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NEW YORK, NY · CIK 0001517137
New positions
7
Added to
2
Trimmed
10
Exited
64
Starboard Value LP (NEW YORK, NY) reported a portfolio value of $4.63B across 48 positions in their Q2 2023 SEC 13F filing (period ending 2023-06-30). The top 10 positions account for 81.6% of the portfolio.
Top 30 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | GDDYGODADDY INC | $754.34M | 16.30% | -0.2% |
| 2 | SPLKCHFSPLUNK INC | $431.57M | 9.32% | -11.2% |
| 3 | CRMSALESFORCE INC | $424.23M | 9.16% | -20.7% |
| 4 | HUMHUMANA INC | $395.71M | 8.55% | +10.6% |
| 5 | VRTVERTIV HOLDINGS CO | $394.95M | 8.53% | -5.2% |
| 6 | GENGEN DIGITAL INC | $350.87M | 7.58% | - |
| 7 | ACMAECOM | $320.21M | 6.92% | -29.8% |
| 8 | WIXWIX COM LTD | $296.14M | 6.40% | +91.9% |
| 9 | AQNALGONQUIN PWR UTILS CORP | $281.99M | 6.09% | New |
| 10 | IWNISHARES TR | $126.72M | 2.74% | - |
| Stock | Value | Shares |
|---|---|---|
| AQNALGONQUIN PWR UTILS CORP | $281.99M | 34,138,650 |
| ABCAM PLC | $112.39M | 4,593,000 |
| LPSN 0 12/15/26LIVEPERSON INC | $21.47M | 33,400,000 |
| QTWO 0.75 06/01/26Q2 HLDGS INC | $17.21M | 20,000,000 |
| RBARB GLOBAL INC | $15.07M | 251,163 |
| WIX 0 08/15/25WIX COM LTD | $6.57M | 7,500,000 |
| ALCYALCHEMY INVTS ACQUISITN CORP | $3.59M | 350,000 |
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