Starboard Value
大師Starboard Value LP
- SEC CIK
- 0001517137
- 主理人
- 傑夫·史密斯
- 風格
- 激進投資
- 最新申報
- 2026/8/14
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/14 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 135
- 較 2021 年第 3 季 +77
- 總值
- $72.1 億
- 較 2021 年第 3 季 +$17.6 億 (+32.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| CEROCero Therapeutics Holdings, Inc. | CLASS A COM | 24,050 | $23.8 萬 | <0.1% | +24,050 | 新進 | 歷史 |
| Arbor Rapha Cap Biohlds Corp03881F104 | CLASS A COM | 24,050 | $23.9 萬 | <0.1% | +24,050 | 新進 | – |
| Growth Cap Acquisition Corp39986V107 | CL A | 34,148 | $33.9 萬 | <0.1% | +34,148 | 新進 | – |
| Lava Medtech Acquisition Cor519345102 | CLASS A COM | 48,100 | $47.4 萬 | <0.1% | +48,100 | 新進 | – |
| OKLOOklo Inc. | COM CL A | 96,000 | $94.6 萬 | <0.1% | −4,000−4.0% | 減碼 | 歷史 |
| IQMDIntelligent Medicine Acquisition Corp. | CLASS A COM | 96,200 | $95.2 萬 | <0.1% | +96,200 | 新進 | 歷史 |
| LAMF Global Ventures Corp. IG5338L116 | UNIT 11/05/2026 | 96,200 | $96.6 萬 | <0.1% | +96,200 | 新進 | – |
| Blockchain Coinvstrs Acq CRPG11765123 | UNIT 09/01/2026 | 96,200 | $97.3 萬 | <0.1% | +96,200 | 新進 | – |
| CIIG Capital Partners II, Inc.12561U109 | COM CL A | 102,157 | $100.8 萬 | <0.1% | +102,157 | 新進 | – |
| Beard Energy Transition Acq07402Q200 | UNIT 99/99/9999 | 120,250 | $122.2 萬 | <0.1% | +120,250 | 新進 | – |
| Parabellum Acquisition Corp.69901P109 | COM CL A | 144,000 | $140.4 萬 | <0.1% | +144,000 | 新進 | – |
| TCVATCV Acquisition Corp. | CL A SHS | 142,950 | $140.9 萬 | <0.1% | −7,050−4.7% | 減碼 | 歷史 |
| Anthemis Digital AcquisitionG03959106 | CLASS A ORD | 144,300 | $142.1 萬 | <0.1% | +144,300 | 新進 | – |
| DEVSFDevvStream Corp. | CLASS A COM | 144,300 | $142.4 萬 | <0.1% | +144,300 | 新進 | 歷史 |
| RCF Acquisition CorpG7330C128 | UNIT 99/99/9999 | 144,300 | $145.7 萬 | <0.1% | +144,300 | 新進 | – |
| LF Capital Acquisition Corp. II50202D201 | UNIT 05/15/2028 | 159,557 | $159.9 萬 | <0.1% | +159,557 | 新進 | – |
| OCEAOcean Biomedical, Inc. | CLASS A COM | 165,304 | $165.1 萬 | <0.1% | +165,304 | 新進 | 歷史 |
| Soar Technology Acquisn CorpG82472112 | CL A COM | 186,912 | $189.0 萬 | <0.1% | +186,912 | 新進 | – |
| PHYTPyrophyte Acquisition Corp. | CL A ORD SHS | 192,400 | $189.9 萬 | <0.1% | +192,400 | 新進 | 歷史 |
| Infinite Acquisition Corp.G48028115 | UNIT 99/99/9999 | 192,400 | $193.7 萬 | <0.1% | +192,400 | 新進 | – |
| VMG Consumer Acquisition Cor91842V201 | UNIT 11/08/2026 | 192,400 | $195.2 萬 | <0.1% | +192,400 | 新進 | – |
