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CIK 1517137

13F portfolio (2026-Q1)
$4.6B
Positions
23
Implied 1Y CAGR
+10.0%
modeled · as filed

Reported long US book (13F) · Δ vs 2025-Q4 · methodology

Implied return what this book implies methodology →

Open in PORT →

As filed = each book applied at quarter-end (what it did) · As copyable = applied at the 45-day filing deadline (what a follower could have earned).

Computing…

Exposures · what it owns, by sector & size (2026-Q1)

Holdings
23
Top 5
47.0%
Top 10
74.8%
Effective N
14.7
HHI
0.068

By sector

Information Technology: 32.0%Financials: 12.5%Materials: 11.7%Unclassified: 11.5%Utilities: 7.7%Consumer Discretionary: 6.6%Consumer Staples: 5.7%Communication Services: 4.7%Other: 7.7%Sector
Information Technology32.0%
Financials12.5%
Materials11.7%
Unclassified11.5%
Utilities7.7%
Consumer Discretionary6.6%
Consumer Staples5.7%
Communication Services4.7%
Other7.7%

By market cap

Mid ($2–10B): 58.2%Large ($10–200B): 20.4%Unknown: 11.5%Small ($300M–2B): 9.9%Size
Mid ($2–10B)58.2%
Large ($10–200B)20.4%
Unknown11.5%
Small ($300M–2B)9.9%

By region

North America: 88.5%Other: 11.5%Region
North America88.5%
Other11.5%

By industry group GICS — finer than sector

Industry groupWeightNames
Semiconductors & Semiconductor Equipment12.73%1
Chemicals11.68%2
Unclassified11.51%4
Software & IT Services10.17%2
Software9.11%2
Utilities7.69%1
Capital Markets6.44%1
Banks6.09%2
Food Products5.66%1
Specialty Retail5.64%1
Media & Publishing4.67%2
Construction & Engineering2.95%1
Equity Real Estate Investment Trusts (REITs)2.54%1
Health Care Equipment & Supplies2.19%1
Hotels, Restaurants & Leisure0.94%1

Top holdings

#TickerNameSectorWeight
1QRVOQorvo, Inc.Information Technology12.73%
2KVUEKenvue Inc.Materials10.31%
3IJHISHARES TRUnclassified8.62%
4AQNALGONQUIN POWER & UTILITIES CORP.Utilities7.69%
5MTCHMatch Group, Inc.Information Technology7.66%
6ACTGACACIA RESEARCH CORPFinancials6.44%
7BILLBILL Holdings, Inc.Information Technology5.89%
8LWLamb Weston Holdings, Inc.Consumer Staples5.66%
9KMXCARMAX INCConsumer Discretionary5.64%
10RIOTRiot Platforms, Inc.Financials4.21%

19/23 classified; unclassified names are still shown.

Sector allocation over time · how the sector mix & top names shifted each quarter

top 5 per sector, the rest → “Other” · 53 quarters
0%25%50%75%100%20132014201520162017201820192020202120222023202420252026GENGDDYNVDAQRVOADSKOther Information TechnologyAAPDRIEBAYPZZAMOther Consumer DiscretionaryPRGOMMSIBDXFTREPFEOther Health CareACMBCONSPALITVRTOther IndustrialsHUMGDOTACTGWTWRIOTOther FinancialsCTVAKVUEHUNROGNWLOther MaterialsAQNOKLONWSNWSANXSTTTWOHRMACFCPTDLTRLWSFDGISDGEONRYAHOO INCSYMANTEC CORPALTABA INCMEADWESTVACO CORPSPYOther Unclassified

Sector allocation over 53 reported quarters, 2013-Q1 to 2026-Q1, 57 bands (top holdings within each sector). Latest quarter 2026-Q1: Other Information Technology 16.1%, QRVO 12.7%, Other Unclassified 11.5%, KVUE 10.3%, AQN 7.7%. Use the arrow keys to read a quarter.

Information TechnologyGEN, GDDY, NVDA, QRVO, ADSK · other
Consumer DiscretionaryAAP, DRI, EBAY, PZZA, M · other
Health CarePRGO, MMSI, BDX, FTRE, PFE · other
IndustrialsACM, BCO, NSP, ALIT, VRT · other
FinancialsHUM, GDOT, ACTG, WTW, RIOT · other
MaterialsCTVA, KVUE, HUN, ROG, NWL · other
UtilitiesAQN, OKLO
Communication ServicesNWS, NWSA, NXST, TTWO
Real EstateHR, MAC, FCPT
Consumer StaplesDLTR, LW, SFD, GIS, DG
Energy
UnclassifiedYAHOO INC, SYMANTEC CORP, ALTABA INC, MEADWESTVACO CORP, SPY · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 88.5% of the book is classified (unclassified names are still shown).

Style box · size × value-growth placement (2026-Q1), classified on today's fundamentals (not point-in-time) — load into PORT to overlay your own book

ValueCore (blend)GrowthSmallMidLarge8%10%35%13%7%
holdings, colored by sector (15 classified)Starboard Value LP centroid (Small Core)
Information TechnologyMaterialsFinancialsUtilitiesConsumer DiscretionaryConsumer StaplesCommunication ServicesReal EstateHealth Care

Style box summary for Starboard Value LP: centroid Small Core. Heaviest cells: Small Growth 35.0%, Mid Value 13.4%, Small Core 10.2%.

