Basic Stats
Manager Jeffrey Smith
Insider Profile Starboard Value LP
Portfolio Value $ 5,769,079,897
Current Positions 25
Latest Holdings, Performance, AUM (from 13F, 13D)

Starboard Value LP has disclosed 25 total holdings in their latest SEC filings. Portfolio manager(s) are listed as Jeffrey Smith. Most recent portfolio value is calculated to be $ 5,769,079,897 USD. Actual Assets Under Management (AUM) is this value plus cash (which is not disclosed). Starboard Value LP’s top holdings are Qorvo, Inc. (US:QRVO) , Match Group, Inc. (US:MTCH) , Autodesk, Inc. (US:ADSK) , Becton, Dickinson and Company (US:BDX) , and Kenvue Inc. (US:KVUE) . Starboard Value LP’s new positions include Tripadvisor, Inc. (US:TRIP) , Wix.com Ltd. (US:WIX) , Riot Platforms, Inc. (US:RIOT) , . Starboard Value LP’s top industries are "Paper And Allied Products" (sic 26) , "Transportation Equipment" (sic 37) , and "General Merchandise Stores" (sic 53) .

Starboard Value LP - Portfolio Value
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Top Increases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)		 Value
(MM$)		 Portfolio % ΔPortfolio %
TRIP / Tripadvisor, Inc. 8.50 110.91 1.9225 1.9225
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF 5.25 325.65 5.6447 1.8616
CRM / Salesforce, Inc. 1.25 341.48 5.9191 1.7721
IWM / iShares Trust - iShares Russell 2000 ETF 0.34 73.37 1.2718 1.2718
QRVO / Qorvo, Inc. 7.87 668.49 11.5874 0.6965
BDX / Becton, Dickinson and Company 2.62 451.21 7.8211 0.5350
ACTG / Acacia Research Corporation 61.12 218.82 3.7930 0.2358
MTCH / Match Group, Inc. 15.31 472.99 8.1986 0.2059
AQN / Algonquin Power & Utilities Corp. 63.49 363.79 6.3059 0.0957
BLMN / Bloomin' Brands, Inc. 7.98 68.72 1.1911 0.0904
Top Decreases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)		 Value
(MM$)		 Portfolio % ΔPortfolio %
KVUE / Kenvue Inc. 20.93 438.06 7.5933 -2.0249
GEN / Gen Digital Inc. 13.33 391.92 6.7934 -1.6615
ADSK / Autodesk, Inc. 1.47 454.25 7.8738 -1.6488
HR / Healthcare Realty Trust Incorporated 19.29 305.95 5.3033 -0.8660
RIOT / Riot Platforms, Inc. 4.68 52.85 0.9161 -0.7285
ALIT / Alight, Inc. 45.87 259.60 4.4999 -0.6686
FTRE / Fortrea Holdings Inc. 2.50 12.33 0.2137 -0.5097
GDOT / Green Dot Corporation 1.73 18.68 0.3239 -0.3829
NWS / News Corporation 6.86 235.45 4.0813 -0.2351
NWSA / News Corporation 6.80 202.06 3.5025 -0.0625
13D/G Filings

This is a list of 13D and 13G filings made in the last year (if any). Click the link icon to see the full transaction history. Green rows indicate new positions. Red rows indicate closed positions.

File Date Form Security Prev
Shares 		Current
Shares 		ΔShares % % Ownership
 % ΔOwnership
2025-09-04 13D BILL / BILL Holdings, Inc. 8,639,900 8.50
2025-08-06 13D ROG / Rogers Corporation 850,482 1,676,502 97.12 9.30 102.17
2025-07-03 13D TRIP / Tripadvisor, Inc. 10,635,484 9.00
2025-05-19 13D/A QRVO / Qorvo, Inc. 8,270,655 8,270,655 0.00 8.90 0.00
2025-05-12 13D/A FTRE / Fortrea Holdings Inc. 4,864,000 2,716,421 -44.15 3.00 -44.44
2025-05-09 13D/A GDOT / Green Dot Corporation 3,021,070 2,071,070 -31.45 3.80 -30.91
2025-03-14 13D/A AQN / Algonquin Power & Utilities Corp. 62,141,000 66,433,000 6.91 8.70 -3.33
2024-12-10 13D/A ALIT / Alight, Inc. 39,807,000 44,745,000 12.40 8.40 16.67
2024-12-09 13D/A HR / Healthcare Realty Trust Incorporated 20,903,000 19,905,460 -4.77 5.60 -5.08
2024-11-14 13D/A ACTG / Acacia Research Corporation 61,123,595 61,123,595 0.00 62.80 2.61
13F and Fund Filings

