Could Qorvo’s (QRVO) Skyworks Merger Unlock a Major Turnaround?
Antipodes Partners published its “Antipodes Global Strategy” second-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook.
Qorvo Inc. (QRVO)
Market is closed
Sector: Semiconductors & Related Devices
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Antipodes Partners Jacob Mitchell | 815,441 | $76,056,182 | 1.39% | |
| 2. | Alpine Associates Robert Emil Zoellner | 798,159 | $74,444,290 | -1% | 4.66% |
| 3. | Fisher Asset Management Ken Fisher | 18,413 | $1,717,380 | -1% | 0% |
| 4. | Olympiad Research LP Thong Nguyen | 17,666 | $1,647,708 | +14% | 3.43% |
| 5. | Pzena Investment Management Richard S. Pzena | 3,045 | $284,007 | 0% |
Insider Trading: Purchases See All
| 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 Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $103.41 | 571,906 | $59,140,227.55 | 5,611,526 | 2026-06-02 | Filing | |
| $100.25 | 1,328,094 | $133,146,735.88 | 6,183,432 | 2026-06-02 | Filing | |
| $102.40 | 3,251 | $332,902.40 | 319,880 | 2026-06-01 | Filing | |
| $101.22 | 12,985 | $1,314,341.70 | 323,131 | 2026-06-01 | Filing | |
| $100.56 | 13,221 | $1,329,503.76 | 336,116 | 2026-06-01 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 10,106,250 | $942,609,912 | 0.01% | |
| 2. | 3,823,735 | $356,639,763 | 0.01% | |
| 3. | 1,183,896 | $110,421,980 | 0.14% | |
| 4. | 491,038 | $45,799,076 | 0.01% | |
| 5. | 386,311 | $36,031,202 | 0.02% |
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