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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

2022 年第 1 季持倉

持倉截至 2022/3/31,2022/5/13 申報。只含多頭部位,變化是跟 2021 年第 4 季比股數。

機構總覽
持股檔數
169
較 2021 年第 4 季 +34
總值
$75.4 億
較 2021 年第 4 季 +$3.28 億 (+4.5%)
申報日
2022/5/13
SEC
Starboard Value 在 2022 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Arbor Rapha Cap Biohlds Corp03881F104CLASS A COM20,975$21.0 萬<0.1%−3,075−12.8%減碼–
CEROCero Therapeutics Holdings, Inc.CLASS A COM21,275$21.3 萬<0.1%−2,775−11.5%減碼歷史
Lava Medtech Acquisition Cor519345102CLASS A COM41,950$41.9 萬<0.1%−6,150−12.8%減碼–
OKLOOklo Inc.COM CL A82,300$80.3 萬<0.1%−13,700−14.3%減碼歷史
BCSABlockchain Coinvestors Acquisition Corp. ICLASS A ORD84,100$83.5 萬<0.1%+84,100新進歷史
CIIG Capital Partners II, Inc.12561U109COM CL A88,551$87.8 萬<0.1%−13,606−13.3%減碼–
Beard Energy Transition Acq07402Q101CL A COM105,125$104.4 萬<0.1%+105,125新進–
IQMDIntelligent Medicine Acquisition Corp.CLASS A COM106,893$106.9 萬<0.1%+10,693+11.1%加碼歷史
Parabellum Acquisition Corp.69901P109COM CL A125,200$123.0 萬<0.1%−18,800−13.1%減碼–
DEVSFDevvStream Corp.CLASS A COM125,850$125.0 萬<0.1%−18,450−12.8%減碼歷史
Anthemis Digital AcquisitionG03959106CLASS A ORD125,850$125.2 萬<0.1%−18,450−12.8%減碼–
RCFAPerception Capital Corp. IVCL A COM127,050$126.3 萬<0.1%+127,050新進歷史
TCVATCV Acquisition Corp.CL A SHS136,910$133.6 萬<0.1%−6,040−4.2%減碼歷史
LF Capital Acquisition Corp. II50202D102CLASS A COM140,326$140.2 萬<0.1%+140,326新進–
OCEAOcean Biomedical, Inc.CLASS A COM144,169$145.5 萬<0.1%−21,135−12.8%減碼歷史
Soar Technology Acquisn CorpG82472112CL A COM161,990$164.1 萬<0.1%−24,922−13.3%減碼–
NFNTInfinite Acquisition Corp.CL A ORD SHS168,200$166.2 萬<0.1%+168,200新進歷史
VMG Consumer Acquisition Cor91842V102CLASS A COM168,200$166.7 萬<0.1%+168,200新進–
PHYTPyrophyte Acquisition Corp.CL A ORD SHS167,800$166.8 萬<0.1%−24,600−12.8%減碼歷史
Ap Acquisition CorpG04058106CL A ORD SHS176,348$176.5 萬<0.1%+176,348新進–
Ascendant Digital Acq Corp IG05157105CL A COM181,259$181.4 萬<0.1%+181,259新進–
HHLAHH&L Acquisition Co.SHS CL A200,000$195.8 萬<0.1%+200,000新進歷史
Ares Acquisition CorporationG33032106COM CL A200,000$196.2 萬<0.1%+200,000新進–
Catalyst Partnrs Acquisitn CG19550105CLASS A ORD SHS203,250$197.8 萬<0.1%−34,750−14.6%減碼–
Eg Acquisition Corp26846A100COM CL A203,250$198.0 萬<0.1%−34,750−14.6%減碼–
LGVCLAMF Global Ventures Corp. ICLASS A ORD207,548$206.1 萬<0.1%+207,548新進歷史
Ftac Zeus Acquisition Cor30320F106CLASS A COM210,250$206.9 萬<0.1%+210,250新進–
