QRVO
Qorvo Inc
2 super-investors hold QRVO worth a combined $27M. The largest position: Vulcan Value Partners at 0.6% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 18 — ranked #670 of 724 scored stocks.
Why super-investors own QRVO
Interest in QRVO within this cohort is minimal and fading. Only two managers hold the stock — Vulcan Value Partners, whose $21M position represents 0.6% of their portfolio and is the clear conviction anchor, and Joel Greenblatt, whose $6M stake is a rounding error at effectively 0.0% of his portfolio. The cohort owner count has held at just one for the previous seven quarters before Greenblatt's apparent addition, keeping the total at two. In 2026Q1, Vulcan Value Partners trimmed their position, the only activity recorded. With no new entrants, no additions, and the largest holder reducing, the overall signal from this cohort is one of declining rather than building interest.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Vulcan Value Partners | 0.6% | 39q | $21M | 268,813 |
| 2 | Joel Greenblatt | <0.1% | 40q | $6M | 76,311 |
Owners of QRVO also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Vulcan Value Partners | TRIM | 0.6% | -76% | $21M | May 11, 2026 |
Long US equity 13F-HR filings only. CUSIP 74736K101. Not investment advice.