Billionaire Seth Klarman’s Top 5 Stock Picks for 2021

4. Qorvo, Inc. (NASDAQ: QRVO)

Shares of Qorvo, Inc. (NASDAQ: QRVO) outperformed the broader market trends both in 2020 and since the beginning of 2021. Seth Klarman looks bullish over the future fundamentals of Qorvo as the billionaire investor has raised his stake in the semiconductor company by 49% during the December quarter. It is the fourth largest stock holding of Baupost Group valued at $738 million.

Qorvo develops and commercializes technologies and products for wireless and wired connectivity worldwide. The company operates in two segments: Mobile Products, and Infrastructure and Defense Products.