13F HOLDINGS REPORT
Governors Lane LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001644187-25-000010
Total Value
$1.31B
Positions
140
Other Managers
0
Confidential Omitted
No
Holdings (140)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 630,000 | $176.0M | 13.46% |
| 2 | AMAZON COM INC | AMZN | 550,000 | $120.8M | 9.24% |
| 3 | APPLIED MATLS INC | 038222105 | 307,500 | $63.0M | 4.82% |
| 4 | ASML HOLDING N V | ASMLF | 48,000 | $46.5M | 3.56% |
| 5 | CORNING INC | GLW | 535,000 | $43.9M | 3.36% |
| 6 | NORFOLK SOUTHN CORP | 655844108 | 134,302 | $40.3M | 3.09% |
| 7 | TXNM ENERGY INC | TXNM | 691,269 | $39.1M | 2.99% |
| 8 | VENTAS INC | VTR | 549,527 | $38.5M | 2.94% |
| 9 | BANK AMERICA CORP | 060505104 | 723,949 | $37.3M | 2.86% |
| 10 | SUPER MICRO COMPUTER INC | SMCI | 665,000 | $31.9M | 2.44% |
| 11 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 105,427 | $29.4M | 2.25% |
| 12 | INTEL CORP | INTC | 780,000 | $26.2M | 2.00% |
| 13 | FIDELITY NATL INFORMATION SV | 31620M106 | 358,171 | $23.6M | 1.81% |
| 14 | WARNER BROS DISCOVERY INC | WBD | 1,052,085 | $20.5M | 1.57% |
| 15 | KKR & CO INC | KKRT | 157,607 | $20.5M | 1.57% |
| 16 | SENTINELONE INC | S | 1,075,000 | $18.9M | 1.45% |
| 17 | NIKE INC | NKE | 246,685 | $17.2M | 1.32% |
| 18 | ECHOSTAR CORP | SATS | 222,882 | $17.0M | 1.30% |
| 19 | WARNER BROS DISCOVERY INC | WBD | 737,000 | $14.4M | 1.10% |
| 20 | CANTOR EQUITY PARTNERS III I | G1828A108 | 1,295,373 | $13.4M | 1.02% |
| 21 | CANTOR EQUITY PARTNERS II IN | G1827P106 | 1,178,200 | $12.4M | 0.95% |
| 22 | PERIMETER ACQUISITION CORP I | PMTRW | 1,167,000 | $11.9M | 0.91% |
| 23 | NIKE INC | NKE | 170,000 | $11.9M | 0.91% |
| 24 | KELLANOVA | BEKE | 144,169 | $11.8M | 0.90% |
| 25 | COREBRIDGE FINL INC | 21871X109 | 357,800 | $11.5M | 0.88% |
| 26 | COREBRIDGE FINL INC | 21871X109 | 357,800 | $11.5M | 0.88% |
| 27 | FIFTH ERA ACQUISITION CORP I | FERAU | 1,125,000 | $11.5M | 0.88% |
| 28 | AMAZON COM INC | AMZN | 52,140 | $11.4M | 0.88% |
| 29 | PROCAP ACQUISITION CORP | PCAPW | 1,063,797 | $10.9M | 0.84% |
| 30 | META PLATFORMS INC | META | 14,200 | $10.4M | 0.80% |
| 31 | META PLATFORMS INC | META | 14,200 | $10.4M | 0.80% |
| 32 | REPUBLIC DIGITAL ACQUISITION | RDAGW | 1,000,000 | $10.2M | 0.78% |
| 33 | BERTO ACQUISITION CORP | TACOW | 980,451 | $10.2M | 0.78% |
| 34 | BATH & BODY WORKS INC | BBWI | 394,557 | $10.2M | 0.78% |
