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 3 季持倉
持倉截至 2022/9/30，2022/11/14 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 176
- 較 2022 年第 2 季 −6
- 總值
- $45.5 億
- 較 2022 年第 2 季 −$9.48 億 (−17.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Arbor Rapha Cap Biohlds Corp03881F104 | CLASS A COM | 20,975 | $21.2 萬 | <0.1% | 00.0% | 不變 | – |
| CEROCero Therapeutics Holdings, Inc. | CLASS A COM | 21,275 | $21.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Lava Medtech Acquisition Cor519345102 | CLASS A COM | 41,950 | $42.1 萬 | <0.1% | 00.0% | 不變 | – |
| Chenghe Acquisition Co.G2086M107 | CLASS A ORD | 50,000 | $50.4 萬 | <0.1% | 00.0% | 不變 | – |
| OKLOOklo Inc. | COM CL A | 82,300 | $80.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BCSABlockchain Coinvestors Acquisition Corp. I | CLASS A ORD | 84,100 | $84.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CIIG Capital Partners II, Inc.12561U109 | COM CL A | 88,551 | $87.8 萬 | <0.1% | 00.0% | 不變 | – |
| Beard Energy Transition Acq07402Q101 | CL A COM | 105,125 | $105.3 萬 | <0.1% | 00.0% | 不變 | – |
| IQMDIntelligent Medicine Acquisition Corp. | CLASS A COM | 106,893 | $107.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Parabellum Acquisition Corp.69901P109 | COM CL A | 125,200 | $123.8 萬 | <0.1% | 00.0% | 不變 | – |
| DEVSFDevvStream Corp. | CLASS A COM | 125,850 | $126.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Anthemis Digital AcquisitionG03959106 | CLASS A ORD | 125,850 | $127.2 萬 | <0.1% | 00.0% | 不變 | – |
| RCFAPerception Capital Corp. IV | CL A COM | 127,050 | $128.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TCVATCV Acquisition Corp. | CL A SHS | 136,910 | $134.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LF Capital Acquisition Corp. II50202D102 | CLASS A COM | 140,326 | $141.2 萬 | <0.1% | 00.0% | 不變 | – |
| OCEAOcean Biomedical, Inc. | CLASS A COM | 144,169 | $146.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Soar Technology Acquisn CorpG82472112 | CL A COM | 161,990 | $166.8 萬 | <0.1% | 00.0% | 不變 | – |
| NFNTInfinite Acquisition Corp. | CL A ORD SHS | 168,200 | $167.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VMG Consumer Acquisition Cor91842V102 | CLASS A COM | 168,200 | $168.6 萬 | <0.1% | 00.0% | 不變 | – |
| PHYTPyrophyte Acquisition Corp. | CL A ORD SHS | 167,800 | $170.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Ap Acquisition CorpG04058106 | CL A ORD SHS | 176,348 | $179.3 萬 | <0.1% | 00.0% | 不變 | – |
| Ascendant Digital Acq Corp IG05157105 | CL A COM | 181,259 | $183.8 萬 | <0.1% | 00.0% | 不變 | – |
| Ares Acquisition CorporationG33032106 | COM CL A | 200,000 | $198.6 萬 | <0.1% | 00.0% | 不變 | – |
| HHLAHH&L Acquisition Co. | SHS CL A | 200,000 | $198.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Eg Acquisition Corp26846A100 | COM CL A | 203,250 | $198.8 萬 | <0.1% | 00.0% | 不變 | – |
| Catalyst Partnrs Acquisitn CG19550105 | CLASS A ORD SHS | 203,250 | $200.0 萬 | <0.1% | 00.0% | 不變 | – |
| LGVCLAMF Global Ventures Corp. I | CLASS A ORD | 207,548 | $209.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GCT Semiconductor Holding, Inc.20607V106 | COM CL A | 210,250 | $210.9 萬 | <0.1% | 00.0% | 不變 | – |
| Ftac Zeus Acquisition Cor30320F106 | CLASS A COM | 210,250 | $211.3 萬 | <0.1% | 00.0% | 不變 | – |
| Nabors Energy Transition Cor629567108 | CL A COM | 210,250 | $211.3 萬 | <0.1% | 00.0% | 不變 | – |
| M3-Brigade Acquisition III Corp.55407R103 | CL A COM | 209,750 | $211.4 萬 | <0.1% | 00.0% | 不變 | – |
| JMACMaxpro Capital Acquisition Corp. | CLASS A COM | 210,028 | $211.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Green Visor Fin Tec Acq CorpG4166K100 | CLASS A ORD | 210,250 | $213.0 萬 | <0.1% | 00.0% | 不變 | – |
| Hunt Companies AcquisitioG46482108 | CL ACOM | 210,250 | $213.4 萬 | <0.1% | 00.0% | 不變 | – |
| CFFSCF Acquisition Corp. VII | CLASS A COM | 220,436 | $220.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Lionheart III Corp536262108 | CLASS A COM | 220,436 | $222.4 萬 | <0.1% | 00.0% | 不變 | – |
