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GARDNER LEWIS ASSET MANAGEMENT L P

Q2 2025 · 13F-HR

GARDNER LEWIS ASSET MANAGEMENT L Pholdings as filed

Filed 2025-08-12 · accession 0000941560-25-000025

$400.4M
Reported value
76
Positions
2025-06-30
Period end
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The Brief · GARDNER LEWIS ASSET MANAGEMENT L P · Q2 2025

AI · grounded in 13F

GARDNER LEWIS ASSET MANAGEMENT L P established a new position in NVDA valued at $39.4M. The fund also opened new stakes in MA for $15.6M and BA for $14.2M. Additional new positions include MSFT, AMZN, and UBS. The fund ended the period with 76 positions and total AUM of $400.4M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA Corp.$39.4M9.85%249,516CommonSOLE
57636Q104MAMastercard Inc. - Class A$15.6M3.90%27,769CommonSOLE
097023105BABoeing Co.$14.2M3.55%67,839CommonSOLE
594918104MSFTMicrosoft Corp.$13.7M3.43%27,569CommonSOLE
023135106AMZNAmazon.com, Inc.$13.7M3.42%62,397CommonSOLE
H42097107UBSUBS Group AG$12.5M3.11%368,696CommonSOLE
30034T103G2CEveri Holdings, Inc.$12.2M3.04%853,606CommonSOLE
893641100TDGTransDigm Group, Inc.$11.5M2.87%7,564CommonSOLE
037833100AAPLApple, Inc.$11.3M2.81%54,928CommonSOLE
708430103Penn Woods Bancorp Inc.$11.1M2.78%366,038CommonSOLE
72814N104AGSPlayAGS, Inc.$11.0M2.75%882,098CommonSOLE
26484T106DNBDun & Bradstreet Holdings, Inc$10.6M2.66%1,170,876CommonSOLE
30303M102METAMeta Platforms, Inc.$10.2M2.55%13,815CommonSOLE
172967424CCitigroup Inc.$10.1M2.51%118,130CommonSOLE
75737F108RDFNRedfin Corporation$9.8M2.44%872,360CommonSOLE
02079K107GOOGAlphabet, Inc. - Class C$9.4M2.35%53,116CommonSOLE
487836108KKellanova$9.2M2.30%115,684CommonSOLE
64110L106NFLXNetflix, Inc.$8.3M2.08%6,204CommonSOLE
35909D109FYBRFrontier Communications Parent$8.1M2.04%223,843CommonSOLE
15872M104APY1EURChampionx Corp.$7.9M1.96%316,591CommonSOLE
29667D104ESSA Bancorp, Inc.$7.0M1.75%360,919CommonSOLE
872540109TJXTJX Company, Inc.$6.6M1.66%53,707CommonSOLE
10806B10053SBridge Investment Group Holdin$6.5M1.63%650,328CommonSOLE
G3075P101ESGRUSDEnstar Group Limited$6.2M1.55%18,429CommonSOLE
48203R104JNPJuniper Networks, Inc.$6.1M1.53%153,219CommonSOLE
L8681T102SPOTSpotify Technology S.A.$5.8M1.46%7,620CommonSOLE
81762P102NOWServiceNow, Inc.$5.8M1.46%5,676CommonSOLE
817732100SVXServotronics, Inc.$5.4M1.35%114,907CommonSOLE
11135F101AVGOBroadcom, Inc.$5.4M1.34%19,518CommonSOLE
871607107SNPSSynopsys, Inc.$5.2M1.30%10,148CommonSOLE
929160109VMCVulcan Materials Company$5.2M1.30%19,895CommonSOLE
023436108AMEDAmedisys, Inc.$5.1M1.28%52,099CommonSOLE
44934S206ICADUSDiCAD, Inc.$5.1M1.27%1,330,565CommonSOLE
