Qorvo, Inc. (QRVO): A Bull Case Theory
We came across a bullish thesis on Qorvo, Inc. on Danny’s Substack by Danny Green.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Alpine Associates Robert Emil Zoellner | 801,559 | $62,040,667 | +94% | 3.66% |
| 2. | Persistent Asset Partners Xin Huang | 30,096 | $2,329,430 | 0.87% | |
| 3. | Fisher Asset Management Ken Fisher | 18,439 | $1,427,217 | +1% | 0% |
| 4. | Bayforest Capital Theodoros Tsagaris | 3,539 | $273,919 | -38% | 0.31% |
| 5. | 0 | $0 | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $93.19 | 5,000 | $465,950.00 | 67,145 | 2023-11-27 | Filing | |
| $51.66 | 10,000 | $516,550.00 | 65,270 | 2016-11-09 | Filing | |
| $54.04 | 3,000 | $162,120.00 | 31,708 | 2016-08-05 | Filing | |
| $54.00 | 2,000 | $108,000.00 | 28,708 | 2016-08-05 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $82.66 | 1,200 | $99,192.00 | 7,990 | 2026-02-26 | Filing | |
| $83.06 | 8,226 | $683,251.56 | 34,893 | 2026-02-17 | Filing | |
| $83.06 | 20,608 | $1,711,700.48 | 44,428 | 2026-02-17 | Filing | |
| $82.82 | 903 | $74,786.46 | 9,190 | 2025-11-17 | Filing | |
| $95.00 | 13,612 | $1,293,140.00 | 54,558 | 2025-09-22 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 5,796,016 | $448,611,638 | 0.02% | |
| 2. | 3,758,054 | $290,873,380 | 0.01% | |
| 3. | 2,181,479 | $168,842,049 | 0.04% | |
| 4. | 1,286,248 | $99,555,596 | 0.01% | |
| 5. | 736,582 | $57,011,447 | 0.06% |