
| INTC | INTEL CORP 看跌期权 | $1,745.38万 | 1.46% | 125,000 | 125,000 | — | $1,745.38万 | 新建仓 |
| — | BLEICHROEDER ACQUISITI CORP | $1,444.80万 | 1.21% | 1,400,000 | 1,400,000 | — | $1,444.80万 | 新建仓 |
| TACO | BERTO ACQUISITION CORP | $1,416.15万 | 1.18% | 1,350,000 | 1,350,000 | — | $1,416.15万 | 新建仓 |
| NWAX | NEW AMER ACQUISITION I CORP | $1,391.24万 | 1.16% | 1,370,684 | 66,047 | 5.1% | $67.04万 | 加仓 |
| GUACU | BERTO ACQUISITION CORP II | $1,366.20万 | 1.14% | 1,350,000 | 1,350,000 | — | $1,366.20万 | 新建仓 |
| — | TWO HARBORS INVENTMENT CORPO | $1,330.50万 | 1.11% | 1,072,123 | 742,623 | 225.4% | $921.60万 | 加仓 |
| RACE | FERRARI N V | $1,277.48万 | 1.07% | 34,314 | 34,314 | — | $1,277.48万 | 新建仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $1,182.94万 | 0.99% | 150,885 | 150,885 | — | $1,182.94万 | 新建仓 |
| AMZN | AMAZON COM INC | $1,179.38万 | 0.99% | 49,483 | 21,683 | 78.0% | $516.79万 | 加仓 |
| FERA | FIFTH ERA ACQUISITION CORP I | $1,172.20万 | 0.98% | 1,124,952 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $1,169.67万 | 0.98% | 20,765 | 1,035 | 5.2% | $58.30万 | 加仓 |
| PMTR | PERIMETER ACQUISITION CORP I | $1,163.81万 | 0.97% | 1,116,900 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $1,147.91万 | 0.96% | 5,770 | -3,028 | -34.4% | -$602.40万 | 减仓 |
| ARCI | ARCHIMEDES TECH SPAC PTNRS I | $1,147.76万 | 0.96% | 1,146,610 | 146,610 | 14.7% | $146.76万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC 看涨期权 | $1,146.17万 | 0.96% | 24,000 | -419,000 | -94.6% | -$2.00亿 | 减仓 |
| OLED | UNIVERSAL DISPLAY CORP | $1,135.82万 | 0.95% | 131,172 | 131,172 | — | $1,135.82万 | 新建仓 |
| KBON | KARBON CAP PARTNERS CORP | $1,111.00万 | 0.93% | 1,100,000 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC 看涨期权 | $1,096.36万 | 0.92% | 46,000 | -72,500 | -61.2% | -$1,727.96万 | 减仓 |
| PCAP | PROCAP ACQUISITION CORP | $1,093.58万 | 0.91% | 1,063,797 | 0 | 0.0% | — | 不变 |
| BEAG | BOLD EAGLE ACQUISITION CORP | $1,068.00万 | 0.89% | 1,000,000 | 398,785 | 66.3% | $425.90万 | 加仓 |
| EVOX | EVOLUTION GLOBAL ACQUISITION | $1,041.58万 | 0.87% | 1,039,500 | 0 | 0.0% | — | 不变 |
| HCMA | HCM III ACQUISITION CORP | $1,037.31万 | 0.87% | 1,009,055 | 0 | 0.0% | — | 不变 |
| CRBG | COREBRIDGE FINL INC 看跌期权 | $1,033.54万 | 0.86% | 361,000 | -439,000 | -54.9% | -$1,256.86万 | 重新持有 |
| RDAG | REPUBLIC DIGITAL ACQUISITION | $1,029.11万 | 0.86% | 997,199 | 0 | 0.0% | — | 不变 |
| SVAQ | SILICON VY ACQUISITION CORP | $1,008.98万 | 0.84% | 999,979 | -21 | -0.0% | -$212 | 减仓 |
| MSFT | MICROSOFT CORP 看涨期权 | $1,007.15万 | 0.84% | 27,000 | 27,000 | — | $1,007.15万 | 新建仓 |
