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
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/17 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GDDYGoDaddy Inc. | CL A | 10,059,453 | $7.82 億 | 15.7% | −173,602−1.7% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,530,983 | $5.06 億 | 10.1% | −494,999−16.4% | 減碼 | 歷史 |
| ACMAecom | COM | 5,386,000 | $4.54 億 | 9.1% | −1,588,316−22.8% | 減碼 | 歷史 |
| SPLKSplunk Inc | COM | 4,583,000 | $4.39 億 | 8.8% | +2,716,120+145.5% | 加碼 | 歷史 |
| WTWWillis Towers Watson PLC | SHS | 1,819,397 | $4.23 億 | 8.5% | −106,094−5.5% | 減碼 | 歷史 |
| HUMHumana Inc | Stock | 800,000 | $3.88 億 | 7.8% | +25,000+3.2% | 加碼 | 歷史 |
| GENGen Digital Inc. | Stock | 18,914,794 | $3.25 億 | 6.5% | 00.0% | 不變 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 16,818,581 | $2.41 億 | 4.8% | −83,320−0.5% | 減碼 | 歷史 |
| WIXWix.com Ltd. | SHS | 1,972,076 | $1.97 億 | 3.9% | −350,000−15.1% | 減碼 | 歷史 |
| MRCYMercury Systems Inc | COM | 3,772,291 | $1.93 億 | 3.9% | 00.0% | 不變 | 歷史 |
| ROGRogers Corp | COM | 1,028,200 | $1.68 億 | 3.4% | +1,028,200 | 新進 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 900,000 | $1.23 億 | 2.5% | 00.0% | 不變 | – |
| GDOTGreen Dot Corp | CL A | 5,294,110 | $9,095 萬 | 1.8% | 00.0% | 不變 | 歷史 |
| CVLTCommvault Systems Inc | COM | 1,588,554 | $9,013 萬 | 1.8% | +42,554+2.8% | 加碼 | 歷史 |
| ACTGAcacia Research Corp | ACACIA TCH COM | 20,000,000 | $7,720 萬 | 1.5% | +15,000,000+300.0% | 加碼 | 歷史 |
| PZZAPapa Johns International Inc | Stock | 582,432 | $4,364 萬 | 0.9% | −2,176,928−78.9% | 減碼 | 歷史 |
| ENOVEnovis CORP | COM | 353,165 | $1,889 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Liveperson Inc538146AD3 | NOTE 12/1 | – | $1,809 萬 | 0.4% | – | 新進 | – |
| ONOn Semiconductor Corp | Stock | 200,000 | $1,646 萬 | 0.3% | −750,000−78.9% | 減碼 | 歷史 |
| RBARB Global Inc. | COM | 251,163 | $1,414 萬 | 0.3% | +251,163 | 新進 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 150,000 | $1,049 萬 | 0.2% | 00.0% | 不變 | – |
| LPSNLiveperson Inc | COM | 2,360,000 | $1,041 萬 | 0.2% | −4,645,000−66.3% | 減碼 | 歷史 |
| SVIISpring Valley Acquisition Corp. II | CLASS A ORD | 850,000 | $878.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Kimbell Tiger Acquisition Co49436K106 | COM CL A | 750,000 | $789.8 萬 | 0.2% | 00.0% | 不變 | – |
| Investcorp India Acquistn CoG49219101 | CLASS A ORD SHS | 750,000 | $789.0 萬 | 0.2% | 00.0% | 不變 | – |
| HCM Acquisition CorpG4365A101 | CLASS A ORD SHS | 750,000 | $783.0 萬 | 0.2% | 00.0% | 不變 | – |
| KnightSwan Acquisition Corp499103109 | CL A COM | 750,000 | $780.8 萬 | 0.2% | 00.0% | 不變 | – |
| PNSTPinstripes Holdings, Inc. | CL A COM | 750,000 | $780.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PPYAPapaya Growth Opportunity Corp. I | CLASS A COM | 750,000 | $780.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ASCBFASPAC II Acquisition Corp. | ORD SHS CL A | 750,000 | $779.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Abpro Holdings, Inc.04845A108 | CLASS A COM | 750,000 | $778.5 萬 | 0.2% | 00.0% | 不變 | – |
