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 2 季持倉
持倉截至 2023/6/30，2023/8/11 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 48
- 較 2023 年第 1 季 −57
- 總值
- $46.3 億
- 較 2023 年第 1 季 −$3.59 億 (−7.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GDDYGoDaddy Inc. | CL A | 10,040,437 | $7.54 億 | 16.3% | −19,016−0.2% | 減碼 | 歷史 |
| SPLKSplunk Inc | COM | 4,068,000 | $4.32 億 | 9.3% | −515,000−11.2% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,008,076 | $4.24 億 | 9.2% | −522,907−20.7% | 減碼 | 歷史 |
| HUMHumana Inc | Stock | 885,000 | $3.96 億 | 8.5% | +85,000+10.6% | 加碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 15,944,889 | $3.95 億 | 8.5% | −873,692−5.2% | 減碼 | 歷史 |
| GENGen Digital Inc. | Stock | 18,914,794 | $3.51 億 | 7.6% | 00.0% | 不變 | 歷史 |
| ACMAecom | COM | 3,781,000 | $3.20 億 | 6.9% | −1,605,000−29.8% | 減碼 | 歷史 |
| WIXWix.com Ltd. | SHS | 3,785,000 | $2.96 億 | 6.4% | +1,812,924+91.9% | 加碼 | 歷史 |
| AQNAlgonquin Power & Utilities Corp. | COM | 34,138,650 | $2.82 億 | 6.1% | +34,138,650 | 新進 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 900,000 | $1.27 億 | 2.7% | 00.0% | 不變 | – |
| ROGRogers Corp | COM | 774,000 | $1.25 億 | 2.7% | −254,200−24.7% | 減碼 | 歷史 |
| WTWWillis Towers Watson PLC | SHS | 508,880 | $1.20 億 | 2.6% | −1,310,517−72.0% | 減碼 | 歷史 |
| Abcam PLC000380204 | ADS | 4,593,000 | $1.12 億 | 2.4% | +4,593,000 | 新進 | – |
| GDOTGreen Dot Corp | CL A | 5,294,110 | $9,921 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| MRCYMercury Systems Inc | COM | 2,836,000 | $9,810 萬 | 2.1% | −936,291−24.8% | 減碼 | 歷史 |
| ACTGAcacia Research Corp | ACACIA TCH COM | 20,000,000 | $8,320 萬 | 1.8% | 00.0% | 不變 | 歷史 |
| Liveperson Inc538146AD3 | NOTE 12/1 | – | $2,147 萬 | 0.5% | – | – | – |
| Q2 Hldgs Inc74736LAD1 | NOTE 0.750% 6/0 | – | $1,721 萬 | 0.4% | – | 新進 | – |
| RBARB Global Inc. | COM | 251,163 | $1,507 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PZZAPapa Johns International Inc | Stock | 182,000 | $1,344 萬 | 0.3% | −400,432−68.8% | 減碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 150,000 | $1,095 萬 | 0.2% | 00.0% | 不變 | – |
| LPSNLiveperson Inc | COM | 2,360,000 | $1,067 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SVIISpring Valley Acquisition Corp. II | CLASS A ORD | 850,000 | $896.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CVLTCommvault Systems Inc | COM | 122,000 | $886.0 萬 | 0.2% | −1,466,554−92.3% | 減碼 | 歷史 |
| Investcorp India Acquistn CoG49219101 | CLASS A ORD SHS | 750,000 | $802.5 萬 | 0.2% | 00.0% | 不變 | – |
| KnightSwan Acquisition Corp499103109 | CL A COM | 750,000 | $792.8 萬 | 0.2% | 00.0% | 不變 | – |
| ASCBFASPAC II Acquisition Corp. | ORD SHS CL A | 750,000 | $790.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Consilium Acquisitn Corp I LG2365L101 | CLASS A ORD SHS | 639,252 | $670.6 萬 | 0.1% | 00.0% | 不變 | – |
| Wix.com Ltd.92940WAD1 | NOTE 8/1 | – | $656.9 萬 | 0.1% | – | – | – |
| FLDFold Holdings, Inc. | COM CL A | 620,000 | $641.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GBBKGlobal Blockchain Acquisition Corp. | COMMON STOCK | 600,000 | $626.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Roadzen Inc.G9320Z109 | CLASS A ORD | 509,330 | $541.4 萬 | 0.1% | 00.0% | 不變 | – |
| Jaguar Global Growth Corp IG5S11A106 | CLASS A ORD SHS | 500,000 | $529.0 萬 | 0.1% | 00.0% | 不變 | – |
