Boussard & Gavaudan Investment Management LLP Q1 2019 Filing

Filed May 1, 2019

Portfolio Value

$3.0B

Holdings

Report Date

Q1 2019

Filing Type

13F-HR

All Holdings (21 positions)

#	Stock	Shares	Value	% Portfolio
1	BABAAlibaba Group HLDG LTD	12,369,028	$2.5B	83.85%
2	CELGCELGENE CORP	1,951,458	$186.1M	6.24%
3	RHT1EURRED HAT INC	545,959	$99.6M	3.34%
4	ADIANALOG DEVICES INC	372,168	$39.2M	1.31%
5	WBC1EURWABCO HLDGS INC	240,821	$31.8M	1.07%
6	ONON SEMICONDUCTOR CORP	1,043,482	$21.5M	0.72%
7	CSTMConstellium NV	2,636,664	$21.3M	0.71%
8	VSMEURVERSUM MATLS INC	399,102	$20.1M	0.67%
9	COTYCOTY INC	1,111,000	$16.8M	0.56%
10	REEVEREST RE GROUP LTD	55,925	$12.0M	0.40%
11	—AXA Equitable Hlds INC	439,407	$8.9M	0.30%
12	—LIBERTY EXPEDIA HLDGS INC	150,730	$6.5M	0.22%
13	NVDANvidia Corp	22,700	$6.2M	0.21%
14	ASHASHLAND GLOBAL HLDGS INC	48,051	$3.7M	0.13%
15	AYATLANTICA YIELD PLC	110,881	$2.2M	0.07%
16	JPMJP MORGAN CHASE & CO	56	$1.5M	0.05%
17	GISGeneral Mls INC	28,000	$1.4M	0.05%
18	AXTAAXALTA COATING SYS LTD	49,631	$1.2M	0.04%
19	OMCOMNICOM GROUP INC	3,759	$790K	0.03%
20	BMYBristol Myers Squibb Co	18,908	$341K	0.01%
21	MAMASTERCARD INC	962	$226K	0.01%