Gardner Lewis Asset Management L P
Gardner Lewis Asset Management LP is a privately owned investment management firm founded in 1990 and based in Chadds Ford, Pennsylvania. The firm operates as a hedge fund and registered investment adviser, offering portfolio management, financial planning, and advisory services to individuals, institutions, trusts, private funds, charitable organizations, and investment companies. With around 14 employees, it manages discretionary assets exceeding $1.29 billion and serves a diverse client base that includes high-net-worth individuals and institutional investors.
Investment Strategy
Gardner Lewis Asset Management focuses on transformational change through active portfolio management strategies, including a fund of funds approach, with a substantial portion of investments pooled in private funds. Its investment philosophy emphasizes merger arbitrage and event-driven strategies, targeting value and growth opportunities in publicly traded equities and selected special situations. The firm seeks to deliver risk-adjusted returns by identifying inefficiencies and catalysts within financial markets, tailoring its investment solutions to client objectives.
Latest 13F Filing Activity
Gardner Lewis Asset Management L P filed their most recent 13F report on Jun 30, 2025 disclosing 76 equity positions with a total 13F market value of $400M. The fund increased holdings in Everi Holdings, Inc., Dun & Bradstreet Holdings, Inc., Nvidia Corp. among other positions. Gardner Lewis Asset Management L P reduced exposure to Intra-cellular Therapies, Inc., The First Bancshares, Inc., Beacon Roofing Supply, Inc. among others.
Top Holdings
Equity Positions (76)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA Corp. | 9.85% | $39.4M | 249,516 | $14.12 | $157.99 | +$10.6M |
M MA | Mastercard Inc. - Class A | 3.90% | $15.6M | 27,769 | $61.63 | $561.94 | +$301.6K |
B BA | Boeing Co. | 3.55% | $14.2M | 67,839 | $203.08 | $209.53 | +$2.6M |
M MSFT | Microsoft Corp. | 3.43% | $13.7M | 27,569 | $252.57 | $497.41 | +$2.9M |
A AMZN | Amazon.com, Inc. | 3.42% | $13.7M | 62,397 | $34.78 | $219.39 | +$1.8M |
Industry Allocation
Investment Team (5)
| Name | Role | Location | |
|---|---|---|---|
 | Partner | Chadds Ford, PA , United States | |
J John Lewis | Portfolio Manager | Charlottesville, VA , United States | |
 | Equity Research Analyst | Philadelphia, PA , United States | |
R Richard Bruce | Analyst | Chadds Ford, PA , United States | |
C Carter Newman | Research Analyst | Philadelphia, PA , United States |