Christopher Davis - Davis Selected Advisers
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    112
Portfolio value:    $21,781,443,023
Holdings Activity Buys Sells    History
Holding/activity history for  Qorvo, Inc. (QRVO)
← All QRVO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2021   Q1 0 0.00 Sell 100.00% 0.36 $160.06–191.82 · VW $175.26i SEC
2020   Q4 413,685 0.36 Reduce 2.15% <0.01 $124.56–170.90 · VW $147.91i $68,783,000 SEC
2020   Q3 422,793 0.33 Reduce 6.99% 0.02 $107.69–136.06 · VW $125.62i $54,545,000 SEC
2020   Q2 454,569 0.31 Add 0.37% <0.01 $72.93–118.94 · VW $100.20i $50,244,000 SEC
2020   Q1 452,915 0.26 Add 3.14% <0.01 $67.54–122.36 · VW $98.47i $36,519,000 SEC
2019   Q4 439,106 0.26 Reduce 5.72% 0.01 $70.70–118.49 · VW $98.53i $51,037,000 SEC
2019   Q3 465,744 0.18 Reduce 2.08% <0.01 $67.73–78.68 · VW $72.50i $34,530,000 SEC
2019   Q2 475,642 0.17 Reduce 1.28% <0.01 $58.52–78.98 · VW $68.20i $31,683,000 SEC
2019   Q1 481,807 0.18 Add 12.97% 0.02 $54.74–74.62 · VW $66.36i $34,560,000 SEC
2018   Q4 426,502 0.15 Reduce 3.92% <0.01 $56.33–78.89 · VW $68.15i $25,905,000 SEC
2018   Q3 443,911 0.15 Add 3.40% <0.01 $71.54–86.50 · VW $79.81i $34,132,000 SEC
2018   Q2 429,307 0.15 Add 0.71% <0.01 $66.30–86.50 · VW $75.93i $34,418,000 SEC
2018   Q1 426,274 0.13 Buy 0.13 $65.56–86.84 · VW $75.54i $30,031,000 SEC
Price snapshot:
Current price$84.35
52-week low$74.92
52-week high$109.49