| Cactus Acquisition Corp. 1 LtdG1745A108 | CLASS A ORD | 225,876 | $227.0 萬 | <0.1% | 00.0% | 不變 | – |
| BMACBlack Mountain Acquisition Corp. | CL A COM | 231,829 | $232.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HERAFTAC Hera Acquisition Corp. | CLASS A ORD SHS | 250,000 | $248.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ASPAC I Acquisition Corp.G0542S106 | CLASS A ORD SHS | 250,000 | $250.3 萬 | 0.1% | 00.0% | 不變 | – |
| PGSSPegasus Digital Mobility Acquisition Corp. | CL A ORD SHS | 251,700 | $252.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Sanaby Health Acquisition Co79956P102 | CL A COM | 251,700 | $254.8 萬 | 0.1% | 00.0% | 不變 | – |
| Carney Technology Acqu Corp143636108 | CL A COMMON STK | 275,000 | $273.9 萬 | 0.1% | 00.0% | 不變 | – |
| FVTFortress Value Acquisition Corp. III | COM CL A | 285,134 | $282.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Apeiron Capital Invest Corp03752A101 | CL A COM | 294,444 | $295.0 萬 | 0.1% | 00.0% | 不變 | – |
| OneMedNet Corp237699103 | CLASS A COM | 285,747 | $296.0 萬 | 0.1% | 00.0% | 不變 | – |
| Aimfinity Investment Corp. IG0135E142 | UNIT 04/21/2027 | 300,000 | $296.1 萬 | 0.1% | 00.0% | 不變 | – |
| TriSalus Life Sciences, Inc.58507N105 | COM CL A | 298,368 | $296.3 萬 | 0.1% | 00.0% | 不變 | – |
| Ahren Acquisition Corp.G01322109 | CLASS A ORD SHS | 295,825 | $297.3 萬 | 0.1% | 00.0% | 不變 | – |
| ACACAcri Capital Acquisition Corp | COM CL A | 300,000 | $299.1 萬 | 0.1% | +300,000 | 新進 | 歷史 |
| Feutune Light Acquisition Co31561T201 | UNIT 06/01/2029 | 300,000 | $299.4 萬 | 0.1% | 00.0% | 不變 | – |
| Semnur Pharmaceuticals, Inc.G6256B106 | CLASS A ORD | 300,000 | $302.1 萬 | 0.1% | 00.0% | 不變 | – |
| Counter Press Acquisition CorpG2542B117 | CLASS A ORD SHS | 300,000 | $302.4 萬 | 0.1% | 00.0% | 不變 | – |
| Mission Advancement Corp60501L101 | CL A | 320,400 | $314.6 萬 | 0.1% | 00.0% | 不變 | – |
| Innovative Intl Acqusitin CoG4809M109 | CLASS A ORD | 313,025 | $317.4 萬 | 0.1% | 00.0% | 不變 | – |
| Veea Inc.G7134L126 | CLASS A ORD SHS | 321,518 | $318.6 萬 | 0.1% | 00.0% | 不變 | – |
| ALORALSP Orchid Acquisition Corp I | CLASS A ORD | 322,884 | $323.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Genesis Unicorn Capital Corp.37187C100 | CLASS A COM | 325,000 | $324.0 萬 | 0.1% | 00.0% | 不變 | – |
| Zeo Energy Corp.G3R95N103 | SHS CL A | 341,339 | $345.8 萬 | 0.1% | 00.0% | 不變 | – |
| Aura Fat Projs Acquisition CG06362100 | CLASS A ORD | 350,000 | $352.5 萬 | 0.1% | 00.0% | 不變 | – |
| APXIAPx Acquisition Corp. I | CLASS A ORD SHS | 352,697 | $356.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ROSSBPGC Acquisition Corp. | SHS CL A | 361,650 | $358.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Parsec Capital Acquisition70184A108 | CL A | 358,497 | $362.8 萬 | 0.1% | 00.0% | 不變 | – |
| SUACShoulderUP Technology Acquisition Corp. | CL A COM | 362,793 | $363.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Monterey Cap Acquisition Cor61244M109 | CLASS A COM | 375,000 | $370.9 萬 | 0.1% | +375,000 | 新進 | – |
| Forest Road Acquisition Cor34619V103 | CL A | 399,500 | $392.7 萬 | 0.1% | 00.0% | 不變 | – |
| Khosla Ventures Acqut Co III482506102 | COM CL A | 401,600 | $392.8 萬 | 0.1% | 00.0% | 不變 | – |
| DUETDUET Acquisition Corp. | CLASS A COM | 400,000 | $396.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EONREON Resources Inc. | COM CL A | 400,000 | $400.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LIVBLIV Capital Acquisition Corp. II | CLASS A ORD SHS | 400,000 | $402.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Austerlitz Acquisition CorpG0633D109 | SHS CL A | 424,358 | $416.3 萬 | 0.1% | 00.0% | 不變 | – |
| Talon 1 Acquisition CorpG86656108 | CLASS A ORD | 409,054 | $416.8 萬 | 0.1% | 00.0% | 不變 | – |
| AVHIAchari Ventures Holdings Corp. I | COM | 419,500 | $420.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Juniper II Corp48203N103 | CL A COM | 420,700 | $420.3 萬 | 0.1% | 00.0% | 不變 | – |