M3-Brigade Acquisition III Corp.55407R103CL A COM209,750$208.9 萬<0.1%−30,750−12.8%減碼–
GCT Semiconductor Holding, Inc.20607V106COM CL A210,250$209.0 萬<0.1%−30,250−12.6%減碼–
JMACMaxpro Capital Acquisition Corp.CLASS A COM210,028$209.8 萬<0.1%−30,472−12.7%減碼歷史
Nabors Energy Transition Cor629567108CL A COM210,250$209.8 萬<0.1%+210,250新進–
Green Visor Fin Tec Acq CorpG4166K100CLASS A ORD210,250$210.0 萬<0.1%+210,250新進–
Hunt Companies AcquisitioG46482108CL ACOM210,250$210.7 萬<0.1%+210,250新進–
CFFSCF Acquisition Corp. VIICLASS A COM220,436$218.9 萬<0.1%+220,436新進歷史
Lionheart III Corp536262108CLASS A COM220,436$219.1 萬<0.1%−29,564−11.8%減碼–
Cactus Acquisition Corp. 1 LtdG1745A108CLASS A ORD225,876$224.5 萬<0.1%+225,876新進–
BMACBlack Mountain Acquisition Corp.CL A COM231,829$230.2 萬<0.1%−8,671−3.6%減碼歷史
HERAFTAC Hera Acquisition Corp.CLASS A ORD SHS250,000$244.8 萬<0.1%+250,000新進歷史
ASPAC I Acquisition Corp.G0542S106CLASS A ORD SHS250,000$246.3 萬<0.1%+250,000新進–
PGSSPegasus Digital Mobility Acquisition Corp.CL A ORD SHS251,700$248.7 萬<0.1%−36,900−12.8%減碼歷史
Sanaby Health Acquisition Co79956P102CL A COM251,700$251.7 萬<0.1%−36,900−12.8%減碼–
DGNUDragoneer Growth Opportunities Corp. IIICL A SHS266,010$260.7 萬<0.1%−49,527−15.7%減碼歷史
FVTFortress Value Acquisition Corp. IIICOM CL A285,134$280.9 萬<0.1%−49,544−14.8%減碼歷史
OneMedNet Corp237699103CLASS A COM285,747$290.7 萬<0.1%−47,921−14.4%減碼–
TriSalus Life Sciences, Inc.58507N105COM CL A298,368$292.4 萬<0.1%00.0%不變–
Ahren Acquisition Corp.G01322109CLASS A ORD SHS295,825$293.5 萬<0.1%+295,825新進–
Apeiron Capital Invest Corp03752A101CL A COM294,444$293.9 萬<0.1%+294,444新進–
Counter Press Acquisition CorpG2542B109UNIT 02/07/2027300,000$302.4 萬<0.1%+300,000新進–
Innovative Intl Acqusitin CoG4809M109CLASS A ORD313,025$313.0 萬<0.1%+313,025新進–
Mission Advancement Corp60501L101CL A320,400$313.7 萬<0.1%−60,750−15.9%減碼–
Veea Inc.G7134L126CLASS A ORD SHS321,518$314.1 萬<0.1%−59,970−15.7%減碼–
ACAHAtlantic Coastal Acquisition Corp.CLASS A COM322,243$314.2 萬<0.1%+322,243新進歷史
ALORALSP Orchid Acquisition Corp ICLASS A ORD322,884$322.2 萬<0.1%+322,884新進歷史
Nuburu, Inc.87403Q102COM CL A327,201$323.8 萬<0.1%−54,399−14.3%減碼–
Genesis Unicorn Capital Corp.37187C209UNIT 06/30/2026325,000$325.0 萬<0.1%+325,000新進–
PRPBCC Neuberger Principal Holdings IISHS CL A339,324$336.6 萬<0.1%−63,456−15.8%減碼歷史
Zeo Energy Corp.G3R95N103SHS CL A341,339$341.7 萬<0.1%−47,261−12.2%減碼–
Southland Holdings, Inc.52473Y104COM349,873$347.1 萬<0.1%−48,770−12.2%減碼–
APXIAPx Acquisition Corp. ICLASS A ORD SHS352,697$351.6 萬<0.1%+352,697新進歷史
