Quarry LP

Position in QRVO — Qorvo, Inc.

CIK 1965207 NEW YORK, NY

Position in QRVO

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

Position Value

$8,600,146

+$1,360,770 QoQ

Shares Held

92,207

-1.4% QoQ

Ownership

0.105%

of shares outstanding

% of Portfolio

1.52%

of 13F equity value

Holder Rank

#105

of 535 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Technology · as of Jun 30, 2026

Quarry LP holds $66,420,849 across 44 Semiconductors names. QRVO ranks #2 (12.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRVL	Marvell Technology, Inc.	185,070	$55,130,502
2	QRVO	Qorvo, Inc. This page	92,207	$8,600,146
3	MU	Micron Technology Inc	584	$674,105
4	AMD	Advanced Micro Devices Inc	567	$329,375
5	TXN	Texas Instruments Inc	914	$272,435
6	ON	On Semiconductor Corp	2,771	$261,970
7	INTC	Intel Corp	1,855	$259,013
8	NVDA	Nvidia Corp	957	$191,486

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,600,146	92,207	-1.4%	Shares	Other	2026-08-14
2026-03-31	$7,239,376	93,532	+13736.1%	Shares	Other	2026-05-15
2025-12-31	$57,128	676	-79.2%	Shares	Other	2026-02-13
2025-09-30	$295,554	3,245	+396.9%	Shares	Other	2025-11-14
2025-06-30	$55,446	653	+279.7%	Shares	Other	2025-08-14
2025-03-31	$12,454	172	+33.3%	Shares	Other	2025-05-15
2024-12-31	$9,020	129	-94.6%	Shares	Other	2025-02-14
2024-09-30	$246,680	2,388	+6354.1%	Shares	Other	2024-11-14
2024-06-30	$4,293	37	-95.1%	Shares	Other	2024-08-14
2024-03-31	$86,926	757	+184.6%	Shares	Other	2024-05-15
2023-12-31	$29,954	266	+7.3%	Shares	Other	2024-02-20
2023-09-30	$23,676	248	—	Shares	Other	2023-11-14
No filing history on record for this holder in this stock.