# BOUSSARD & GAVAUDAN GESTION SAS

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1569001. Source: https://holderbook.com/funds/1569001-boussard-gavaudan-gestion-sas/

- Reported value: $2.0B
- Positions: 103
- Weight of the ten largest: 74.3%
- Filed: 2026-08-19

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| WESTERN DIGITAL CORP | - | $752.4M | 44,500 | 37.7% | 1 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $290.8M | 390,000 | 14.6% | 1 |
| WARNER BROS DISCOVERY INC | [WBD](https://holderbook.com/stocks/WBD/) | $71.2M | 2,652,642 | 3.6% | 1 |
| ELECTRONIC ARTS INC | [EA](https://holderbook.com/stocks/EA/) | $67.1M | 326,439 | 3.4% | 1 |
| GUARDANT HEALTH INC | - | $60.1M | 23,950 | 3.0% | 1 |
| CHEFS WHSE INC | - | $51.5M | 22,976 | 2.6% | 1 |
| BRIDGEBIO PHARMA INC | - | $51.0M | 29,000 | 2.6% | 1 |
| MKS INC. | - | $47.1M | 16,154 | 2.4% | 1 |
| ON SEMICONDUCTOR CORP | - | $46.6M | 25,835 | 2.3% | 1 |
| NORFOLK SOUTHN CORP | [NSC](https://holderbook.com/stocks/NSC/) | $42.8M | 135,885 | 2.1% | 1 |
| POST HLDGS INC | - | $31.5M | 30,000 | 1.6% | 1 |
| ALNYLAM PHARMACEUTICALS INC | - | $29.7M | 24,763 | 1.5% | 1 |
| GRANITE CONSTR INC | - | $29.6M | 13,950 | 1.5% | 1 |
| ENVISTA HOLDINGS CORPORATION | - | $27.9M | 27,700 | 1.4% | 1 |
| EQUINOX GOLD CORP | - | $25.3M | 15,000 | 1.3% | 1 |
| WHITE MTNS INS GROUP LTD | [WTM](https://holderbook.com/stocks/WTM/) | $24.5M | 11,679 | 1.2% | 1 |
| OSI SYSTEMS INC | - | $19.8M | 14,700 | 1.0% | 1 |
| ENCORE CAP GROUP INC | - | $17.5M | 11,298 | 0.9% | 1 |
| ANI PHARMACEUTICALS INC | - | $17.1M | 13,000 | 0.9% | 1 |
| FIRSTENERGY CORP | - | $15.5M | 14,000 | 0.8% | 1 |
| SNOWFLAKE INC | - | $13.2M | 7,500 | 0.7% | 1 |
| SOLARIS ENERGY INFRAS INC | - | $12.2M | 7,500 | 0.6% | 1 |
| PENUMBRA INC | [PEN](https://holderbook.com/stocks/PEN/) | $11.5M | 36,340 | 0.6% | 1 |
| REPLIGEN CORP | - | $11.4M | 11,145 | 0.6% | 1 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $11.3M | 0 | 0.6% | 1 |
| SOLSTICE ADVANCED MATLS INC | [SOLS](https://holderbook.com/stocks/SOLS/) | $10.6M | 118,285 | 0.5% | 1 |
| ROKU INC | [ROKU](https://holderbook.com/stocks/ROKU/) | $10.5M | 76,221 | 0.5% | 1 |
| QNITY ELECTRONICS INC | [Q](https://holderbook.com/stocks/Q/) | $9.1M | 56,678 | 0.5% | 1 |
| ALIGNMENT HEALTHCARE INC | - | $8.6M | 5,000 | 0.4% | 1 |
| KIMBERLY-CLARK CORP | [KMB](https://holderbook.com/stocks/KMB/) | $8.5M | 77,792 | 0.4% | 1 |
| LIBERTY LIVE HOLDINGS INC | [LLYVA](https://holderbook.com/stocks/LLYVA/) | $8.4M | 82,971 | 0.4% | 1 |
| SITIME CORP | - | $8.2M | 7,500 | 0.4% | 1 |
| RITHM ACQUISITION CORP | [RAC](https://holderbook.com/stocks/RAC/) | $8.0M | 768,000 | 0.4% | 1 |
| OAKTREE ACQUISITION CORP III | [OACC](https://holderbook.com/stocks/OACC/) | $7.7M | 720,000 | 0.4% | 1 |
| ALUSSA ENERGY ACQUISIT CORP | [ALUB](https://holderbook.com/stocks/ALUB/) | $7.0M | 700,000 | 0.4% | 1 |