| Clean Earth Acquisitions Cor184493104 | CLASS A COM | 750,000 | $769.5 萬 | 0.2% | 00.0% | 不變 | – |
| Avalon Acquisition Inc05338E101 | CLASS A COM | 640,549 | $668.1 萬 | 0.1% | 00.0% | 不變 | – |
| Consilium Acquisitn Corp I LG2365L101 | CLASS A ORD SHS | 639,252 | $661.9 萬 | 0.1% | 00.0% | 不變 | – |
| Wix.com Ltd.92940WAD1 | NOTE 8/1 | – | $650.3 萬 | 0.1% | – | 新進 | – |
| BIOSBioPlus Acquisition Corp. | CLASS A ORD SHS | 617,220 | $644.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Bullpen Parlay Acquisition CG1792A100 | CLASS A ORD SHS | 617,219 | $643.1 萬 | 0.1% | 00.0% | 不變 | – |
| CYXTCyxtera Technologies, Inc. | COMMON STOCK | 20,767,571 | $634.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FLDFold Holdings, Inc. | COM CL A | 620,000 | $633.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GBBKGlobal Blockchain Acquisition Corp. | COMMON STOCK | 600,000 | $616.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LATGChenghe Acquisition I Co. | CLASS A ORD SHS | 550,000 | $575.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CITECartica Acquisition Corp | CLASS A ORD SHS | 539,252 | $567.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CRECCrescera Capital Acquisition Corp. | CLASS A ORD SHS | 512,748 | $536.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Roadzen Inc.G9320Z109 | CLASS A ORD | 509,330 | $532.2 萬 | 0.1% | 00.0% | 不變 | – |
| Nubia Brand International Co67022R103 | CLASS A COM | 500,000 | $527.5 萬 | 0.1% | 00.0% | 不變 | – |
| Sound Point Acquisition CorpG8274F101 | CLASS A ORD SHS | 500,000 | $527.0 萬 | 0.1% | 00.0% | 不變 | – |
| VMCAFValuence Merger Corp. I | CLASS A ORD SHS | 500,000 | $526.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LIBYLiberty Resources Acquisition Corp. | CLASS A COM | 498,406 | $523.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Heartland Media Acquisition Corp.42237V108 | CL A COM | 500,000 | $520.5 萬 | 0.1% | 00.0% | 不變 | – |
| Jaguar Global Growth Corp IG5S11A106 | CLASS A ORD SHS | 500,000 | $519.5 萬 | 0.1% | 00.0% | 不變 | – |
| Artemis Strategic Invt Corp04303A103 | COM CL A | 500,000 | $517.0 萬 | 0.1% | 00.0% | 不變 | – |
| ISRLFIsrael Acquisitions Corp | CLASS A ORD | 500,000 | $511.5 萬 | 0.1% | +500,000 | 新進 | 歷史 |
| GoGreen Investments CorpG9461B101 | ORD SHS CL A | 480,069 | $506.5 萬 | 0.1% | 00.0% | 不變 | – |
| Evergreen CorpG3312W109 | CLASS A ORD SHS | 475,000 | $497.3 萬 | 0.1% | 00.0% | 不變 | – |
| SHUASHUAA Partners Acquisition Corp I | CLASS A ORD SHS | 450,000 | $472.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FTIIFutureTech II Acquisition Corp. | CLASS A COM | 450,000 | $471.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Industrial Tech Acqstns II I45635R108 | CLASS A COM | 447,311 | $464.8 萬 | 0.1% | 00.0% | 不變 | – |
