Starboard Value LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$5.3T
Holdings
20
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | QRVOQORVO INC | 7,510,871 | $684.1B | 12.87% | |
| 2 | ADSKAUTODESK INC | 1,313,000 | $417.1B | 7.85% | |
| 3 | MTCHMATCH GROUP INC NEW | 11,070,379 | $391.0B | 7.36% | |
| 4 | BILLBILL HOLDINGS INC | 7,024,848 | $372.1B | 7.00% | |
| 5 | GENGEN DIGITAL INC | 12,171,000 | $345.5B | 6.50% | |
| 6 | IJHISHARES TR | 5,250,656 | $342.7B | 6.45% | |
| 7 | AQN.TOALGONQUIN PWR UTILS CORP | 63,489,420 | $340.9B | 6.42% | |
| 8 | KVUEKENVUE INC | 20,929,938 | $339.7B | 6.39% | |
| 9 | CRMSALESFORCE INC | 1,242,150 | $294.4B | 5.54% | |
| 10 | HRHEALTHCARE RLTY TR | 14,490,036 | $261.3B | 4.92% | |
| 11 | BDXBECTON DICKINSON & CO | 1,207,998 | $226.1B | 4.25% | |
| 12 | NWSNEWS CORP NEW | 6,017,000 | $207.9B | 3.91% | |
| 13 | ACTGACACIA RESH CORP | 61,123,595 | $198.7B | 3.74% | |
| 14 | NWSANEWS CORP NEW | 6,381,716 | $196.0B | 3.69% | |
| 15 | RIOTRIOT PLATFORMS INC | 8,818,000 | $167.8B | 3.16% | |
| 16 | TRIPTRIPADVISOR INC | 9,510,484 | $154.6B | 2.91% | |
| 17 | ALITALIGHT INC | 45,865,899 | $149.5B | 2.81% | |
| 18 | RG6ROGERS CORP | 1,676,502 | $134.9B | 2.54% | |
| 19 | BLMNBLOOMIN BRANDS INC | 7,980,992 | $57.2B | 1.08% | |
| 20 | IWMISHARES TR | 137,000 | $33.1B | 0.62% |