Boussard & Gavaudan Gestion Sas 13F 持仓 · 2026年Q2
Boussard & Gavaudan Gestion Sas 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 94 只证券，申报市值合计 19.93 亿美元。前几大持仓：WDC（37.75%）、SPY（14.59%）、WBD（3.57%）。本季前 25 大持仓中：新建仓 25 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | WDC | WESTERN DIGITAL CORP | $752.4M | 37.75% | 44,500 | 新建仓 |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $290.8M | 14.59% | 390,000 | 新建仓 |
| 3 | WBD | WARNER BROS DISCOVERY INC | $71.2M | 3.57% | 2.7M | 新建仓 |
| 4 | EA | ELECTRONIC ARTS INC | $67.1M | 3.36% | 326,439 | 新建仓 |
| 5 | GH | GUARDANT HEALTH INC | $60.1M | 3.02% | 23,950 | 新建仓 |
| 6 | CHEF | CHEFS WHSE INC | $51.5M | 2.58% | 22,976 | 新建仓 |
| 7 | BBIO | BRIDGEBIO PHARMA INC | $51.0M | 2.56% | 29,000 | 新建仓 |
| 8 | MKSI | MKS INC. | $47.1M | 2.37% | 16,154 | 新建仓 |
| 9 | ON | ON SEMICONDUCTOR CORP | $46.6M | 2.34% | 25,835 | 新建仓 |
| 10 | NSC | NORFOLK SOUTHN CORP | $42.8M | 2.15% | 135,885 | 新建仓 |
| 11 | PSTUC | POST HLDGS INC | $31.5M | 1.58% | 30,000 | 新建仓 |
| 12 | ALNY | ALNYLAM PHARMACEUTICALS INC | $29.7M | 1.49% | 24,763 | 新建仓 |
| 13 | GVA | GRANITE CONSTR INC | $29.6M | 1.49% | 13,950 | 新建仓 |
| 14 | NVST | ENVISTA HOLDINGS CORPORATION | $27.9M | 1.40% | 27,700 | 新建仓 |
| 15 | EQX | EQUINOX GOLD CORP | $25.3M | 1.27% | 15,000 | 新建仓 |
| 16 | WTM | WHITE MTNS INS GROUP LTD | $24.5M | 1.23% | 11,679 | 新建仓 |
| 17 | OSIS | OSI SYSTEMS INC | $19.8M | 0.99% | 14,700 | 新建仓 |
| 18 | ECPG | ENCORE CAP GROUP INC | $17.5M | 0.88% | 11,298 | 新建仓 |
| 19 | ANIP | ANI PHARMACEUTICALS INC | $17.1M | 0.86% | 13,000 | 新建仓 |
| 20 | FE | FIRSTENERGY CORP | $15.5M | 0.78% | 14,000 | 新建仓 |
| 21 | SNOW | SNOWFLAKE INC | $13.2M | 0.66% | 7,500 | 新建仓 |
| 22 | SOLARIS ENERGY INFRAS INC | $12.2M | 0.61% | 7,500 | 新建仓 | |
| 23 | PEN | PENUMBRA INC | $11.5M | 0.58% | 36,340 | 新建仓 |
| 24 | RGEN | REPLIGEN CORP | $11.4M | 0.57% | 11,145 | 新建仓 |
| 25 | SPY | STATE STR SPDR S&P 500 ETF T | $11.3M | 0.57% | 3,900 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR