Fir Tree Capital Management LP — Q2 2020 13F 持股

Name: Fir Tree Capital Management LP — 13F Holdings, Q2 2020
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001056491

申報總市值

US$2180.9萬

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本季完整持股清單

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	EIX	Edison International	股票-公用事業	11.22%	—	—
2	SLM	Slm CORP	股票-金融	7.10%	—	-5.65%
3	BABA	Alibaba Group Holding-sp Adr	股票-循環性消費	6.57%	—	-8.32%
4	DELL	Dell Technologies -c	股票-科技	6.26%	—	-39.54%
5	LYV	Live Nation Entertainment In	股票-通訊服務	5.91%	—	—
6	CMCSA	Comcast Corp-class A	股票-通訊服務	5.22%	—	-21.76%
7	TMUS	T-mobile US INC	股票-通訊服務	4.63%	—	-43.29%
8	EXPE	Expedia Group INC	股票-循環性消費	4.63%	—	—
9	RTX	Rtx CORP	股票-工業	3.87%	—	—
10	EXC	Exelon CORP	股票-公用事業	3.47%	—	-22.65%
11	CNC	Centene CORP	股票-醫療保健	3.23%	—	+29.70%
12	JECUSD	Jacobs Engineering Group INC	股票-其他	3.08%	—	—
13	CTXSEUR	Citrix Systems INC	股票-其他	2.72%	—	+11.01%
14	MSFT	Microsoft CORP	股票-科技	2.45%	—	-62.41%
15	WPF-U	Foley Trasimene Acquisition	股票-其他	1.57%	—	—
16	ELV	Elevance Health INC	股票-醫療保健	1.56%	—	-53.34%
17	✓	Jaws Acquisition CORP	股票-其他	1.53%	—	—
18	AAL	American Airlines Group INC	股票-工業	1.40%	—	—
19	✓	Spartan Energy Acquisiton Co	股票-其他	1.37%	—	-9.82%
20	HYD	Vaneck High Yield Muni ETF	ETF-非投資等級債	1.32%	—	—
21	✓	Cc Neuberger Principal Hldng	股票-其他	1.29%	—	—
22	✓	Tuscan Hldgs CORP Ii	股票-其他	1.06%	—	—
23	AMPY	Amplify Energy CORP	股票-其他	1.04%	—	—
24	SABR	Sabre CORP	股票-科技	1.03%	—	—
25	✓	Trine Acquisition CORP	股票-其他	1.00%	—	-38.95%
26	GIX1EUR	Uphealth INC	股票-其他	0.89%	—	—
27	✓	Trebia Acquisition CORP	股票-其他	0.85%	—	—
28	✓	Hudson Executive Invt CORP	股票-其他	0.83%	—	—
29	DIS	Walt Disney Co/the	股票-通訊服務	0.83%	—	-85.67%
30	✓	Social Cap Hedspia Hldg Co I	股票-其他	0.77%	—	—
31	CCXI	Churchill Capital Corp XI	股票-其他	0.76%	—	—
32	✓	Flying Eagle Acquisition Cor	股票-其他	0.74%	—	—
33	GHIVUSD	Uwm Holdings CORP	股票-其他	0.74%	—	—
34	✓	Acamar Partners Acqsition Co	股票-其他	0.71%	—	—
35	✓	Pivotal Invt CORP Ii	股票-其他	0.66%	—	-20.14%
36	✓	Proptech Acquisition Corp-a	股票-其他	0.60%	—	—
37	THCBEUR	Microvast Holdings INC	股票-其他	0.59%	—	—
38	LAUR	Laureate Education INC	股票-其他	0.57%	—	-74.27%
39	GTENU	Gores Holdings X, Inc.	股票-其他	0.52%	—	—
40	✓	Netfin Acquisition CORP	股票-其他	0.51%	—	-42.93%
41	✓	Diamondpeak Hldgs Cor	股票-其他	0.48%	—	—
42	✓	Social Cap Hdosphia Hldg Co	股票-其他	0.45%	—	—
43	✓	Gs Acquisition Hldgs CORP Ii	股票-其他	0.43%	—	—
44	✓	Landcadia Hldgs Ii INC	股票-其他	0.43%	—	-71.99%
45	✓	Gx Acquisition CORP	股票-其他	0.41%	—	—
46	FVAC-U	Fortress Value Acquisition	股票-其他	0.38%	—	—
47	✓	Alussa Energy Acquisition Co	股票-其他	0.31%	—	-43.48%
48	✓	Amplitude Hlthcre Aqustin Co Com Cl A Added	股票-其他	0.29%	—	—
49	✓	Scvx CORP	股票-其他	0.26%	—	—
50	✓	Rmg Acquisition CORP	股票-其他	0.21%	—	—

