Boussard & Gavaudan Investment Management LLP Q1 2018 Filing

Filed May 8, 2018

Portfolio Value

$2.8B

Holdings

19

Report Date

Q1 2018

Filing Type

13F-HR

All Holdings (19 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	BABAALIBABA GROUP HLDG LTD	12,890,558	$2.3B	84.33%
2	—MONSANTO CO NEW	1,249,079	$147.2M	5.31%
3	LRCXEURLAM RESEARCH CORP	382,594	$83.1M	3.00%
4	4I1PHILIP MORRIS INTL INC	520,868	$51.9M	1.87%
5	TIFEURTIFFANY & CO NEW	457,770	$44.9M	1.62%
6	CSTMCONSTELLIUM NV	2,750,788	$28.7M	1.04%
7	—CYPRESS SEMICONDUCTOR CORP	1,488,405	$25.3M	0.91%
8	ONON SEMICONDUCTOR CORP	721,666	$17.5M	0.63%
9	PRUPRUDENTIAL FINL INC	93,718	$9.7M	0.35%
10	ASHASHLAND GLOBAL HLDGS INC	118,648	$8.2M	0.30%
11	AYATLANTICA YIELD PLC	400,747	$7.9M	0.29%
12	TWXCHFTIME WARNER INC	39,000	$3.7M	0.13%
13	—TIM PARTICIPACOES S A	157,099	$3.3M	0.12%
14	LBTYBLIBERTY GLOBAL PLC	9,395	$769K	0.03%
15	VODVODAFONE GROUP PLC NEW	17,026	$470K	0.02%
16	CRTOCRITEO S A	15,844	$414K	0.01%
17	OMCOMNICOM GROUP INC	1,893	$275K	0.01%
18	MNSTMONSTER BEVERAGE CORP NEW	4,034	$229K	0.01%
19	MAMASTERCARD INCORPORATED	1,327	$229K	0.01%