| CEPV | CANTOR EQUITY PARTNERS V INC | $1,001.93万 | 0.84% | 971,570 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $1,000.53万 | 0.84% | 91,148 | 80,335 | 742.9% | $881.84万 | 加仓 |
| KRAQ | KRAKACQUISITION CORPORATION | $1,000.00万 | 0.84% | 1,000,000 | 0 | 0.0% | — | 不变 |
| — | RENATUS TACTICAL ACQUIS | $921.80万 | 0.77% | 879,582 | 0 | 0.0% | — | 不变 |
| CEPF | CANTOR EQUITY PARTNERS IV IN | $912.93万 | 0.76% | 877,821 | 0 | 0.0% | — | 不变 |
| CRAN | CRANE HBR ACQUISITION CORP I | $911.80万 | 0.76% | 900,100 | 100 | 0.0% | $1,013 | 加仓 |
| NPAC | NEW PROVIDENCE ACQUISITION C | $908.13万 | 0.76% | 874,820 | 0 | 0.0% | — | 不变 |
| DKS | DICKS SPORTING GOODS INC | $906.04万 | 0.76% | 39,947 | 10,147 | 34.1% | $230.14万 | 加仓 |
| FCRS | FUTURECREST ACQUISITION CORP | $876.22万 | 0.73% | 850,701 | 701 | 0.1% | $7,220 | 加仓 |
| AEXA | AMERICAN EXCEPTIONALISM ACQU | $858.12万 | 0.72% | 725,990 | -95,000 | -11.6% | -$112.29万 | 减仓 |
| DHR | DANAHER CORP DEL | $829.24万 | 0.69% | 43,534 | 43,534 | — | $829.24万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC 看涨期权 | $799.80万 | 0.67% | 300,000 | 200,000 | 200.0% | $533.20万 | 加仓 |
| — | 1RT ACQUISITION CORP. | $768.75万 | 0.64% | 750,000 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC 看涨期权 | $760.44万 | 0.64% | 13,500 | -147,500 | -91.6% | -$8,308.53万 | 减仓 |
| TECK | TECK RESOURCES LTD | $756.04万 | 0.63% | 127,151 | 0 | 0.0% | — | 不变 |
| WENN | WEN ACQUISITION CORP | $751.17万 | 0.63% | 730,000 | 0 | 0.0% | — | 不变 |
| MEVO | M EVO GBL ACQUISITION CORP I | $744.00万 | 0.62% | 750,000 | 0 | 0.0% | — | 不变 |
| — | SPRING VY ACQUISITION CORP I | $719.77万 | 0.60% | 701,526 | 0 | 0.0% | — | 不变 |
| GTEN | GORES HLDGS X INC | $701.58万 | 0.59% | 672,658 | 0 | 0.0% | — | 不变 |
| PTOR | PRAETORIAN ACQUISITION CORP | $695.10万 | 0.58% | 700,000 | 0 | 0.0% | — | 不变 |
| — | ARCHIMEDES TECH SPAC PARTNER | $652.04万 | 0.54% | 604,857 | -154,699 | -20.4% | -$166.77万 | 减仓 |
| HACQ | HCM IV ACQUISITION CORP | $618.44万 | 0.52% | 616,587 | 616,587 | — | $618.44万 | 新建仓 |
| ALUB | ALUSSA ENERGY ACQUISIT CORP | $615.95万 | 0.51% | 613,500 | 0 | 0.0% | — | 不变 |
| — | BEAZER HOMES USA INC | $609.70万 | 0.51% | 217,362 | 217,362 | — | $609.70万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $576.26万 | 0.48% | 28,800 | 28,800 | — | $576.26万 | 新建仓 |
| AVGO | BROADCOM INC | $570.40万 | 0.48% | 15,100 | 15,100 | — | $570.40万 | 新建仓 |
| BLDR | BUILDERS FIRSTSOURCE INC 看涨期权 | $563.72万 | 0.47% | 63,000 | -41,000 | -39.4% | -$366.87万 | 减仓 |
| ROKU | ROKU INC | $562.23万 | 0.47% | 40,700 | 40,700 | — | $562.23万 | 新建仓 |
| TVA | TEXAS VENTURES ACQUISITION I | $558.10万 | 0.47% | 529,000 | 82,942 | 18.6% | $87.50万 | 加仓 |
| SLAB | SILICON LABORATORIES INC | $553.20万 | 0.46% | 25,311 | 0 | 0.0% | — | 不变 |
