Starboard Value LP
CIK 1517137 · Holdings on Jun 30, 2025 · First reported Aug 14, 2025
Top ten holdings
Q2 2025- QRVO11.59%
- MTCH8.20%
- ADSK7.87%
- BDX7.82%
- KVUE7.59%
- GEN6.79%
- AQN6.31%
- CRM5.92%
- IJH5.64%
- HR5.30%
Share classes counted separately73.03%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- KVUEWeight decreased · -2.03 pp9.62% → 7.59%Shares -1.12M (-5.10%)
- IJHWeight increased · +1.86 pp3.78% → 5.64%Shares +1.69M (+47.29%)
- CRMWeight increased · +1.77 pp4.15% → 5.92%Shares +402.57K (+47.38%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 24
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | QRVOQORVO INC View history and evidence | $668.49M | 11.59% | 7.87M shares | 10.89% → 11.59%+0.70 pp -397.13K (-4.80%) | Reduced | ↗▾ |
| 02 | MTCHMATCH GROUP INC View history and evidence | $472.99M | 8.20% | 15.31M shares | 7.99% → 8.20%+0.21 pp +1.23M (+8.70%) | Added | ↗▾ |
| 03 | ADSKAUTODESK INC View history and evidence | $454.25M | 7.87% | 1.47M shares | 9.52% → 7.87%-1.65 pp -532.65K (-26.63%) | Reduced | ↗▾ |
| 04 | BDXBECTON DICKINSON AND CO View history and evidence | $451.21M | 7.82% | 2.62M shares | 7.29% → 7.82%+0.53 pp +870.49K (+49.77%) | Added | ↗▾ |
| 05 | KVUEKENVUE INC View history and evidence | $438.06M | 7.59% | 20.93M shares | 9.62% → 7.59%-2.03 pp -1.12M (-5.10%) | Reduced | ↗▾ |
| 06 | GENGEN DIGITAL INC View history and evidence | $391.92M | 6.79% | 13.33M shares | 8.45% → 6.79%-1.66 pp -4.19M (-23.90%) | Reduced | ↗▾ |
| 07 | AQNALGONQUIN POWER & UTILITIES View history and evidence | $363.79M | 6.31% | 63.49M shares | 6.21% → 6.31%+0.10 pp -2.94M (-4.43%) | Reduced | ↗▾ |
| 08 | CRMSALESFORCE INC View history and evidence | $341.48M | 5.92% | 1.25M shares | 4.15% → 5.92%+1.77 pp +402.57K (+47.38%) | Added | ↗▾ |
| 09 | IJHISHARES CORE S&P MIDCAP ETFCORE S&P MCP ETF View history and evidence | $325.65M | 5.64% | 5.25M shares | 3.78% → 5.64%+1.86 pp +1.69M (+47.29%) | Added | ↗▾ |
| 10 | HRHEALTHCARE REALTY TRUST INCCL A COM View history and evidence | $305.95M | 5.30% | 19.29M shares | 6.17% → 5.30%-0.87 pp -781.33K (-3.89%) | Reduced | ↗▾ |
Options overlay 1
$101.30K notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
RIOTRIOT PLATFORMS INC View history and evidence | Put | 187.60K | $101.30K | +187.60K | ▾ |
1 / 1 options · preview only
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1517137 · Period 2025-06-30
Data loaded 2026-09-23 · First reported 2025-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 5769079897
}Take these holdings further.
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