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Livermore
Livermore
ZHEN

Governors Lane LP

SEC CIK
0001644187
Latest filing
Aug 14, 2026

Holdings in Q2 2021

Holdings as of Jun 30, 2021, filed Aug 16, 2021. Long positions only; changes compare share counts with Q1 2021.

Institution overview
Positions
197
+14 vs. Q1 2021
Portfolio value
$1.33B
−$134.3M (−9.2%) vs. Q1 2021
Filed
Aug 16, 2021
SEC
Holdings of Governors Lane LP in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
ALXNAlexion Pharmaceuticals, Inc.COM441,731$81.2M6.1%+232,736+111.4%AddedHistory
BKNGBooking Holdings Inc.Stock29,861$65.3M4.9%+3,957+15.3%AddedHistory
MSFTMicrosoft CorpStock189,094$51.2M3.9%−43,685−18.8%ReducedHistory
MGPMGM Growth Properties LLCCL A COM1,383,442$50.7M3.8%−386,713−21.8%ReducedHistory
KSUKansas City SouthernCOM NEW164,897$46.7M3.5%+164,897NewHistory
GMGeneral Motors CoCOM736,562$43.6M3.3%+32,253+4.6%AddedHistory
UNHUnitedHealth Group IncStock100,200$40.1M3.0%−48,015−32.4%ReducedHistory
FEFirstenergy CorpCOM1,072,763$39.9M3.0%+42,763+4.2%AddedHistory
TMUST-Mobile US, Inc.Stock232,689$33.7M2.5%−78,781−25.3%ReducedHistory
METAMeta Platforms, Inc.Stock91,942$32.0M2.4%−44,629−32.7%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF66,735$28.6M2.1%+53,879+419.1%AddedHistory
WFCWells Fargo & CompanyStock600,609$27.2M2.0%+294,309+96.1%AddedHistory
Post Holdings Partnering Cor737465203UNIT 99/99/99992,251,692$23.4M1.8%+2,251,692New–
AONAon plcCL A97,665$23.3M1.8%+97,665NewHistory
Austerlitz Acquisition CorpG0633D109SHS CL A2,217,573$22.0M1.7%+2,217,573New–
KMXCarMax IncCOM146,321$18.9M1.4%+121,195+482.3%AddedHistory
NRDYNerdy Inc.CL A COM1,718,108$17.1M1.3%−202,592−10.5%ReducedHistory
Dmy Technology Group Inc IV23344K102COM CL A1,650,000$16.1M1.2%+1,650,000New–
WPCAWarburg Pincus Capital Corp I-ASHS CL A1,550,000$15.3M1.1%+1,550,000NewHistory
Soaring Eagle Acquisition CoG8354H126CL A SHS1,500,000$14.9M1.1%+1,500,000New–
WPCBWarburg Pincus Capital Corp I-BSHS CL A1,499,999$14.8M1.1%+1,499,999NewHistory
Dmy Technology Group Inc III233278100COM CLASS A1,355,916$14.5M1.1%−5,294−0.4%Reduced–
PRPBCC Neuberger Principal Holdings IISHS CL A1,400,000$13.8M1.0%00.0%UnchangedHistory
TPG Pace Beneficial II CorpG89826104COMMON STOCK1,300,000$13.1M1.0%+1,300,000New–
Golden Arrow Merger Corp380799106CLASS A COM1,250,000$12.1M0.9%+1,250,000New–
FYBRFrontier Communications Parent, Inc.COM447,756$11.8M0.9%+447,756NewHistory
Figure Acquisition Corp. I302438106COM CL A1,150,000$11.5M0.9%+1,150,000New–
Star Peak Corp II855179107COM CL A1,159,770$11.5M0.9%−1,030−0.1%Reduced–
Austerlitz Acquisition CorpG0633U101COM CL A1,050,000$10.2M0.8%+1,050,000New–
LDH Growth Corp IG54094118UNIT 03/17/20261,000,000$10.0M0.8%00.0%Unchanged–
