share_log

Activist Hedge Fund ValueAct Boosts Meta Stake With $121M Bet, But CEO Morfit Supports Mark Zuckerberg's AI Vision: Here's What Investors Should Know

Activist Hedge Fund ValueAct Boosts Meta Stake With $121M Bet, But CEO Morfit Supports Mark Zuckerberg's AI Vision: Here's What Investors Should Know

激進對沖基金ValueAct增加了對Meta的股權,押注12100萬美元,但首席執行官Morfit支持馬克·扎克伯格的人工智能願景:投資者應該知道的是
Benzinga ·  11/15 20:41

ValueAct Holdings, L.P. reported holdings worth $3.9 billion in the September quarter after it disclosed major changes in its 13F filing for the third quarter of current fiscal.

ValueAct Holdings, L.P. 在披露了本財年第三季度13F申報的重大變化後,公佈了9月季度的持股價值39億美元。

What Happened: One of the major changes in its holdings during Q3 was the addition of 211,500 shares of Meta Platforms Inc (NASDAQ:META) for $121.07 million, representing 3.08% of its total portfolio.

發生了什麼:其持股量在第三季度發生的主要變化之一是以1.2107億美元的價格增加了Meta Platforms Inc(納斯達克股票代碼:META)的211,500股股票,佔其總投資組合的3.08%。

ValueAct Holdings is a hedge fund popularly known for its activist strategies, run by chief executive officer, Mason Morfit. An activist hedge fund usually follows an event-driven strategy and acquires sufficient equity to influence a company's policies, to increase company value. ValueAct has a long history of investing in technology companies and is generally considered to be more constructivist and collaborative than other activist funds.

ValueAct Holdings是一家以其激進策略而聞名的對沖基金,由首席執行官梅森·莫菲特經營。激進型對沖基金通常遵循事件驅動的策略,並收購足夠的股權來影響公司的政策,從而增加公司價值。ValueAct在投資科技公司方面有着悠久的歷史,與其他激進基金相比,人們普遍認爲ValueAct更具建構主義和協作性。

ValueAct did not immediately respond to Benzinga's request for comment.

ValueAct沒有立即回應本辛加的置評請求。

In 2022, Brad Gerstner's Altimeter Capital targeted Meta, urging the company to reduce its workforce. Gerstner articulated his concerns in a letter titled "Time to Get Fit.

2022年,布拉德·格斯特納的Altimeter Capital瞄準了Meta,敦促該公司裁員。格斯特納在一封題爲 「是時候鍛鍊身體了」 的信中表達了他的擔憂。

ValueAct fund's specific intentions remain unclear, but CEO Morfit is reportedly supportive of Meta CEO Mark Zuckerberg's strategic focus on advancing artificial intelligence initiatives, according to CNBC.

據CNBC報道,ValueAct基金的具體意圖尚不清楚,但據報道,首席執行官莫菲特支持Meta首席執行官馬克·扎克伯格將戰略重點放在推進人工智能計劃上。

Why It Matters: According to its Q3 13F filing, ValueAct has acquired a passive stake in the parent company of Facebook, Instagram and WhatsApp, namely, Meta. It is one of the largest companies to be targeted by an activist investor, with a market cap of nearly $1.5 trillion. The hedge fund also increased its investment in The Walt Disney Co (NYSE:DIS) by adding 1.33 million shares taking its total value to $718.04 million in ValueAct's portfolio.

爲何重要:根據其在13F第三季度提交的文件,ValueAct已收購了Facebook、Instagram和WhatsApp母公司Meta的被動股份。它是激進投資者瞄準的最大公司之一,市值接近1.5萬億美元。該對沖基金還增加了對沃爾特·迪斯尼公司(紐約證券交易所代碼:DIS)的投資,增加了133萬股股票,使其在ValueAct投資組合中的總價值達到7.1804億美元。

Also Read: Chinese Retail Sales Pickup In October: Here's What's Happening With Alibaba, JD And Pinduoduo Shares

另請閱讀:10月份中國零售銷售回升:以下是阿里巴巴、京東和拼多多股票的情況

Other Key Changes To The Portfolio

投資組合的其他主要變化

Apart from adding Meta, ValueAct has made some major changes to its portfolio which consists of ten holdings. The fund has increased its stake in the American video game developer Roblox Corporation (NYSE:RBLX) by adding 7.83 million shares in Q3. It now represents 8.81% of ValueAct's portfolio, having a total value of $448.62 million.

除了增加Meta外,ValueAct還對其由十個持股組成的投資組合進行了一些重大調整。該基金通過在第三季度增加了783萬股股票,增加了其在美國電子遊戲開發商Roblox公司(紐約證券交易所代碼:RBLX)的股份。它現在佔ValueAct投資組合的8.81%,總價值爲4.4862億美元。

Live Nation Entertainment Inc (NYSE:LYV), Visa Inc (NYSE:V) and Liberty Media Corp (NASDAQ:LLYVK) are other new holdings that ValueAct has added to its portfolio.

Live Nation Entertainment Inc(紐約證券交易所代碼:LYV)、Visa Inc(紐約證券交易所代碼:V)和自由媒體公司(納斯達克股票代碼:LLYVK)是ValueAct在其投資組合中增加的其他新股份。

The hedge fund also reduced 806.96 thousand shares in Expedia Group Inc (NASDAQ:EXPE) and completely exited Spotify Technology SA (NYSE:SPOT), Finserv Inc (NYSE:FI), KKR & Co Inc (NYSE:KKR), New York Times Co (NYSE:NYT) and Flutter Entertainment PLC (NYSE:FLUT).

該對沖基金還減少了Expedia Group Inc(納斯達克股票代碼:EXPE)的80.696萬股股份,並完全退出了Spotify Technology SA(紐約證券交易所代碼:SPOT)、Finserv Inc(紐約證券交易所代碼:FLUT)、KKR & Co Inc(紐約證券交易所代碼:KKR)、紐約時報公司(紐約證券交易所代碼:NYT)和Flutter Entertainment PLC(紐約證券交易所代碼:FLUT)。

Read next: Gold Drops To A Two-Month Low As Investors Turn To Bitcoin After Trump's Victory, But This Economist Remains Confident That 'Gold Will Surge'

繼續閱讀:特朗普獲勝後,投資者轉向比特幣,黃金跌至兩個月低點,但這位經濟學家仍然相信 「黃金將飆升」

Image via Wikimedia Commons

圖片來自維基共享資源

声明:本內容僅用作提供資訊及教育之目的,不構成對任何特定投資或投資策略的推薦或認可。 更多信息
    搶先評論