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QRVO - QORVO INC

This page shows which of the focused investors we track hold QRVO and how their positions changed, so you can see how much conviction the group has in the stock.

In Q1 2020 it was held by 7 managers with an aggregate reported value of $1.11B, which is 0.16% of the combined portfolio.

As of Q1 2020, 7 tracked institutional managers held QRVO (QORVO INC) with an aggregate reported value of $1.11B — 0.16% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q1 2020
Ticker
QRVO

13F data is delayed and excludes shorts/non-13F assets.

Long holders

1Vulcan Value Partners - Vulcan Value Partners8.25%Add +19.6%9,868,731$795.72M
2Seth Klarman - Baupost Group 3.65%Add +11.4%3,062,486$246.93M
3Christopher Davis - Davis Advisors 0.25%Add +3.1%452,915$36.52M
4Bill Nygren - Oakmark Funds0.03%Reduce -4.3%130,199$10.5M
5Michael Burry - Scion Asset Management12.81%Add +66.7%125,000$10.08M
6Lee Ainslie - Maverick Capital0.09%Reduce -11.4%54,303$4.38M

Call holders — bullish via leverage

1 manager holds call options on QRVO — a right to buy at strike. Notional value, not premium.

1Michael Burry - Scion Asset ManagementNew13,000$1.05M
Loading holder history for QRVO…