SmartMoneyDB

Starboard Value LP

NEW YORK, NY · CIK 0001517137

Portfolio Value: $5.77B
Positions: 24
Period: 2025-06-30
Filed: 2025-08-14
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021Q2 2021Q1 2021Q4 2020Q3 2020Q2 2020Q1 2020Q4 2019Q3 2019Q2 2019Q1 2019Q4 2018Q3 2018Q2 2018Q1 2018Q4 2017Q3 2017Q2 2017Q1 2017Q4 2016Q3 2016Q2 2016Q1 2016Q4 2015Q3 2015Q2 2015Q1 2015Q4 2014Q3 2014Q2 2014Q1 2014Q4 2013Q3 2013Q2 2013

Portfolio Value

$5.77B

Positions

24

New

1

Increased

7

Decreased

14

Sold Out

462

Starboard Value LP Q2 2025 13F Filing Summary

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). Top holdings include QRVO ($668.49M), MTCH ($472.99M), ADSK ($454.25M). The top 10 positions account for 73.0% of the portfolio. This quarter saw 1 new positions, 7 increases, 14 reductions, 462 complete exits. Notable new buy: TRIP ($110.91M). Notable exits: GDDY, WIX, HUM.

All Holdings

#StockValue↓WeightChange
1
QRVOQORVO INC
COM
$668.49M
11.59%
-4.8%
2
MTCHMATCH GROUP INC NEW
COM
$472.99M
8.20%
+8.7%
3
ADSKAUTODESK INC
COM
$454.25M
7.87%
-26.6%
4
BDXBECTON DICKINSON & CO
COM
$451.21M
7.82%
+49.8%
5
KVUEKENVUE INC
COM
$438.06M
7.59%
-5.1%
6
LCTCGEN DIGITAL INC
COM
$391.92M
6.79%
-23.9%
7
AQNALGONQUIN PWR UTILS CORP
COM
$363.79M
6.31%
-4.4%
8
CRMSALESFORCE INC
COM
$341.48M
5.92%
+47.4%
9
IJHISHARES TR
CORE S&P MCP ETF
$325.65M
5.64%
+47.3%
10
THCHHEALTHCARE RLTY TR
CL A COM
$305.95M
5.30%
-3.9%
11
ALITALIGHT INC
COM CL A
$259.60M
4.50%
-4.3%
12
NWSANEWS CORP NEW
CL B
$235.45M
4.08%
-12.2%
13
CACIACACIA RESH CORP
ACACIA TCH COM
$218.82M
3.79%
-
14
PFEPFIZER INC
COM
$207.06M
3.59%
+10.5%
15
NWSANEWS CORP NEW
CL A
$202.06M
3.50%
-5.6%
16
TRIPTRIPADVISOR INC
COM
$110.91M
1.92%
New
17
IWMISHARES TR
RUSSELL 2000 ETF
$73.37M
1.27%
+0.0%
18
BLMNBLOOMIN BRANDS INC
COM
$68.72M
1.19%
-5.4%
19
ROGROGERS CORP
COM
$61.60M
1.07%
+11.9%
20
XYZRIOT PLATFORMS INC
COM
$52.95M
0.92%
-61.7%
21
RBARB GLOBAL INC
COM
$26.67M
0.46%
-
22
GDOTGREEN DOT CORP
CL A
$18.68M
0.32%
-62.4%
23
FTREFORTREA HLDGS INC
COMMON STOCK
$12.33M
0.21%
-52.6%
24
WIXWIX COM LTD
NOTE 8/1
$7.08M
0.12%
-5.4%

Position Changes

StockValueShares
TRIPTRIPADVISOR INC
$110.91M8,499,054