ROSSBPGC Acquisition Corp.SHS CL A361,650$355.1 萬<0.1%−67,050−15.6%減碼歷史
SUACShoulderUP Technology Acquisition Corp.CL A COM362,793$358.1 萬<0.1%+362,793新進歷史
Parsec Capital Acquisition70184A108CL A358,497$358.5 萬<0.1%−49,805−12.2%減碼–
Forest Road Acquisition Cor34619V103CL A399,500$390.3 萬0.1%−77,000−16.2%減碼–
Khosla Ventures Acqut Co III482506102COM CL A401,600$392.4 萬0.1%−74,750−15.7%減碼–
DUETDUET Acquisition Corp.CLASS A COM400,000$395.6 萬0.1%+400,000新進歷史
HNR Acquisition Corp40472A201UNIT 99/99/9999400,000$402.0 萬0.1%+400,000新進–
ZFOXZeroFox Holdings, Inc.SHS CL A405,336$410.2 萬0.1%−72,446−15.2%減碼歷史
Talon 1 Acquisition CorpG86656108CLASS A ORD409,054$411.1 萬0.1%+409,054新進–
LIVBLIV Capital Acquisition Corp. IICLASS A ORD SHS400,000$412.4 萬0.1%+400,000新進歷史
CMCAFPiermont Valley Acquisition CorpCLASS A ORD SHS418,758$416.2 萬0.1%+418,758新進歷史
Austerlitz Acquisition CorpG0633D109SHS CL A424,358$416.7 萬0.1%−68,994−14.0%減碼–
Verde Clean Fuels, Inc.15130M102CLASS A ORD SHS417,243$417.2 萬0.1%−62,757−13.1%減碼–
AVHIAchari Ventures Holdings Corp. ICOM419,500$417.4 萬0.1%−61,500−12.8%減碼歷史
Syntec Optics Holdings, Inc.68218C108CLASS A COM420,500$418.4 萬0.1%+420,500新進–
Juniper II Corp48203N103CL A COM420,700$418.6 萬0.1%−60,300−12.5%減碼–
Tevogen Inc.G8028L107CLASS A ORD420,500$420.1 萬0.1%+420,500新進–
WELIntegrated Wellness Acquisition CorpORD SHS CL A421,946$420.7 萬0.1%+421,946新進歷史
Vision Sensing Acquisition C92838J103CLASS A COM435,612$435.2 萬0.1%−60,522−12.2%減碼–
C5 Acquisition Corporation12530D105CL A COM439,252$435.3 萬0.1%+439,252新進–
FRLAFortune Rise Acquisition CorpCL A433,688$435.4 萬0.1%−62,398−12.6%減碼歷史
PRLHPearl Holdings Acquisition CorpCLASS A ORD SHS440,871$435.6 萬0.1%+440,871新進歷史
VCXB10X Capital Venture Acquisition Corp. IIICL A ORD SHS439,252$436.6 萬0.1%+439,252新進歷史
BFACBattery Future Acquisition Corp.CL A ORD SHS440,871$436.7 萬0.1%+440,871新進歷史
HAIAHealthcare AI Acquisition Corp.CLASS A ORD SHS440,871$436.9 萬0.1%+440,871新進歷史
EVEEVe Mobility Acquisition CorpCL A ORD SHS440,971$437.0 萬0.1%+440,971新進歷史
Sculptor Acquisition Corp IG7T983103CL A COM440,871$437.3 萬0.1%+440,871新進–
Southport Acquisition Corp84465L105CL A COM440,871$437.8 萬0.1%+440,871新進–
Andretti Acquisition CorpG26735103CL A ORD SHS439,252$437.9 萬0.1%+439,252新進–
Genesis GRWT Tech Acqustn CoG3R23D102CLASS A ORD SHS440,871$439.1 萬0.1%+440,871新進–
Thrive Acquisition CorporatiG7158C101CLASS A ORD441,544$441.5 萬0.1%−64,456−12.7%減碼–
Mountain & Co I Acquisitn CoG6301J104CLASS A ORD438,834$442.3 萬0.1%+438,834新進–
