Investment Management's Q3 2022 vs. Q4 2022 Holdings: An Overview

Boussard & Gavaudan Investment Management LLP is a London-based investment management firm that focuses on risk-controlled fund management for institutional investors. According to the 13F filings for Q3 2022 and Q4 2022, Boussard & Gavaudan Investment Management made significant changes to its holdings across various sectors. This blog post aims to provide an overview of the changes in holdings made by the firm, as well as potential reasons behind these changes.

ATVI and SOLID Stocks Take a Hit

During the Q3 2022 and Q4 2022 comparison, we notice that Boussard & Gavaudan Investment Management LLP sold 28,533 shares of ATVI, which brought their total holdings down from 528,282 to 499,749. On the other hand, the investment management firm increased its holdings of ON SEMICONDUCTOR CORP by 14,554 shares, increasing total holdings from 13,507 to 28,061. The Q4 2022 holding value of ON SEMICONDUCTOR CORP increased by 101.5%, indicating strong interest in this semiconductor company.

Similarly, during this time period, the firm decreased its position in SOLID by 3.8%, as they sold 1,473 shares which brought their total holdings down from 39,722 to 38,208. This action was a notable deviation from other investment managers who seem to be interested in SOLID in the last year.

Palantir Technologies (PLTR) and Zscaler Inc (ZS) Stand the Test of Time

Despite the sell-off in ATVI and SOLID, Boussard & Gavaudan Investment Management LLP seemed to have confidence in Palantir Technologies (PLTR) and Zscaler Inc (ZS). During the comparison period of Q3 2022 and Q4 2022, the investment management firm increased its holdings in ZS by 2,845 shares, bringing their total holdings up from 17,997 to 28,142. Additionally, Boussard & Gavaudan Investment Management increased its position in PLTR by 7,500 shares, which brought its total holdings to 30,000. The holding value increased by 26% from Q3 2022 to Q4 2022, indicating a bullish outlook for PLTR.

Lumentum Holdings Inc continues to be a diamond in the rough

Boussard & Gavaudan Investment Management increased its holdings in Lumentum Holdings Inc by 4,000 shares, bringing their holdings from 19,409 to 23,409. Interestingly, the holding value only increased by 0.7%. However, it should be noted that Boussard & Gavaudan has held Lumentum through the latter's turbulent years. As optical technology continues to flourish, Boussard & Gavaudan Investment Management's decision to hold onto Lumentum is undoubtedly a wise move.

Conclusion

Based on this 13F holdings comparison, it is evident that Boussard & Gavaudan Investment Management LLP has made some significant changes to their holdings. The firm seemed to have decreased its positions in ATVI and SOLID, while increasing its holdings in ON SEMICONDUCTOR CORP, ZS, and Palantir Technologies (PLTR). On the other hand, Boussard & Gavaudan Investment Management seems bullish on the optical technology company Lumentum, as evidenced by its increased holdings. These holdings could be indicative of an upcoming trend in the tech industry, and it will be fascinating to see how these holdings perform in the future.