This form was filed on 2025-08-14 for the reporting period 2025-06-30. Click the link icon to see the full transaction history.

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2022-07-28: Important Note - We have changed the treatment of the Δ Portfolio % column in this table. Previously, we were reporting it as the percent change in the portfolio allocation. We are now reporting it as the raw change in the portfolio allocation (still reported as a percent). In formula terms, we were previously reporting it as 100 * (current allocation - prior allocation ) / prior allocation. We are now reporting it as (current allocation - prior allocation).
Security Type Avg Share Price Shares
(MM)		 ΔShares
(%)		 ΔShares
(%)		 Value
($MM)		 Portfolio
(%)		 ΔPortfolio
(%)
QRVO / Qorvo, Inc. 7.87 -4.80 668.49 11.63 11.5874 0.6965
MTCH / Match Group, Inc. 15.31 8.70 472.99 7.62 8.1986 0.2059
ADSK / Autodesk, Inc. 1.47 -26.63 454.25 -13.25 7.8738 -1.6488
BDX / Becton, Dickinson and Company 2.62 49.77 451.21 12.63 7.8211 0.5350
KVUE / Kenvue Inc. 20.93 -5.10 438.06 -17.17 7.5933 -2.0249
GEN / Gen Digital Inc. 13.33 -23.90 391.92 -15.70 6.7934 -1.6615
AQN / Algonquin Power & Utilities Corp. 63.49 -4.43 363.79 6.54 6.3059 0.0957
CRM / Salesforce, Inc. 1.25 47.38 341.48 49.76 5.9191 1.7721
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF 5.25 47.29 325.65 56.55 5.6447 1.8616
HR / Healthcare Realty Trust Incorporated 19.29 -3.89 305.95 -9.81 5.3033 -0.8660
ALIT / Alight, Inc. 45.87 -4.29 259.60 -8.65 4.4999 -0.6686
NWS / News Corporation 6.86 -12.19 235.45 -0.79 4.0813 -0.2351
ACTG / Acacia Research Corporation 61.12 0.00 218.82 11.88 3.7930 0.2358
PFE / Pfizer Inc. 8.54 10.49 207.06 5.70 3.5892 0.0263
NWSA / News Corporation 6.80 -5.59 202.06 3.08 3.5025 -0.0625
TRIP / Tripadvisor, Inc. 8.50 110.91 1.9225 1.9225
IWM / iShares Trust - iShares Russell 2000 ETF 0.34 73.37 1.2718 1.2718
BLMN / Bloomin' Brands, Inc. 7.98 -5.45 68.72 13.54 1.1911 0.0904
ROG / Rogers Corporation 0.90 11.88 61.60 13.45 1.0677 0.0803
RIOT / Riot Platforms, Inc. 4.68 -63.17 52.85 -41.56 0.9161 -0.7285
RBA / RB Global, Inc. 0.25 0.00 26.67 5.87 0.4623 0.0042
GDOT / Green Dot Corporation 1.73 -62.36 18.68 -51.92 0.3239 -0.3829
FTRE / Fortrea Holdings Inc. 2.50 -52.63 12.33 -69.00 0.2137 -0.5097
WIX / Wix.com Ltd. 7.09 7.08 -3.95 0.1227 -0.0113
RIOT / Riot Platforms, Inc. Put 0.19 0.10 0.0018 0.0018