Starboard Value LP 13F Holdings
CIK 0001517137 · New York, NY
As of Sep 30, 2025, Starboard Value LP reported 20 positions worth $5.3B in its SEC Form 13F filing.
Top 20 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| QORVO INC | QRVO | Technology | 7,510,871 | $684.1M | 12.87% |
| AUTODESK INC | ADSK | Technology | 1,313,000 | $417.1M | 7.85% |
| MATCH GROUP INC | MTCH | Communication Services | 11,070,379 | $391.0M | 7.36% |
| BILL HOLDINGS INC | BILL | Technology | 7,024,848 | $372.1M | 7.00% |
| GEN DIGITAL INC | GEN | Technology | 12,171,000 | $345.5M | 6.50% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 5,250,656 | $342.7M | 6.45% |
| ALGONQUIN POWER & UTILITIES CORP | AQN | Utilities | 63,489,420 | $340.9M | 6.42% |
| KENVUE INC | KVUE | Consumer Defensive | 20,929,938 | $339.7M | 6.39% |
| SALESFORCE INC | CRM | Technology | 1,242,150 | $294.4M | 5.54% |
| HEALTHCARE REALTY TRUST INC | HR | Real Estate | 14,490,036 | $261.3M | 4.92% |
| BECTON DICKINSON & CO | BDX | Healthcare | 1,207,998 | $226.1M | 4.25% |
| NEWS CORP | NWS | Communication Services | 6,017,000 | $207.9M | 3.91% |
| ACACIA RESH CORP | ACTG | Industrials | 61,123,595 |