QRVO
Qorvo, Inc. · Technology · Semiconductors
动量输入(同类管理人):
持有人广度 +11.1% ·
股份流向 +0.6% ·
净新建仓位 +10.0%
· 公式
广泛增持:持股数量上升,持有人数量增加
所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q2 2025
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | -1 | 1.19M | $136.49M | n/a | −2 |
| Q2 2026 | 131 | -2 | 62.97M | $5.86B | +5 | −8 |
| Q1 2026 | 137 | -2 | 60.81M | $4.71B | +6 | −9 |
| Q4 2025 | 139 | 0 | 65.51M | $5.52B | +2 | −1 |
| Q3 2025 | 22 | 0 | 43.89M | $4.00B | n/a | −1 |
| Q2 2025 | 20 | +2 | 44.60M | $3.79B | +2 | n/a |
| Q1 2025 | 15 | 0 | 19.32M | $1.40B | +2 | −2 |
| Q4 2024 | 15 | -2 | 11.31M | $790.95M | n/a | −2 |
| Q3 2024 | 16 | 0 | 8.27M | $853.61M | +1 | −1 |
| Q2 2024 | 16 | n/a | 8.52M | $987.86M | n/a | n/a |
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (被动) | 13.46M | n/a | $1.14B | 0.0% | n/c | 1 | SEC ↗ ×21 |
| 2 | The Vanguard Group ✦ (被动) | 11.01M | n/a | $934.44M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 3 | Starboard Value ✦ | 7.87M | -4.8% | $668.49M | 11.6% | ▼ Trim | 2 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (被动) | 3.70M | +5.0% | $314.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Norges Bank ✦ (被动) | 1.81M | +27.1% | $153.99M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | Geode Capital Management ✦ (被动) | 1.66M | -0.3% | $140.93M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 7 | Citadel Advisors ✦ | 1.44M | +28.6% | $122.05M | 0.1% | ▲ Add | 5 | SEC ↗ ×2 |
| 8 | Point72 Asset Management ✦ | 964.04K | -14.8% | $81.86M | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 9 | D. E. Shaw & Co. ✦ | 673.74K | +470.3% | $57.21M | 0.1% | ▲ Add | 5 | SEC ↗ ×2 |
| 10 | Fidelity (FMR) ✦ | 561.16K | n/a | $47.65M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 11 | Arrowstreet Capital ✦ | 467.42K | -21.0% | $39.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 238.95K | +27.5% | $20.29M | 0.0% | ▲ Add | 5 | SEC ↗ ×6 |
| 13 | Renaissance Technologies ✦ | 202.41K | -67.8% | $17.19M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | Gotham Asset Management ✦ | 190.43K | +76.4% | $16.17M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 15 | Millennium Management ✦ | 165.76K | -30.9% | $14.07M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 16 | Two Sigma Investments ✦ | 67.77K | -69.8% | $5.75M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 17 | T. Rowe Price ✦ | 65.15K | +4.9% | $5.53M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 18 | Bridgewater Associates ✦ | 30.23K | 新增 | $2.57M | 0.0% | New | 1 | SEC ↗ |
| 19 | Fisher Asset Management ✦ | 18.64K | -6.5% | $1.58M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 20 | Marshall Wace ✦ | 5.04K | 新增 | $427,861 | 0.0% | New | 1 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例,即持仓信心指标。✦ = 精选管理人。
新增买入方
| Bridgewater Associates | $2.57M | 0.0% |
| Marshall Wace | $427,861 | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 532 持有人, 83.81M 股份, $6.17B 已申报. 这是与上方被追踪全域数据不同的较早期间,两者从不混用。
持有该证券的受追踪机构最常同时持有的其他证券:基于共同持有计数,而非基本面关联。
公开市场买入 (P)
在我们的覆盖窗口内无内部人士公开市场买入记录。
公开市场卖出 (S)
Officer · 191 股 · $21,887
Officer · 39 股 · $4,357
Officer · 81 股 · $9,144
Officer · 1.39K 股 · $161,226
Officer · 984 股 · $114,705
Officer · 1.95K 股 · $229,008
Officer · 172 股 · $20,339
Officer · 2.50K 股 · $285,275
Officer · 2.40K 股 · $240,000
Officer · 100 股 · $10,001
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
6.4% 占股份类别 · 查看 SEC 原始申报文件 ↗