QRVOQORVO INC

CUSIP: 74736K101

Guru Owners

$15.3M

Total Value Held

180,873

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
FPA Queens Road	Bragg Financial Advisors	145937	$12.3M	0.40%	$84.51	Q4 2025
Ray Dalio	Bridgewater Associates	34936	$3.0M	0.01%	$84.51	Q4 2025

FPA Queens Road

$12.3M

0.40%

Ray Dalio

$3.0M

0.01%

📊 Fundamentals

Market Cap$7.8B

P/E Ratio23.0x

Near market avg

Forward P/E12.4x

P/FCF13.7x

EPS (TTM)$3.63

Revenue (TTM)$3.7B

Profit Margin9.11%

Beta1.34

52-Week Range

$58.23

$106.30

Current: $83.63

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 23.0x trailing earnings → 12.4x forward · 9.1% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '252 owners · $15.3M

INCREASEDFPA Queens Road$12.3M

INCREASEDRay Dalio$3.0M

Q3 '252 owners · $26.4M

INCREASEDFPA Queens Road$13.3M

REDUCEDRay Dalio$13.2M

Q2 '252 owners · $14.9M

INCREASEDFPA Queens Road$12.3M

NEWRay Dalio$2.6M

Q1 '251 owners · $10.4M

NEWFPA Queens Road$10.4M

SOLDLee Ainslie

SOLDRay Dalio

Q3 '242 owners · $2.6M

INCREASEDLee Ainslie$1.9M

REDUCEDRay Dalio$711K

Q2 '242 owners · $3.1M

NEWLee Ainslie$2.1M

REDUCEDRay Dalio$1.0M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

0%analyst est. -5.6%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

15.2%current: 15.2%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

QRVO: Held by 2 superinvestors · 3 congress member trades

SELLRo KhannaD

$1,001 - $15,0002025-04-23

SELLJulie JohnsonD

$1,001 - $15,0002025-01-15

SELLRo KhannaD

$1,001 - $15,0002024-11-15