Nearwater Capital Markets, Ltd

Position in QRVO — Qorvo, Inc.

CIK 1915842 NEW YORK, NY

Position in QRVO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$13,524,150

New position

Shares Held

145,000

first reported quarter

Ownership

0.165%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#85

of 539 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Nearwater Capital Markets, Ltd holds $508,106,340 across 5 Semiconductors names. QRVO ranks #4 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMD	Advanced Micro Devices Inc	388,000	$225,393,080
2	NVDA	Nvidia Corp	854,000	$170,876,860
3	TXN	Texas Instruments Inc	295,000	$87,930,650
4	QRVO	Qorvo, Inc. This page	145,000	$13,524,150
5	SLAB	Silicon Laboratories Inc.	47,500	$10,381,600

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,524,150	145,000	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.