Form 13-F position report

QORVO INC COMMON STOCK

Reported by Jericho Capital Asset Management L P

QRVO CUSIP 74736K101 Manager CIK 0001525234

First reported at 2,333,650 shares this quarter.

New
% of reported 13F value 3.07% This manager · Q1 2025
Shares 2,333,650 Quarter-end amount reported
Reported value $168,979,597 Fair value at quarter end
Consecutive quarters held 1 Through Q1 2025

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2025-03-31 168979597
2025-06-30 198150222
2025-09-30 0

Quarterly position history

How this manager's reported quarter-end position changed over time.

3 quarters
Quarterly reported position history for QORVO INC COMMON STOCK held by Jericho Capital Asset Management L P.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q3 2025 Reduced 0 -2,333,650 (-100.0%) 0 $0 2025-11-14
Q2 2025 Unchanged 2,333,650 0 (0.0%) 2.64% $198,150,222 2025-08-14
Q1 2025 New 2,333,650 +2,333,650 (0.0%) 3.07% $168,979,597 2025-05-15
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

582 managers reported QORVO INC COMMON STOCK for Q1 2025.

Managers reporting QORVO INC COMMON STOCK in Q1 2025.
Manager Activity Shares Change % of reported 13F Reported value Tenure
BlackRock Inc Reduced 13,197,389 -2,740,322 0.02% $955,622,966 3 qtrs
VANGUARD GROUP INC Reduced 11,010,635 -387,233 0.01% $797,280,079 41 qtrs
Starboard Value LP New 8,270,000 +8,270,000 10.89% $598,830,700 1 qtr
STATE STREET CORPORATION Reduced 3,529,082 -932,981 0.01% $255,540,828 41 qtrs
FIL Ltd Added 3,458,849 +134,608 0.24% $250,455,256 12 qtrs
Vulcan Value Partners LLC Reduced 2,377,959 -203,337 3.23% $172,160,357 35 qtrs
Jericho Capital Asset Management L P This report New 2,333,650 +2,333,650 3.07% $168,979,597 1 qtr
Capital Research Global Investors New 2,254,705 +2,254,705 0.04% $163,263,187 41 qtrs
Contour Asset Management LLC New 2,094,993 +2,094,993 6.32% $151,698,443 5 qtrs
AMUNDI Reduced 2,023,172 -120,686 0.04% $123,595,578 16 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
March 31, 2025
Filed
May 15, 2025
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
2,333,650
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.