Corvex Management LP
- SEC CIK
- 0001535472
- 最新申報
- 2026/8/14
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/8/16 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 34
- 較 2021 年第 1 季 −10
- 總值
- $22.4 億
- 較 2021 年第 1 季 +$2.23 億 (+11.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MGMMGM Resorts International | Stock | 15,673,778 | $6.68 億 | 29.9% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 53,968 | $1.86 億 | 8.3% | +9,510+21.4% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 75,745 | $1.85 億 | 8.3% | +2,400+3.3% | 加碼 | 歷史 |
| EXCExelon Corp | Stock | 3,890,561 | $1.72 億 | 7.7% | +43,400+1.1% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 990,441 | $1.43 億 | 6.4% | −287,859−22.5% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 452,567 | $1.23 億 | 5.5% | +1,900+0.4% | 加碼 | 歷史 |
| OPTUOptimum Communications, Inc. | CL A | 3,527,205 | $1.20 億 | 5.4% | +13,300+0.4% | 加碼 | 歷史 |
| CCEPCoca-Cola Europacific Partners plc | SHS | 1,805,813 | $1.07 億 | 4.8% | +8,700+0.5% | 加碼 | 歷史 |
| Liberty Media Corp531229409 | COM A SIRIUSXM | 2,124,218 | $9,895 萬 | 4.4% | +1,365,304+179.9% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 316,000 | $7,719 萬 | 3.5% | +316,000 | 新進 | 歷史 |
| BLMNBloomin' Brands, Inc. | COM | 2,722,842 | $7,390 萬 | 3.3% | +2,265,612+495.5% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 380,710 | $6,692 萬 | 3.0% | +152,550+66.9% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 421,600 | $6,558 萬 | 2.9% | 00.0% | 不變 | 歷史 |
| Liberty Media Corp Del531229607 | COM C SIRIUSXM | 1,167,056 | $5,414 萬 | 2.4% | +154,454+15.3% | 加碼 | – |
| ZNGAZynga Inc | CL A | 1,150,000 | $1,223 萬 | 0.5% | +1,150,000 | 新進 | 歷史 |
| Longview Acquisition Corp. II54319Q204 | UNIT 99/99/9999 | 983,942 | $991.8 萬 | 0.4% | −16,058−1.6% | 減碼 | – |
| BOACBluescape Opportunities Acquisition Corp. | SHS | 1,000,000 | $981.0 萬 | 0.4% | +1,000,000 | 新進 | 歷史 |
| Skydeck Acquisition Corp.G82220107 | UNIT 05/13/2026 | 980,000 | $980.0 萬 | 0.4% | +980,000 | 新進 | – |
| Capitol Investment Corp V14064F100 | COM CL A | 848,100 | $845.6 萬 | 0.4% | +183,300+27.6% | 加碼 | – |
| Nuburu, Inc.87403Q102 | COM CL A | 650,000 | $648.1 萬 | 0.3% | 00.0% | 不變 | – |
| HZONHorizon Acquisition Corp II | SHS CL A | 652,272 | $637.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Flyexclusive Inc.26846A209 | UNIT 99/99/9999 | 602,500 | $602.5 萬 | 0.3% | +602,500 | 新進 | – |
| ROVRRover Group, Inc. | COM CL A | 500,000 | $499.5 萬 | 0.2% | +500,000 | 新進 | 歷史 |
| TWC Tech Hldgs II Corp90117G105 | COM | 500,000 | $496.5 萬 | 0.2% | +500,000 | 新進 | – |
| ATVIActivision Blizzard, Inc. | COM | 48,444 | $462.3 萬 | 0.2% | −237,692−83.1% | 減碼 | 歷史 |
| ARYDARYA Sciences Acquisition Corp IV | CL A | 400,000 | $428.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Ajax IG0190X100 | COM | 307,600 | $306.4 萬 | 0.1% | −692,400−69.2% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 3,420 | $118.9 萬 | 0.1% | +1,320+62.9% | 加碼 | 歷史 |
| LIDRAEye, Inc. | CL A | 100,000 | $100.3 萬 | <0.1% | −150,000−60.0% | 減碼 | 歷史 |
| Bluescape Opportunities AcquG1195N113 | *W EXP 10/28/202 | 499,999 | $67.5 萬 | <0.1% | +499,999 | 新進 | – |
| SPDR Series Trust78464A755 | ST STR SP METAL | 13,500 | $58.1 萬 | <0.1% | 00.0% | 不變 | – |
| Falcon Minerals Corp30607B208 | *W EXP 07/21/202 | 878,024 | $17.1 萬 | <0.1% | 00.0% | 不變 | – |
| LGVLongview Acquisition Corp. II | COM CL A | 16,058 | $15.7 萬 | <0.1% | +16,058 | 新進 | 歷史 |
| Longview Acquisition Corp. II54319Q113 | *W EXP 99/99/999 | 3,210 | $4,000 | <0.1% | +3,210 | 新進 | – |
選擇權（3 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。
2021 年第 1 季之後清倉（20 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 1 季股數 | 2021 年第 1 季市值 | 2021 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| FISVFiserv Inc | Stock | 520,000 | $6,190 萬 | 3.1% | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 167,000 | $2,874 萬 | 1.4% | 歷史 |
| GLDSPDR Gold Trust | ETF | 116,000 | $1,856 萬 | 0.9% | 歷史 |
| FEFirstenergy Corp | COM | 495,790 | $1,720 萬 | 0.9% | 歷史 |
| GPNGlobal Payments Inc | Stock | 82,000 | $1,653 萬 | 0.8% | 歷史 |
| RADIRadius Global Infrastructure, Inc. | COM CL A | 1,000,000 | $1,470 萬 | 0.7% | 歷史 |
| FWONKLiberty Media Corp | COM SER C FRMLA | 261,500 | $1,132 萬 | 0.6% | 歷史 |
| Bluescape Opportunities AcquG1195N121 | UNIT 99/99/9999 | 1,000,000 | $1,066 萬 | 0.5% | – |
| Artius Acquisition Inc04316G105 | COM CL A | 506,705 | $511.8 萬 | 0.3% | – |
| Hudson Executive Invt Corp443761101 | COM CL A | 500,000 | $496.0 萬 | 0.2% | – |
| Forum Merger III Corp349885103 | COM CL A | 483,202 | $481.8 萬 | 0.2% | – |
| NFLXNetflix Inc | Stock | 9,046 | $471.9 萬 | 0.2% | 歷史 |
| Acies Acquisition CorpG0103T105 | CL A | 433,819 | $431.6 萬 | 0.2% | – |
| FWONALiberty Media Corp | COM SER A FRMLA | 100,000 | $382.2 萬 | 0.2% | 歷史 |
| VG Acquisition CorpG9446E105 | SHS CL A | 259,884 | $264.3 萬 | 0.1% | – |
| ATACAlbatross Acquisition Corp | SHS CL A | 191,063 | $188.8 萬 | 0.1% | 歷史 |
| FIVEFive Below, Inc | COM | 5,837 | $111.4 萬 | 0.1% | 歷史 |
| Paramount Global92556H206 | CL B | 16,900 | $76.2 萬 | <0.1% | – |
| Falcon Capital Acquisitn Cor30606L108 | COM CL A | 61,928 | $61.7 萬 | <0.1% | – |
| Ascendant Digital AcquisitioG05155109 | COM CL A | 49,386 | $48.9 萬 | <0.1% | – |