Governors Lane LP
CIK: 0001644187SEC EDGAR →
Portfolio Value
$1.7B
Holdings
160
As of
Q4 2025
New Positions
33
Closed Positions
21
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | EVOLUTION GLOBAL ACQUISITION | 500,000 | $205.0M | 12.15% |
| 2 | TSMCall TAIWAN SEMICONDUCTOR MFG LTD | 518,793 | $157.7M | 9.35% |
| 3 | DIGITAL ASSET ACQUISITION CO | 355,209 | $149.0M | 8.83% |
| 4 | REAL ASSET ACQUISITION CORP | 303,350 | $144.0M | 8.54% |
| 5 | AAPLPut APPLE INC | 480,000 | $130.5M | 7.74% |
| 6 | PROCAP ACQUISITION CORP | 316,967 | $117.0M | 6.94% |
| 7 | KOCHAV DEFENSE ACQUI CO | 450,000 | $108.0M | 6.40% |
| 8 | WBDPut WARNER BROS DISCOVERY INC | 3,677,426 | $106.0M | 6.28% |
| 9 | PLUM ACQUISITION CORP IV | 350,000 | $105.0M | 6.22% |
| 10 | AMZNCall AMAZON COM INC | 423,973 | $97.9M | 5.80% |
Quarterly Changes
New Positions (68)
$205.0M · 500K shares
$130.5M · 480K shares
$48.0M · 150K shares
$41.4M · 161K shares
APEX TREAS CORP
$41.0M · 150K shares
$26.3M · 111K shares
$25.0M · 75K shares
$24.0M · 75K shares
$24.0M · 50K shares
$21.0M · 75K shares
$18.9M · 297K shares
$18.9M · 254K shares
$15.0M · 176K shares
$13.8M · 62K shares
$13.1M · 155K shares
$12.5M · 1.2M shares
$12.3M · 121K shares
$12.0M · 119K shares
$11.7M · 81K shares
$11.1M · 1.1M shares
$10.3M · 1.0M shares
$10.0M · 971K shares
SILICON VY ACQUISITION CORP
$9.9M · 1.0M shares
$9.0M · 50K shares
$8.9M · 123K shares
$8.8M · 2.0M shares
$8.6M · 850K shares
$8.0M · 50K shares
$7.6M · 750K shares
$6.6M · 20K shares
$6.6M · 119K shares
$6.1M · 127K shares
$6.1M · 600K shares
$6.0M · 17K shares
$5.9M · 125K shares
$5.8M · 138K shares
$5.6M · 73K shares
$5.4M · 245K shares
SPRING VY ACQUISITION CORP I
$5.1M · 501K shares
$5.0M · 500K shares
$4.2M · 419K shares
$4.0M · 400K shares
$3.5M · 350K shares
$3.5M · 200K shares
$3.0M · 64K shares
APEX TREAS CORP
$3.0M · 300K shares
$2.9M · 15K shares
$2.8M · 68K shares
$2.6M · 250K shares
$2.5M · 250K shares
$2.4M · 242K shares
$2.0M · 200K shares
$1.8M · 175K shares
$1.5M · 154K shares
$1.5M · 150K shares
$1.5M · 150K shares
$1.5M · 150K shares
$1.5M · 150K shares
$1.4M · 142K shares
$997K · 100K shares
$830K · 15K shares
$500K · 50K shares
$492K · 50K shares
$492K · 50K shares
$472K · 46K shares
$197K · 301K shares
$106K · 137K shares
SPRING VY ACQUISITION CORP I
$66K · 107K shares
Closed Positions (40)
CRANE HBR ACQUISITION CORP
$150.8M · 450K shares
$63.0M · 308K shares
$43.9M · 535K shares
$31.9M · 665K shares
$31.3M · 125K shares
$29.1M · 417K shares
$20.9M · 28K shares
$13.4M · 1.3M shares
$11.8M · 144K shares
$10.2M · 980K shares
$8.5M · 29K shares
$7.8M · 607K shares
$7.6M · 733K shares
$6.2M · 19K shares
$5.9M · 9K shares
$5.5M · 23K shares
$5.4M · 519K shares
$5.2M · 500K shares
$3.4M · 5K shares
$3.1M · 76K shares
SPRING VY ACQUISITION CORP I
$3.0M · 288K shares
$2.9M · 97K shares
$2.9M · 31K shares
$2.8M · 26K shares
$2.5M · 250K shares
$2.1M · 60K shares
$2.0M · 200K shares
$2.0M · 200K shares
$2.0M · 196K shares
$1.6M · 201K shares
$1.5M · 150K shares
$1.4M · 200K shares
$1.1M · 100K shares
$1.0M · 89K shares
$994K · 100K shares
$506K · 50K shares
$361K · 301K shares
$188K · 53K shares
$161K · 16K shares
$40K · 50K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 100 | $2.1B | 60.4% |
| Technology | 25 | $736.8M | 21.2% |
| Unknown | 15 | $161.7M | 4.6% |
| Communication Services | 3 | $156.8M | 4.5% |
| Consumer Cyclical | 6 | $139.1M | 4.0% |
| Utilities | 2 | $60.5M | 1.7% |
| Industrials | 2 | $59.9M | 1.7% |
| Healthcare | 3 | $40.1M | 1.2% |
| Consumer Defensive | 2 | $15.4M | 0.4% |
| Real Estate | 2 | $9.0M | 0.3% |