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 65 new positions, increased stakes in 42 stocks, reduced 23 holdings, and fully exited 37 positions. The largest holding is Taiwan Semiconductor Mfg LTD (TSM), representing 9.35% of the total portfolio.