45790W108Inozyme Pharma, Inc.$5.0M1.26%1,257,765CommonSOLE
30231G102XOMExxon Mobil Corp.$3.9M0.98%36,480CommonSOLE
366651107ITGartner, Inc.$3.9M0.98%9,710CommonSOLE
532457108LLYEli Lilly & Co.$3.9M0.97%4,991CommonSOLE
889478103TOLToll Brothers, Inc.$3.8M0.95%33,375CommonSOLE
293668109Enterprise Bancorp Inc.$3.7M0.92%92,795CommonSOLE
422806109HEIHEICO Corp.$3.2M0.79%9,651CommonSOLE
843878307SSBKSouthern States Bancshares, In$2.8M0.71%77,908CommonSOLE
444859102HUMHumana, Inc.$2.5M0.63%10,338CommonSOLE
573284106MLMMartin Marietta Materials, Inc$2.4M0.61%4,461CommonSOLE
82983N108SB9Sitio Royalties Corp.$2.4M0.59%128,999CommonSOLE
631103108NDAQNasdaq, Inc.$2.2M0.54%24,080CommonSOLE
N3167Y103RACEFerrari NV$2.1M0.54%4,375CommonSOLE
243537107DECKDeckers Outdoor Corp.$2.0M0.50%19,291CommonSOLE
254687106DISWalt Disney Company/The$2.0M0.49%15,970CommonSOLE
032095101APHAmphenol Corp. - Cl A$2.0M0.49%20,020CommonSOLE
874039100TSMTaiwan Semiconductor$1.9M0.48%8,458CommonSOLE
502431109LHXL3Harris Technologies, Inc.$1.9M0.47%7,485CommonSOLE
550021109LULULululemon Athletica, Inc.$1.7M0.42%7,162CommonSOLE
053332102AZOAutoZone, Inc.$1.6M0.41%440CommonSOLE
45841N107IBKRInteractive Brokers Group, Inc$1.5M0.39%27,960CommonSOLE
N6596X109NXPINXP Semiconductors NV$1.5M0.38%7,007CommonSOLE
12530C107CFSB Bancorp, Inc.$1.4M0.35%103,535CommonSOLE
01609W102BABAAlibaba Group Holdings, Ltd.$1.4M0.35%12,320CommonSOLE
868873100SU6Surmodics, Inc.$1.4M0.35%46,979CommonSOLE
03662Q105AKXANSYS, Inc.$1.3M0.31%3,588CommonSOLE
79466L302CRMSalesforce, Inc.$1.2M0.31%4,575CommonSOLE
848574109S9QSpirit AeroSystems Holdings, I$1.1M0.27%28,200CommonSOLE
42809H107HESHess Corp.$900,5100.22%6,500CommonSOLE
25278X109FANGDiamondback Energy, Inc.$899,9700.22%6,550CommonSOLE
62482R10707WAMr. Cooper Group, Inc.$895,2600.22%6,000CommonSOLE
61174X109MNSTMonster Beverage Corp.$890,8660.22%14,222CommonSOLE
46120E602ISRGIntuitive Surgical, Inc.$715,1280.18%1,316CommonSOLE
82509L107SHOPShopify, Inc. - CL A$644,8070.16%5,590CommonSOLE
58733R102MELIMercadoLibre, Inc.$642,9530.16%246CommonSOLE
16119P108CHTRCharter Communications, Inc.$589,5040.15%1,442CommonSOLE
69478X105LF2Pacific Premier Bancorp, Inc.$574,4280.14%27,237CommonSOLE
084670702BRK/BBerkshire Hathaway, Inc. - CL$573,2090.14%1,180CommonSOLE
13646K108CPCanadian Pacific Kansas City L$571,9330.14%7,215CommonSOLE
09227Q100BLKBBlackbaud, Inc.$449,4700.11%7,000CommonSOLE
244199105DEDeere & Co.$394,0800.10%775CommonSOLE
149123101CATCaterpillar, Inc.$291,9340.07%752CommonSOLE
615369105MCOMoodys Corp.$203,1440.05%405CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.