Starboard Value LP Portfolio Holdings

Starboard Value LP

  • $4.53 Billion
  • Q3 2025

Starboard Value LP has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $4.53 Billion distributed in 20 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Qorvo, Inc. with a value of $684M, Match Group, Inc. with a value of $391M, Bill.Com Holdings, Inc. with a value of $372M, Ishares Core S&P Mid Cap ETF with a value of $343M, and Algonquin Power & Utilities Corp. with a value of $341M.

Examining the 13F form we can see an decrease of $248M in the current position value, from $4.78B to 4.53B.

Starboard Value LP is based out at New York, NY

Below you can find more details about Starboard Value LP portfolio as well as his latest detailed transactions.

Portfolio value $4.53 Billion
Technology: $2.39 Billion
Communication Services: $795 Million
ETFs: $376 Million
Utilities: $341 Million
Healthcare: $226 Million
Consumer Cyclical: $212 Million
Industrials: $197 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.77B
$684 Million 15.09% of portfolio
7,510,871
Q3 2025 Reduced 4.6%
$9.13B
$391 Million 8.62% of portfolio
11,070,379
Q3 2025 Reduced 27.7%
$5.32B
$372 Million 8.21% of portfolio
7,024,848
Q3 2025 New
$0
$343 Million 7.56% of portfolio
5,250,656
Q2 2025 Added 47.29%
$4.11B
$341 Million 7.52% of portfolio
63,489,420
Q2 2025 Reduced 4.43%
$53.1B
$323 Million 7.12% of portfolio
1,313,000
Q3 2025 Reduced 10.52%
$237B
$294 Million 6.49% of portfolio
1,242,150
Q3 2025 Reduced 0.81%
$14.3B
$262 Million 5.77% of portfolio
12,171,000
Q3 2025 Reduced 8.7%
$54.5B
$226 Million 4.99% of portfolio
1,207,998
Q3 2025 Reduced 53.88%
$5.75B
$208 Million 4.59% of portfolio
6,017,000
Q3 2025 Reduced 12.32%
$135M
$197 Million 4.34% of portfolio
61,123,595
Q3 2023 Added 205.62%
$10B
$196 Million 4.32% of portfolio
6,381,716
Q3 2025 Reduced 6.14%
$2.33B
$168 Million 3.7% of portfolio
8,818,000
Q3 2025 Added 88.54%
$1.9B
$155 Million 3.41% of portfolio
9,510,484
Q3 2025 Added 11.9%
$1.06B
$150 Million 3.3% of portfolio
45,865,899
Q2 2025 Reduced 4.29%
$1.47B
$135 Million 2.98% of portfolio
1,676,502
Q3 2025 Added 86.38%
$0
$33.1 Million 0.73% of portfolio
137,000
Q3 2025 Reduced 59.71%
Kenvue Inc
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 5.1%
Healthcare Rlty Tr
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 24.89%

Summary

  • Portfolio
  • No. of Stocks 20
  • Current Value $4.53 Billion
  • Prior Value $4.78 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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