Classified: 74.1% of book weight (15/23 names) · unclassified 25.9%.

Contribution holdings-based, any period

Attribution lands once this book has priced history across the window. Try a longer period.

Holdings· 23 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#SecuritySharesValueWeightΔ QoQ
1QRVOQORVO INC7,510,871$581M12.7%HOLD
2KVUEKENVUE INC27,307,632$471M10.3%HOLD
3IJHISHARES TR5,830,656$394M8.6%ADD 11%
4AQNALGONQUIN PWR UTILS CORP57,189,420$351M7.7%TRIM −10%
5MTCHMATCH GROUP INC NEW11,395,379$350M7.7%HOLD
6ACTGACACIA RESH CORP61,123,595$294M6.4%HOLD
7BILLBILL HOLDINGS INC7,024,848$269M5.9%HOLD
8LWLAMB WESTON HLDGS INC6,114,982$258M5.7%NEW
9KMXCARMAX INC6,201,362$258M5.6%NEW
10RIOTRIOT PLATFORMS INC15,544,576$192M4.2%ADD 22%
11GENGen Digital Inc.7,806,922$147M3.2%TRIM −26%
12NWSANEWS CORP NEW5,605,126$140M3.1%TRIM −5%
13FLRFLUOR CORP NEW2,886,327$135M2.9%TRIM −44%
14CLEARWATER ANALYTICS HLDGS I5,459,031$129M2.8%TRIM −45%
15HRHEALTHCARE RLTY TR6,821,267$116M2.5%TRIM −46%
16TRIPTRIPADVISOR INC10,774,996$115M2.5%ADD 12%
17BDXBECTON DICKINSON & CO636,494$100M2.2%TRIM −32%
18GPGIGPGI INC5,027,028$86M1.9%NEW
19NWSNEWS CORP NEW2,589,081$74M1.6%TRIM −42%
20ROGROGERS CORP584,328$63M1.4%TRIM −51%
21BLMNBLOOMIN BRANDS INC7,980,992$43M0.9%HOLD
22BIXIBITCOIN INFRASTRUCTURE ACQUI300,000$3M0.1%HOLD
23BIXIWBITCOIN INFRASTRUCTURE ACQUI149,999$44,5500.0%NEW

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed
Security2024-Q42025-Q12025-Q22025-Q32025-Q42026-Q1Latest value
QRVOQORVO INC8.3M7.9M7.5M7.5M7.5M$581M
KVUEKENVUE INC21.9M22.1M20.9M20.9M27.3M27.3M$471M
IJHISHARES TR4.0M3.6M5.3M5.3M5.3M5.8M$394M
AQNALGONQUIN PWR UTILS CORP65.3M66.4M63.5M63.5M63.5M57.2M$351M
MTCHMATCH GROUP INC NEW14.7M14.1M15.3M11.1M11.4M11.4M$350M
ACTGACACIA RESH CORP61.1M61.1M61.1M61.1M61.1M61.1M$294M
BILLBILL HOLDINGS INC7.0M7.0M7.0M$269M
LWLAMB WESTON HLDGS INC6.1M$258M
KMXCARMAX INC6.2M$258M
RIOTRIOT PLATFORMS INC12.7M12.7M4.7M8.8M12.7M15.5M$192M
GENGen Digital Inc.17.5M17.5M13.3M12.2M10.6M7.8M$147M
NWSANEWS CORP NEW7.2M7.2M6.8M6.4M5.9M5.6M$140M
FLRFLUOR CORP NEW5.2M2.9M$135M
CLEARWATER ANALYTICS HLDGS I10.0M5.5M$129M
HRHEALTHCARE RLTY TR20.2M20.1M19.3M14.5M12.6M6.8M$116M

Green = added, red = trimmed, grey = held; a dash is a quarter with no 13F on file — a gap, not an exit.

Related· where to look next

Similar managersInformation Technology 32%
🔒 ATALANTA SOSNOFF CAPITAL, LLC
🔒 Bank Pictet & Cie (Europe) AG
🔒 COMGEST GLOBAL INVESTORS S.A.S.
🔒 DJE Kapital AG
🔒 Evergreen Quality Fund GP, Ltd.
Firm lineageForm ADV + cited

Where this firm's principals came from, and what its alumni went on to found.

joins filed 13F data only — no style, strategy or performance similarity is claimed · 13F 2026-Q1
Similar managers — “Similar” = same top sector (Information Technology) + closest 13F size, self excluded; NOT a style or performance match, and a filer whose real business is elsewhere (shorts, private, non-13F) can still surface.
Also hold QRVO — other Section 13(f) filers reporting a long position in this book's largest tickered holding for 2026-Q1. Lagged quarterly filings (up to 45 days after quarter-end); “% of shares out” is omitted where the reported share count can't carry it.
Filers outside the free window show locked, not hidden.
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