Q2 2026 13F · SEC CIK 1569001
Boussard & Gavaudan Gestion Sas
Hedge fundFiled 2026-08-19 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $2.0B
- Reported positions
- 95
- Holdings vs S&P 500, 3 yrs
- —
- Average holding period
- 1 qtrs
Boussard & Gavaudan Gestion Sas is a hedge fund that reported 95 positions worth $2.0B in its Q2 2026 13F, filed 2026-08-19. Its largest holdings were Western Digital Corp (38.0%), State Str Spdr S&p 500 ETF T (SPY, 14.7%), Warner Bros Discovery Inc (WBD, 3.6%).
Boussard & Gavaudan Gestion Sas holdings largest 50 of 95 positions.
Weights are shares of the filer's total reported 13F value, compared with the prior quarter. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| 958102AT2Western Digital Corp | 38.0% | — | $752.4M |
| SPYState Str Spdr S&p 500 ETF T | 14.7% | — | $290.8M |
| WBDWarner Bros Discovery Inc | 3.6% | — | $71.2M |
| EAElectronic Arts Inc | 3.4% | — | $67.1M |
| 40131MAD1Guardant Health Inc | 3.0% | — | $60.1M |
| 163086AE1Chefs Whse Inc | 2.6% | — | $51.5M |
| 10806XAB8Bridgebio Pharma Inc | 2.6% | — | $51.0M |
| 55306NAB0Mks Inc. | 2.4% | — | $47.1M |
| 682189AS4On Semiconductor Corp | 2.4% | — | $46.6M |
| NSCNorfolk Southn Corporation | 2.2% | — | $42.8M |
| 737446AT1Post Hldgs Inc | 1.6% | — | $31.5M |
| 02043QAB3Alnylam Pharmaceuticals Inc | 1.5% | — | $29.7M |
| 387328AF4Granite Constr Inc | 1.5% | — | $29.6M |
| 29415FAD6Envista Holdings Corporation | 1.4% | — | $27.9M |
| 29446YAC0Equinox Gold Corp | 1.3% | — | $25.3M |
| WTMWhite Mtns Ins Group Ltd | 1.2% | — | $24.5M |
| 671044AF2Osi Systems Inc | 1.0% | — | $19.8M |
| 292554AP7Encore Cap Group Inc | 0.9% | — | $17.5M |
| ANIPAni Pharmaceuticals Inc | 0.9% | — | $17.1M |
| 337932AT4Firstenergy Corp | 0.8% | — | $15.5M |
| 833445AD1Snowflake Inc | 0.7% | — | $13.2M |
| 83419XAB4Solaris Energy Infras Inc | 0.6% | — | $12.2M |
| PENPenumbra, Inc. | 0.6% | — | $11.5M |
| 759916AD1Repligen Corp | 0.6% | — | $11.4M |
| SOLSSolstice Advanced Matls Inc | 0.5% | — | $10.6M |
| ROKURoku Inc | 0.5% | — | $10.5M |
| QQnity Electronics Inc Common Stock | 0.5% | — | $9.1M |
| 01625VAB0Alignment Healthcare Inc | 0.4% | — | $8.6M |
| KMBKimberly-Clark Corp | 0.4% | — | $8.5M |
| LLYVALiberty Live Group Series A | 0.4% | — | $8.4M |
| 82982TAA4Sitime Corp | 0.4% | — | $8.2M |
| RACRithm Acquisition Corp | 0.4% | — | $8.0M |
| OACCOaktree Acquisition Corp III | 0.4% | — | $7.7M |
| ALUBAlussa Energy Acquisit Corp | 0.4% | — | $7.0M |
| 88162GAB9Tetra Tech Inc New | 0.3% | — | $6.3M |
| 393657AM3Greenbrier Cos Inc | 0.3% | — | $6.2M |
| VGNTVersigent PLC | 0.3% | — | $5.7M |
| BCSSBain Cap Gss Invt Corp | 0.3% | — | $5.1M |
| DDDupont de Nemours Inc | 0.2% | — | $4.9M |
| GFLGfl Environmental Inc | 0.2% | — | $4.7M |
| CTRICenturi Holdings Inc Com Shs | 0.2% | — | $4.6M |
| JBSJbs N.v. | 0.2% | — | $4.3M |
| VSNTVVersant Media Group Inc | 0.2% | — | $4.2M |
| SUNBSunbelt Rentals Holdings Inc | 0.2% | — | $3.9M |
| FDXFFedex Fght Hldg Co Inc | 0.2% | — | $3.9M |
| 842587DZ7Southern Co | 0.2% | — | $3.7M |
| MICCMagnum Ice Cream | 0.2% | — | $3.6M |
| LBRDALiberty Broadband Corp | 0.2% | — | $3.3M |
| AEXAAmerican Exceptionalism Acqu | 0.2% | — | $3.2M |
| 40637HAF6Halozyme Therapeutics Inc | 0.2% | — | $3.1M |
How the holdings did against the S&P 500.
- 1 year
- —
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $2.0B | 95 |
Questions about Boussard & Gavaudan Gestion Sas's portfolio
What stocks does Boussard & Gavaudan Gestion Sas own?
Boussard & Gavaudan Gestion Sas's latest 13F, for Q2 2026 and filed Aug 19, 2026, lists 95 positions worth $2.0B. The largest are Western Digital Corp at 38.0%, State Str Spdr S&p 500 ETF T (SPY) at 14.7%, Warner Bros Discovery Inc (WBD) at 3.6%, Electronic Arts Inc (EA) at 3.4% and Guardant Health Inc at 3.0%.
When is Boussard & Gavaudan Gestion Sas's next 13F filing due?
13F filings are due 45 days after each quarter ends. Boussard & Gavaudan Gestion Sas's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.