| FRLAFortune Rise Acquisition Corp | CL A | 433,688 | $462.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Andretti Acquisition CorpG26735103 | CL A ORD SHS | 439,252 | $461.7 萬 | 0.1% | 00.0% | 不變 | – |
| BFACBattery Future Acquisition Corp. | CL A ORD SHS | 440,871 | $460.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PRLHPearl Holdings Acquisition Corp | CLASS A ORD SHS | 440,871 | $460.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Sculptor Acquisition Corp IG7T983103 | CL A COM | 440,871 | $460.3 萬 | 0.1% | 00.0% | 不變 | – |
| EVEEVe Mobility Acquisition Corp | CL A ORD SHS | 440,971 | $460.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HAIAHealthcare AI Acquisition Corp. | CLASS A ORD SHS | 440,871 | $459.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| C5 Acquisition Corporation12530D105 | CL A COM | 439,252 | $458.6 萬 | 0.1% | 00.0% | 不變 | – |
| Southport Acquisition Corp84465L105 | CL A COM | 440,871 | $458.5 萬 | 0.1% | 00.0% | 不變 | – |
| Vision Sensing Acquisition C92838J103 | CLASS A COM | 435,612 | $457.4 萬 | 0.1% | 00.0% | 不變 | – |
| WELIntegrated Wellness Acquisition Corp | ORD SHS CL A | 421,946 | $443.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CMCAFPiermont Valley Acquisition Corp | CLASS A ORD SHS | 418,758 | $439.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Juniper II Corp48203N103 | CL A COM | 420,700 | $436.7 萬 | 0.1% | 00.0% | 不變 | – |
| LIVBLIV Capital Acquisition Corp. II | CLASS A ORD SHS | 400,000 | $418.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EONREON Resources Inc. | COM CL A | 400,000 | $417.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DUETDUET Acquisition Corp. | CLASS A COM | 400,000 | $414.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Khosla Ventures Acqut Co III482506102 | COM CL A | 401,600 | $407.6 萬 | 0.1% | 00.0% | 不變 | – |
| Monterey Cap Acquisition Cor61244M109 | CLASS A COM | 375,000 | $384.8 萬 | 0.1% | 00.0% | 不變 | – |
| SUACShoulderUP Technology Acquisition Corp. | CL A COM | 362,793 | $377.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Aura Fat Projs Acquisition CG06362100 | CLASS A ORD | 350,000 | $365.4 萬 | 0.1% | 00.0% | 不變 | – |
| Semnur Pharmaceuticals, Inc.G6256B106 | CLASS A ORD | 300,000 | $314.1 萬 | 0.1% | 00.0% | 不變 | – |
| AIEVThunder Power Holdings, Inc. | CL A COM | 300,000 | $312.6 萬 | 0.1% | +300,000 | 新進 | 歷史 |
| Aimfinity Investment Corp. IG0135E142 | UNIT 04/21/2027 | 300,000 | $310.5 萬 | 0.1% | 00.0% | 不變 | – |
| Ahren Acquisition Corp.G01322109 | CLASS A ORD SHS | 295,825 | $308.0 萬 | 0.1% | 00.0% | 不變 | – |
| PGSSPegasus Digital Mobility Acquisition Corp. | CL A ORD SHS | 251,700 | $262.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BMACBlack Mountain Acquisition Corp. | CL A COM | 231,829 | $240.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Cactus Acquisition Corp. 1 LtdG1745A108 | CLASS A ORD | 225,876 | $235.8 萬 | <0.1% | 00.0% | 不變 | – |
