Contour Asset Management’s Qorvo QRVO Stock Holding History

Contour Asset Management’s Portfolio QRVO Stock Details QRVO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-246,300	Closed	-$28.6M	–	54
2019 Q4	$28.6M	Hold	246,300	–	–	1.49%	27
2019 Q3	$18.3M	Hold	246,300	–	–	1.48%	23
2019 Q2	$16.4M	Hold	246,300	–	–	1.09%	27
2019 Q1	$17.7M	Sell	246,300 -289,600	-54%	-$19.2M	1.26%	24
2018 Q4	$32.5M	Hold	535,900	–	–	2.95%	18
2018 Q3	$41.2M	Hold	535,900	–	–	1.44%	26
2018 Q2	$43M	Buy	535,900 +246,300	+85%	+$19M	1.78%	21
2018 Q1	$20.4M	Hold	289,600	–	–	1.05%	29
2017 Q4	$19.3M	Hold	289,600	–	–	1.07%	24
2017 Q3	$20.5M	Hold	289,600	–	–	1.15%	27
2017 Q2	$18.3M	Buy	+289,600	New	+$20.7M	1.11%	25

Other funds holding QRVO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Contour Asset Management's QRVO Position: Q1 2026 in Review

Contour Asset Management reduced its Qorvo (QRVO) stake by 46% in Q1 2026, selling an estimated $84.1M and leaving 1,210,071 shares worth $93.7M. The position accounts for 3.04% of the portfolio, ranked #16.

Contour Asset Management first reported a position in QRVO in Q3 2016 and has held it in 32 quarters since. The position peaked at $214M in Q3 2025. 535 funds tracked by Wall St. Rank hold QRVO as of Q1 2026.

Contour Asset Management held 1,210,071 shares of Qorvo worth $93.7M as of Q1 2026.
Contour Asset Management sold 1,038,851 Qorvo shares in Q1 2026, an estimated $84.1M.
Qorvo made up 3.04% of Contour Asset Management's portfolio in Q1 2026, its #16 holding.
Contour Asset Management first reported a position in Qorvo in Q3 2016 and has held it in 32 quarters since.
Contour Asset Management's Qorvo position peaked at $214M in Q3 2025.
535 funds tracked by Wall St. Rank held Qorvo as of Q1 2026.

Based on Contour Asset Management's 13F filing for Q1 2026, filed 15 May 2026.