| Ap Acquisition CorpG04058122 | UNIT 99/99/9999 | 200,000 | $202.6 萬 | <0.1% | +200,000 | 新進 | – |
| Ascendant Digital Acq Corp IG05157121 | UNIT 99/99/9999 | 206,800 | $209.9 萬 | <0.1% | +206,800 | 新進 | – |
| CTSUFCactus Acquisition Corp. 1 Ltd | UNIT 08/17/2028 | 225,876 | $228.1 萬 | <0.1% | +225,876 | 新進 | 歷史 |
| Eg Acquisition Corp26846A100 | COM CL A | 238,000 | $231.3 萬 | <0.1% | −12,000−4.8% | 減碼 | – |
| Catalyst Partnrs Acquisitn CG19550105 | CLASS A ORD SHS | 238,000 | $231.8 萬 | <0.1% | −12,000−4.8% | 減碼 | – |
| BMACBlack Mountain Acquisition Corp. | CL A COM | 240,500 | $236.4 萬 | <0.1% | +240,500 | 新進 | 歷史 |
| M3-Brigade Acquisition III Corp.55407R103 | CL A COM | 240,500 | $237.4 萬 | <0.1% | +240,500 | 新進 | – |
| GCT Semiconductor Holding, Inc.20607V106 | COM CL A | 240,500 | $238.1 萬 | <0.1% | +240,500 | 新進 | – |
| JMACMaxpro Capital Acquisition Corp. | CLASS A COM | 240,500 | $238.8 萬 | <0.1% | +240,500 | 新進 | 歷史 |
| Ftac Zeus Acquisition Cor30320F205 | UNIT 04/15/2026 | 240,500 | $240.5 萬 | <0.1% | +240,500 | 新進 | – |
| NETC.UNabors Energy Transition Corp. | UNIT 99/99/9999 | 240,500 | $244.1 萬 | <0.1% | +240,500 | 新進 | 歷史 |
| Hunt Companies AcquisitioG46482116 | UNIT 99/99/9999 | 240,500 | $244.1 萬 | <0.1% | +240,500 | 新進 | – |
| Green Visor Fin Tec Acq CorpG4166K118 | UNIT 11/08/2026 | 240,500 | $245.8 萬 | <0.1% | +240,500 | 新進 | – |
| Lionheart III Corp536262108 | CLASS A COM | 250,000 | $246.3 萬 | <0.1% | +250,000 | 新進 | – |
| CF Acquisition Corp. VII12521H206 | UNIT 03/16/2028 | 250,000 | $253.8 萬 | <0.1% | +250,000 | 新進 | – |
| PGSSPegasus Digital Mobility Acquisition Corp. | CL A ORD SHS | 288,600 | $283.1 萬 | <0.1% | +288,600 | 新進 | 歷史 |
| Sanaby Health Acquisition Co79956P102 | CL A COM | 288,600 | $286.4 萬 | <0.1% | +288,600 | 新進 | – |
| Artemis Strategic Invt Corp04303A103 | COM CL A | 288,000 | $292.8 萬 | <0.1% | +288,000 | 新進 | – |
| TriSalus Life Sciences, Inc.58507N105 | COM CL A | 298,368 | $294.8 萬 | <0.1% | −76,632−20.4% | 減碼 | – |
| Motive Capital CorpG6293A103 | SHS CL A | 300,000 | $295.2 萬 | <0.1% | +300,000 | 新進 | – |
| DGNUDragoneer Growth Opportunities Corp. III | CL A SHS | 315,537 | $308.3 萬 | <0.1% | −20,321−6.1% | 減碼 | 歷史 |
| FVTFortress Value Acquisition Corp. III | COM CL A | 334,678 | $327.0 萬 | <0.1% | −15,322−4.4% | 減碼 | 歷史 |
| Ahren Acquisition Corp.G01322117 | UNIT 12/09/2026 | 335,500 | $336.2 萬 | <0.1% | +335,500 | 新進 | – |
| Apeiron Capital Invest Corp03752A200 | UNIT 99/99/9999 | 333,848 | $336.9 萬 | <0.1% | +333,848 | 新進 | – |
