Lee Ainslie - Maverick Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    239
Portfolio value:    $8,599,101,588
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
2024   Q4 0 0.00 Sell 100.00% 0.04 $64.54–107.33 · VW $72.72i SEC
2024   Q3 18,339 0.04 Add 2.53% <0.01 $98.72–130.99 · VW $112.78i $1,894,419 SEC
2024   Q2 17,887 0.04 Buy 0.04 $94.34–119.04 · VW $108.08i $2,075,607 SEC
2024   Q1 0 0.00 Sell 100.00% 1.15 $98.34–121.65 · VW $109.26i SEC
2023   Q4 511,781 1.15 Buy 1.15 $80.62–114.97 · VW $96.01i $57,631,658 SEC
2023   Q3 0 0.00 Sell 100.00% <0.01 $93.48–112.12 · VW $103.34i SEC
2023   Q2 3,457 <0.01 Reduce 55.57% 0.01 $87.79–104.45 · VW $96.97i $352,718 SEC
2023   Q1 7,780 0.02 Add 77.75% <0.01 $89.03–114.59 · VW $102.61i $790,215 SEC
2022   Q4 4,377 <0.01 Add 14.58% <0.01 $75.38–104.44 · VW $90.18i $396,731 SEC
2022   Q3 3,820 0.01 Buy 0.01 $79.36–112.33 · VW $93.58i $303,000 SEC
2022   Q1 0 0.00 Sell 100.00% <0.01 $117.03–163.12 · VW $134.36i SEC
2021   Q4 845 <0.01 Reduce 85.23% <0.01 $142.17–178.50 · VW $158.00i $132,000 SEC
2021   Q3 5,722 <0.01 Reduce 22.21% <0.01 $167.06–201.46 · VW $184.10i $957,000 SEC
2021   Q2 7,356 0.01 Add 405.57% <0.01 $164.10–201.68 · VW $185.21i $1,439,000 SEC
2021   Q1 1,455 <0.01 Reduce 73.13% <0.01 $160.06–191.82 · VW $175.26i $266,000 SEC
2020   Q4 5,415 0.01 Reduce 64.51% 0.03 $124.56–170.90 · VW $147.91i $900,000 SEC
2020   Q3 15,258 0.04 Reduce 48.10% 0.03 $107.69–136.06 · VW $125.62i $1,968,000 SEC
2020   Q2 29,399 0.07 Reduce 45.86% 0.04 $72.93–118.94 · VW $100.20i $3,249,000 SEC
2020   Q1 54,303 0.09 Reduce 11.41% 0.01 $67.54–122.36 · VW $98.47i $4,378,000 SEC
2019   Q4 61,298 0.10 Reduce 23.25% 0.02 $70.70–118.49 · VW $98.53i $7,125,000 SEC
2019   Q3 79,864 0.09 Reduce 13.12% 0.01 $67.73–78.68 · VW $72.50i $5,921,000 SEC
2019   Q2 91,920 0.09 Reduce 11.28% 0.01 $58.52–78.98 · VW $68.20i $6,123,000 SEC
2019   Q1 103,610 0.10 Reduce 13.43% 0.01 $54.74–74.62 · VW $66.36i $7,432,000 SEC
2018   Q4 119,680 0.11 Add 1.31% <0.01 $56.33–78.89 · VW $68.15i $7,268,000 SEC
2018   Q3 118,130 0.12 Buy 0.12 $71.54–86.50 · VW $79.81i $9,083,000 SEC
Price snapshot:
Current price$84.35
52-week low$74.92
52-week high$109.49