Gores Hldgs VIII Inc382863207UNIT 02/01/20281,000,000$9.98M0.8%00.0%Unchanged–
Senior Connect Acquisitn Cor81723H108COM CL A1,000,000$9.73M0.7%00.0%Unchanged–
Science Strategic Acq Alpha808641104COM CL A980,100$9.52M0.7%+980,100New–
Gores Technology Partners IN382870202UNIT 03/16/2028939,400$9.44M0.7%+139,400+17.4%Added–
Gores Holdings VII Inc38286T200UNIT 02/12/2028920,500$9.25M0.7%00.0%Unchanged–
Solid Power, Inc.24279D105CLASS A COM873,906$9.06M0.7%+873,906New–
Virgin Group Acquisit Corp IG9460K110UNIT 99/99/9999900,000$9.02M0.7%00.0%Unchanged–
HZACHorizon Acquisition CorpCOM CL A900,000$8.96M0.7%+900,000NewHistory
Executive Network Partnering30158L100CL A900,000$8.77M0.7%−100,000−10.0%Reduced–
Carney Technology Acqu Corp143636108CL A COMMON STK900,000$8.74M0.7%00.0%Unchanged–
Esm Acquisition CorporationG3195H104SHS CL A900,000$8.73M0.7%+900,000New–
Catalyst Partnrs Acquisitn CG19550113UNIT 99/99/9999850,000$8.59M0.6%+850,000New–
Motive Capital CorpG6293A103SHS CL A853,700$8.34M0.6%00.0%Unchanged–
Power & Digital Infra Acq Co739190106COM CL A773,841$7.61M0.6%+773,841New–
DGNUDragoneer Growth Opportunities Corp. IIICL A SHS750,000$7.50M0.6%00.0%UnchangedHistory
Mission Advancement Corp60501L200UNIT 99/99/9999750,000$7.49M0.6%−706,207−48.5%Reduced–
Nightdragon Acquisition Corp65413D105CLASS A COM757,930$7.40M0.6%+757,930New–
PHICPopulation Health Investment Co., Inc.SHS CL A735,000$7.21M0.5%00.0%UnchangedHistory
STEMStem, Inc.CL A200,000$7.20M0.5%+200,000NewHistory
SVF Investment Corp 3G8601N108CL A SHS722,300$7.18M0.5%+350,000+94.0%Added–
Lux Health Tech Acquisition55068A100COM CL A725,000$7.17M0.5%00.0%Unchanged–
Spartan Acquisition Corp. III84677R205UNIT 99/99/9999700,000$7.04M0.5%00.0%Unchanged–
Sustainable Develp Acqu I Co86934L103COM CL A717,800$6.96M0.5%+717,800New–
PRPCCC Neuberger Principal Holdings IIISHS CL A700,000$6.85M0.5%+700,000NewHistory
Equity Distr Acquisition Cor29465E106COM CL A640,336$6.31M0.5%00.0%Unchanged–
Spartan Acquisition Corp II846775104COM620,844$6.20M0.5%−130,384−17.4%Reduced–
ZTAQUZimmer Energy Transition Acquisition Corp.UNIT 06/16/2026600,000$6.09M0.5%+600,000NewHistory
DNADSocial Capital Suvretta Holdings Corp. IVCLASS A ORD SHS600,000$6.06M0.5%+600,000NewHistory
Primavera Capital Acquist CoG7255E109SHS CL A612,700$5.99M0.4%+612,700New–
Dragoneer Growth Oppty CorpG28314105SHS CL A591,001$5.97M0.4%00.0%Unchanged–
AMZNAmazon Com IncStock1,627$5.60M0.4%+1,627NewHistory
Gores Technology Partners II38287L107CLASS A COM539,900$5.37M0.4%+539,900New–
DNABSocial Capital Suvretta Holdings Corp. IICLASS A ORD SHS500,000$5.06M0.4%+500,000NewHistory
AKLIAkili, Inc.CLASS A ORD SHS500,000$5.05M0.4%+500,000NewHistory
PROKProkidney Corp.CLASS A ORD SHS500,000$5.05M0.4%+500,000NewHistory