| CFFSCF Acquisition Corp. VII | CLASS A COM | 220,436 | $227.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Green Visor Fin Tec Acq CorpG4166K100 | CLASS A ORD | 210,250 | $221.4 萬 | <0.1% | 00.0% | 不變 | – |
| Nabors Energy Transition Cor629567108 | CL A COM | 210,250 | $220.8 萬 | <0.1% | 00.0% | 不變 | – |
| GCT Semiconductor Holding, Inc.20607V106 | COM CL A | 210,250 | $218.0 萬 | <0.1% | 00.0% | 不變 | – |
| LGVCLAMF Global Ventures Corp. I | CLASS A ORD | 207,548 | $216.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| M3-Brigade Acquisition III Corp.55407R103 | CL A COM | 209,750 | $216.7 萬 | <0.1% | 00.0% | 不變 | – |
| Ftac Zeus Acquisition Cor30320F106 | CLASS A COM | 210,250 | $215.9 萬 | <0.1% | 00.0% | 不變 | – |
| Eg Acquisition Corp26846A100 | COM CL A | 203,250 | $206.9 萬 | <0.1% | 00.0% | 不變 | – |
| Ap Acquisition CorpG04058106 | CL A ORD SHS | 176,348 | $186.0 萬 | <0.1% | 00.0% | 不變 | – |
| PHYTPyrophyte Acquisition Corp. | CL A ORD SHS | 167,800 | $176.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NFNTInfinite Acquisition Corp. | CL A ORD SHS | 168,200 | $175.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VMG Consumer Acquisition Cor91842V102 | CLASS A COM | 168,200 | $173.8 萬 | <0.1% | 00.0% | 不變 | – |
| TCVATCV Acquisition Corp. | CL A SHS | 136,910 | $140.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RCFAPerception Capital Corp. IV | CL A COM | 127,050 | $132.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Anthemis Digital AcquisitionG03959106 | CLASS A ORD | 125,850 | $131.5 萬 | <0.1% | 00.0% | 不變 | – |
| DEVSFDevvStream Corp. | CLASS A COM | 125,850 | $130.9 萬 | <0.1% | 00.0% | 不變 | 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 | $41.3 萬 | – |
2022 年第 4 季之後清倉（48 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Russell 2000 ETF464287655 | ETF | 519,380 | $9,056 萬 | 1.7% | – |
| MDPediatrix Medical Group, Inc. | COM | 5,473,971 | $8,134 萬 | 1.6% | 歷史 |
| IRRXIntegrated Rail & Resources Acquisition Corp | CL A COM | 937,845 | $966.0 萬 | 0.2% | 歷史 |
| FZTFAST Acquisition Corp. II | CL A | 750,000 | $750.8 萬 | 0.1% | 歷史 |
| ONYXOnyx Acquisition Co. I | SHS CL A | 672,800 | $694.3 萬 | 0.1% | 歷史 |
| WPCBWarburg Pincus Capital Corp I-B | SHS CL A | 676,820 | $682.9 萬 | 0.1% | 歷史 |
| Burtech Acquisition Corp123013104 | CLASS A COM | 661,307 | $671.9 萬 | 0.1% | – |
| McLaren Technology Acq Corp58176U109 | CLASS A COM | 640,936 | $654.4 萬 | 0.1% | – |
| ACAHAtlantic Coastal Acquisition Corp. | CLASS A COM | 622,243 | $623.2 萬 | 0.1% | 歷史 |
| MSSAFMetal Sky Star Acquisition Corp | ORDINARY SHARES | 600,000 | $610.8 萬 | 0.1% | 歷史 |
| Sizzle Acquisition Corp.83014E109 | COMMON STOCK | 596,848 | $610.0 萬 | 0.1% | – |
| Southland Holdings, Inc.52473Y104 | COM | 525,057 | $536.6 萬 | 0.1% | – |
| CURRCurrenc Group Inc. | CL A ORD SHS | 500,000 | $518.0 萬 | 0.1% | 歷史 |
| IVCBInvest Acquisition Corp | CLASS A ORD SHS | 500,000 | $515.0 萬 | 0.1% | 歷史 |