| SVIV | SPRING VY ACQUISITION CORP I | $541.07万 | 0.45% | 531,499 | 300,000 | 129.6% | $305.40万 | 加仓 |
| NKE | NIKE INC 看涨期权 | $539.81万 | 0.45% | 131,500 | 32,500 | 32.8% | $133.41万 | 加仓 |
| — | CANTOR EQUITY PARTNERS II IN 看涨期权 | $536.80万 | 0.45% | 400,000 | 400,000 | — | $536.80万 | 新建仓 |
| — | ARTIUS II ACQUISITION INC | $524.50万 | 0.44% | 500,000 | 250,000 | 100.0% | $262.25万 | 加仓 |
| SZZL | SIZZLE ACQUISITION CORP. II | $518.00万 | 0.43% | 500,000 | 0 | 0.0% | — | 不变 |
| — | CANTOR EQUITY PARTNERS II IN | $509.96万 | 0.43% | 380,000 | -681,282 | -64.2% | -$914.28万 | 减仓 |
| MESH | MESHFLOW ACQUISITION CORP | $500.50万 | 0.42% | 500,000 | 0 | 0.0% | — | 不变 |
| CLBR | COLOMBIER ACQUISITION CORP I | $477.93万 | 0.40% | 466,269 | 55,737 | 13.6% | $57.13万 | 加仓 |
| COMP | COMPASS INC 看涨期权 | $468.54万 | 0.39% | 380,000 | 380,000 | — | $468.54万 | 新建仓 |
| KCHV | KOCHAV DEFENSE ACQUI CO | $466.65万 | 0.39% | 450,000 | 0 | 0.0% | — | 不变 |
| PAII | PYROPHYTE ACQUISITION CORP. | $443.98万 | 0.37% | 435,274 | 0 | 0.0% | — | 不变 |
| RNGT | RANGE CAP ACQUISITION CORP I | $423.48万 | 0.35% | 418,870 | 0 | 0.0% | — | 不变 |
| SBXE | SILVERBOX CORP V | $402.40万 | 0.34% | 400,000 | 0 | 0.0% | — | 不变 |
| NTWO | NEWBURY STR II ACQUISITION C | $373.27万 | 0.31% | 350,000 | 0 | 0.0% | — | 不变 |
| UNF | UNIFIRST CORP MASS | $371.70万 | 0.31% | 14,055 | 0 | 0.0% | — | 不变 |
| NSTR | VIKING ACQUISITION CORP I | $357.70万 | 0.30% | 350,000 | 350,000 | — | $357.70万 | 新建仓 |
| LWAC | LIGHTWAVE ACQUISITION CORP | $350.51万 | 0.29% | 342,966 | 0 | 0.0% | — | 不变 |
| LPCV | LAUNCHPAD CADENZA ACQU CORP | $350.00万 | 0.29% | 350,000 | 0 | 0.0% | — | 不变 |
| — | D. BORAL ARC ACQ I CORP. | $349.48万 | 0.29% | 335,069 | -64,931 | -16.2% | -$67.72万 | 减仓 |
| BHF | BRIGHTHOUSE FINL INC 看跌期权 | $340.55万 | 0.28% | 53,800 | 10,300 | 23.7% | $65.20万 | 加仓 |
| CCII | COHEN CIRCLE ACQUISIT CORP I | $338.89万 | 0.28% | 329,018 | 0 | 0.0% | — | 不变 |
| XRT | SPDR SERIES TRUST | $326.64万 | 0.27% | 37,228 | 37,228 | — | $326.64万 | 新建仓 |
| OACC | OAKTREE ACQUISITION CORP III | $321.00万 | 0.27% | 300,000 | 0 | 0.0% | — | 不变 |
| GSAT | GLOBALSTAR INC | $301.59万 | 0.25% | 37,100 | 37,100 | — | $301.59万 | 新建仓 |
| APXT | APEX TREAS CORP | $301.50万 | 0.25% | 300,000 | 0 | 0.0% | — | 不变 |
| CZR | CAESARS ENTERTAINMENT INC NE | $292.14万 | 0.24% | 96,800 | 96,800 | — | $292.14万 | 新建仓 |
| — | NEWHOLD INVT CORP III | $290.54万 | 0.24% | 266,793 | 12,603 | 5.0% | $13.72万 | 加仓 |
| HCAC | HALL CHADWICK ACQUISITION CO | $276.10万 | 0.23% | 275,000 | 100,000 | 57.1% | $100.40万 | 加仓 |
| QGEN | QIAGEN NV | $268.70万 | 0.22% | 68,720 | 13,698 | 24.9% | $53.56万 | 加仓 |