Position in QRVO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$61,482,651
+$31,013,368 QoQ
Shares Held
659,190
+67.5% QoQ
Ownership
0.749%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#29
of 538 holders
Holding Since
Jun 2020
16 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in QRVO Over Time
Shares Held
Position Value (USD)
Derivatives in QRVO
reported options exposure · as of Dec 31, 2024CallValue
$1,993,005
CallShares
28,500
PutValue
$0
PutShares
0
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, 2026LMR Partners LLP holds $796,224,580 across 32 Semiconductors names. QRVO ranks #4 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
772,195 | $154,508,496 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
214,827 | $102,594,929 | |
| 3 | SLAB |
Silicon Laboratories Inc.
|
379,093 | $82,854,565 | |
| 4 | QRVO |
Qorvo, Inc.
This page
|
659,190 | $61,482,651 | |
| 5 | CRDO |
Credo Technology Group Holding Ltd
|
199,723 | $54,314,669 | |
| 6 | MPWR |
Monolithic Power Systems, Inc.
|
35,757 | $49,429,046 | |
| 7 | MU |
Micron Technology Inc
|
40,806 | $47,101,957 | |
| 8 | INTC |
Intel Corp
|
245,409 | $34,266,457 |
All Filings in QRVO
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,482,651 | 659,190 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $30,469,283 | 393,660 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $24,521,336 | 290,159 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,187,800 | 35,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $17,422,767 | 205,191 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $23,981,757 | 331,194 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $5,244,750 | 75,000 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $1,993,005 | 28,500 | Call | Sole | 2025-02-14 | |
| 2024-09-30 | $1,323,995 | 12,817 | Shares | Sole | 2024-11-07 | |
| 2024-09-30 | $2,520,520 | 24,400 | Put | Sole | 2024-11-07 | |
| 2024-09-30 | $2,944,050 | 28,500 | Call | Sole | 2024-11-07 | |
| 2024-06-30 | $3,307,140 | 28,500 | Call | Other | 2024-08-14 | |
| 2024-06-30 | $2,831,376 | 24,400 | Put | Other | 2024-08-14 | |
| 2024-03-31 | $2,698,505 | 23,500 | Put | Sole | 2024-05-15 | |
| 2024-03-31 | $2,687,022 | 23,400 | Call | Sole | 2024-05-15 | |
| 2023-12-31 | $1,927,207 | 17,114 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $11,623,566 | 59,410 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $6,000,050 | 32,841 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $4,967,316 | 29,875 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,027,951 | 7,968 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $4,058,219 | 36,716 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||