TwinBeech Capital’s Qorvo QRVO Stock Holding History

TwinBeech Capital’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
2025 Q2	–	Sell	-102,323	Closed	-$7.41M	–	929
2025 Q1	$7.41M	Buy	+102,323	New	+$7.79M	0.13%	191
2024 Q4	–	Sell	-208,757	Closed	-$21.6M	–	872
2024 Q3	$21.6M	Buy	+208,757	New	+$23.4M	0.41%	64
2023 Q3	–	Sell	-41,446	Closed	-$4.23M	–	850
2023 Q2	$4.23M	Buy	41,446 +34,930	+536%	+$3.35M	0.08%	269
2023 Q1	$662K	Buy	+6,516	New	+$661K	0.01%	489
2022 Q2	–	Sell	-71,114	Closed	-$8.82M	–	689
2022 Q1	$8.82M	Buy	71,114 +18,501	+35%	+$2.5M	0.39%	80
2021 Q4	$8.23M	Buy	52,613 +46,344	+739%	+$7.37M	0.47%	64
2021 Q3	$1.05M	Buy	+6,269	New	+$1.16M	0.07%	323
2021 Q2	–	Sell	-9,500	Closed	-$1.74M	–	612
2021 Q1	$1.74M	Buy	9,500 +1,317	+16%	+$231K	0.25%	128
2020 Q4	$1.36M	Buy	8,183 +515	+7%	+$75.8K	0.22%	139
2020 Q3	$989K	Buy	+7,668	New	+$951K	0.21%	142

Other funds holding QRVO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

CAM

Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TwinBeech Capital's QRVO Position: Q2 2025 in Review

TwinBeech Capital sold out of Qorvo (QRVO) in Q2 2025, closing a stake of 102,323 shares — an estimated $7.41M sold.

TwinBeech Capital first reported a position in QRVO in Q3 2020 and held it in 10 quarters. The position peaked at $21.6M in Q3 2024. 480 funds tracked by Wall St. Rank hold QRVO as of Q2 2025.

TwinBeech Capital reported no remaining Qorvo position as of Q2 2025 after selling out during the quarter.
TwinBeech Capital sold 102,323 Qorvo shares in Q2 2025, an estimated $7.41M.
TwinBeech Capital first reported a position in Qorvo in Q3 2020 and held it in 10 quarters.
TwinBeech Capital's Qorvo position peaked at $21.6M in Q3 2024.
480 funds tracked by Wall St. Rank held Qorvo as of Q2 2025.

Based on TwinBeech Capital's 13F filing for Q2 2025, filed 14 Aug 2025.