BOUSSARD & GAVAUDAN GESTION SAS
Q2 2026 13F filing
Updated 22 days ago117 disclosed positions worth $2B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | W WDC WESTERN DIGITAL CORP | $752.4M | 44.5K | 37.75% | — |
| 2 | S SPY STATE STR SPDR S&P 500 ETF T | $290.8M | 390.0K | 14.59% | — |
| 3 | W WMT WARNER BROS DISCOVERY INC | $71.2M | 2.65M | 3.57% | — |
| 4 | E EA ELECTRONIC ARTS INC | $67.1M | 326.4K | 3.36% | — |
| 5 | G GH GUARDANT HEALTH INC | $60.1M | 23.9K | 3.02% | — |
| 6 | ? N/A CHEFS WHSE INC | $51.5M | 23.0K | 2.58% | — |
| 7 | B BBIO BRIDGEBIO PHARMA INC | $51M | 29.0K | 2.56% | — |
| 8 | M MKSI MKS INC. | $47.1M | 16.2K | 2.37% | — |
| 9 | O ON ON SEMICONDUCTOR CORP | $46.6M | 25.8K | 2.34% | — |
| 10 | N NSC NORFOLK SOUTHN CORP | $42.8M | 135.9K | 2.15% | — |
| 11 | ? N/A POST HLDGS INC | $31.5M | 30.0K | 1.58% | — |
| 12 | ? N/A ALNYLAM PHARMACEUTICALS INC | $29.7M | 24.8K | 1.49% | — |
| 13 | G GVA GRANITE CONSTR INC | $29.6M | 13.9K | 1.49% | — |
| 14 | N NVST ENVISTA HOLDINGS CORPORATION | $27.9M | 27.7K | 1.40% | — |
| 15 | E EQX EQUINOX GOLD CORP | $25.3M | 15.0K | 1.27% | — |
| 16 | W WTM WHITE MTNS INS GROUP LTD | $24.5M | 11.7K | 1.23% | — |
| 17 | O OSIS OSI SYSTEMS INC | $19.8M | 14.7K | 0.99% | — |
| 18 | E ECPG ENCORE CAP GROUP INC | $17.5M | 11.3K | 0.88% | — |
| 19 | A ANIP ANI PHARMACEUTICALS INC | $17.1M | 13.0K | 0.86% | — |
| 20 | F FE FIRSTENERGY CORP | $15.5M | 14.0K | 0.78% | — |
| 21 | S SNOW SNOWFLAKE INC | $13.2M | 7.5K | 0.66% | — |
| 22 | ? N/A SOLARIS ENERGY INFRAS INC | $12.2M | 7.5K | 0.61% | — |
| 23 | P PEN PENUMBRA INC | $11.5M | 36.3K | 0.58% | — |
| 24 | R RGEN REPLIGEN CORP | $11.4M | 11.1K | 0.57% | — |
| 25 | S SOLS SOLSTICE ADVANCED MATLS INC | $10.6M | 118.3K | 0.53% | — |
| 26 | R ROKU ROKU INC | $10.5M | 76.2K | 0.53% | — |
| 27 | Q Q QNITY ELECTRONICS INC | $9.1M | 56.7K | 0.46% | — |
| 28 | ? N/A ALIGNMENT HEALTHCARE INC | $8.6M | 5.0K | 0.43% | — |
| 29 | K KMB KIMBERLY-CLARK CORP | $8.5M | 77.8K | 0.43% | — |
| 30 | L LLYVK LIBERTY LIVE HOLDINGS INC | $8.4M | 83.0K | 0.42% | — |
| 31 | S SITM SITIME CORP | $8.2M | 7.5K | 0.41% | — |
| 32 | R RAC-WT RITHM ACQUISITION CORP | $8M | 768.0K | 0.40% | — |
| 33 | ? N/A OAKTREE ACQUISITION CORP III | $7.7M | 720.0K | 0.39% | — |
| 34 | A ALUB-UN ALUSSA ENERGY ACQUISIT CORP | $7M | 700.0K | 0.35% | — |
| 35 | S SPY STATE STR SPDR S&P 500 ETF T | $6.5M | 2.3K | 0.33% | — |
| 36 | T TTEK TETRA TECH INC NEW | $6.3M | 6.0K | 0.32% | — |
| 37 | G GBX GREENBRIER COS INC | $6.2M | 5.4K | 0.31% | — |
| 38 | V VGNT VERSIGENT PLC | $5.7M | 142.3K | 0.29% | — |
| 39 | B BCSS-UN BAIN CAP GSS INVT CORP | $5.1M | 500.0K | 0.26% | — |
| 40 | D DD DUPONT DE NEMOURS INC | $4.9M | 36.2K | 0.25% | — |
| 41 | S SPY STATE STR SPDR S&P 500 ETF T | $4.8M | 1.6K | 0.24% | — |
| 42 | G GFL GFL ENVIRONMENTAL INC | $4.7M | 129.0K | 0.24% | — |
| 43 | C CTRI CENTURI HOLDINGS INC | $4.6M | 152.0K | 0.23% | — |
| 44 | ? N/A JBS N.V. | $4.3M | 364.4K | 0.22% | — |
| 45 | V VSNT VERSANT MEDIA GROUP INC | $4.2M | 117.1K | 0.21% | — |
| 46 | S SUNB SUNBELT RENTALS HOLDINGS INC | $3.9M | 53.6K | 0.20% | — |
| 47 | F FDXF FEDEX FGHT HLDG CO INC | $3.9M | 26.5K | 0.20% | — |
| 48 | S SOMN SOUTHERN CO | $3.7M | 3.3K | 0.18% | — |
| 49 | M MICC MAGNUM ICE CREAM CO NV | $3.6M | 206.7K | 0.18% | — |
| 50 | L LBRDP LIBERTY BROADBAND CORP | $3.3M | 101.0K | 0.17% | — |