← Top Holdings

QRVOQORVO INC

CUSIP: 74736K101

2

Guru Owners

$3.4M

Total Value Held

43,787

Total Shares

$2.9M
0.01%
$515K
0.02%

📊 Fundamentals

Market Cap$7.5B
P/E Ratio24.1x
Near market avg
Forward P/E10.9x
P/FCF13.5x
EPS (TTM)$3.53
Revenue (TTM)$3.7B
Profit Margin9.21%
Beta1.44

52-Week Range

$74.92
$109.49

Current: $85.13

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 24.1x trailing earnings → 10.9x forward · 9.2% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$6.6M$13.2M$19.8M$26.4MQ3 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '262 owners · $3.4M
INCREASEDRay Dalio$2.9M
INCREASEDFPA Queens Road$515K
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
INCREASEDFPA Queens Road$10.4M
Q4 '241 owners · $9.6M
NEWFPA Queens Road$9.6M
SOLDLee Ainslie
SOLDRay Dalio

💰 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
6%analyst est. 6.3%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
15.1%current: 15.1%
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