Free Trial

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

About Starboard Value Lp

Investment Activity

  • Starboard Value Lp has $5.50 billion in total holdings as of March 31, 2025.
  • Starboard Value Lp owns shares of 22 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
  • Approximately 24.42% of the portfolio was purchased this quarter.
  • About 18.41% of the portfolio was sold this quarter.
  • This quarter, Starboard Value Lp has purchased 22 new stocks and bought additional shares in 5 stocks.
  • Starboard Value Lp sold shares of 7 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Qorvo
$598,830,700
Kenvue
$528,854,920
Autodesk
$523,600,000
Genesis Healthcare
$464,890,670
Match Group
$439,480,111

Largest New Holdings this Quarter

74736K101 - Qorvo
$598,830,700 Holding
075887109 - Becton, Dickinson and Company
$400,625,940 Holding

Largest Purchases this Quarter

Qorvo
8,270,000 shares (about $598.83M)
Becton, Dickinson and Company
1,749,000 shares (about $400.63M)
Autodesk
962,000 shares (about $251.85M)
Salesforce
290,415 shares (about $77.94M)
Algonquin Power & Utilities
1,117,000 shares (about $5.74M)

Largest Sales this Quarter

Pfizer
7,637,658 shares (about $193.54M)
iShares Core S&P Mid-Cap ETF
400,393 shares (about $23.36M)
News
667,169 shares (about $20.26M)
Match Group
571,069 shares (about $17.82M)
Fortrea
2,210,000 shares (about $16.69M)

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
$598,830,700$598,830,700 New Holding8,270,00010.9%Computer and Technology
Kenvue Inc. stock logo
KVUE
Kenvue
$528,854,920$3,357,200 0.6%22,054,0009.6%Consumer Staples
Autodesk, Inc. stock logo
ADSK
Autodesk
$523,600,000$251,851,600 92.7%2,000,0009.5%Computer and Technology
Genesis Healthcare, Inc. stock logo
GEN
Genesis Healthcare
$464,890,6700.0%17,516,6048.5%Business Services
Match Group, Inc. stock logo
MTCH
Match Group
$439,480,111$17,817,353 -3.9%14,085,9018.0%Retail/Wholesale
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$400,625,940$400,625,940 New Holding1,749,0007.3%Medical
Algonquin Power & Utilities Corp. stock logo
AQN
Algonquin Power & Utilities
$341,465,620$5,741,380 1.7%66,433,0006.2%Utilities
Healthcare Realty Trust Incorporated stock logo
HR
Healthcare Realty Trust
$339,216,800$1,883,674 -0.6%20,072,0006.2%Finance
Alight, Inc. stock logo
ALIT
Alight
$284,189,320$4,127,280 1.5%47,924,0005.2%Computer and Technology
News Co. stock logo
NWS
News
$237,336,417$20,261,922 -7.9%7,814,8314.3%Consumer Discretionary
Salesforce, Inc. stock logo
CRM
Salesforce
$228,019,856$77,935,769 51.9%849,6794.1%Computer and Technology
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$208,010,456$23,362,932 -10.1%3,564,8753.8%ETF
News Co. stock logo
NWSA
News
$196,021,9170.0%7,201,3933.6%Consumer Discretionary
Pfizer Inc. stock logo
PFE
Pfizer
$195,903,540$193,538,254 -49.7%7,731,0003.6%Medical
Acacia Research Co. stock logo
ACTG
Acacia Research
$195,595,5040.0%61,123,5953.6%Business Services
Riot Platforms, Inc. stock logo
RIOT
Riot Platforms
$90,424,000$28,729 0.0%12,700,0001.6%Business Services
Bloomin' Brands, Inc. stock logo
BLMN
Bloomin' Brands
$60,521,9700.0%8,441,0001.1%Retail/Wholesale
Rogers Co. stock logo
ROG
Rogers
$54,294,1200.0%804,0001.0%Computer and Technology
Fortrea Holdings Inc. stock logo
FTRE
Fortrea
$39,773,400$16,685,500 -29.6%5,268,0000.7%Medical
Green Dot Co. stock logo
GDOT
Green Dot
$38,860,9760.0%4,604,3810.7%Business Services
RB Global, Inc. stock logo
RBA
RB Global
$25,191,6490.0%251,1630.5%Business Services
WIX COM LTD
$7,368,7500.0%7,500,0000.1%NOTE 8/1
GoDaddy Inc. stock logo
GDDY
GoDaddy
$0$558,576,837 -100.0%00.0%Computer and Technology
Wix.com Ltd. stock logo
WIX
Wix.com
$0$180,222,000 -100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data