| Verde Clean Fuels, Inc.15130M102 | CLASS A ORD SHS | 417,243 | $421.0 萬 | 0.1% | 00.0% | 不變 | – |
| Syntec Optics Holdings, Inc.68218C108 | CLASS A COM | 420,500 | $423.0 萬 | 0.1% | 00.0% | 不變 | – |
| CMCAFPiermont Valley Acquisition Corp | CLASS A ORD SHS | 418,758 | $423.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WELIntegrated Wellness Acquisition Corp | ORD SHS CL A | 421,946 | $426.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Tevogen Inc.G8028L107 | CLASS A ORD | 420,500 | $426.6 萬 | 0.1% | 00.0% | 不變 | – |
| Boa Acquisition Corp05601A109 | COM CL A | 434,267 | $431.7 萬 | 0.1% | +434,267 | 新進 | – |
| Vision Sensing Acquisition C92838J103 | CLASS A COM | 435,612 | $438.2 萬 | 0.1% | 00.0% | 不變 | – |
| PRLHPearl Holdings Acquisition Corp | CLASS A ORD SHS | 440,871 | $438.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| C5 Acquisition Corporation12530D105 | CL A COM | 439,252 | $440.6 萬 | 0.1% | 00.0% | 不變 | – |
| FRLAFortune Rise Acquisition Corp | CL A | 433,688 | $440.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Andretti Acquisition CorpG26735103 | CL A ORD SHS | 439,252 | $441.9 萬 | 0.1% | 00.0% | 不變 | – |
| Southport Acquisition Corp84465L105 | CL A COM | 440,871 | $443.1 萬 | 0.1% | 00.0% | 不變 | – |
| VCXB10X Capital Venture Acquisition Corp. III | CL A ORD SHS | 439,252 | $443.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Sculptor Acquisition Corp IG7T983103 | CL A COM | 440,871 | $444.4 萬 | 0.1% | 00.0% | 不變 | – |
| HAIAHealthcare AI Acquisition Corp. | CLASS A ORD SHS | 440,871 | $444.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BFACBattery Future Acquisition Corp. | CL A ORD SHS | 440,871 | $444.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EVEEVe Mobility Acquisition Corp | CL A ORD SHS | 440,971 | $444.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Genesis GRWT Tech Acqustn CoG3R23D102 | CLASS A ORD SHS | 440,871 | $446.2 萬 | 0.1% | 00.0% | 不變 | – |
| Industrial Tech Acqstns II I45635R108 | CLASS A COM | 447,311 | $447.3 萬 | 0.1% | 00.0% | 不變 | – |
| Thrive Acquisition CorporatiG7158C101 | CLASS A ORD | 441,544 | $447.7 萬 | 0.1% | 00.0% | 不變 | – |
| Mountain & Co I Acquisitn CoG6301J104 | CLASS A ORD | 438,834 | $448.9 萬 | 0.1% | 00.0% | 不變 | – |
| FTIIFutureTech II Acquisition Corp. | CLASS A COM | 450,000 | $452.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SHUASHUAA Partners Acquisition Corp I | CLASS A ORD SHS | 450,000 | $455.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GMFIAetherium Acquisition Corp | CLASS A COM | 462,651 | $460.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TETEFTechnology & Telecommunication Acquisition Corp | CLASS A ORD SHS | 456,220 | $460.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KKR Acquisition Holding I Co48253T109 | COM CLASS A | 475,245 | $467.6 萬 | 0.1% | 00.0% | 不變 | – |
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 Tr464287955 | PUT | $12.4 萬 | – |
2022 年第 2 季之後清倉（11 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| GCPGCP Applied Technologies Inc. | COM | 6,540,000 | $2.05 億 | 3.7% | 歷史 |
| ELANElanco Animal Health Inc | COM | 5,731,575 | $1.13 億 | 2.0% | 歷史 |
| CTVACorteva, Inc. | Stock | 1,017,794 | $5,510 萬 | 1.0% | 歷史 |
| MMSIMerit Medical Systems Inc | COM | 579,658 | $3,146 萬 | 0.6% | 歷史 |
| KSSKOHLS Corp | Stock | 535,029 | $1,910 萬 | 0.3% | 歷史 |
| QT Imaging Holdings, Inc.37519U109 | COMMON STOCK | 457,600 | $459.0 萬 | 0.1% | – |
| Monterey Cap Acquisition Cor61244M208 | UNIT 05/10/2027 | 375,000 | $373.5 萬 | 0.1% | – |
| PRPBCC Neuberger Principal Holdings II | SHS CL A | 339,324 | $339.0 萬 | 0.1% | 歷史 |
| Nuburu, Inc.87403Q102 | COM CL A | 327,201 | $325.6 萬 | 0.1% | – |
| Acri Capital Acquisition Cor00501A200 | UNIT 02/01/2029 | 300,000 | $300.0 萬 | 0.1% | – |
| Investcorp India Acquistn CoG49219127 | *W EXP 06/01/202 | 254,049 | $3.80 萬 | <0.1% | – |