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Livermore
Livermore
ZHEN

Starboard Value

Superinvestor

Starboard Value LP

SEC CIK
0001517137
Manager
Jeff Smith
Style
Activist
Latest filing
Aug 14, 2026

Holdings in Q2 2023

Holdings as of Jun 30, 2023, filed Aug 11, 2023. Long positions only; changes compare share counts with Q1 2023.

Institution overview
Positions
48
−57 vs. Q1 2023
Portfolio value
$4.63B
−$359.1M (−7.2%) vs. Q1 2023
Filed
Aug 11, 2023
SEC
Holdings of Starboard Value in Q2 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
GDDYGoDaddy Inc.CL A10,040,437$754.3M16.3%−19,016−0.2%ReducedHistory
SPLKSplunk IncCOM4,068,000$431.6M9.3%−515,000−11.2%ReducedHistory
CRMSalesforce, Inc.Stock2,008,076$424.2M9.2%−522,907−20.7%ReducedHistory
HUMHumana IncStock885,000$395.7M8.5%+85,000+10.6%AddedHistory
VRTVertiv Holdings CoCOM CL A15,944,889$395.0M8.5%−873,692−5.2%ReducedHistory
GENGen Digital Inc.Stock18,914,794$350.9M7.6%00.0%UnchangedHistory
ACMAecomCOM3,781,000$320.2M6.9%−1,605,000−29.8%ReducedHistory
WIXWix.com Ltd.SHS3,785,000$296.1M6.4%+1,812,924+91.9%AddedHistory
AQNAlgonquin Power & Utilities Corp.COM34,138,650$282.0M6.1%+34,138,650NewHistory
iShares Tr464287630RUS 2000 VAL ETF900,000$126.7M2.7%00.0%Unchanged–
ROGRogers CorpCOM774,000$125.3M2.7%−254,200−24.7%ReducedHistory
WTWWillis Towers Watson PLCSHS508,880$119.8M2.6%−1,310,517−72.0%ReducedHistory
Abcam PLC000380204ADS4,593,000$112.4M2.4%+4,593,000New–
GDOTGreen Dot CorpCL A5,294,110$99.2M2.1%00.0%UnchangedHistory
MRCYMercury Systems IncCOM2,836,000$98.1M2.1%−936,291−24.8%ReducedHistory
ACTGAcacia Research CorpACACIA TCH COM20,000,000$83.2M1.8%00.0%UnchangedHistory
Liveperson Inc538146AD3NOTE 12/1–$21.5M0.5%–––
Q2 Hldgs Inc74736LAD1NOTE 0.750% 6/0–$17.2M0.4%–New–
RBARB Global Inc.COM251,163$15.1M0.3%00.0%UnchangedHistory
PZZAPapa Johns International IncStock182,000$13.4M0.3%−400,432−68.8%ReducedHistory
iShares Russell Midcap ETF464287499ETF150,000$11.0M0.2%00.0%Unchanged–
LPSNLiveperson IncCOM2,360,000$10.7M0.2%00.0%UnchangedHistory
SVIISpring Valley Acquisition Corp. IICLASS A ORD850,000$8.97M0.2%00.0%UnchangedHistory
CVLTCommvault Systems IncCOM122,000$8.86M0.2%−1,466,554−92.3%ReducedHistory
Investcorp India Acquistn CoG49219101CLASS A ORD SHS750,000$8.03M0.2%00.0%Unchanged–
KnightSwan Acquisition Corp499103109CL A COM750,000$7.93M0.2%00.0%Unchanged–
ASCBFASPAC II Acquisition Corp.ORD SHS CL A750,000$7.91M0.2%00.0%UnchangedHistory
Consilium Acquisitn Corp I LG2365L101CLASS A ORD SHS639,252$6.71M0.1%00.0%Unchanged–
Wix.com Ltd.92940WAD1NOTE 8/1–$6.57M0.1%–––
FLDFold Holdings, Inc.COM CL A620,000$6.42M0.1%00.0%UnchangedHistory
GBBKGlobal Blockchain Acquisition Corp.COMMON STOCK600,000$6.26M0.1%00.0%UnchangedHistory
Roadzen Inc.G9320Z109CLASS A ORD509,330$5.41M0.1%00.0%Unchanged–
Jaguar Global Growth Corp IG5S11A106CLASS A ORD SHS500,000$5.29M0.1%00.0%Unchanged–
Heartland Media Acquisition Corp.42237V108CL A COM500,000$5.27M0.1%00.0%Unchanged–
ISRLFIsrael Acquisitions CorpCLASS A ORD500,000$5.21M0.1%00.0%UnchangedHistory
FTIIFutureTech II Acquisition Corp.CLASS A COM450,000$4.81M0.1%00.0%UnchangedHistory
Andretti Acquisition CorpG26735103CL A ORD SHS439,252$4.67M0.1%00.0%Unchanged–
Monterey Cap Acquisition Cor61244M109CLASS A COM375,000$3.92M0.1%00.0%Unchanged–
Aura Fat Projs Acquisition CG06362100CLASS A ORD350,000$3.70M0.1%00.0%Unchanged–
ALCYFAlchemy Investments Acquisition Corp 1SHS CL A350,000$3.59M0.1%+350,000NewHistory
Semnur Pharmaceuticals, Inc.G6256B106CLASS A ORD300,000$3.21M0.1%00.0%Unchanged–
Aimfinity Investment Corp. IG0135E142UNIT 04/21/2027300,000$3.14M0.1%00.0%Unchanged–
M3-Brigade Acquisition III Corp.55407R103CL A COM209,750$2.19M<0.1%00.0%Unchanged–
Ftac Zeus Acquisition Cor30320F106CLASS A COM210,250$2.19M<0.1%00.0%Unchanged–
Ap Acquisition CorpG04058106CL A ORD SHS176,348$1.90M<0.1%00.0%Unchanged–
NFNTInfinite Acquisition Corp.CL A ORD SHS168,200$1.78M<0.1%00.0%UnchangedHistory
OKLOOklo Inc.COM CL A82,300$858.4K<0.1%00.0%UnchangedHistory
Chenghe Acquisition Co.G2086M107CLASS A ORD50,000$535.0K<0.1%00.0%Unchanged–

