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 ROG
Shares Held
Position Value (USD)
15 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $62,715,924 | 584,328 | Shares | Defined | 2026-05-15 | |
| 2026-01-21 | $60,136,571 | 599,328 | Shares | Sole | 2026-01-23 | |
| 2025-12-31 | $110,200,557 | 1,203,457 | Shares | Defined | 2026-02-17 | |
| 2025-10-29 | $100,596,970 | 1,203,457 | Shares | Sole | 2025-10-31 | |
| 2025-09-30 | $134,891,350 | 1,676,502 | Shares | Defined | 2025-11-14 | |
| 2025-07-30 | $111,319,732 | 1,676,502 | Shares | Sole | 2025-08-06 | |
| 2025-06-30 | $61,597,896 | 899,502 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $54,294,120 | 804,000 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $81,694,440 | 804,000 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $90,860,040 | 804,000 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $96,970,440 | 804,000 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $95,426,760 | 804,000 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $59,959,780 | 454,000 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $71,719,382 | 545,519 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $125,333,820 | 774,000 | Shares | Defined | 2023-08-11 | |
| No 13F history on record for this holder in this stock. | ||||||