Starboard Value LP
CIK 1517137 · Holdings on Sep 30, 2025 · First reported Nov 14, 2025
Top ten holdings
Q3 2025- QRVO12.87%
- ADSK7.85%
- MTCH7.36%
- BILL7.00%
- GEN6.50%
- IJH6.45%
- AQN6.42%
- KVUE6.39%
- CRM5.54%
- HR4.92%
Share classes counted separately71.30%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- BDXWeight decreased · -3.57 pp7.82% → 4.25%Shares -1.41M (-53.88%)
- RIOTWeight increased · +2.24 pp0.92% → 3.16%Shares +4.14M (+88.54%)
- ALITWeight decreased · -1.69 pp4.50% → 2.81%Shares 0 (0.00%)
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 20
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 | $684.09M | 12.87% | 7.51M shares | 11.59% → 12.87%+1.28 pp -362.00K (-4.60%) | Reduced | ↗▾ |
| 02 | ADSKAUTODESK INC View history and evidence | $417.10M | 7.85% | 1.31M shares | 7.87% → 7.85%-0.02 pp -154.35K (-10.52%) | Reduced | ↗▾ |
| 03 | MTCHMATCH GROUP INC View history and evidence | $391.01M | 7.36% | 11.07M shares | 8.20% → 7.36%-0.84 pp -4.24M (-27.70%) | Reduced | ↗▾ |
| 04 | BILLBILL HOLDINGS INC View history and evidence | $372.11M | 7.00% | 7.02M shares | Prior unavailable +7.02M | New | ↗▾ |
| 05 | GENGEN DIGITAL INC View history and evidence | $345.53M | 6.50% | 12.17M shares | 6.79% → 6.50%-0.29 pp -1.16M (-8.70%) | Reduced | ↗▾ |
| 06 | IJHISHARES CORE S&P MIDCAP ETFCORE S&P MCP ETF View history and evidence | $342.66M | 6.45% | 5.25M shares | 5.64% → 6.45%+0.81 pp 0 (0.00%) | Unchanged | ↗▾ |
| 07 | AQNALGONQUIN POWER & UTILITIES View history and evidence | $340.94M | 6.42% | 63.49M shares | 6.31% → 6.42%+0.11 pp 0 (0.00%) | Unchanged | ↗▾ |
| 08 | KVUEKENVUE INC View history and evidence | $339.69M | 6.39% | 20.93M shares | 7.59% → 6.39%-1.20 pp 0 (0.00%) | Unchanged | ↗▾ |
| 09 | CRMSALESFORCE INC View history and evidence | $294.39M | 5.54% | 1.24M shares | 5.92% → 5.54%-0.38 pp -10.10K (-0.81%) | Reduced | ↗▾ |
| 10 | HRHEALTHCARE REALTY TRUST INCCL A COM View history and evidence | $261.26M | 4.92% | 14.49M shares | 5.30% → 4.92%-0.38 pp -4.80M (-24.89%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 6
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| PFE PFIZER INC | Non-derivative | -8,542,149 | -$207.06M | SEC filing ↗ | SEC filing ↗ |
| RBA RB GLOBAL INC | Non-derivative | -251,163 | -$26.67M | SEC filing ↗ | SEC filing ↗ |
| GDOT GREEN DOT CORP-CLASS A | Non-derivative | -1,733,298 | -$18.68M | SEC filing ↗ | SEC filing ↗ |
3 / 6 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1517137 · Period 2025-09-30
Data loaded 2026-09-23 · First reported 2025-11-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 5314627248
}Take these holdings further.
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