Oak Thistle LLC

Position in QRVO — Qorvo, Inc.

CIK 1755987 NEW YORK, NY

Position in QRVO

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$739,724

-$386,213 QoQ

Shares Held

7,931

-45.5% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#244

of 538 holders

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Oak Thistle LLC holds $39,507,523 across 8 Semiconductors names. QRVO ranks #8 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TXN	Texas Instruments Inc	25,357	$7,558,160
2	AMD	Advanced Micro Devices Inc	12,431	$7,221,292
3	INTC	Intel Corp	51,716	$7,221,105
4	ON	On Semiconductor Corp	72,145	$6,820,588
5	MU	Micron Technology Inc	5,312	$6,131,588
6	NVDA	Nvidia Corp	15,211	$3,043,568
7	QCOM	Qualcomm Inc/De	4,175	$771,498
8	QRVO	Qorvo, Inc. This page	7,931	$739,724

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$739,724	7,931	-45.5%	Shares	Sole	2026-07-21
2026-03-31	$1,125,937	14,547	+2.0%	Shares	Sole	2026-04-13
2025-12-31	$1,204,690	14,255	-68.3%	Shares	Sole	2026-01-21
2025-09-30	$4,097,780	44,991	+482.2%	Shares	Sole	2025-10-07
2025-06-30	$656,184	7,728	+159.4%	Shares	Sole	2025-08-08
2024-12-31	$208,321	2,979	-85.8%	Shares	Sole	2025-01-14
2024-09-30	$2,173,018	21,036	+571.2%	Shares	Sole	2024-11-12
2024-03-31	$359,877	3,134	-19.5%	Shares	Sole	2024-04-18
2023-12-31	$438,615	3,895	-68.0%	Shares	Sole	2024-01-22
2023-09-30	$1,160,533	12,156	+51.4%	Shares	Sole	2023-10-18
2023-06-30	$819,402	8,031	+185.1%	Shares	Sole	2023-07-26
2023-03-31	$286,122	2,817	+23.6%	Shares	Sole	2023-04-27
2022-03-31	$282,823	2,279	-15.3%	Shares	Other	2022-05-10
2021-12-31	$420,845	2,691	—	Shares	Other	2022-01-25
No filing history on record for this holder in this stock.