Filed: 11/14/2025ACC: 0001644187-25-000010
📋 What this filing means
GOVERNORS LANE LP filed this quarterly 13F‑HR report disclosing 132 equity positions with a total reported market value of $1.31B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
132
Positions
$1.31B
Total AUM (reported)
50.34M
Total Shares
Allocation by class
COM$569.96M43.6%
SPONSORED ADS$205.40M15.7%
SHS CL A$102.48M7.8%
CL A$81.35M6.2%
ORD SHS CL A$47.84M3.7%
N Y REGISTRY SHS$46.47M3.6%
USD CL A ORD SHS$36.76M2.8%
Portfolio Concentration
Top 3$400.57M30.6%
4–10$285.70M21.9%
11–25$284.58M21.8%
Rest$336.11M25.7%
Top 3 weight
30.6%
Top 10 weight
52.5%
Voting Authority Distribution
Total shares with voting rights: 50.34M
Sole
Full voting authority
50.34M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole132
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings132
Rows:
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares735.43K
TypeSH
Market value$205.40M
15.72%
Sole
735.43K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares602.14K
TypeSH
Market value$132.21M
10.12%
Sole
602.14K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares307.50K
TypeSH
Market value$62.96M
4.82%
Sole
307.50K
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares48K
TypeSH
Market value$46.47M
3.56%
Sole
48K
Shared
0.00
None
0.00
CORNING INC
SOLEShares535K
TypeSH
Market value$43.89M
3.36%
Sole
535K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares823.95K
TypeSH
Market value$42.51M
3.25%
Sole
823.95K
Shared
0.00
None
0.00
NORFOLK SOUTHN CORP
SOLEShares134.30K
TypeSH
Market value$40.35M
3.09%
Sole
134.30K
Shared
0.00
None
0.00
TXNM ENERGY INC
SOLEShares691.27K
TypeSH
Market value$39.09M
2.99%
Sole
691.27K
Shared
0.00
None
0.00
VENTAS INC
SOLEShares549.53K
TypeSH
Market value$38.46M
2.94%
Sole
549.53K
Shared
0.00
None
0.00
WARNER BROS DISCOVERY INC
SOLEShares1.79M
TypeSH
Market value$34.94M
2.67%
Sole
1.79M
Shared
0.00
None
0.00
SUPER MICRO COMPUTER INC
SOLEShares665K
TypeSH
Market value$31.88M
2.44%
Sole
665K
Shared
0.00
None
0.00
NIKE INC
SOLEShares416.69K
TypeSH
Market value$29.06M
2.22%
Sole
416.69K
Shared
0.00
None
0.00
INTEL CORP
SOLEShares780K
TypeSH
Market value$26.17M
2.00%
Sole
780K
Shared
0.00
None
0.00
FIDELITY NATL INFORMATION SV
SOLEShares358.17K
TypeSH
Market value$23.62M
1.81%
Sole
358.17K
Shared
0.00
None
0.00
COREBRIDGE FINL INC
SOLEShares715.60K
TypeSH
Market value$22.93M
1.75%
Sole
715.60K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares28.40K
TypeSH
Market value$20.86M
1.60%
Sole
28.40K
Shared
0.00
None
0.00
KKR & CO INC
SOLEShares157.61K
TypeSH
Market value$20.48M
1.57%
Sole
157.61K
Shared
0.00
None
0.00
SENTINELONE INC
SOLEShares1.07M
TypeSH
Market value$18.93M
1.45%
Sole
1.07M
Shared
0.00
None
0.00
ECHOSTAR CORP
SOLEShares222.88K
TypeSH
Market value$17.02M
1.30%
Sole
222.88K
Shared
0.00
None
0.00
CANTOR EQUITY PARTNERS III I
