Starboard Value LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$5.8T
Holdings
24
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | QRVOQORVO INC | 7,872,867 | $668.5B | 11.59% | |
| 2 | MTCHMATCH GROUP INC NEW | 15,311,916 | $473.0B | 8.20% | |
| 3 | ADSKAUTODESK INC | 1,467,348 | $454.2B | 7.87% | |
| 4 | BDXBECTON DICKINSON & CO | 2,619,490 | $451.2B | 7.82% | |
| 5 | KVUEKENVUE INC | 20,929,938 | $438.1B | 7.59% | |
| 6 | GENGEN DIGITAL INC | 13,330,505 | $391.9B | 6.79% | |
| 7 | AQN.TOALGONQUIN PWR UTILS CORP | 63,489,420 | $363.8B | 6.31% | |
| 8 | CRMSALESFORCE INC | 1,252,247 | $341.5B | 5.92% | |
| 9 | IJHISHARES TR | 5,250,656 | $325.6B | 5.64% | |
| 10 | HRHEALTHCARE RLTY TR | 19,290,672 | $306.0B | 5.30% | |
| 11 | ALITALIGHT INC | 45,865,899 | $259.6B | 4.50% | |
| 12 | NWSNEWS CORP NEW | 6,862,525 | $235.5B | 4.08% | |
| 13 | ACTGACACIA RESH CORP | 61,123,595 | $218.8B | 3.79% | |
| 14 | PFEPFIZER INC | 8,542,149 | $207.1B | 3.59% | |
| 15 | NWSANEWS CORP NEW | 6,798,936 | $202.1B | 3.50% | |
| 16 | TRIPTRIPADVISOR INC | 8,499,054 | $110.9B | 1.92% | |
| 17 | IWMISHARES TR | 340,000 | $73.4B | 1.27% | |
| 18 | BLMNBLOOMIN BRANDS INC | 7,980,992 | $68.7B | 1.19% | |
| 19 | RG6ROGERS CORP | 899,502 | $61.6B | 1.07% | |
| 20 | RIOTRIOT PLATFORMS INC | 4,864,500 | $53.0B | 0.92% | Put |
| 21 | RBARB GLOBAL INC | 251,163 | $26.7B | 0.46% | |
| 22 | GDOTGREEN DOT CORP | 1,733,298 | $18.7B | 0.32% | |
| 23 | FTREFORTREA HLDGS INC | 2,495,558 | $12.3B | 0.21% | |
| 24 | WIX 0 08/15/25WIX COM LTD | 7,095,000 | $7.1B | 0.12% |