SVStarboard Value LP
Institutional investor · Portfolio as of Q2 2025
Top Holdings25 positions
Qorvo Inc | 7.9M | $668.5M | 11.6% | $71.50 | +17.27% | 2 qtrssince 2025-Q1 | Decreased 0 |
Match Group Inc | 15.3M | $473M | 8.2% | $34.08 | -12.37% | 4 qtrssince 2024-Q3 | Increased 67 |
Autodesk Inc | 1.5M | $454.2M | 7.9% | $268.90 | +15.12% | 4 qtrssince 2024-Q3 | Decreased 0 |
Becton Dickinson & Co | 2.6M | $451.2M | 7.8% | $159.63 | -17.69% | 2 qtrssince 2025-Q1 | Increased 85 |
Kenvue Inc | 20.9M | $438.1M | 7.6% | $19.59 | -0.22% | 3 qtrssince 2024-Q4 | Decreased 0 |
Gen Digital Inc | 13.3M | $391.9M | 6.8% | $15.75 | +82.33% | 23 qtrssince 2019-Q4 | Decreased 0 |
ALGONQUIN POWER & UTILITIES | 63.5M | $363.8M | 6.3% | $6.11 | -9.45% | 9 qtrssince 2023-Q2 | Decreased 0 |
Salesforce Inc | 1.3M | $341.5M | 5.9% | $221.69 | +21.76% | 11 qtrssince 2022-Q4 | Increased 84 |
ISHARES TR | 5.3M | $325.6M | 5.6% | $60.98 | +0.08% | 3 qtrssince 2024-Q4 | Increased 83 |
Healthcare Tr America Inc Cl A | 19.3M | $306M | 5.3% | $15.28 | -2.74% | 3 qtrssince 2024-Q4 | Decreased 0 |
ALIGHT INC | 45.9M | $259.6M | 4.5% | $179.11 | -38.53% | 6 qtrssince 2024-Q1 | Decreased 0 |
News Corp Cl B | 6.9M | $235.5M | 4.1% | $25.20 | +34.81% | 7 qtrssince 2023-Q4 | Decreased 0 |
ACACIA RESEARCH CORP | 61.1M | $218.8M | 3.8% | $3.75 | -4.47% | 11 qtrssince 2022-Q4 | Unchanged 0 |
Pfizer Inc | 8.5M | $207.1M | 3.6% | $23.41 | +1.73% | 3 qtrssince 2024-Q4 | Increased 63 |
News Corp Cl A | 6.8M | $202.1M | 3.5% | $25.54 | +15.11% | 7 qtrssince 2023-Q4 | Decreased 0 |
Tripadvisor Inc | 8.5M | $110.9M | 1.9% | $13.05 | 0.00% | 1 qtr | New 70 |
ISHARES TR | 340,000 | $73.4M | 1.3% | $213.02 | 0.00% | 1 qtr | New 69 |
BLOOMIN' BRANDS INC | 8M | $68.7M | 1.2% | $21.93 | -61.56% | 8 qtrssince 2023-Q3 | Decreased 0 |
Rogers Corp | 899,502 | $61.6M | 1.1% | $135.94 | -49.62% | 10 qtrssince 2023-Q1 | Increased 53 |
RIOT PLATFORMS INC | 4.7M | $52.8M | 0.9% | $10.21 | +10.68% | 3 qtrssince 2024-Q4 | Decreased 0 |
Starboard Value LP manages $5.8B across 25 positions as of Q2 2025. Top holdings: QRVO (11.6%), MTCH (8.2%), ADSK (7.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Added 2 new positions, increased 6, trimmed 14. Top move: BDX (INCREASED, conviction 85). Portfolio: $5.8B across 25 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR