QRVO position history
The shares of Qorvo (QRVO) that Vulcan Value Partners, LLC reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2021 Q3: 4,336,192 shares, $725M, 3.9% of portfolio
- 2021 Q4: 11,281,300 shares, $1.8B, 4.5% of portfolio, Add +160.2%
- 2022 Q1: 5,429,719 shares, $674M, 4.1% of portfolio, Reduce −51.9%
- 2022 Q2: 4,721,609 shares, $445M, 4.4% of portfolio, Reduce −13.0%
- 2022 Q3: 3,440,450 shares, $273M, 3.2% of portfolio, Reduce −27.1%
- 2022 Q4: 2,728,901 shares, $247M, 3.3% of portfolio, Reduce −20.7%
- 2023 Q1: 2,474,029 shares, $251M, 3.2% of portfolio, Reduce −9.3%
- 2023 Q2: 2,308,344 shares, $236M, 3.0% of portfolio, Reduce −6.7%
- 2023 Q3: 1,975,785 shares, $189M, 2.9% of portfolio, Reduce −14.4%
- 2023 Q4: 1,662,449 shares, $187M, 2.7% of portfolio, Reduce −15.9%
- 2024 Q1: 1,573,825 shares, $181M, 2.6% of portfolio, Reduce −5.3%
- 2024 Q2: 2,123,936 shares, $247M, 3.8% of portfolio, Add +35.0%
- 2024 Q3: 1,678,943 shares, $173M, 2.9% of portfolio, Reduce −21.0%
- 2024 Q4: 2,581,296 shares, $180M, 3.0% of portfolio, Add +53.7%
- 2025 Q1: 2,377,959 shares, $172M, 3.2% of portfolio, Reduce −7.9%
- 2025 Q2: 1,320,608 shares, $120M, 2.1% of portfolio, Reduce −44.5%
- 2025 Q3: 1,197,365 shares, $109M, 2.0% of portfolio, Reduce −9.3%
- 2025 Q4: 1,103,354 shares, $93M, 1.7% of portfolio, Reduce −7.9%
- 2026 Q1: 268,813 shares, $21M, 0.55% of portfolio, Reduce −75.6%
- 2026 Q2: 181,315 shares, $17M, 0.51% of portfolio, Reduce −32.5%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
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