| Heartland Media Acquisition Corp.42237V108 | CL A COM | 500,000 | $527.0 萬 | 0.1% | 00.0% | 不變 | – |
| ISRLFIsrael Acquisitions Corp | CLASS A ORD | 500,000 | $520.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FTIIFutureTech II Acquisition Corp. | CLASS A COM | 450,000 | $481.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Andretti Acquisition CorpG26735103 | CL A ORD SHS | 439,252 | $467.4 萬 | 0.1% | 00.0% | 不變 | – |
| Monterey Cap Acquisition Cor61244M109 | CLASS A COM | 375,000 | $391.9 萬 | 0.1% | 00.0% | 不變 | – |
| Aura Fat Projs Acquisition CG06362100 | CLASS A ORD | 350,000 | $370.3 萬 | 0.1% | 00.0% | 不變 | – |
| ALCYFAlchemy Investments Acquisition Corp 1 | SHS CL A | 350,000 | $358.8 萬 | 0.1% | +350,000 | 新進 | 歷史 |
| Semnur Pharmaceuticals, Inc.G6256B106 | CLASS A ORD | 300,000 | $321.3 萬 | 0.1% | 00.0% | 不變 | – |
| Aimfinity Investment Corp. IG0135E142 | UNIT 04/21/2027 | 300,000 | $314.1 萬 | 0.1% | 00.0% | 不變 | – |
| M3-Brigade Acquisition III Corp.55407R103 | CL A COM | 209,750 | $219.2 萬 | <0.1% | 00.0% | 不變 | – |
| Ftac Zeus Acquisition Cor30320F106 | CLASS A COM | 210,250 | $219.2 萬 | <0.1% | 00.0% | 不變 | – |
| Ap Acquisition CorpG04058106 | CL A ORD SHS | 176,348 | $189.8 萬 | <0.1% | 00.0% | 不變 | – |
| NFNTInfinite Acquisition Corp. | CL A ORD SHS | 168,200 | $177.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OKLOOklo Inc. | COM CL A | 82,300 | $85.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Chenghe Acquisition Co.G2086M107 | CLASS A ORD | 50,000 | $53.5 萬 | <0.1% | 00.0% | 不變 | – |
2023 年第 1 季之後清倉（61 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ENOVEnovis CORP | COM | 353,165 | $1,889 萬 | 0.4% | 歷史 |
| ONOn Semiconductor Corp | Stock | 200,000 | $1,646 萬 | 0.3% | 歷史 |
| Kimbell Tiger Acquisition Co49436K106 | COM CL A | 750,000 | $789.8 萬 | 0.2% | – |
| HCM Acquisition CorpG4365A101 | CLASS A ORD SHS | 750,000 | $783.0 萬 | 0.2% | – |
| PNSTPinstripes Holdings, Inc. | CL A COM | 750,000 | $780.0 萬 | 0.2% | 歷史 |
| PPYAPapaya Growth Opportunity Corp. I | CLASS A COM | 750,000 | $780.0 萬 | 0.2% | 歷史 |
| Abpro Holdings, Inc.04845A108 | CLASS A COM | 750,000 | $778.5 萬 | 0.2% | – |
| Clean Earth Acquisitions Cor184493104 | CLASS A COM | 750,000 | $769.5 萬 | 0.2% | – |
| Avalon Acquisition Inc05338E101 | CLASS A COM | 640,549 | $668.1 萬 | 0.1% | – |
| BIOSBioPlus Acquisition Corp. | CLASS A ORD SHS | 617,220 | $644.4 萬 | 0.1% | 歷史 |
| Bullpen Parlay Acquisition CG1792A100 | CLASS A ORD SHS | 617,219 | $643.1 萬 | 0.1% | – |
| CYXTCyxtera Technologies, Inc. | COMMON STOCK | 20,767,571 | $634.2 萬 | 0.1% | 歷史 |
| LATGChenghe Acquisition I Co. | CLASS A ORD SHS | 550,000 | $575.9 萬 | 0.1% | 歷史 |
| CITECartica Acquisition Corp | CLASS A ORD SHS | 539,252 | $567.3 萬 | 0.1% | 歷史 |
| CRECCrescera Capital Acquisition Corp. | CLASS A ORD SHS | 512,748 | $536.3 萬 | 0.1% | 歷史 |
| Nubia Brand International Co67022R103 | CLASS A COM | 500,000 | $527.5 萬 | 0.1% | – |
| Sound Point Acquisition CorpG8274F101 | CLASS A ORD SHS | 500,000 | $527.0 萬 | 0.1% | – |
| VMCAFValuence Merger Corp. I | CLASS A ORD SHS | 500,000 | $526.5 萬 | 0.1% | 歷史 |
| LIBYLiberty Resources Acquisition Corp. | CLASS A COM | 498,406 | $523.6 萬 | 0.1% | 歷史 |
| Artemis Strategic Invt Corp04303A103 | COM CL A | 500,000 | $517.0 萬 | 0.1% | – |
| GoGreen Investments CorpG9461B101 | ORD SHS CL A | 480,069 | $506.5 萬 | 0.1% | – |