| OneMedNet Corp237699103 | CLASS A COM | 333,668 | $337.0 萬 | <0.1% | +17,865+5.7% | 加碼 | – |
| Innovative Intl Acqusitin CoG4809M117 | UNIT 10/26/2026 | 356,579 | $358.7 萬 | <0.1% | +356,579 | 新進 | – |
| Alsp Orchid Acquisition CorpG0231L115 | UNIT 11/30/2028 | 366,189 | $369.9 萬 | 0.1% | +366,189 | 新進 | – |
| Mission Advancement Corp60501L101 | CL A | 381,150 | $370.9 萬 | 0.1% | −18,850−4.7% | 減碼 | – |
| Veea Inc.G7134L126 | CLASS A ORD SHS | 381,488 | $371.2 萬 | 0.1% | −18,512−4.6% | 減碼 | – |
| Atlantic Coastal Acquistn Co004845310 | CLASS A COM | 381,011 | $371.9 萬 | 0.1% | +381,011 | 新進 | – |
| Nuburu, Inc.87403Q102 | COM CL A | 381,600 | $375.5 萬 | 0.1% | −18,400−4.6% | 減碼 | – |
| Athena Consumer Acq Corp04684M106 | CL A | 384,800 | $381.2 萬 | 0.1% | +384,800 | 新進 | – |
| Zeo Energy Corp.G3R95N103 | SHS CL A | 388,600 | $385.5 萬 | 0.1% | +388,600 | 新進 | – |
| Southland Holdings, Inc.52473Y104 | COM | 398,643 | $395.9 萬 | 0.1% | +398,643 | 新進 | – |
| PRPBCC Neuberger Principal Holdings II | SHS CL A | 402,780 | $398.8 萬 | 0.1% | −19,920−4.7% | 減碼 | 歷史 |
| APx Acquisition Corp. IG0440J117 | UNIT 12/07/2026 | 400,000 | $402.8 萬 | 0.1% | +400,000 | 新進 | – |
| Parsec Capital Acquisition70184A108 | CL A | 408,302 | $405.0 萬 | 0.1% | +408,302 | 新進 | – |
| ShoulderUP Technology Acquisition Corp.82537G203 | UNIT 99/99/9999 | 413,707 | $417.8 萬 | 0.1% | +413,707 | 新進 | – |
| ROSSBPGC Acquisition Corp. | SHS CL A | 428,700 | $418.4 萬 | 0.1% | −21,300−4.7% | 減碼 | 歷史 |
| Infint Acquisition CorpG47862118 | UNIT 99/99/9999 | 441,174 | $442.5 萬 | 0.1% | +441,174 | 新進 | – |
| Aetherium Acquisition Corp00809J200 | UNIT 12/21/2026 | 450,000 | $450.0 萬 | 0.1% | +450,000 | 新進 | – |
| Integrated Wellness Acquisition CorpG4828B126 | UNIT 99/99/9999 | 450,000 | $453.6 萬 | 0.1% | +450,000 | 新進 | – |
| Forest Road Acquisition Cor34619V103 | CL A | 476,500 | $463.6 萬 | 0.1% | −23,500−4.7% | 減碼 | – |
| Khosla Ventures Acqut Co III482506102 | COM CL A | 476,350 | $464.9 萬 | 0.1% | +476,350 | 新進 | – |
| Talon 1 Acquisition CorpG86656124 | UNIT 11/02/2026 | 466,608 | $470.8 萬 | 0.1% | +466,608 | 新進 | – |
| AVHIAchari Ventures Holdings Corp. I | COM | 481,000 | $474.7 萬 | 0.1% | +481,000 | 新進 | 歷史 |
| Spartan Acquisition Corp. III84677R106 | COM CL A | 482,501 | $476.2 萬 | 0.1% | +482,501 | 新進 | – |
| Verde Clean Fuels, Inc.15130M102 | CLASS A ORD SHS | 480,000 | $476.2 萬 | 0.1% | +480,000 | 新進 | – |