| TETRA TECH INC NEW | - | $6.3M | 6,000 | 0.3% | 1 |
| GREENBRIER COS INC | - | $6.2M | 5,390 | 0.3% | 1 |
| VERSIGENT PLC | [VGNT](https://holderbook.com/stocks/VGNT/) | $5.7M | 142,349 | 0.3% | 1 |
| BAIN CAP GSS INVT CORP | [BCSS](https://holderbook.com/stocks/BCSS/) | $5.1M | 500,000 | 0.3% | 1 |
| DUPONT DE NEMOURS INC | [DD](https://holderbook.com/stocks/DD/) | $4.9M | 36,191 | 0.2% | 1 |
| GFL ENVIRONMENTAL INC | [GFL](https://holderbook.com/stocks/GFL/) | $4.7M | 128,989 | 0.2% | 1 |
| CENTURI HOLDINGS INC | [CTRI](https://holderbook.com/stocks/CTRI/) | $4.6M | 151,951 | 0.2% | 1 |
| JBS N.V. | [JBS](https://holderbook.com/stocks/JBS/) | $4.3M | 364,394 | 0.2% | 1 |
| VERSANT MEDIA GROUP INC | [VSNT](https://holderbook.com/stocks/VSNT/) | $4.2M | 117,144 | 0.2% | 1 |
| SUNBELT RENTALS HOLDINGS INC | [SUNB](https://holderbook.com/stocks/SUNB/) | $3.9M | 53,551 | 0.2% | 1 |
| FEDEX FGHT HLDG CO INC | - | $3.9M | 26,460 | 0.2% | 1 |
| SOUTHERN CO | - | $3.7M | 3,300 | 0.2% | 1 |
| MAGNUM ICE CREAM CO NV | [MICC](https://holderbook.com/stocks/MICC/) | $3.6M | 206,671 | 0.2% | 1 |
| LIBERTY BROADBAND CORP | [LBRDA](https://holderbook.com/stocks/LBRDA/) | $3.3M | 101,035 | 0.2% | 1 |
| AMERICAN EXCEPTIONALISM ACQU | [AEXA](https://holderbook.com/stocks/AEXA/) | $3.2M | 275,000 | 0.2% | 1 |
| HALOZYME THERAPEUTICS INC | - | $3.1M | 2,100 | 0.2% | 1 |
| ALIBABA GROUP HLDG LTD | - | $3.1M | 3,411 | 0.2% | 1 |
| RIVIAN AUTOMOTIVE INC | - | $3.1M | 2,600 | 0.2% | 1 |
| LIBERTY LIVE HOLDINGS INC | [LLYVK](https://holderbook.com/stocks/LLYVK/) | $3.0M | 28,688 | 0.2% | 1 |
| ATAIBECKLEY INC | [ATAI](https://holderbook.com/stocks/ATAI/) | $2.9M | 540,893 | 0.1% | 1 |
| PPL CAP FDG INC | - | $2.8M | 2,440 | 0.1% | 1 |
| BURLINGTON STORES INC | - | $2.7M | 1,687 | 0.1% | 1 |
| TRIPADVISOR INC | [TRIP](https://holderbook.com/stocks/TRIP/) | $2.7M | 195,622 | 0.1% | 1 |
| INTEGER HLDGS CORP | [ITGR](https://holderbook.com/stocks/ITGR/) | $2.6M | 28,153 | 0.1% | 1 |
| CLOUDFLARE INC | - | $2.5M | 2,000 | 0.1% | 1 |
| PYROPHYTE ACQUISITION CORP. | [PAII](https://holderbook.com/stocks/PAII/) | $2.5M | 240,000 | 0.1% | 1 |
| GENCO SHIPPING & TRADING LTD | [GNK](https://holderbook.com/stocks/GNK/) | $2.4M | 98,345 | 0.1% | 1 |
| AKAMAI TECHNOLOGIES INC | - | $2.4M | 2,000 | 0.1% | 1 |
| AYA GOLD & SILVER INC | [AYA](https://holderbook.com/stocks/AYA/) | $2.2M | 117,967 | 0.1% | 1 |
| RENEW ENERGY GLOBAL PLC | [RNW](https://holderbook.com/stocks/RNW/) | $2.0M | 319,568 | 0.1% | 1 |
| IRENIC ACQUISITION CORP | [IACQU](https://holderbook.com/stocks/IACQU/) | $2.0M | 200,000 | 0.1% | 1 |
| WEC ENERGY GROUP INC | - | $1.9M | 1,500 | 0.1% | 1 |
| LIVE NATION ENTERTAINMENT IN | - | $1.8M | 1,000 | 0.1% | 1 |
| AXALTA COATING SYS LTD | [AXTA](https://holderbook.com/stocks/AXTA/) | $1.7M | 51,119 | 0.1% | 1 |
| JD.COM INC | - | $1.5M | 1,500 | 0.1% | 1 |