1–50 of 65

本季持股變動

Fir Tree Capital Management LP 於截至 Q2 2020 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#	代號	標的名稱	佔比變動	持倉量變化	異動類型
1	CNC	Centene CORP	+0.7%	+29.70%	加碼
2	AMPY	Amplify Energy CORP	+0.5%	—	不變
3	CTXSEUR	Citrix Systems INC	+0.2%	+11.01%	加碼
4	✓	Landcadia Hldgs Ii INC	-0.6%	-71.99%	減碼
5	✓	Trine Acquisition CORP	-0.7%	-38.95%	減碼
6	CMCSA	Comcast Corp-class A	-1.1%	-21.76%	減碼
7	SLM	Slm CORP	-1.2%	-5.65%	減碼
8	EXC	Exelon CORP	-1.4%	-22.65%	減碼
9	ELV	Elevance Health INC	-1.6%	-53.34%	減碼
10	DELL	Dell Technologies -c	-1.8%	-39.54%	減碼
11	LAUR	Laureate Education INC	-2%	-74.27%	減碼
12	TMUS	T-mobile US INC	-2.5%	-43.29%	減碼
13	MSFT	Microsoft CORP	-3%	-62.41%	減碼
14	DIS	Walt Disney Co/the	-4.6%	-85.67%	減碼
15	EIX	Edison International	—	NEW	新建倉
16	LYV	Live Nation Entertainment In	—	NEW	新建倉
17	RTN1USD	Raytheon Company	—	EXIT	清倉
18	EXPE	Expedia Group INC	—	NEW	新建倉
19	RTX	Rtx CORP	—	NEW	新建倉
20	FLT1EUR	Fleetcor Technologies INC	—	EXIT	清倉
21	JECUSD	Jacobs Engineering Group INC	—	NEW	新建倉
22	WPF-U	Foley Trasimene Acquisition	—	NEW	新建倉
23	✓	Far Pt Acquisition CORP	—	EXIT	清倉
24	✓	Jaws Acquisition CORP	—	NEW	新建倉
25	BKNG	Booking Holdings INC	—	EXIT	清倉
26	AAL	American Airlines Group INC	—	NEW	新建倉
27	HYD	Vaneck High Yield Muni ETF	—	NEW	新建倉
28	✓	Cc Neuberger Principal Hldng	—	NEW	新建倉
29	TMLP	Tortoise MLP ETF	—	EXIT	清倉
30	SABR	Sabre CORP	—	NEW	新建倉
31	UTZ	Utz Brands, Inc.	—	EXIT	清倉
32	CCXX-U	Churchill Capital CORP Iii	—	EXIT	清倉
33	✓	Trebia Acquisition CORP	—	NEW	新建倉
34	✓	Hudson Executive Invt CORP	—	NEW	新建倉
35	✓	Gores Holdings Iv INC	—	EXIT	清倉
36	✓	Social Cap Hedspia Hldg Co I	—	NEW	新建倉
37	CCXI	Churchill Capital Corp XI	—	NEW	新建倉
38	✓	Flying Eagle Acquisition Cor	—	EXIT	清倉
39	✓	Flying Eagle Acquisition Cor	—	NEW	新建倉
40	GHIVUSD	Uwm Holdings CORP	—	NEW	新建倉
41	✓	Scvx CORP (bbg00r71dhh0)	—	EXIT	清倉
42	GOOG	Alphabet Inc-cl C	—	EXIT	清倉
43	✓	Apex Technology Acquisitn Co	—	EXIT	清倉
44	DMYT-U	Dmy Technology Group INC	—	EXIT	清倉
45	✓	Social Cap Hdosphia Hldg Co	—	NEW	新建倉
46	✓	Gs Acquisition Hldgs CORP Ii	—	NEW	新建倉
47	✓	Oaktree Acquisition CORP	—	EXIT	清倉
48	✓	Leo Holdings CORP	—	EXIT	清倉
49	✓	Experience Investment CORP	—	EXIT	清倉
50	FVAC-U	Fortress Value Acquisition	—	NEW	新建倉