Starboard Value LP
Top Portfolio Positions
20 positions ·
$4,110,549,876 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QRVO |
Qorvo, Inc.
Technology
|
7,510,871 | $581,341,415 | 14.14% | |
| KVUE |
Kenvue Inc.
Consumer Defensive
|
27,307,632 | $470,783,575 | 11.45% | |
| AQN |
Algonquin Power & Utilities Corp.
Utilities
|
57,189,420 | $351,143,038 | 8.54% | |
| MTCH |
Match Group, Inc.
Communication Services
|
11,395,379 | $349,952,089 | 8.51% | |
| ACTG |
Acacia Research Corp
Industrials
|
61,123,595 | $294,004,491 | 7.15% | |
| BILL |
BILL Holdings, Inc.
Technology
|
7,024,848 | $269,051,678 | 6.55% | |
| LW |
Lamb Weston Holdings, Inc.
Consumer Defensive
|
6,114,982 | $258,419,139 | 6.29% | |
| KMX |
Carmax Inc
Consumer Cyclical
|
6,201,362 | $257,852,631 | 6.27% | |
| RIOT |
Riot Platforms, Inc.
Financial Services
|
16,337,076 | $201,926,259 | 4.91% | |
| GEN |
Gen Digital Inc.
Technology
|
7,806,922 | $147,004,341 | 3.58% |
Portfolio Trend
24 quarters · across all stocks
Holdings in CWAN
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $129,106,083 | 5,459,031 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $240,211,827 | 9,959,031 | Shares | Defined | 2026-02-17 | |
| No 13F history on record for this holder in this stock. | ||||||