根据旧金山美国地区法官苏珊·伊尔斯顿 (Susan Illston) 命令,社交媒体巨头 X母公司 X Holdings Corp. 的完整股东名单首次被公开披露。披露这一信息是为了回应非营利性新闻自由记者委员会代表科技记者雅各布·西尔弗曼(Jacob Silverman)7月提出的一项动议。该动议旨在公开一份股东名单。该名单是 2023 年另一起法律案件的一部分,该案件由多位前投资者提起。他们声称,在埃隆·马斯克于2022 年 10 月以 440 亿美元收购该公司后,他们的仲裁协议遭到违反。
来源:https://www.documentcloud.org/documents/25057281-elon-musk-x-co-owners-court-filing
以及至少27位股东是与总部位于波士顿的共同基金公司和经纪公司富达投资 (Fidelity Investments) 相关的不同投资工具,2022 年X仅将一家富达实体列为共同所有者;
8VC Opportunities Fund II, L.P.
ADREM X LLC
ADREM Y LLC
Afshar Partners, LP
Andrea Stroppa
Andreessen Horowitz LSV Fund III, L.P.
Anthem Ventures, LLC
ARK Venture Private Holdings LLC
BAMCO, Inc.
Bandera Fund LLC
Baron Opportunity Fund
Baron Partners Fund
Binance Capital Management Co., Ltd
Brookfield Project X L.P.
CCM 2020 Investments LLC
Cheng and Chen Family Trust
CNK Fund IV, L.P.
Danilo Kawasaki
Dayton Family Enterprises, LLC
Dayton Family Investments, LLC
DFJ GROWTH IV, L.P.
DFJ GROWTH IV PARALLEL FUND, LLC
DFJ GROWTH X-I, L.P.
Eden Relationship Capital L.P.
Elon Musk as Trustee of the Elon Musk Revocable Trust dated July 22, 2003
FIAM Target Date Blue Chip Growth Commingled Pool By: Fidelity Institutional Asset Management Trust Company as Trustee
Fidelity Blue Chip Growth Commingled Pool By: Fidelity Management Trust Company, as Trustee
Fidelity Blue Chip Growth Institutional Trust By its manager Fidelity Investments Canada ULC
Fidelity Canadian Growth Company Fund by its manager Fidelity Investments Canada ULC
Fidelity Central Investment Portfolios LLC: Fidelity U.S. Equity Central Fund - Communication Services Sub
Fidelity Contrafund: Fidelity Advisor New Insights Fund - Sub A
Fidelity Contrafund: Fidelity Advisor New Insights Fund - Sub B
Fidelity Contrafund: Fidelity Contrafund
Fidelity Contrafund: Fidelity Contrafund K6
Fidelity Contrafund: Fidelity Series Opportunistic Insights Fund
Fidelity Contrafund Commingled Pool By: Fidelity Management Trust Company, as Trustee
Fidelity Destiny Portfolios: Fidelity Advisor Diversified Stock Fund
Fidelity Global Growth and Value Investment Trust - Sub A By its manager Fidelity Investments Canada ULC:
Fidelity Global Innovators Investment Trust by its manager Fidelity Investments Canada ULC
Fidelity Growth Company Commingled Pool By: Fidelity Management Trust Company, as Trustee
Fidelity Insights Investment Trust By its manager Fidelity Investments Canada ULC
Fidelity Mt. Vernon Street Trust: Fidelity Growth Company Fund
Fidelity Mt. Vernon Street Trust : Fidelity Growth Company K6 Fund
Fidelity Mt. Vernon Street Trust: Fidelity Series Growth Company Fund
Fidelity OTC Commingled Pool By: Fidelity Management Trust Company, as
Trustee
Fidelity Puritan Trust: Fidelity Puritan Fund - Equity Sub B
Fidelity Puritan Trust: Puritan K6 Fund - Equity Subportfolio
Fidelity Securities Fund: Fidelity Blue Chip Growth Fund
Fidelity Securities Fund: Fidelity Blue Chip Growth K6 Fund
Fidelity Securities Fund: Fidelity OTC K6 Portfolio
Fidelity Securities Fund: Fidelity OTC Portfolio
Fidelity Select Portfolios : Select Communication Services Portfolio
G64 Ventures LLC
Gerber Kawasaki Inc.
GFNCI LLC
Gigafund 0.21, LP
Glacier Ventures LLC
Go Mav, LLC
HRH Prince Alwaleed Bin Talal Bin Abdulaziz Alsaud
HRH Prince Alwaleed Bin Talal Bin Abdulaziz Alsaud
IMG US, LLC
Jack Dorsey Remainder LLC
Jack Dorsey Tr Ua 12/08/2010 Jack Dorsey Revocable Trust
Kingdom Holding Company
Lawrence J. Ellison Revocable Trust
Linda Ye and Robin Ren Family Foundation
Litani Ventures
Luchi Fiduciaria SR POS. 365
Manhattan Venture Partners X LLC
Mirae Asset Innovation X ONE, LLC
Mirae Asset Project X Fund I, LP
Olivier Janssens
Q Tetris Holding LLC
Ross Gerber
Santo Lira LLC
SC CDA1 LLC
SCGE Fund, L.P.
SCGGF III – U.S./India Management, L.P.
SCHF (M) PV, L.P.
Scott Nolan
SC US/E Expansion Fund I Management, L.P.
Sean Combs Capital, LLC
Sequent (Schweiz) AG as Trustee of the Debala Trust
Sequioa Capital Fund, L.P.
Series N Dis, a series of Atreides Special Circumstances Fund, LLC
Shahidi Tactic Group, LLC
Steve Davis
T. One Holdings LLC
The Pershing Square Foundation
TM33 Partner Holdings LLC
Tresser Blvd 402 LLC
UnipolSai S.P.A.
Variable Insurance Products Fund II: VIP Contrafund Portfolio - Subportfolio A
VYC25 Limited
X Holdings I Investment, LLC
据公开资料,在2022年马斯克收购并私有化Twitter的交易中,有七家银行参与,包括摩根士丹利、美国银行、巴克莱和其他四家大型银行,它们向马斯克的控股公司提供了约130亿美元贷款。
通常情况下,为收购提供现金贷款的银行通常会试图快速将债务出售给其他投资者,以便将其从资产负债表上剔除。但在推特的交易中并没有发生这种情况。这几家银行无法在不蒙受巨额损失的情况下出售这些债务。这主要是因为Twitter的财务状况非常糟糕,它们一直找不到愿意购买债权的人。这意味着它们背负着有史以来最严重的“悬而未决”的贷款,或者说滞留在银行的资产负债表上。
《华尔街日报》报道称,尽管这些银行目前在正常收取Twitter贷款的利息,但一些银行急于将这些不良贷款挪下资产负债表,因此只能默默将这些数亿至数十亿美元的贷款进行减值处理。Twitter这笔糟糕交易也导致一些银行在投资银行排行榜上的排名下降。美国银行和摩根士丹利在银行业排行榜上的前两名都被摩根大通和高盛夺走,而这两家银行没有为马斯克收购 Twitter 提供贷款。
同时一些银行家的薪酬也因这些贷款而受到影响。2023年,巴克莱银行并购团队的顶级投资银行家被告知,他们的薪酬将比前一年至少减少 40%。消息人士称 ,巴克莱银行有多个悬而未决的交易影响了其整体业绩,Twitter贷款是其中最大的交易。
部分原因可能是马斯克在X的行为以及他对网站许多功能的修改,这些修改被认为导致用户流失。同时在马斯克任职Twitter CEO期间,该公司与广告商的关系一直很紧张,导致广告商流失,而广告是其Twitter大部分收入来源。
另一方面,X正挣扎在收购贷款的高额利息及惨淡营收之间。据称,X每年需要支付15亿美元的债务利息,这笔钱即使是对未被收购前的推特来说,也占到其50亿美元营收的近三分之一。