BOUSSARD & GAVAUDAN GESTION SAS: 13F holdings
CIK 15690012026Q2
| Positions | 103 |
|---|---|
| Reported value | $824.6m |
| Filed | 2026-08-19 |
First 13F filing in our history this quarter.
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPY STATE STR SPDR S&P 500 ETF T | 390,000 | $290.8m | 35.3% |
| WARNER BROS DISCOVERY INC | 2,652,642 | $71.2m | 8.6% |
| EA ELECTRONIC ARTS INC | 326,439 | $67.1m | 8.1% |
| GUARDANT HEALTH INC | 23,950 | $60.1m | 7.3% |
| NSC NORFOLK SOUTHN CORP | 135,885 | $42.8m | 5.2% |
| EQUINOX GOLD CORP | 15,000 | $25.3m | 3.1% |
| WHITE MTNS INS GROUP LTD | 11,679 | $24.5m | 3.0% |
| ENCORE CAP GROUP INC | 11,298 | $17.5m | 2.1% |
| ANI PHARMACEUTICALS INC | 13,000 | $17.1m | 2.1% |
| SNOWFLAKE INC | 7,500 | $13.2m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1569001")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.