Sold out since Q1 2023 (61)

Positions held at the end of Q1 2023 that are gone from this filing.

Positions of Starboard Value sold out since Q1 2023
SecurityClassShares in Q1 2023Value in Q1 2023% of portfolio in Q1 2023History
ENOVEnovis CORPCOM353,165$18.9M0.4%History
ONOn Semiconductor CorpStock200,000$16.5M0.3%History
Kimbell Tiger Acquisition Co49436K106COM CL A750,000$7.90M0.2%–
HCM Acquisition CorpG4365A101CLASS A ORD SHS750,000$7.83M0.2%–
PNSTPinstripes Holdings, Inc.CL A COM750,000$7.80M0.2%History
PPYAPapaya Growth Opportunity Corp. ICLASS A COM750,000$7.80M0.2%History
Abpro Holdings, Inc.04845A108CLASS A COM750,000$7.79M0.2%–
Clean Earth Acquisitions Cor184493104CLASS A COM750,000$7.70M0.2%–
Avalon Acquisition Inc05338E101CLASS A COM640,549$6.68M0.1%–
BIOSBioPlus Acquisition Corp.CLASS A ORD SHS617,220$6.44M0.1%History
Bullpen Parlay Acquisition CG1792A100CLASS A ORD SHS617,219$6.43M0.1%–
CYXTCyxtera Technologies, Inc.COMMON STOCK20,767,571$6.34M0.1%History
LATGChenghe Acquisition I Co.CLASS A ORD SHS550,000$5.76M0.1%History
CITECartica Acquisition CorpCLASS A ORD SHS539,252$5.67M0.1%History
CRECCrescera Capital Acquisition Corp.CLASS A ORD SHS512,748$5.36M0.1%History
Nubia Brand International Co67022R103CLASS A COM500,000$5.28M0.1%–
Sound Point Acquisition CorpG8274F101CLASS A ORD SHS500,000$5.27M0.1%–
VMCAFValuence Merger Corp. ICLASS A ORD SHS500,000$5.26M0.1%History
LIBYLiberty Resources Acquisition Corp.CLASS A COM498,406$5.24M0.1%History
Artemis Strategic Invt Corp04303A103COM CL A500,000$5.17M0.1%–
GoGreen Investments CorpG9461B101ORD SHS CL A480,069$5.06M0.1%–
Evergreen CorpG3312W109CLASS A ORD SHS475,000$4.97M0.1%–
SHUASHUAA Partners Acquisition Corp ICLASS A ORD SHS450,000$4.72M0.1%History
Industrial Tech Acqstns II I45635R108CLASS A COM447,311$4.65M0.1%–
FRLAFortune Rise Acquisition CorpCL A433,688$4.62M0.1%History
BFACBattery Future Acquisition Corp.CL A ORD SHS440,871$4.60M0.1%History
PRLHPearl Holdings Acquisition CorpCLASS A ORD SHS440,871$4.60M0.1%History
Sculptor Acquisition Corp IG7T983103CL A COM440,871$4.60M0.1%–
EVEEVe Mobility Acquisition CorpCL A ORD SHS440,971$4.60M0.1%History
