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Governors Lane LP · 13F 持仓分析
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Governors Lane LP

No.2455 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$11.97亿
环比变动 Q1 2026
-$3.67亿-23.5%
持仓股票数
194
新买入
47
加仓
27
减仓
18
清仓
33
持股不变
102
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
NORFOLK SOUTHN COMNSC
6.17%4.21%$7,387.9万23.5万股$6,581.9万22.9万股+5,509股+2.40%加仓
华纳兄弟探索WBD
5.72%4.8%$6,845.1万256.8万股$7,514.5万273.7万股-16.9万股-6.17%减仓
TXNM ENERGYTXNM
5.12%1.66%$6,127.5万107.9万股$2,598.0万44.4万股+63.5万股+142.83%加仓
美光科技MU
4.24%0.91%$5,078.9万4.4万股$1,418.9万4.2万股+2,000股+4.76%加仓
艺电EA
3.12%2.38%$3,740.9万18.2万股$3,718.6万18.2万股+43股+0.02%加仓
ICICI BANK LIMITEDIBN
2.59%0.76%$3,100.6万108.3万股$1,193.0万50.0万股+58.3万股+116.60%加仓
阿斯麦ASML
2.54%3.53%$3,037.9万1.5万股$5,520.8万4.2万股-2.7万股-63.47%减仓
台积电TSM
2.43%9.94%$2,906.9万6.1万股$1.55亿46.0万股-39.9万股-86.77%减仓
宣伟SHW
2.19%3.39%$2,619.8万7.6万股$5,296.9万16.5万股-8.9万股-53.95%减仓
QorvoQRVO
1.99%1.26%$2,378.2万25.5万股$1,973.5万25.5万股00.00%持仓不变
ROCKET COS COM CL ARKT
1.95%$2,337.0万148.4万股$00股+148.4万股新买入
WorkdayWDAY
1.91%$2,288.3万18.7万股$00股+18.7万股新买入
亚马逊AMZN
1.9%1.95%$2,275.7万9.5万股$3,047.0万14.6万股-5.1万股-34.73%减仓
第一资本COF
1.67%0.78%$2,001.0万10.0万股$1,222.1万6.7万股+3.3万股+48.89%加仓
AES COMAES
1.63%1.2%$1,952.7万133.2万股$1,876.8万133.2万股00.00%持仓不变
Meta平台META
1.61%6.61%$1,930.1万3.4万股$1.03亿18.1万股-14.6万股-81.04%减仓
英特尔INTC
1.46%$1,745.4万12.5万股$00股+12.5万股新买入
BBLEICHROEDER ACQUISITI
1.21%$1,444.8万140.0万股$00股+140.0万股新买入
BBERTO ACQUISITIONTACO
1.18%$1,416.2万135.0万股$00股+135.0万股新买入
NNEW AMER ACQUISITION INWAX
1.16%0.83%$1,391.2万137.1万股$1,305.9万130.5万股+6.6万股+5.06%加仓
BBERTO ACQUISITION CORP IIGUACU
1.14%$1,366.2万135.0万股$00股+135.0万股新买入
TWO HARBORS INVESTMETWO
1.11%0.24%$1,330.5万107.2万股$376.3万33.0万股+74.3万股+225.38%加仓
FERRARI COMRACE
1.07%$1,277.5万3.4万股$00股+3.4万股新买入
SSOMNIGROUP INTERNATIONAL COMSGI
0.99%$1,182.9万15.1万股$00股+15.1万股新买入
FFIFTH ERA ACQUISITION IGENM
0.98%0.74%$1,172.2万112.5万股$1,161.0万112.5万股00.00%持仓不变
PPERIMETER ACQUISITION IGENM
0.97%0.73%$1,163.8万111.7万股$1,145.9万111.7万股00.00%持仓不变
AARCHIMEDES TECH SPAC PARTNERS III COARCIU
0.96%0.63%$1,147.8万114.7万股$985.0万100.0万股+14.7万股+14.66%加仓
UNIVERSAL DISPLAYOLED
0.95%$1,135.8万13.1万股$00股+13.1万股新买入
KKARBON CAP PARTNERS
0.93%0.71%$1,111.0万110.0万股$1,106.6万110.0万股00.00%持仓不变
PPROCAP ACQUISITION
0.91%0.69%$1,093.6万106.4万股$1,084.0万106.4万股00.00%持仓不变
BBOLD EAGLE ACQUISITIONBEAG
0.89%0.41%$1,068.0万100.0万股$634.6万60.1万股+39.9万股+66.33%加仓
CCANTOR EQUITY PARTNERS II IN
0.87%0.74%$1,046.8万78.0万股$1,155.7万106.1万股-28.1万股-26.50%减仓
EEVOLUTION GLOBAL ACQUISITION
0.87%0.66%$1,041.6万104.0万股$1,036.9万104.0万股00.00%持仓不变
HHCM III ACHCMA
0.87%0.65%$1,037.3万100.9万股$1,017.1万100.9万股00.00%持仓不变
RREPUBLIC DIGITAL ACQUISITIONCCII
0.86%0.65%$1,029.1万99.7万股$1,020.1万99.7万股00.00%持仓不变
SSILICON VALLEY ACQUISITION CL A ORD
0.84%0.63%$1,009.0万100.0万股$989.0万100.0万股-21股-0.00%减仓
微软MSFT
0.84%$1,007.2万2.7万股$00股+2.7万股新买入
CCANTOR EQUITY PARTNERS V CL A ORD
0.84%0.63%$1,001.9万97.2万股$981.3万97.2万股00.00%持仓不变
金佰利KMB
0.84%0.07%$1,000.5万9.1万股$104.3万1.1万股+8.0万股+742.95%加仓
KKRAKACQUISITION CORP
0.84%0.63%$1,000.0万100.0万股$986.0万100.0万股00.00%持仓不变
RRENATUS TACTICAL ACQUIS SHS CL ARTAC
0.77%0.58%$921.8万88.0万股$904.2万88.0万股00.00%持仓不变
CCANTOR EQUITY PARTNERS IV CL A ORDCEPF
0.76%0.57%$912.9万87.8万股$894.5万87.8万股00.00%持仓不变
CCRANE HARBOR ACQUISITION II CL A ORD
0.76%0.57%$911.8万90.0万股$891.9万90.0万股+100股+0.01%加仓
NNEW PROVIDGENM
0.76%0.57%$908.1万87.5万股$897.6万87.5万股00.00%持仓不变
DDICKS SPORTING GOODSDKS
0.76%0.38%$906.0万4.0万股$590.9万3.0万股+1.0万股+34.05%加仓
FFUTURECREST ACQUISITION CL A ORD
0.73%0.55%$876.2万85.1万股$855.1万85.0万股+701股+0.08%加仓
AAMERICAN EXCEPTIONALISM ACQUAEXA
0.72%0.57%$858.1万72.6万股$889.1万82.1万股-9.5万股-11.57%减仓
DANAHER DEL COMDHR
0.69%$829.2万4.4万股$00股+4.4万股新买入
11RT ACQUIS
0.64%0.49%$768.8万75.0万股$761.3万75.0万股00.00%持仓不变
TECK RESOURCESTECK
0.63%0.42%$756.0万12.7万股$658.0万12.7万股00.00%持仓不变

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