Governors Lane LP - Q42025 Holdings

Governors Lane LP holds 160 stocks with a total portfolio value of $ 1.69B as of Q42025. In Q42025, Governors Lane LP added 64 new positions, increased stakes in 43 stocks, reduced 23 holdings, and fully exited 36 positions. The largest holding is Taiwan Semiconductor Mfg LTD (TSM), representing 9.35% of the total portfolio.