| 35 | NIQ GLOBAL INTELLIGENCE PLC | NIQ | 565,333 | $8.9M | 0.68% |
| 36 | ROCKET COS INC | 77311W101 | 450,016 | $8.7M | 0.67% |
| 37 | JONES LANG LASALLE INC | JLL | 28,569 | $8.5M | 0.65% |
| 38 | BLOCK INC | BSQKZ | 117,387 | $8.5M | 0.65% |
| 39 | ALLY FINL INC | 02005N100 | 216,032 | $8.5M | 0.65% |
| 40 | RENATUS TACTICAL ACQUIS | RTACW | 742,957 | $8.1M | 0.62% |
| 41 | HCM III ACQUISITION CORP | HCMAW | 800,000 | $8.1M | 0.62% |
| 42 | SILVERBOX CORP IV | SBXD-WT | 753,177 | $7.9M | 0.60% |
| 43 | CHURCHILL CAP CORP X | G2130T108 | 607,312 | $7.8M | 0.60% |
| 44 | DIGITAL ASSET ACQUISITION CO | DAAQW | 760,418 | $7.7M | 0.59% |
| 45 | ARCHIMEDES TECH SPAC PARTNER | G04537109 | 750,000 | $7.7M | 0.59% |
| 46 | MOUNTAIN LAKE ACQUISITION CO | MLACU | 733,200 | $7.6M | 0.58% |
| 47 | WEN ACQUISITION CORP | WENNW | 730,000 | $7.4M | 0.57% |
| 48 | ROMAN DBDR ACQUISITION CORP | DRDBW | 650,000 | $6.7M | 0.51% |
| 49 | NEW PROVIDENCE ACQUISITION C | G6476A102 | 650,000 | $6.6M | 0.51% |
| 50 | AUTODESK INC | ADSK | 19,462 | $6.2M | 0.47% |
| 51 | INTUIT | INTU | 8,580 | $5.9M | 0.45% |
| 52 | INVESCO LTD | IVZ | 249,778 | $5.7M | 0.44% |
| 53 | ELECTRONIC ARTS INC | EA | 28,287 | $5.7M | 0.44% |
| 54 | ESSEX PPTY TR INC | 297178105 | 21,221 | $5.7M | 0.43% |
| 55 | WORKDAY INC | WDAY | 23,000 | $5.5M | 0.42% |
| 56 | CANTOR EQUITY PARTNERS I INC | CEPO | 518,949 | $5.4M | 0.42% |
| 57 | CRANE HBR ACQUISITION CORP | CR | 525,100 | $5.3M | 0.41% |
| 58 | ANDRETTI ACQUISITION CORP II | POLEW | 500,000 | $5.2M | 0.40% |
| 59 | BLEICHROEDER ACQUISITION COR | G1169T104 | 500,000 | $5.2M | 0.40% |
| 60 | BOLD EAGLE ACQUISITION CORP | BEAGU | 500,000 | $5.2M | 0.40% |
| 61 | BANK AMERICA CORP | 060505104 | 100,000 | $5.2M | 0.39% |
| 62 | AMERICAN EXCEPTIONALISM ACQU | AEXA | 468,100 | $5.1M | 0.39% |
| 63 | SIZZLE ACQUISITION CORP. II | SZZLU | 500,000 | $5.0M | 0.39% |
| 64 | 1RT ACQUISITION CORP. | ONCHW | 458,555 | $4.8M | 0.37% |
| 65 | KOCHAV DEFENSE ACQUI CO | KCHVU | 450,000 | $4.5M | 0.35% |
| 66 | TEXAS VENTURES ACQUISITION I | G8772L105 | 419,800 | $4.5M | 0.34% |
| 67 | REAL ASSET ACQUISITION CORP | RAAQW | 428,919 | $4.4M | 0.34% |
| 68 | PYROPHYTE ACQUISITION CORP. | PAII-WT | 400,000 | $4.0M | 0.30% |
| 69 | NEWBURY STR II ACQUISITION C | G6439S109 | 350,000 | $3.6M | 0.28% |
| 70 | GORES HLDGS X INC | G4002F109 | 351,800 | $3.6M | 0.27% |
| 71 | CANTOR EQUITY PARTNERS IV IN | G1828E100 | 352,208 | $3.6M | 0.27% |
| 72 | SPDR S&P 500 ETF TR | SPY | 5,170 | $3.4M | 0.26% |
| 73 | VENTAS RLTY LTD PARTNERSHIP | VTR | 2,500,000 | $3.2M | 0.25% |
| 74 | OAKTREE ACQUISITION CORP III | OACCW | 300,000 | $3.2M | 0.24% |
| 75 | UBS GROUP AG | UBS | 75,861 | $3.1M | 0.24% |
| 76 | PLUM ACQUISITION CORP IV | PLMKW | 300,100 | $3.1M | 0.24% |
| 77 | COHEN CIRCLE ACQUISIT CORP I | COHN | 300,000 | $3.0M | 0.23% |
| 78 | AXIOM INTELLIGENCE AC CORP 1 | G0750N104 | 300,000 | $3.0M | 0.23% |
| 79 | LIGHTWAVE ACQUISITION CORP | LWACW | 300,000 | $3.0M | 0.23% |
| 80 | TELEPHONE & DATA SYS INC | TDS-PV | 75,909 | $3.0M | 0.23% |
| 81 | SPRING VY ACQUISITION CORP I | G8377R127 | 288,415 | $3.0M | 0.23% |
| 82 | SURMODICS INC | 868873100 | 97,318 | $2.9M | 0.22% |
| 83 | AES CORP | AES | 219,400 | $2.9M | 0.22% |
| 84 | MERUS N V | N5749R100 | 30,500 | $2.9M | 0.22% |
| 85 | CAMDEN PPTY TR | 133131102 | 26,050 | $2.8M | 0.21% |
| 86 | BATH & BODY WORKS INC | BBWI | 100,000 | $2.6M | 0.20% |
| 87 | NEWHOLD INVT CORP III | G6486E102 | 250,000 | $2.5M | 0.19% |
| 88 | ARTIUS II ACQUISITION INC | AACBU | 250,000 | $2.5M | 0.19% |
| 89 | CARTESIAN GROWTH CORP III | CGCTW | 250,000 | $2.5M | 0.19% |
| 90 | VINE HILL CAP INVT CORP. | G93Y09107 | 199,953 | $2.1M | 0.16% |
| 91 | CSX CORP | CSX | 59,628 | $2.1M | 0.16% |
| 92 | TRANSLATIONAL DEV ACQUISITIO | G9008W105 | 203,163 | $2.1M | 0.16% |
| 93 | HENNESSY CAP INVT CORP VII | G4405D107 | 200,000 | $2.0M | 0.16% |
| 94 | BTC DEV CORP | BDCIW | 200,000 | $2.0M | 0.15% |
| 95 | BLUE ACQUISITION CORP. | BACCU | 200,000 | $2.0M | 0.15% |
| 96 | LIVE OAK ACQUISITION CORP V | LOKVW | 195,769 | $2.0M | 0.15% |
| 97 | CSLM DIGITA ASSET ACQ CORP I | CMXHF | 164,300 | $1.6M | 0.12% |
| 98 | RENEW ENERGY GLOBAL PLC | RNWWW | 201,496 | $1.6M | 0.12% |
| 99 | TRAILBLAZER ACQUISITION CORP | BLZRW | 150,000 | $1.5M | 0.12% |
| 100 | KODIAK AI INC. | KDKRW | 200,000 | $1.4M | 0.10% |
| 101 | FUTURECREST ACQUISITION CORP | FCRS-WT | 100,000 | $1.1M | 0.08% |
| 102 | WILLOW LANE ACQUISITION CORP | WLACW | 89,000 | $1.0M | 0.08% |
| 103 | CAL REDWOOD ACQUISITION CORP | CRAQU | 100,000 | $1.0M | 0.08% |
| 104 | PIONEER ACQUISITION I CORP | PACHW | 100,000 | $995,000 | 0.08% |
| 105 | OXLEY BRIDGE ACQ LTD | OBAWW | 100,000 | $994,500 | 0.08% |
| 106 | DRUGS MADE IN AMER ACQ II CO | G2851K120 | 99,938 | $993,883 | 0.08% |
| 107 | CENTURION ACQUISITION CORP | ALFUW | 50,000 | $527,500 | 0.04% |
