1 tracked superinvestor hold QORVO INC (QRVO), worth $523M combined, led by Jeff Smith. Smart money is trimming QRVO as of the latest 13F filings.
Current price
$102.84
+11.5%
1Y
Qorvo, Inc. is a global technology company focused on developing and bringing to market a diverse range of products and innovations for the wireless, wired, and power sectors. Its operations are organized into two primary divisions: Mobile Products, and Infrastructure and Defense Products. Within its Mobile Products segment, Qorvo supplies critical components for a wide array of consumer…
Market cap
$8.7B
P/E
25.76
Div yield
0.0%
Revenue YoY
-1.1%
Analyst target
$94
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
1
tracked 13F / N-PORT funds
Combined value
$523M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
-1
0 buying · 1 selling
Smart money is net reducing QRVO: 1 funds trimmed versus 0 adding.
QORVO INC (QRVO) is held by 1 tracked funds worth $523M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The highest-conviction holder is Jeff Smith, who has committed 11.8% of their portfolio to it.
No tracked fund opened a new position this quarter; 0 added and 1 trimmed, a net reduction.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Trimmed | 11.8% | $523M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
4 insiders filed SEC Form 144 for $5M of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| Bruggeworth Robert A | Officer & Director | 28,744 | $3M | 2026-09-02 |
| Stewart Frank P. | Officer | 8,279 | $784K | 2026-08-31 |
| Chesley Philip | Officer | 5,487 | $535K | 2026-08-17 |
| Brown Grant | Officer | 5,179 | $505K | 2026-08-17 |
Which superinvestors own QRVO?
1 tracked funds hold QORVO INC (QRVO), the largest being Jeff Smith (Starboard Value) at 11.8% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling QRVO?
In the most recent 13F quarter, 0 tracked funds added or opened QRVO and 1 trimmed it.
How much QRVO do tracked funds hold?
Combined disclosed long exposure to QRVO across tracked superinvestors is $523M as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.