← Starboard Value LP
Positions
20
Total value
$5.31B
Top 10 concentration
71.3%
New positions
9
Exited positions· 9 vs. Q3 2024
Holdings · 20
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | QORVO INC QRVO · 74736K101 | COM | $684.09M | 12.87% | 7,510,871 | New |
| 2 | AUTODESK INC ADSK · 052769106 | COM | $417.1M | 7.85% | 1,313,000 | -29.1% |
| 3 | MATCH GROUP INC NEW MTCH · 57667L107 | COM | $391.01M | 7.36% | 11,070,379 | +15.8% |
| 4 | BILL HOLDINGS INC BILL · 090043100 | COM | $372.11M | 7.00% | 7,024,848 | New |
| 5 | GEN DIGITAL INC GEN · 668771108 | COM | $345.53M | 6.50% | 12,171,000 | -30.5% |
| 6 | ISHARES TR IJH · 464287507 | CORE S&P MCP ETF | $342.66M | 6.45% | 5,250,656 | New |
| 7 | ALGONQUIN PWR UTILS CORP AQN · 015857105 | COM | $340.94M | 6.42% | 63,489,420 | +2.2% |
| 8 | KENVUE INC KVUE · 49177J102 | COM | $339.69M | 6.39% | 20,929,938 | New |
| 9 | SALESFORCE INC CRM · 79466L302 | COM | $294.39M | 5.54% | 1,242,150 | -13.9% |
| 10 | HEALTHCARE RLTY TR HR · 42226K105 | CL A COM | $261.26M | 4.92% | 14,490,036 | New |
| 11 | BECTON DICKINSON & CO BDX · 075887109 | COM | $226.1M | 4.25% | 1,207,998 | New |
| 12 | NEWS CORP NEW NWS · 65249B208 | CL B | $207.89M | 3.91% | 6,017,000 | -31.1% |
| 13 | ACACIA RESH CORP ACTG · 003881307 | ACACIA TCH COM | $198.65M | 3.74% | 61,123,595 | — |
| 14 | NEWS CORP NEW NWSA · 65249B109 | CL A | $195.98M | 3.69% | 6,381,716 | -11.4% |
| 15 | RIOT PLATFORMS INC RIOT · 767292105 | COM | $167.81M | 3.16% | 8,818,000 | New |
| 16 | TRIPADVISOR INC TRIP · 896945201 | COM | $154.64M | 2.91% | 9,510,484 | New |
| 17 | ALIGHT INC ALIT · 01626W101 | COM CL A | $149.52M | 2.81% | 45,865,899 | +5.7% |
| 18 | ROGERS CORP ROG · 775133101 | COM | $134.89M | 2.54% | 1,676,502 | +108.5% |
| 19 | BLOOMIN BRANDS INC BLMN · 094235108 | COM | $57.22M | 1.08% | 7,980,992 | -5.4% |
| 20 | ISHARES TR IWM · 464287655 | RUSSELL 2000 ETF | $33.15M | 0.62% | 137,000 | New |
Total filing value: $5.31B