| Direct Selling Acquisitin Co25460L103 | CL A COM | 499,200 | $513.7 萬 | 0.1% | – |
| DGNUDragoneer Growth Opportunities Corp. III | CL A SHS | 516,010 | $508.8 萬 | 0.1% | 歷史 |
| SLAMSlam Corp. | CL A SHS | 480,199 | $485.5 萬 | 0.1% | 歷史 |
| Lead Edge Growth Oprtunts LTG54085108 | COM | 480,650 | $484.0 萬 | 0.1% | – |
| GMFIAetherium Acquisition Corp | CLASS A COM | 462,651 | $471.0 萬 | 0.1% | 歷史 |
| TETEFTechnology & Telecommunication Acquisition Corp | CLASS A ORD SHS | 456,220 | $469.7 萬 | 0.1% | 歷史 |
| Genesis GRWT Tech Acqustn CoG3R23D102 | CLASS A ORD SHS | 440,871 | $456.7 萬 | 0.1% | – |
| Mountain & Co I Acquisitn CoG6301J104 | CLASS A ORD | 438,834 | $455.5 萬 | 0.1% | – |
| Thrive Acquisition CorporatiG7158C101 | CLASS A ORD | 441,544 | $454.8 萬 | 0.1% | – |
| Tevogen Inc.G8028L107 | CLASS A ORD | 420,500 | $434.4 萬 | 0.1% | – |
| Talon 1 Acquisition CorpG86656108 | CLASS A ORD | 409,054 | $424.2 萬 | 0.1% | – |
| Forest Road Acquisition Cor34619V103 | CL A | 399,500 | $400.9 萬 | 0.1% | – |
| ROSSBPGC Acquisition Corp. | SHS CL A | 361,650 | $366.0 萬 | 0.1% | 歷史 |
| APXIAPx Acquisition Corp. I | CLASS A ORD SHS | 352,697 | $362.4 萬 | 0.1% | 歷史 |
| Zeo Energy Corp.G3R95N103 | SHS CL A | 341,339 | $352.9 萬 | 0.1% | – |
| ALORALSP Orchid Acquisition Corp I | CLASS A ORD | 322,884 | $330.3 萬 | 0.1% | 歷史 |
| Genesis Unicorn Capital Corp.37187C100 | CLASS A COM | 325,000 | $330.2 萬 | 0.1% | – |
| Veea Inc.G7134L126 | CLASS A ORD SHS | 321,518 | $324.1 萬 | 0.1% | – |
| Innovative Intl Acqusitin CoG4809M109 | CLASS A ORD | 313,025 | $322.4 萬 | 0.1% | – |
| Counter Press Acquisition CorpG2542B117 | CLASS A ORD SHS | 300,000 | $307.8 萬 | 0.1% | – |
| ACACAcri Capital Acquisition Corp | COM CL A | 300,000 | $306.6 萬 | 0.1% | 歷史 |
| Feutune Light Acquisition Co31561T201 | UNIT 06/01/2029 | 300,000 | $305.1 萬 | 0.1% | – |
| ASPAC I Acquisition Corp.G0542S106 | CLASS A ORD SHS | 250,000 | $255.0 萬 | <0.1% | – |
| HERAFTAC Hera Acquisition Corp. | CLASS A ORD SHS | 250,000 | $252.8 萬 | <0.1% | 歷史 |
| Lionheart III Corp536262108 | CLASS A COM | 220,436 | $224.6 萬 | <0.1% | – |
| JMACMaxpro Capital Acquisition Corp. | CLASS A COM | 210,028 | $217.6 萬 | <0.1% | 歷史 |
| Catalyst Partnrs Acquisitn CG19550105 | CLASS A ORD SHS | 203,250 | $204.8 萬 | <0.1% | – |
| HHLAHH&L Acquisition Co. | SHS CL A | 200,000 | $202.2 萬 | <0.1% | 歷史 |
| Ares Acquisition CorporationG33032106 | COM CL A | 200,000 | $201.4 萬 | <0.1% | – |
| Ascendant Digital Acq Corp IG05157105 | CL A COM | 181,259 | $187.1 萬 | <0.1% | – |
| OCEAOcean Biomedical, Inc. | CLASS A COM | 144,169 | $149.9 萬 | <0.1% | 歷史 |
| LF Capital Acquisition Corp. II50202D102 | CLASS A COM | 140,326 | $144.0 萬 | <0.1% | – |
| IQMDIntelligent Medicine Acquisition Corp. | CLASS A COM | 106,893 | $109.9 萬 | <0.1% | 歷史 |
| BCSABlockchain Coinvestors Acquisition Corp. I | CLASS A ORD | 84,100 | $86.1 萬 | <0.1% | 歷史 |