Industrial Tech Acqstns II I45635R108CLASS A COM447,311$445.1 萬0.1%+447,311新進–
FutureTech II Acquisition Corp.36119D202UNIT 12/23/2022450,000$450.9 萬0.1%+450,000新進–
Shuaa Partners Acquistn CorpG81173125UNIT 02/24/2027450,000$451.0 萬0.1%+450,000新進–
TETEFTechnology & Telecommunication Acquisition CorpCLASS A ORD SHS456,220$454.4 萬0.1%+456,220新進歷史
QT Imaging Holdings, Inc.37519U109COMMON STOCK457,600$455.8 萬0.1%−70,400−13.3%減碼–
GMFIAetherium Acquisition CorpCLASS A COM462,651$457.1 萬0.1%+462,651新進歷史
KKR Acquisition Holding I Co48253T109COM CLASS A475,245$467.2 萬0.1%−91,599−16.2%減碼–
SLAMSlam Corp.CL A SHS480,199$469.2 萬0.1%−92,554−16.2%減碼歷史
Lead Edge Growth Oprtunts LTG54085108COM480,650$469.6 萬0.1%−91,050−15.9%減碼–

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。

Starboard Value 在 2022 年第 1 季的選擇權部位
證券類別賣權買權
iShares Tr464287955PUT$153.8 萬–

2021 年第 4 季之後清倉(56 檔)

2021 年第 4 季季末還持有、這份申報已經沒有的部位。

Starboard Value 在 2021 年第 4 季之後清倉的部位
證券類別2021 年第 4 季股數2021 年第 4 季市值2021 年第 4 季佔組合 %紀錄
MGLNMagellan Health IncCOM NEW2,369,100$2.25 億3.1%歷史
ENOVEnovis CORPCOM3,919,116$1.80 億2.5%歷史
Integrated Rail and Res Acq45827R205UNIT 99/99/99991,065,897$1,071 萬0.1%–
Burtech Acquisition Corp123013203UNIT 12/10/2026750,000$750.7 萬0.1%–
Mount Rainier Acquisition Corp.623006202UNIT 11/27/2026725,421$737.8 萬0.1%–
Digital Health Acquisition C253893200UNIT 11/02/2026700,000$716.8 萬0.1%–
Bullpen Parlay Acquisition CG1792A126UNIT 12/03/2026700,000$700.4 萬0.1%–
BioPlus Acquisition Corp.G11217109UNIT 12/02/2026700,000$700.0 萬0.1%–
Sizzle Acquisition Corp.83014E208UNIT 11/02/2026681,000$691.9 萬0.1%–
Trebia Acquisition CorpG9027T109COM CL A680,100$677.4 萬0.1%–
Crescera Cap Acquisition CorG26507122UNIT 11/18/2026584,800$586.6 萬0.1%–
Vahanna Tech Edge Acqstn I CG9320Z125UNIT 11/22/2026580,103$584.2 萬0.1%–
Liberty Res Acquisition Corp53118A204UNIT 10/31/2028565,251$581.1 萬0.1%–
Energem CorpG30449113UNIT 11/15/2026570,258$578.8 萬0.1%–
Mountain & Co I Acquisitn CoG6301J120UNIT 11/04/2026498,100$509.1 萬0.1%–
Investcorp Europe AcquisitioG4923T121UNIT 12/15/2026500,000$504.3 萬0.1%–
Genesis GRWT Tech Acqustn CoG3R23D110UNIT 99/99/9999500,000$502.5 萬0.1%–
Emerging Markets Horizon CorG3033X113UNIT 99/99/9999500,000$500.5 萬0.1%–
Eve Mobility Acquisition CorG3218G125UNIT 99/99/9999500,000$500.5 萬0.1%–
Healthcare AI Acquisition Corp.G4373K125UNIT 12/07/2026500,000$500.5 萬0.1%–
Sculptor Acquisition Corp IG7T983129UNIT 99/99/9999500,000$500.5 萬0.1%–
