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Starboard Value

Managed by Jeff Smith

Portfolio Value: $7025.0B
Holdings: 16
Quarter: 2025-Q4
Stock% of PortfolioValueSharesChange
CRMSALESFORCE INC11.3%$793.3B2,994,509-0.3pp
AMZNAMAZON COM INC11.2%$783.5B3,394,300-1.8pp
RKTROCKET COS INC10.9%$762.4B39,380,652+2.6pp
BLKBLACKROCK INC10.6%$743.9B695,000NEW
FBMETA PLATFORMS INC9.8%$691.8B1,047,974+0.3pp
VVISA INC8.6%$602.6B1,718,250-0.4pp
MDBMONGODB INC8.4%$590.4B1,406,800+2.2pp
RBLXROBLOX CORP6.9%$484.2B5,975,821-3.1pp
DISDISNEY WALT CO5.0%$350.2B3,077,931-3.5pp
LLYVKLIBERTY LIVE HOLDINGS INC4.3%$299.7B3,603,988-1.5pp
TOSTTOAST INC4.1%$284.6B8,015,277+2.0pp
SSDSIMPSON MFG INC3.4%$237.7B1,472,142—
LLYVALIBERTY LIVE HOLDINGS INC2.1%$146.6B1,799,319-0.6pp
LYVLIVE NATION ENTERTAINMENT IN1.7%$117.3B823,066—
NSITINSIGHT ENTERPRISES INC1.4%$99.1B1,216,592-2.9pp
CBRECBRE GROUP INC0.5%$37.7B234,591—