Governors Lane LP Q1 2021 Filing

Filed May 17, 2021

Portfolio Value

$1.5B

Holdings

184

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (184 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	BKNGBOOKING HOLDINGS INC	25,904	$60.4M	4.05%
2	—MGM GROWTH PPTYS LLC	1,770,155	$57.7M	3.88%
3	UNHUNITEDHEALTH GROUP INC	148,215	$55.1M	3.70%
4	MSFTMICROSOFT CORP	232,779	$54.9M	3.69%
5	WORKSLACK TECHNOLOGIES INC	1,292,481	$52.5M	3.53%
6	ACCUSDAMERICAN CAMPUS CMNTYS INC	1,178,225	$50.9M	3.42%
7	FEFIRSTENERGY CORP	1,375,000	$47.7M	3.20%	Call
8	GMGENERAL MTRS CO	704,309	$40.5M	2.72%
9	METAFACEBOOK INC	136,571	$40.2M	2.70%
10	TMUST-MOBILE US INC	311,470	$39.0M	2.62%
11	ALXNALEXION PHARMACEUTICALS INC	208,995	$32.0M	2.15%
12	HCAHCA HEALTHCARE INC	155,828	$29.3M	1.97%
13	CCKCROWN HLDGS INC	266,894	$25.9M	1.74%
14	RPREALPAGE INC	290,000	$25.3M	1.70%
15	—NIC INC	692,466	$23.5M	1.58%
16	—AUSTERLITZ ACQUISITION CORP	2,000,000	$20.1M	1.35%
17	—TPG PACE TECH OPPORTUNITIES	1,920,700	$19.0M	1.28%
18	ADSKAUTODESK INC	61,350	$17.0M	1.14%
19	WTWWILLIS TOWERS WATSON PLC LTD	72,749	$16.7M	1.12%
20	—DMY TECHNOLOGY GROUP INC IV	1,650,000	$16.6M	1.11%
21	—WARBURG PINCUS CAPTAL CORP I	1,550,000	$15.6M	1.05%
22	PCGPG&E CORP	1,316,042	$15.4M	1.03%
23	—WARBURG PINCUS CAPTAL CORP I	1,499,999	$15.0M	1.01%
24	STAYUSDEXTENDED STAY AMER INC	747,863	$14.8M	0.99%
25	—DMY TECHNOLOGY GROUP INC III	1,361,210	$14.7M	0.98%
26	—MISSION ADVANCEMENT CORP	1,456,207	$14.5M	0.97%
27	—ARTIUS ACQUISITION INC	1,410,614	$14.2M	0.96%
28	—CC NEUBERGER PRIN HLDGS II	1,400,000	$13.8M	0.93%
29	—SOARING EAGLE ACQUISITION CO	1,300,000	$13.2M	0.88%
30	—CAPITOL INVESTMENT CORP V	1,277,544	$12.9M	0.87%
31	—REVOLUTION ACCELERTN ACQU CO	1,233,332	$12.5M	0.84%
32	BABAALIBABA GROUP HLDG LTD	55,000	$12.5M	0.84%	Call
33	—GOLDEN ARROW MERGER CORP	1,250,000	$12.4M	0.84%
34	WFCWELLS FARGO CO NEW	306,300	$12.0M	0.80%
35	—STAR PEAK CORP II	1,160,800	$11.7M	0.79%
36	—FIGURE ACQUISITION CORP I	1,150,000	$11.6M	0.78%
37	—CRESCENT ACQUISITION CORP	1,117,337	$11.2M	0.75%
38	—AUSTERLITZ ACQUISITION CORP	1,050,000	$10.5M	0.71%
39	—LDH GROWTH CORP I	1,000,000	$10.1M	0.68%
40	—GORES HLDGS VIII INC	1,000,000	$10.0M	0.67%
41	—GO ACQUISITION CORP	1,000,000	$9.8M	0.66%
42	—SCIENCE STRATEGIC ACQ ALPHA	980,100	$9.7M	0.65%
43	—SENIOR CONNECT ACQUISITN COR	1,000,000	$9.7M	0.65%
44	—EXECUTIVE NETWORK PARTNERING	1,000,000	$9.7M	0.65%
45	—GORES HOLDINGS VII INC	920,500	$9.2M	0.62%
46	—ESM ACQUISITION CORPORATION	900,000	$8.9M	0.60%
47	—VIRGIN GROUP ACQUISIT CORP I	900,000	$8.9M	0.60%
48	GRA1EURGRACE W R & CO DEL NEW	146,745	$8.8M	0.59%
49	—CARNEY TECHNOLOGY ACQU CORP	900,000	$8.7M	0.59%