| WARNER BROS DISCOVERY INC | [WBD](https://holderbook.com/stocks/WBD/) | $1.1M | 0 | 0.1% | 1 |
| CHURCHILL CAP CORP XII | - | $1.1M | 100,000 | 0.1% | 1 |
| KARBON CAP PARTNERS CORP | [KBON](https://holderbook.com/stocks/KBON/) | $1.0M | 100,000 | 0.1% | 1 |
| GLOBAL PMTS INC | - | $899.8K | 1,000 | 0.0% | 1 |
| KRANESHARES TRUST | [KWEB](https://holderbook.com/stocks/KWEB/) | $789.1K | 32,200 | 0.0% | 1 |
| ELECTRONIC ARTS INC | [EA](https://holderbook.com/stocks/EA/) | $734.8K | 0 | 0.0% | 1 |
| COINBASE GLOBAL INC | - | $720.7K | 800 | 0.0% | 1 |
| TRIPADVISOR INC | [TRIP](https://holderbook.com/stocks/TRIP/) | $660.5K | 0 | 0.0% | 1 |
| WATERS CORP | [WAT](https://holderbook.com/stocks/WAT/) | $655.0K | 1,783 | 0.0% | 1 |
| CBOE GLOBAL MKTS INC | [CBOE](https://holderbook.com/stocks/CBOE/) | $627.1K | 0 | 0.0% | 1 |
| ISHARES BITCOIN TRUST ETF | [IBIT](https://holderbook.com/stocks/IBIT/) | $582.6K | 17,585 | 0.0% | 1 |
| LIONSGATE STUDIOS CORP | [LION](https://holderbook.com/stocks/LION/) | $578.2K | 0 | 0.0% | 1 |
| ATRIUM THERAPEUTICS INC | [RNA](https://holderbook.com/stocks/RNA/) | $447.2K | 32,845 | 0.0% | 1 |
| OCTAVE INTELLIGENCE PLC | [OCTLF](https://holderbook.com/stocks/OCTLF/) | $314.2K | 19,410 | 0.0% | 1 |
| ISHARES ETHEREUM TR | [ETHA](https://holderbook.com/stocks/ETHA/) | $312.4K | 26,473 | 0.0% | 1 |
| KRANESHARES TRUST | [KWEB](https://holderbook.com/stocks/KWEB/) | $191.1K | 0 | 0.0% | 1 |
| RITHM ACQUISITION CORP | [RACWS](https://holderbook.com/stocks/RACWS/) | $176.0K | 266,666 | 0.0% | 1 |
| OAKTREE ACQUISITION CORP III | [OACCW](https://holderbook.com/stocks/OACCW/) | $133.5K | 150,000 | 0.0% | 1 |
| ALUSSA ENERGY ACQUISIT CORP | [ALUBWS](https://holderbook.com/stocks/ALUBWS/) | $99.4K | 233,333 | 0.0% | 1 |
| KODIAK AI INC. | [KDKRW](https://holderbook.com/stocks/KDKRW/) | $75.0K | 100,000 | 0.0% | 1 |
| BAIN CAP GSS INVT CORP | [BCSSWS](https://holderbook.com/stocks/BCSSWS/) | $68.1K | 100,000 | 0.0% | 1 |
| PYROPHYTE ACQUISITION CORP. | [PAIIWS](https://holderbook.com/stocks/PAIIWS/) | $62.5K | 125,000 | 0.0% | 1 |
| CAESARS ENTERTAINMENT INC NE | [CZR](https://holderbook.com/stocks/CZR/) | $38.3K | 0 | 0.0% | 1 |
| LIBERTY BROADBAND CORP | [LBRDK](https://holderbook.com/stocks/LBRDK/) | $38.2K | 1,155 | 0.0% | 1 |
| IRENIC ACQUISITION CORP | - | $36.7K | 66,666 | 0.0% | 1 |
| BLACKSKY TECHNOLOGY INC | [BKSYWS](https://holderbook.com/stocks/BKSYWS/) | $14.2K | 237,226 | 0.0% | 1 |
| CHURCHILL CAP CORP XII | - | $14.1K | 10,000 | 0.0% | 1 |
| KARBON CAP PARTNERS CORP | [KBONW](https://holderbook.com/stocks/KBONW/) | $13.5K | 25,000 | 0.0% | 1 |
| GCT SEMICONDUCTOR HLDG INC | [GCTSWS](https://holderbook.com/stocks/GCTSWS/) | $12.3K | 25,000 | 0.0% | 1 |
| FOLD HLDGS INC | [FLD](https://holderbook.com/stocks/FLD/) | $7.6K | 72,260 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $2.0B | 103 |