| CMCUFPiermont Valley Acquisition Corp | UNIT 01/01/2026 | 474,921 | $478.2 萬 | 0.1% | +474,921 | 新進 | 歷史 |
| Austerlitz Acquisition CorpG0633D109 | SHS CL A | 493,352 | $479.0 萬 | 0.1% | −6,648−1.3% | 減碼 | – |
| ZFOXZeroFox Holdings, Inc. | SHS CL A | 477,782 | $479.2 萬 | 0.1% | −22,218−4.4% | 減碼 | 歷史 |
| Omnilit Acquisition Corp68218C207 | UNIT 11/08/2026 | 481,000 | $482.9 萬 | 0.1% | +481,000 | 新進 | – |
| Juniper II Corp48203N103 | CL A COM | 481,000 | $483.4 萬 | 0.1% | +481,000 | 新進 | – |
| Tevogen Inc.G8028L123 | UNIT 11/04/2026 | 481,000 | $484.4 萬 | 0.1% | +481,000 | 新進 | – |
| Vision Sensing Acquisition C92838J103 | CLASS A COM | 496,134 | $491.7 萬 | 0.1% | +496,134 | 新進 | – |
| FRLAFortune Rise Acquisition Corp | CL A | 496,086 | $493.4 萬 | 0.1% | +496,086 | 新進 | 歷史 |
| Thrive Acquisition CorporatiG7158C101 | CLASS A ORD | 506,000 | $499.9 萬 | 0.1% | +506,000 | 新進 | – |
| Southport Acquisition Corp84465L204 | UNIT 99/99/9999 | 500,000 | $500.0 萬 | 0.1% | +500,000 | 新進 | – |
| Battery Future Acquisition CG0888J116 | UNIT 99/99/9999 | 500,000 | $500.0 萬 | 0.1% | +500,000 | 新進 | – |
| Pearl Holdings Acquisitn CorG44525122 | UNIT 12/15/2026 | 500,000 | $500.0 萬 | 0.1% | +500,000 | 新進 | – |
| Emerging Markets Horizon CorG3033X113 | UNIT 99/99/9999 | 500,000 | $500.5 萬 | 0.1% | +500,000 | 新進 | – |
| Eve Mobility Acquisition CorG3218G125 | UNIT 99/99/9999 | 500,000 | $500.5 萬 | 0.1% | +500,000 | 新進 | – |
| Healthcare AI Acquisition Corp.G4373K125 | UNIT 12/07/2026 | 500,000 | $500.5 萬 | 0.1% | +500,000 | 新進 | – |
| Sculptor Acquisition Corp IG7T983129 | UNIT 99/99/9999 | 500,000 | $500.5 萬 | 0.1% | +500,000 | 新進 | – |
| Genesis GRWT Tech Acqustn CoG3R23D110 | UNIT 99/99/9999 | 500,000 | $502.5 萬 | 0.1% | +500,000 | 新進 | – |
| Investcorp Europe AcquisitioG4923T121 | UNIT 12/15/2026 | 500,000 | $504.3 萬 | 0.1% | +500,000 | 新進 | – |
| Mountain & Co I Acquisitn CoG6301J120 | UNIT 11/04/2026 | 498,100 | $509.1 萬 | 0.1% | +498,100 | 新進 | – |
| QT Imaging Holdings, Inc.37519U109 | COMMON STOCK | 528,000 | $522.2 萬 | 0.1% | +528,000 | 新進 | – |
| GoGreen Investments CorpG9461B101 | ORD SHS CL A | 548,645 | $543.7 萬 | 0.1% | +548,645 | 新進 | – |
| KKR Acquisition Holding I Co48253T109 | COM CLASS A | 566,844 | $552.1 萬 | 0.1% | −27,956−4.7% | 減碼 | – |
| SLAMSlam Corp. | CL A SHS | 572,753 | $556.7 萬 | 0.1% | −28,247−4.7% | 減碼 | 歷史 |
| Lead Edge Growth Oprtunts LTG54085108 | COM | 571,700 | $558.0 萬 | 0.1% | −28,300−4.7% | 減碼 | – |
| Direct Selling Acquisitin Co25460L103 | CL A COM | 576,000 | $572.0 萬 | 0.1% | +576,000 | 新進 | – |