| 108 | M3-BRIGADE ACQUISITION VI CO | MBVIW | 50,000 | $506,000 | 0.04% |
| 109 | BERTO ACQUISITION CORP | TACOW | 620,760 | $415,909 | 0.03% |
| 110 | COLUMBUS CIRCLE CAP CORP. I | G2296A117 | 300,800 | $360,960 | 0.03% |
| 111 | RENATUS TACTICAL ACQUIS | RTACW | 275,000 | $329,973 | 0.03% |
| 112 | PERIMETER ACQUISITION CORP I | PMTRW | 452,528 | $271,517 | 0.02% |
| 113 | M3BRIGADE ACQUISITION V CORP | G63212115 | 190,874 | $255,771 | 0.02% |
| 114 | DIGITAL ASSET ACQUISITION CO | DAAQW | 355,209 | $241,578 | 0.02% |
| 115 | PROCAP ACQUISITION CORP | PCAPW | 350,499 | $227,824 | 0.02% |
| 116 | REPUBLIC DIGITAL ACQUISITION | RDAGW | 300,000 | $195,000 | 0.01% |
| 117 | CHURCHILL CAP CORP X | G2130T116 | 52,842 | $187,589 | 0.01% |
| 118 | FG MERGER II CORP | FGMCU | 16,145 | $161,311 | 0.01% |
| 119 | CRANE HBR ACQUISITION CORP | CR | 450,000 | $150,750 | 0.01% |
| 120 | REAL ASSET ACQUISITION CORP | RAAQW | 322,970 | $145,337 | 0.01% |
| 121 | SILVERBOX CORP IV | SBXD-WT | 321,912 | $141,641 | 0.01% |
| 122 | WEN ACQUISITION CORP | WENNW | 240,000 | $138,000 | 0.01% |
| 123 | HCM III ACQUISITION CORP | HCMAW | 186,327 | $131,826 | 0.01% |
| 124 | DRUGS MADE IN AMER ACQUTN CO | G2847J104 | 11,200 | $115,024 | 0.01% |
| 125 | KOCHAV DEFENSE ACQUI CO | KCHVU | 450,000 | $99,000 | 0.01% |
| 126 | SIZZLE ACQUISITION CORP. II | SZZLU | 500,000 | $85,050 | 0.01% |
| 127 | ARCHIMEDES TECH SPAC PARTNER | G04537125 | 197,403 | $73,059 | 0.01% |
| 128 | PLUM ACQUISITION CORP IV | PLMKW | 250,000 | $72,500 | 0.01% |
| 129 | NEW PROVIDENCE ACQUISITION C | G6476A110 | 166,666 | $71,666 | 0.01% |
| 130 | 1RT ACQUISITION CORP. | ONCHW | 78,927 | $70,245 | 0.01% |
| 131 | PYROPHYTE ACQUISITION CORP. | PAII-WT | 200,000 | $70,000 | 0.01% |
| 132 | AXIOM INTELLIGENCE AC CORP 1 | G0750N112 | 300,000 | $48,000 | 0.00% |
| 133 | COHEN CIRCLE ACQUISIT CORP I | COHN | 50,000 | $40,000 | 0.00% |
| 134 | CSLM DIGITA ASSET ACQ CORP I | CMXHF | 82,150 | $35,489 | 0.00% |
| 135 | CARTESIAN GROWTH CORP III | CGCTW | 125,000 | $31,250 | 0.00% |
| 136 | BLUE ACQUISITION CORP. | BACCU | 200,000 | $30,000 | 0.00% |
| 137 | LIGHTWAVE ACQUISITION CORP | LWACW | 150,000 | $27,915 | 0.00% |
| 138 | CAL REDWOOD ACQUISITION CORP | CRAQU | 100,000 | $22,000 | 0.00% |
| 139 | PIONEER ACQUISITION I CORP | PACHW | 50,000 | $11,000 | 0.00% |
| 140 | OXLEY BRIDGE ACQ LTD | OBAWW | 50,000 | $8,505 | 0.00% |