Southport Acquisition Corp84465L204UNIT 99/99/9999500,000$500.0 萬0.1%–
Battery Future Acquisition CG0888J116UNIT 99/99/9999500,000$500.0 萬0.1%–
Pearl Holdings Acquisitn CorG44525122UNIT 12/15/2026500,000$500.0 萬0.1%–
Tevogen Inc.G8028L123UNIT 11/04/2026481,000$484.4 萬0.1%–
Omnilit Acquisition Corp68218C207UNIT 11/08/2026481,000$482.9 萬0.1%–
CMCUFPiermont Valley Acquisition CorpUNIT 01/01/2026474,921$478.2 萬0.1%歷史
Spartan Acquisition Corp. III84677R106COM CL A482,501$476.2 萬0.1%–
Talon 1 Acquisition CorpG86656124UNIT 11/02/2026466,608$470.8 萬0.1%–
Integrated Wellness Acquisition CorpG4828B126UNIT 99/99/9999450,000$453.6 萬0.1%–
Aetherium Acquisition Corp00809J200UNIT 12/21/2026450,000$450.0 萬0.1%–
Infint Acquisition CorpG47862118UNIT 99/99/9999441,174$442.5 萬0.1%–
ShoulderUP Technology Acquisition Corp.82537G203UNIT 99/99/9999413,707$417.8 萬0.1%–
APx Acquisition Corp. IG0440J117UNIT 12/07/2026400,000$402.8 萬0.1%–
Atlantic Coastal Acquistn Co004845310CLASS A COM381,011$371.9 萬0.1%–
Alsp Orchid Acquisition CorpG0231L115UNIT 11/30/2028366,189$369.9 萬0.1%–
Innovative Intl Acqusitin CoG4809M117UNIT 10/26/2026356,579$358.7 萬<0.1%–
Apeiron Capital Invest Corp03752A200UNIT 99/99/9999333,848$336.9 萬<0.1%–
Ahren Acquisition Corp.G01322117UNIT 12/09/2026335,500$336.2 萬<0.1%–
Motive Capital CorpG6293A103SHS CL A300,000$295.2 萬<0.1%–
CF Acquisition Corp. VII12521H206UNIT 03/16/2028250,000$253.8 萬<0.1%–
Green Visor Fin Tec Acq CorpG4166K118UNIT 11/08/2026240,500$245.8 萬<0.1%–
NETC.UNabors Energy Transition Corp.UNIT 99/99/9999240,500$244.1 萬<0.1%歷史
Hunt Companies AcquisitioG46482116UNIT 99/99/9999240,500$244.1 萬<0.1%–
Ftac Zeus Acquisition Cor30320F205UNIT 04/15/2026240,500$240.5 萬<0.1%–
CTSUFCactus Acquisition Corp. 1 LtdUNIT 08/17/2028225,876$228.1 萬<0.1%歷史
Ascendant Digital Acq Corp IG05157121UNIT 99/99/9999206,800$209.9 萬<0.1%–
Ap Acquisition CorpG04058122UNIT 99/99/9999200,000$202.6 萬<0.1%–
VMG Consumer Acquisition Cor91842V201UNIT 11/08/2026192,400$195.2 萬<0.1%–
Infinite Acquisition Corp.G48028115UNIT 99/99/9999192,400$193.7 萬<0.1%–
LF Capital Acquisition Corp. II50202D201UNIT 05/15/2028159,557$159.9 萬<0.1%–
RCF Acquisition CorpG7330C128UNIT 99/99/9999144,300$145.7 萬<0.1%–
Beard Energy Transition Acq07402Q200UNIT 99/99/9999120,250$122.2 萬<0.1%–
Blockchain Coinvstrs Acq CRPG11765123UNIT 09/01/202696,200$97.3 萬<0.1%–
LAMF Global Ventures Corp. IG5338L116UNIT 11/05/202696,200$96.6 萬<0.1%–
Growth Cap Acquisition Corp39986V107CL A34,148$33.9 萬<0.1%–