Position in QRVO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$662,403
+$349,166 QoQ
Shares Held
7,102
+75.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#253
of 538 holders
Holding Since
Jun 2023
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in QRVO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Machina Capital S.A.S. holds $20,976,101 across 8 Semiconductors names. QRVO ranks #8 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
25,685 | $5,139,311 | |
| 2 | MU |
Micron Technology Inc
|
4,239 | $4,893,035 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
6,716 | $3,901,391 | |
| 4 | AVGO |
Broadcom Inc.
|
8,547 | $3,228,629 | |
| 5 | GFS |
GLOBALFOUNDRIES Inc.
|
20,347 | $1,676,796 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
2,682 | $798,940 | |
| 7 | NXPI |
NXP Semiconductors N.V.
|
2,404 | $675,596 | |
| 8 | QRVO |
Qorvo, Inc.
This page
|
7,102 | $662,403 |
All Filings in QRVO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $662,403 | 7,102 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $313,237 | 4,047 | Shares | Sole | 2026-05-13 | |
| 2024-09-30 | $922,985 | 8,935 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $520,787 | 4,488 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $742,605 | 6,467 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $527,690 | 4,686 | Shares | Sole | 2024-02-06 | |
| 2023-06-30 | $444,748 | 4,359 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||