SOLEShares1.30M
TypeSH
Market value$13.37M
1.02%
Sole
1.30M
Shared
0.00
None
0.00
BATH & BODY WORKS INC
SOLEShares494.56K
TypeSH
Market value$12.74M
0.97%
Sole
494.56K
Shared
0.00
None
0.00
CANTOR EQUITY PARTNERS II IN
SOLEShares1.18M
TypeSH
Market value$12.38M
0.95%
Sole
1.18M
Shared
0.00
None
0.00
PERIMETER ACQUISITION CORP I
SOLEShares1.17M
TypeSH
Market value$11.87M
0.91%
Sole
1.17M
Shared
0.00
None
0.00
KELLANOVA
SOLEShares144.17K
TypeSH
Market value$11.82M
0.90%
Sole
144.17K
Shared
0.00
None
0.00
FIFTH ERA ACQUISITION CORP I
SOLEShares1.13M
TypeSH
Market value$11.45M
0.88%
Sole
1.13M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 735.43K | SH | $205.40M 15.72% | 735.43K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 602.14K | SH | $132.21M 10.12% | 602.14K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 307.50K | SH | $62.96M 4.82% | 307.50K | 0.00 | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 48K | SH | $46.47M 3.56% | 48K | 0.00 | 0.00 |
CORNING INCSOLE | COM | 535K | SH | $43.89M 3.36% | 535K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 823.95K | SH | $42.51M 3.25% | 823.95K | 0.00 | 0.00 |
NORFOLK SOUTHN CORPSOLE | COM | 134.30K | SH | $40.35M 3.09% | 134.30K | 0.00 | 0.00 |
TXNM ENERGY INCSOLE | COM | 691.27K | SH | $39.09M 2.99% | 691.27K | 0.00 | 0.00 |
VENTAS INCSOLE | COM | 549.53K | SH | $38.46M 2.94% | 549.53K | 0.00 | 0.00 |
WARNER BROS DISCOVERY INCSOLE | COM SER A | 1.79M | SH | $34.94M 2.67% | 1.79M | 0.00 | 0.00 |
SUPER MICRO COMPUTER INCSOLE | COM NEW | 665K | SH | $31.88M 2.44% | 665K | 0.00 | 0.00 |
NIKE INCSOLE | CL B | 416.69K | SH | $29.06M 2.22% | 416.69K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 780K | SH | $26.17M 2.00% | 780K | 0.00 | 0.00 |
FIDELITY NATL INFORMATION SVSOLE | COM | 358.17K | SH | $23.62M 1.81% | 358.17K | 0.00 | 0.00 |
COREBRIDGE FINL INCSOLE | COM | 715.60K | SH | $22.93M 1.75% | 715.60K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 28.40K | SH | $20.86M 1.60% | 28.40K | 0.00 | 0.00 |
KKR & CO INCSOLE | COM | 157.61K | SH | $20.48M 1.57% | 157.61K | 0.00 | 0.00 |
SENTINELONE INCSOLE | CL A | 1.07M | SH | $18.93M 1.45% | 1.07M | 0.00 | 0.00 |
ECHOSTAR CORPSOLE | CL A | 222.88K | SH | $17.02M 1.30% | 222.88K | 0.00 | 0.00 |
CANTOR EQUITY PARTNERS III ISOLE | SHS CL A | 1.30M | SH | $13.37M 1.02% | 1.30M | 0.00 | 0.00 |
BATH & BODY WORKS INCSOLE | COM | 494.56K | SH | $12.74M 0.97% | 494.56K | 0.00 | 0.00 |
CANTOR EQUITY PARTNERS II INSOLE | CL A ORD SHS | 1.18M | SH | $12.38M 0.95% | 1.18M | 0.00 | 0.00 |
PERIMETER ACQUISITION CORP ISOLE | COM CL A | 1.17M | SH | $11.87M 0.91% | 1.17M | 0.00 | 0.00 |
KELLANOVASOLE | COM | 144.17K | SH | $11.82M 0.90% | 144.17K | 0.00 | 0.00 |
FIFTH ERA ACQUISITION CORP ISOLE | ORD SHS CL A | 1.13M | SH | $11.45M 0.88% | 1.13M | 0.00 | 0.00 |
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