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Equibles

TWO SIGMA INVESTMENTS, LP

Position in QRVO — Qorvo, Inc.

CIK 1179392 NEW YORK, NY
Back to QRVO Full portfolio

Position in QRVO

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$42,338,797
+$3,065,341 QoQ
Shares Held
453,938
-10.5% QoQ
Ownership
0.516%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#43
of 539 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority Sole 99% Shared 0% None 1%

Common Shares in QRVO Over Time

Shares Held

Position Value (USD)

Derivatives in QRVO

reported options exposure · as of Dec 31, 2021
CallValue
$3,096,522
CallShares
19,800
PutValue
$2,220,738
PutShares
14,200

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Semiconductors

Technology · as of Jun 30, 2026

TWO SIGMA INVESTMENTS, LP holds $6,965,956,311 across 58 Semiconductors names. QRVO ranks #27 (0.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NVDA
Nvidia Corp
 6,284,574 $1,257,480,411
2 AMD
Advanced Micro Devices Inc
 1,515,419 $880,322,051
3 MU
Micron Technology Inc
 535,173 $617,744,842
4 TXN
Texas Instruments Inc
 1,371,840 $408,904,348
5 ON
On Semiconductor Corp
 4,068,560 $384,641,662
6 GFS
GLOBALFOUNDRIES Inc.
 3,417,505 $281,636,587
7 MPWR
Monolithic Power Systems, Inc.
 190,505 $263,346,491
8 ARM
Arm Holdings PLC /Uk
 660,156 $234,071,512

All Filings in QRVO

Export CSV
35 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $42,338,797 453,938
2026-03-31 $39,273,456 507,409
2025-12-31 $17,807,440 210,714
2025-09-30 $6,167,664 67,717
2025-06-30 $5,754,690 67,774
2025-03-31 $16,234,611 224,204
2024-12-31 $12,038,939 172,157
2024-09-30 $31,195,463 301,989
2024-06-30 $45,160,331 389,179
2024-03-31 $65,245,028 568,188
2023-12-31 $24,025,906 213,355
2023-09-30 $2,593,442 27,165
2023-06-30 $2,619,620 25,675
2023-03-31 $1,472,765 14,500
2022-12-31 $658,499 7,265
2022-09-30 $5,653,912 71,199
2021-12-31 $3,096,522 19,800
2021-12-31 $2,220,738 14,200
2021-09-30 $544,370 3,256
2021-09-30 $3,243,486 19,400
2021-09-30 $2,942,544 17,600
2021-06-30 $2,699,970 13,800
2021-06-30 $2,543,450 13,000
2021-03-31 $548,100 3,000
2021-03-31 $1,151,010 6,300
2020-12-31 $332,540 2,000
2020-09-30 $774,060 6,000
2020-09-30 $2,420,227 18,760
2020-09-30 $528,941 4,100
2020-06-30 $250,792 2,269
2020-06-30 $1,160,565 10,500
2020-06-30 $663,180 6,000
2020-03-31 $8,452,523 104,831
2020-03-31 $564,410 7,000
2020-03-31 $491,843 6,100