Starboard Value LP — QORVO INC QRVO: Quarterly 13F Position History
Starboard Value LP has reported QORVO INC (QRVO) on 5 13F-HR filings in Pactolio's tracked window, first appearing in Q1 2025. As of Q1 2026, the position is sized at 7,510,871 shares ($581.3M market value, 12.73% of the equity book).
- 7,510,871Shares Held (Latest Filing)
- $581.3MReported Market Value (Latest Filing)
- 12.73%Portfolio Weight (% of 13F Equity Book)
- 0Quarter-over-Quarter Share Change
- -$53.4MQuarter-over-Quarter Value Change
- 8,270,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 5 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 7,510,871 | 0 | — | $581.3M | 12.73% | $77.40 |
| Q4 2025 | 7,510,871 | 0 | — | $634.7M | 12.02% | $84.51 |
| Q3 2025 | 7,510,871 | 361,996 | -4.6% | $684.1M | 12.87% | $91.08 |
| Q2 2025 | 7,872,867 | 397,133 | -4.8% | $668.5M | 11.59% | $84.91 |
| Q1 2025 | 8,270,000 | — | — | $598.8M | 10.89% | $72.41 |
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, not 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 5 reported quarters within Pactolio's tracked window.
What was Starboard Value LP's most recent quarter-over-quarter share-count change in QRVO?
Starboard Value LP held the same 7,510,871 shares of QRVO between Q4 2025 and Q1 2026 — the reported share count was unchanged quarter-over-quarter.
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.