FirstMark Horizon Acquisition Corp.33765Y101CL A COM505,364$5.02M0.4%00.0%Unchanged–
G Squared Ascend I IncG4204R109SHS CL A500,000$4.93M0.4%+500,000New–
Altimeter Growth Corp 2G0371B109COM CL A481,250$4.93M0.4%−58,150−10.8%Reduced–
AURAurora Innovation, Inc.CLASS A ORD SHS497,000$4.92M0.4%+497,000NewHistory
L Catterton Asia AcquisitionG5346G125CLASS A ORD SHS500,000$4.85M0.4%+500,000New–
Marlin Technology Corp.G58411102CL A SHS500,000$4.84M0.4%+500,000New–
SCSantander Consumer USA Holdings Inc.COM131,942$4.79M0.4%+131,942NewHistory
OneG7000X105COM CL A469,000$4.68M0.4%−64,962−12.2%Reduced–
HZONHorizon Acquisition Corp IISHS CL A478,628$4.68M0.4%−372,581−43.8%ReducedHistory
Poema Global Holdings CorpG7154B107CL A SHS482,960$4.67M0.4%−35,940−6.9%Reduced–
G Squared Ascend II IncG42041114UNIT 99/99/9999465,217$4.66M0.4%+465,217New–
Gores Guggenheim, Inc.38286Q206UNIT 03/25/2028450,000$4.51M0.3%−50,000−10.0%Reduced–
SWBKSwitchback II CorpCOM CL A451,927$4.47M0.3%−150,000−24.9%ReducedHistory
Northern Genesis Acqu Corp I66516W206UNIT 99/99/9999437,200$4.42M0.3%−12,800−2.8%Reduced–
AEA-Bridges Impact Corp.G01046104SHS CL A439,900$4.29M0.3%−305,100−41.0%Reduced–
Northern Genesis Acquisition66516U101COMMON STOCK423,611$4.21M0.3%+367,421+653.9%Added–
Frontier Acquisition Corp.G36826116UNIT 03/01/2026420,972$4.21M0.3%00.0%Unchanged–
Legato Merger Corp.52473X106COM400,000$4.01M0.3%+400,000New–
Revolution Accelertn Acqu Co76156P106COM CL A400,000$3.99M0.3%−833,332−67.6%Reduced–
Ajax IG0190X100COM400,000$3.98M0.3%+400,000New–
ABGIABG Acquisition Corp. ICL A SHS400,000$3.92M0.3%+150,000+60.0%AddedHistory
ALTUAltitude Acquisition Corp.COM CL A398,839$3.90M0.3%−412,323−50.8%ReducedHistory
Booking Holdings Inc.09857LAN8NOTE 0.750% 5/0–$3.90M0.3%–New–
Prospector Capital CorpG7273A105CL A400,000$3.88M0.3%00.0%Unchanged–
Crucible Acquisition Corp22877P108COM CL A393,982$3.82M0.3%00.0%Unchanged–
Reinvent Technology PartnersG7483N129CL A375,697$3.75M0.3%−352,900−48.4%Reduced–
CM Life Sciences III Inc125841205UNIT 04/30/2028327,500$3.59M0.3%+327,500New–
Joff Fintech Acquisition Cor46592C100COM CL A368,497$3.56M0.3%+368,497New–
Dynamics Special Purpose Cor268010105CLASS A COM350,000$3.48M0.3%+350,000New–
FLACFrazier Lifesciences Acquisition CorpCL A SHS350,000$3.42M0.3%00.0%UnchangedHistory
Longview Acquisition Corp. II54319Q204UNIT 99/99/9999333,800$3.37M0.3%−66,200−16.6%Reduced–
IMTXImmatics N.V.SHS287,975$3.34M0.3%−27,230−8.6%ReducedHistory
Highland Transcend PartnersG44690108COM CL A340,400$3.31M0.2%−101,900−23.0%Reduced–
One Equity Partners Open WTR68237L105CL A334,900$3.25M0.2%+334,900New–
Broadscale Acquisition Corp11134Y200UNIT 02/02/2026307,921$3.08M0.2%00.0%Unchanged–