| Evergreen CorpG3312W109 | CLASS A ORD SHS | 475,000 | $497.3 萬 | 0.1% | – |
| SHUASHUAA Partners Acquisition Corp I | CLASS A ORD SHS | 450,000 | $472.1 萬 | 0.1% | 歷史 |
| Industrial Tech Acqstns II I45635R108 | CLASS A COM | 447,311 | $464.8 萬 | 0.1% | – |
| FRLAFortune Rise Acquisition Corp | CL A | 433,688 | $462.3 萬 | 0.1% | 歷史 |
| BFACBattery Future Acquisition Corp. | CL A ORD SHS | 440,871 | $460.3 萬 | 0.1% | 歷史 |
| PRLHPearl Holdings Acquisition Corp | CLASS A ORD SHS | 440,871 | $460.3 萬 | 0.1% | 歷史 |
| Sculptor Acquisition Corp IG7T983103 | CL A COM | 440,871 | $460.3 萬 | 0.1% | – |
| EVEEVe Mobility Acquisition Corp | CL A ORD SHS | 440,971 | $460.2 萬 | 0.1% | 歷史 |
| HAIAHealthcare AI Acquisition Corp. | CLASS A ORD SHS | 440,871 | $459.8 萬 | 0.1% | 歷史 |
| C5 Acquisition Corporation12530D105 | CL A COM | 439,252 | $458.6 萬 | 0.1% | – |
| Southport Acquisition Corp84465L105 | CL A COM | 440,871 | $458.5 萬 | 0.1% | – |
| Vision Sensing Acquisition C92838J103 | CLASS A COM | 435,612 | $457.4 萬 | 0.1% | – |
| WELIntegrated Wellness Acquisition Corp | ORD SHS CL A | 421,946 | $443.0 萬 | 0.1% | 歷史 |
| CMCAFPiermont Valley Acquisition Corp | CLASS A ORD SHS | 418,758 | $439.7 萬 | 0.1% | 歷史 |
| Juniper II Corp48203N103 | CL A COM | 420,700 | $436.7 萬 | 0.1% | – |
| LIVBLIV Capital Acquisition Corp. II | CLASS A ORD SHS | 400,000 | $418.0 萬 | 0.1% | 歷史 |
| EONREON Resources Inc. | COM CL A | 400,000 | $417.6 萬 | 0.1% | 歷史 |
| DUETDUET Acquisition Corp. | CLASS A COM | 400,000 | $414.0 萬 | 0.1% | 歷史 |
| Khosla Ventures Acqut Co III482506102 | COM CL A | 401,600 | $407.6 萬 | 0.1% | – |
| SUACShoulderUP Technology Acquisition Corp. | CL A COM | 362,793 | $377.3 萬 | 0.1% | 歷史 |
| AIEVThunder Power Holdings, Inc. | CL A COM | 300,000 | $312.6 萬 | 0.1% | 歷史 |
| Ahren Acquisition Corp.G01322109 | CLASS A ORD SHS | 295,825 | $308.0 萬 | 0.1% | – |
| PGSSPegasus Digital Mobility Acquisition Corp. | CL A ORD SHS | 251,700 | $262.8 萬 | 0.1% | 歷史 |
| BMACBlack Mountain Acquisition Corp. | CL A COM | 231,829 | $240.9 萬 | <0.1% | 歷史 |
| Cactus Acquisition Corp. 1 LtdG1745A108 | CLASS A ORD | 225,876 | $235.8 萬 | <0.1% | – |
| CFFSCF Acquisition Corp. VII | CLASS A COM | 220,436 | $227.9 萬 | <0.1% | 歷史 |
| Green Visor Fin Tec Acq CorpG4166K100 | CLASS A ORD | 210,250 | $221.4 萬 | <0.1% | – |
| Nabors Energy Transition Cor629567108 | CL A COM | 210,250 | $220.8 萬 | <0.1% | – |
| GCT Semiconductor Holding, Inc.20607V106 | COM CL A | 210,250 | $218.0 萬 | <0.1% | – |
| LGVCLAMF Global Ventures Corp. I | CLASS A ORD | 207,548 | $216.9 萬 | <0.1% | 歷史 |
| Eg Acquisition Corp26846A100 | COM CL A | 203,250 | $206.9 萬 | <0.1% | – |
| PHYTPyrophyte Acquisition Corp. | CL A ORD SHS | 167,800 | $176.3 萬 | <0.1% | 歷史 |
| VMG Consumer Acquisition Cor91842V102 | CLASS A COM | 168,200 | $173.8 萬 | <0.1% | – |
| TCVATCV Acquisition Corp. | CL A SHS | 136,910 | $140.2 萬 | <0.1% | 歷史 |
| RCFAPerception Capital Corp. IV | CL A COM | 127,050 | $132.5 萬 | <0.1% | 歷史 |
| Anthemis Digital AcquisitionG03959106 | CLASS A ORD | 125,850 | $131.5 萬 | <0.1% | – |
| DEVSFDevvStream Corp. | CLASS A COM | 125,850 | $130.9 萬 | <0.1% | 歷史 |
| Beard Energy Transition Acq07402Q101 | CL A COM | 105,125 | $109.0 萬 | <0.1% | – |
| CIIG Capital Partners II, Inc.12561U109 | COM CL A | 88,551 | $92.1 萬 | <0.1% | – |
| Lava Medtech Acquisition Cor519345102 | CLASS A COM | 41,950 | $43.8 萬 | <0.1% | – |