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Starboard Value Lp Top Holdings and 13F Report (2025)

About Starboard Value Lp

Investment Activity

  • Starboard Value Lp has $5.77 billion in total holdings as of June 30, 2025.
  • Starboard Value Lp owns shares of 24 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
  • Approximately 10.62% of the portfolio was purchased this quarter.
  • About 9.79% of the portfolio was sold this quarter.
  • This quarter, Starboard Value Lp has purchased 22 new stocks and bought additional shares in 6 stocks.
  • Starboard Value Lp sold shares of 14 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Qorvo
$668,485,137
Match Group
$472,985,085
Autodesk
$454,246,920
Kenvue
$438,063,602

Largest New Holdings this Quarter

896945201 - TripAdvisor
$110,912,655 Holding
464287655 - iShares Russell 2000 ETF
$73,368,600 Holding

Largest Purchases this Quarter

Becton, Dickinson and Company
870,490 shares (about $149.94M)
TripAdvisor
8,499,054 shares (about $110.91M)
Salesforce
402,568 shares (about $109.78M)
iShares Core S&P Mid-Cap ETF
1,685,781 shares (about $104.55M)
iShares Russell 2000 ETF
340,000 shares (about $73.37M)

Largest Sales this Quarter

Autodesk
532,652 shares (about $164.89M)
Genesis Healthcare
4,186,099 shares (about $123.07M)
Riot Platforms
7,835,500 shares (about $85.29M)
Qorvo
397,133 shares (about $33.72M)
News
952,306 shares (about $32.67M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofStarboard Value Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Qorvo, Inc. stock logo
QRVO
Qorvo
$668,485,137$33,720,563 -4.8%7,872,86711.6%Computer and Technology
Match Group Inc. stock logo
MTCH
Match Group
$472,985,085$37,871,603 8.7%15,311,9168.2%Computer and Technology
Autodesk, Inc. stock logo
ADSK
Autodesk
$454,246,920$164,893,080 -26.6%1,467,3487.9%Computer and Technology
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$451,207,153$149,941,903 49.8%2,619,4907.8%Medical
Kenvue Inc. stock logo
KVUE
Kenvue
$438,063,602$23,526,618 -5.1%20,929,9387.6%Consumer Staples
Genesis Healthcare, Inc. stock logo
GEN
Genesis Healthcare
$391,916,847$123,071,311 -23.9%13,330,5056.8%Business Services
Algonquin Power & Utilities Corp. stock logo
AQN
Algonquin Power & Utilities
$363,794,377$16,866,713 -4.4%63,489,4206.3%Utilities
Salesforce Inc. stock logo
CRM
Salesforce
$341,475,234$109,776,268 47.4%1,252,2475.9%Computer and Technology
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$325,645,685$104,552,138 47.3%5,250,6565.6%ETF
Healthcare Realty Trust Incorporated stock logo
HR
Healthcare Realty Trust
$305,950,058$12,391,862 -3.9%19,290,6725.3%Finance
Alight, Inc. stock logo
ALIT
Alight
$259,600,988$11,648,852 -4.3%45,865,8994.5%Computer and Technology
News Corporation stock logo
NWS
News
$235,453,233$32,673,619 -12.2%6,862,5254.1%Consumer Discretionary
Acacia Research Corporation stock logo
ACTG
Acacia Research
$218,822,4700.0%61,123,5953.8%Business Services
Pfizer Inc. stock logo
PFE
Pfizer
$207,061,692$19,662,252 10.5%8,542,1493.6%Medical
News Corporation stock logo
NWSA
News
$202,064,378$11,961,022 -5.6%6,798,9363.5%Consumer Discretionary
TripAdvisor, Inc. stock logo
TRIP
TripAdvisor
$110,912,655$110,912,655 New Holding8,499,0541.9%Retail/Wholesale
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$73,368,600$73,368,600 New Holding340,0001.3%Finance
Bloomin' Brands, Inc. stock logo
BLMN
Bloomin' Brands
$68,716,341$3,960,669 -5.4%7,980,9921.2%Retail/Wholesale
Rogers Corporation stock logo
ROG
Rogers
$61,597,897$6,539,977 11.9%899,5021.1%Computer and Technology
Riot Platforms, Inc. stock logo
RIOT
Riot Platforms
$52,950,274$85,289,726 -61.7%4,864,5000.9%Finance
RB Global, Inc. stock logo
RBA
RB Global
$26,670,9990.0%251,1630.5%Business Services
Green Dot Corporation stock logo
GDOT
Green Dot
$18,684,952$30,950,274 -62.4%1,733,2980.3%Business Services
Fortrea Holdings Inc. stock logo
FTRE
Fortrea
$12,328,057$13,695,864 -52.6%2,495,5580.2%Medical
WIX COM LTD
$7,077,263$403,988 -5.4%7,095,0000.1%NOTE 8/1

Showing largest 100 holdings. View all holdings.
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