50	—HORIZON ACQUISITION CORPORAT	851,209	$8.7M	0.58%
51	—MOTIVE CAPITAL CORP	853,700	$8.4M	0.56%
52	—THOMA BRAVO ADVANTAGE	780,651	$8.2M	0.55%
53	—ALTITUDE ACQUISITION CORP	811,162	$8.1M	0.55%
54	—REINVENT TECHNOLOGY PARTNERS	800,000	$8.0M	0.54%
55	—GORES TECHNOLOGY PARTNERS IN	800,000	$8.0M	0.54%
56	—GORES TECHNOLOGY PARTNERS II	800,000	$8.0M	0.54%
57	—SUSTAINABLE DEVELP ACQU I CO	800,000	$8.0M	0.53%
58	—SPARTAN ACQUISITION CORP II	751,228	$7.9M	0.53%
59	—POWER & DIGITAL INFRA ACQ CO	773,841	$7.8M	0.52%
60	—NIGHTDRAGON ACQUISITION CORP	757,930	$7.7M	0.52%
61	—DRAGONEER GROWTH OPT CORP II	750,000	$7.6M	0.51%
62	—CITIC CAPITAL ACQUISITION CO	745,565	$7.5M	0.50%
63	—LUX HEALTH TECH ACQUISITION	725,000	$7.4M	0.50%
64	—REINVENT TECHNOLOGY PARTNERS	728,597	$7.4M	0.50%
65	—AEA-BRIDGES IMPACT CORP	745,000	$7.3M	0.49%
66	—PRIMAVERA CAPITAL ACQUIST CO	712,700	$7.3M	0.49%
67	—POPULATION HEALTH INVS CO IN	735,000	$7.2M	0.49%
68	—SPARTAN ACQUISITION CORP III	700,000	$7.0M	0.47%
69	—CC NEUBERGER PRINCIPAL HOLDN	700,000	$7.0M	0.47%
70	—EQUITY DISTR ACQUISITION COR	640,336	$6.3M	0.43%
71	—ONE	533,962	$6.2M	0.42%
72	—DRAGONEER GROWTH OPPTY CORP	591,001	$6.1M	0.41%
73	ARMKARAMARK	159,882	$6.0M	0.41%
74	—SWITCHBACK II CORPORATION	601,927	$5.9M	0.40%
75	—ALTIMETER GROWTH CORP 2	539,400	$5.6M	0.38%
76	—KHOSLA VENTURES ACQUT CO III	545,000	$5.4M	0.36%
77	SPYSPDR S&P 500 ETF TR	12,856	$5.1M	0.34%
78	—POEMA GLOBAL HOLDINGS CORP	518,900	$5.1M	0.34%
79	—FIRSTMARK HORIZON ACQUISITIO	505,364	$5.1M	0.34%
80	—KHOSLA VENTURES ACQUSTN CO I	500,000	$5.0M	0.34%
81	—KKR ACQUISITION HOLDING I CO	500,000	$5.0M	0.34%
82	—G SQUARED ASCEND I INC	500,000	$5.0M	0.34%
83	—L CATTERTON ASIA ACQUISITION	500,000	$5.0M	0.33%
84	—GORES GUGGENHEIM INC	500,000	$5.0M	0.33%
85	—MARLIN TECHNOLOGY CORP	500,000	$4.9M	0.33%
86	—MARQUEE RAINE ACQUISITION CO	461,100	$4.6M	0.31%
87	—NORTHERN GENESIS ACQU CORP I	450,000	$4.5M	0.30%
88	—HIGHLAND TRANSCEND PARTNERS	442,300	$4.3M	0.29%
89	—FRONTIER ACQUISITION CORP	420,972	$4.2M	0.28%
90	—NORTHERN GENESIS ACQUISITION	400,000	$4.1M	0.28%
91	—LONGVIEW ACQUISITION CORP II	400,000	$4.0M	0.27%
92	MXIMMAXIM INTEGRATED PRODS INC	43,749	$4.0M	0.27%
93	—WALDENCAST ACQUISITION CORP	398,700	$4.0M	0.27%
94	—CRUCIBLE ACQUISITION CORP	393,982	$4.0M	0.27%
95	—FORUM MERGER IV CORP	400,000	$4.0M	0.27%
96	—PROSPECTOR CAPITAL CORP	400,000	$3.9M	0.26%
97	—SVF INVESTMENT CORP 3	372,300	$3.8M	0.25%
98	—JOFF FINTECH ACQUISITION COR	374,797	$3.7M	0.25%
99	IMTXIMMATICS N.V	315,205	$3.5M	0.24%
100	—CBRE ACQUISITION HLDGS INC	360,169	$3.5M	0.24%

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