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NEW YORK, NY · CIK 0001517137
New positions
2
Added to
6
Trimmed
14
Exited
0
Starboard Value LP (NEW YORK, NY) reported a portfolio value of $5.77B across 24 positions in their Q2 2025 SEC 13F filing (period ending 2025-06-30). The top 10 positions account for 73.0% of the portfolio.
Top 24 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | QRVOQORVO INC | $668.49M | 11.59% | -4.8% |
| 2 | MTCHMATCH GROUP INC NEW | $472.99M | 8.20% | +8.7% |
| 3 | ADSKAUTODESK INC | $454.25M | 7.87% | -26.6% |
| 4 | BDXBECTON DICKINSON & CO | $451.21M | 7.82% | +49.8% |
| 5 | KVUEKENVUE INC | $438.06M | 7.59% | -5.1% |
| 6 | GENGEN DIGITAL INC | $391.92M | 6.79% | -23.9% |
| 7 | AQNALGONQUIN PWR UTILS CORP | $363.79M | 6.31% | -4.4% |
| 8 | CRMSALESFORCE INC | $341.48M | 5.92% | +47.4% |
| 9 | IJHISHARES TR | $325.65M | 5.64% | +47.3% |
| 10 | HRHEALTHCARE RLTY TR | $305.95M | 5.30% | -3.9% |
| Stock | Value | Shares |
|---|---|---|
| TRIPTRIPADVISOR INC | $110.91M | 8,499,054 |
| IWMISHARES TR | $73.37M | 340,000 |
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