| Energem CorpG30449113 | UNIT 11/15/2026 | 570,258 | $578.8 萬 | 0.1% | +570,258 | 新進 | – |
| Liberty Res Acquisition Corp53118A204 | UNIT 10/31/2028 | 565,251 | $581.1 萬 | 0.1% | +565,251 | 新進 | – |
| NCACNewcourt Acquisition Corp | CLASS A ORD SHS | 588,600 | $583.3 萬 | 0.1% | +588,600 | 新進 | 歷史 |
| Vahanna Tech Edge Acqstn I CG9320Z125 | UNIT 11/22/2026 | 580,103 | $584.2 萬 | 0.1% | +580,103 | 新進 | – |
| Crescera Cap Acquisition CorG26507122 | UNIT 11/18/2026 | 584,800 | $586.6 萬 | 0.1% | +584,800 | 新進 | – |
| ROSERose Hill Acquisition Corp | CLASS A ORD | 673,401 | $668.0 萬 | 0.1% | +673,401 | 新進 | 歷史 |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| iShares Russell 2000 ETF464287655 | ETF | $249.8 萬 | – |
2021 年第 3 季之後清倉（19 檔）
2021 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 3 季股數 | 2021 年第 3 季市值 | 2021 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BOXBox Inc | CL A | 12,213,663 | $2.89 億 | 5.3% | 歷史 |
| SCORComscore, Inc. | COM | 2,419,550 | $943.6 萬 | 0.2% | 歷史 |
| Direct Selling Acquisitin Co25460L202 | UNIT 99/99/9999 | 600,000 | $604.8 萬 | 0.1% | – |
| Gigcapital 5 Inc37519U208 | UNIT 99/99/9999 | 550,000 | $565.4 萬 | 0.1% | – |
| Verde Clean Fuels, Inc.15130M201 | UNIT 02/04/2026 | 500,000 | $502.5 萬 | 0.1% | – |
| Altimar Acquisition Corp IIG03709105 | SHS CL A | 500,000 | $492.5 萬 | 0.1% | – |
| Khosla Ventures Acqustn Co I482505104 | COM CL A | 500,000 | $490.0 萬 | 0.1% | – |
| SWBKSwitchback II Corp | COM CL A | 450,000 | $448.2 萬 | 0.1% | 歷史 |
| 890 5th Ave Partners Inc28250A105 | COM CL A | 450,000 | $446.0 萬 | 0.1% | – |
| VPC Impact Acqu Holdi III IN91835J108 | COM CL A | 450,000 | $446.0 萬 | 0.1% | – |
| ACAHAtlantic Coastal Acquisition Corp. | CLASS A COM | 400,000 | $387.6 萬 | 0.1% | 歷史 |
| Artemis Strategic Invt Corp04303A202 | UNIT 09/30/2026 | 300,000 | $300.9 萬 | 0.1% | – |
| Mountain Crest Acqustn Corp62402D105 | COM | 300,000 | $299.1 萬 | 0.1% | – |
| Hennessy Capital Invs Corp V42589T107 | COM CL A | 300,000 | $296.1 萬 | 0.1% | – |
| Soar Technology Acquisn CorpG82472104 | UNIT 99/99/9999 | 194,700 | $197.6 萬 | <0.1% | – |
| iShares Russell Midcap ETF464287499 | ETF | 25,000 | $195.6 萬 | <0.1% | – |
| Parabellum Acquisition Corp.69901P208 | UNIT 99/99/9999 | 150,000 | $149.6 萬 | <0.1% | – |
| DDMXCodere Online U.S. Corp. | COM CL A | 148,682 | $147.3 萬 | <0.1% | 歷史 |
| CIIG Capital Partners II, Inc.12561U208 | UNIT 02/28/2028 | 103,504 | $104.3 萬 | <0.1% | – |