HAIAHealthcare AI Acquisition Corp.CLASS A ORD SHS440,871$4.60M0.1%History
C5 Acquisition Corporation12530D105CL A COM439,252$4.59M0.1%–
Southport Acquisition Corp84465L105CL A COM440,871$4.59M0.1%–
Vision Sensing Acquisition C92838J103CLASS A COM435,612$4.57M0.1%–
WELIntegrated Wellness Acquisition CorpORD SHS CL A421,946$4.43M0.1%History
CMCAFPiermont Valley Acquisition CorpCLASS A ORD SHS418,758$4.40M0.1%History
Juniper II Corp48203N103CL A COM420,700$4.37M0.1%–
LIVBLIV Capital Acquisition Corp. IICLASS A ORD SHS400,000$4.18M0.1%History
EONREON Resources Inc.COM CL A400,000$4.18M0.1%History
DUETDUET Acquisition Corp.CLASS A COM400,000$4.14M0.1%History
Khosla Ventures Acqut Co III482506102COM CL A401,600$4.08M0.1%–
SUACShoulderUP Technology Acquisition Corp.CL A COM362,793$3.77M0.1%History
AIEVThunder Power Holdings, Inc.CL A COM300,000$3.13M0.1%History
Ahren Acquisition Corp.G01322109CLASS A ORD SHS295,825$3.08M0.1%–
PGSSPegasus Digital Mobility Acquisition Corp.CL A ORD SHS251,700$2.63M0.1%History
BMACBlack Mountain Acquisition Corp.CL A COM231,829$2.41M<0.1%History
Cactus Acquisition Corp. 1 LtdG1745A108CLASS A ORD225,876$2.36M<0.1%–
CFFSCF Acquisition Corp. VIICLASS A COM220,436$2.28M<0.1%History
Green Visor Fin Tec Acq CorpG4166K100CLASS A ORD210,250$2.21M<0.1%–
Nabors Energy Transition Cor629567108CL A COM210,250$2.21M<0.1%–
GCT Semiconductor Holding, Inc.20607V106COM CL A210,250$2.18M<0.1%–
LGVCLAMF Global Ventures Corp. ICLASS A ORD207,548$2.17M<0.1%History
Eg Acquisition Corp26846A100COM CL A203,250$2.07M<0.1%–
PHYTPyrophyte Acquisition Corp.CL A ORD SHS167,800$1.76M<0.1%History
VMG Consumer Acquisition Cor91842V102CLASS A COM168,200$1.74M<0.1%–
TCVATCV Acquisition Corp.CL A SHS136,910$1.40M<0.1%History
RCFAPerception Capital Corp. IVCL A COM127,050$1.33M<0.1%History
Anthemis Digital AcquisitionG03959106CLASS A ORD125,850$1.32M<0.1%–
DEVSFDevvStream Corp.CLASS A COM125,850$1.31M<0.1%History
Beard Energy Transition Acq07402Q101CL A COM105,125$1.09M<0.1%–
CIIG Capital Partners II, Inc.12561U109COM CL A88,551$920.9K<0.1%–
Lava Medtech Acquisition Cor519345102CLASS A COM41,950$437.5K<0.1%–