Options (4)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Governors Lane LP in Q2 2021
SecurityClassPutsCalls
WFCWells Fargo & CompanyStock–$34.4M
SCSantander Consumer USA Holdings Inc.COM–$21.8M
BABAAlibaba Group Holding LtdADR–$12.5M
CCKCrown Holdings, Inc.COM–$6.34M

Sold out since Q1 2021 (78)

Positions held at the end of Q1 2021 that are gone from this filing.

Positions of Governors Lane LP sold out since Q1 2021
SecurityClassShares in Q1 2021Value in Q1 2021% of portfolio in Q1 2021History
WORKSlack Technologies, Inc.COM CL A1,292,481$52.5M3.6%History
ACCAmerican Campus Communities IncCOM1,178,225$50.9M3.5%History
HCAHCA Healthcare, Inc.COM155,828$29.3M2.0%History
CCKCrown Holdings, Inc.COM266,894$25.9M1.8%History
Realpage Inc75606N109COM290,000$25.3M1.7%–
Nic Inc62914B100COM692,466$23.5M1.6%–
Austerlitz Acquisition CorpG0633D117UNIT 99/99/99992,000,000$20.1M1.4%–
ADSKAutodesk, Inc.COM61,350$17.0M1.2%History
WTWWillis Towers Watson PLCSHS72,749$16.7M1.1%History
Dmy Technology Group Inc IV23344K201UNIT 99/99/99991,650,000$16.6M1.1%–
Warburg Pincus Captal Corp IG9461D123UNIT 99/99/99991,550,000$15.6M1.1%–
PCGPG&E CorpStock1,316,042$15.4M1.1%History
Warburg Pincus Captal Corp IG9460M116UNIT 99/99/99991,499,999$15.0M1.0%–
Extended Stay Amer Inc30224P200UNIT 99/99/9999B747,863$14.8M1.0%–
Artius Acquisition Inc04316G105COM CL A1,410,614$14.2M1.0%–
Soaring Eagle Acquisition CoG8354H100UNIT 02/23/20261,300,000$13.2M0.9%–
Capitol Investment Corp V14064F100COM CL A1,277,544$12.9M0.9%–
Golden Arrow Merger Corp380799205UNIT 07/31/20261,250,000$12.4M0.8%–
FACA.UFigure Acquisition Corp. IUNIT 99/99/99991,150,000$11.6M0.8%History
Crescent Acquisition Corp22564L105COM CL A1,117,337$11.2M0.8%–
Austerlitz Acquisition CorpG0633U119UNIT 99/99/99991,050,000$10.5M0.7%–
Science Strategic Acq Alpha808641203UNIT 01/20/2026980,100$9.74M0.7%–
Esm Acquisition CorporationG3195H120UNIT 99/99/9999900,000$8.95M0.6%–
GRAW R Grace & CoCOM146,745$8.78M0.6%History
Thoma Bravo AdvantageG88272102COM CL A780,651$8.16M0.6%–
Reinvent Technology PartnersG7484L114UNIT 03/12/2026800,000$8.03M0.5%–
Gores Technology Partners II38287L206UNIT 03/16/2028800,000$7.98M0.5%–
Sustainable Develp Acqu I Co86934L202UNIT 02/04/2026800,000$7.96M0.5%–
Power & Digital Infra Acq Co739190205UNIT 99/99/9999773,841$7.78M0.5%–
Nightdragon Acquisition Corp65413D204UNIT 02/26/20266757,930$7.73M0.5%–
Citic Capital Acquisition CoG21513109COM CL A745,565$7.46M0.5%–
Primavera Capital Acquist CoG7255E125UNIT 01/19/2026712,700$7.30M0.5%–
CC Neuberger Principal HoldnG1992N118UNIT 99/99/9999700,000$6.99M0.5%–
ARMKAramarkCOM159,882$6.04M0.4%History
G Squared Ascend I IncG4204R125UNIT 99/99/9999500,000$5.00M0.3%–
L Catterton Asia AcquisitionG5346G109UNIT 03/11/2026500,000$4.97M0.3%–
Marlin Technology Corp.G58411128UNIT 99/99/9999500,000$4.94M0.3%–
Marquee Raine Acquisition CoG58442107CL A SHS461,100$4.56M0.3%–
Northern Genesis Acquisition66516U200UNIT 99/99/9999400,000$4.10M0.3%–
MXIMMaxim Integrated Products IncCOM43,749$4.00M0.3%History
Joff Fintech Acquisition Cor46592C209UNIT 02/03/2026374,797$3.73M0.3%–
One Equity Partners Open WTR68237L204UNIT 01/14/2026334,900$3.34M0.2%–
Simon Property Grp Acq Holdi82880R202UNIT 99/99/9999300,000$3.02M0.2%–
Supernova Partn Acq Co III LG8T90F110UNIT 99/99/9999300,000$3.00M0.2%–
Orion Acquisition Corp68626A207UNIT 02/19/2026299,400$2.99M0.2%–
RXR Acquisition Corp74981W206UNIT 01/01/2025300,000$2.96M0.2%–
Decarbonization Plus Acqu II242794204UNIT 01/19/2026278,953$2.81M0.2%–
Arya Sciences Acquisition CoG3166W106COM CL A193,252$2.66M0.2%–
CERECerevel Therapeutics Holdings, Inc.COM191,104$2.62M0.2%History
Ushg Acquisition Corp91748P209UNIT 99/99/9999250,000$2.51M0.2%–
Thimble Point Acquisition Co88408P206UNIT 99/99/9999250,000$2.50M0.2%–
Arctos Northstar Acquis CorpG0477L118UNIT 99/99/9999250,000$2.50M0.2%–
Hamilton Lane Alliance Hldgs40749M202UNIT 99/99/9999250,000$2.49M0.2%–
Jaws Acquisition CorpG50744112*W EXP 99/99/999749,494$2.44M0.2%–
Social Capital Hedosopha HLDG8251L105SHS CL A200,000$2.14M0.1%–
SMRNuscale Power CorpCL A210,710$2.13M0.1%History
CHP Merger Corp.12558Y106COM CL A208,902$2.07M0.1%–
Gores Metropoulos II Inc382873206UNIT 01/31/2028204,500$2.06M0.1%–
Pioneer Merger Corp.G7S24C103CL A SHS200,000$1.94M0.1%–
Live Oak Mobility Acquisi Co538126202UNIT 03/01/2028182,000$1.82M0.1%–
JWSUFJaws Mustang Acquisition CorpUNIT 99/99/9999178,000$1.81M0.1%History
Highcape Cap Acquisition Cor42984L105COM CL A139,470$1.66M0.1%–
CSTUFConstellation Acquisition Corp IUNIT 99/99/9999156,701$1.55M0.1%History
Macquarie Infrastructure Cor55608B105COM48,584$1.54M0.1%–
Z-Work Acquisition Corp98880C201UNIT 99/99/9999150,000$1.49M0.1%–
Pathfinder Acquisition CorpG04119114UNIT 02/17/2026136,700$1.35M0.1%–
OPAL Fuels Inc.G0R21B120UNIT 03/16/2028128,625$1.29M0.1%–
GRNDGrindr Inc.SHS CL A100,000$1.00M0.1%History
Gores Hldgs V Inc382864106COM CL A100,000$998.0K0.1%–
Bowx Acquisition Corp103085114*W EXP 08/03/202333,333$713.0K<0.1%–
Altimeter Growth CorpG0370L108CL A31,452$368.0K<0.1%–
Forest Road Acquisition Cor34619V202UNIT 99/99/999936,427$363.0K<0.1%–
Capitol Investment Corp V14064F118*W EXP 99/99/999183,332$247.0K<0.1%–
Highland Transcend PartnersG44690124*W EXP 99/99/999166,666$195.0K<0.1%–
Marquee Raine Acquisition CoG58442123*W EXP 12/01/202115,274$143.0K<0.1%–
Kensington Capital Acquisiti49006L203UNIT 99/99/999911,227$115.0K<0.1%–
SESCWSES AI Corp*W EXP 01/08/20283,333$110.0K<0.1%History
Pioneer Merger Corp.G7S24C111*W EXP 01/07/20266,666$62.0K<0.1%–