Starboard Value LP: QORVO INC (QRVO): Quarterly 13F Position History
As of Q2 2026, Starboard Value LP reported 5,611,526 shares of QORVO INC (QRVO), worth $523.4M and representing 11.6% of its 13F equity book. Quarter-over-quarter share count change: 1,899,345 (-25.3%) . The position first appeared in Q1 2025 and has been disclosed across 6 13F-HR filings in Pactolio's tracked window.
- 5,611,526Shares Held (Latest Filing)
- $523.4MReported Market Value (Latest Filing)
- 11.6%Portfolio Weight (% of 13F Equity Book)
- 1,899,345Quarter-over-Quarter Share Change
- -$58.0MQuarter-over-Quarter Value Change
- 8,270,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 6 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 5,611,526 | 1,899,345 | -25.3% | $523.4M | 11.6% | $93.3 |
| Q1 2026 | 7,510,871 | 0 | – | $581.3M | 12.7% | $77.4 |
| Q4 2025 | 7,510,871 | 0 | – | $634.7M | 12.0% | $84.5 |
| Q3 2025 | 7,510,871 | 361,996 | -4.6% | $684.1M | 12.9% | $91.1 |
| Q2 2025 | 7,872,867 | 397,133 | -4.8% | $668.5M | 11.6% | $84.9 |
| Q1 2025 | 8,270,000 | – | – | $598.8M | 10.9% | $72.4 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Starboard Value LP first disclose a QRVO position in 13F-HR filings?
Starboard Value LP first reported QORVO INC (QRVO) on its 13F-HR filing for the period ending 2025-03-31 (Q1 2025). The position has appeared on 6 reported quarters within Pactolio's tracked window.
What was Starboard Value LP's most recent quarter-over-quarter share-count change in QRVO?
Between Q1 2026 and Q2 2026, Starboard Value LP reduced its QRVO position by 1,899,345 shares (-25.3%), leaving 5,611,526 shares at a market value of $523.4M.
Does the implied price-per-share represent Starboard Value LP's cost basis in QRVO?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.