ANTIPODES PARTNERS Ltd

Position in QRVO — Qorvo, Inc.

CIK 1652442 ROYAL EXCHANGE, C3

Position in QRVO

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$76,056,182

+$60,909,522 QoQ

Shares Held

815,441

+407.8% QoQ

Ownership

0.926%

of shares outstanding

% of Portfolio

1.39%

of 13F equity value

Holder Rank

#24

of 539 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

ANTIPODES PARTNERS Ltd holds $300,568,377 across 4 Semiconductors names. QRVO ranks #2 (25.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	933,424	$186,768,808
2	QRVO	Qorvo, Inc. This page	815,441	$76,056,182
3	SWKS	Skyworks Solutions, Inc.	280,415	$19,012,137
4	TSM	Taiwan Semiconductor Manufacturing Co Ltd	39,222	$18,731,250

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$76,056,182	815,441	+407.8%	Shares	Sole	2026-08-06
2022-06-30	$15,146,660	160,588	-65.6%	Shares	Sole	2022-08-12
2022-03-31	$57,940,428	466,885	+749.4%	Shares	Sole	2022-04-21
2021-12-31	$8,596,132	54,966	-88.5%	Shares	Sole	2022-04-21
2021-09-30	$79,675,564	476,557	-7.8%	Shares	Sole	2021-11-15
2021-06-30	$101,100,963	516,744	-0.7%	Shares	Sole	2021-08-17
2021-03-31	$95,084,022	520,438	+6.6%	Shares	Sole	2021-05-13
2020-12-31	$81,185,484	488,275	-18.9%	Shares	Sole	2021-02-16
2020-09-30	$77,698,594	602,268	+27.7%	Shares	Sole	2020-11-10
2020-06-30	$52,139,874	471,726	-13.8%	Shares	Sole	2020-07-30
2020-03-31	$44,133,878	547,363	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.