
What smart money is saying about Qorvo
1 fund in our archive has pitched Qorvo — most recently Antipodes Global Value Fund (Hedged) in June 2026.
Qorvo, Inc. is a global technology company focused on developing and bringing to market a diverse range of products and innovations for the wireless, wired, and power sectors. Its operations are organized into two primary divisions: Mobile Products, and Infrastructure and Defense Products. Within its Mobile Products segment, Qorvo supplies critical components for a wide array of consumer electronics, including smartphones, wearables, laptops, and tablets. These offerings encompass radio frequency (RF) power management integrated circuits (PMICs), ultra-wideband (UWB) system-on-a-chip (SoC) and system-in-package (SiP) solutions, MEMS sensors, antenna tuners and antennaplexers, along with various discrete components like multiplexers, duplexers, filters, and switches. The Infrastructure and Defense Products segment addresses a broad spectrum of industries: For cellular base stations, Qorvo provides components such as switch-low noise amplifier (LNA) modules, variable gain amplifiers (VGAs), integrated power amplifier (PA) Doherty modules, discrete LNAs, and high-power GaN amplifiers. It also manufactures Silicon Carbide (SiC) products, including Schottky diodes and transistors, vital for applications in the automotive, industrial, IT infrastructure, and renewable energy sectors. The company delivers smart home solutions through SoC hardware, firmware, and application software. Power management offerings include programmable PMICs and power application controllers. For defense and aerospace clients, particularly defense primes, Qorvo supplies RF products and specialized compound semiconductor foundry services. In automotive connectivity, it offers RF and UWB SoC solutions. Lastly, Wi-Fi products feature PAs, switches, LNAs, bulk acoustic wave (BAW) filters, and integrated front-end modules (FEMs). Qorvo distributes its products through a dual approach: direct sales to original equipment manufacturers (OEMs) and original design manufacturers (ODMs), and indirectly via a network of sales representatives and authorized distributors. Established in 1957, the company maintains its headquarters in Greensboro, North Carolina.
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Position history
Between Q2 2026 and Q3 2026, 5 fund letters reported a position in Qorvo — 2 opened or added to the position, 3 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 3 | 0 |
| Q2 2026 | 2 | 2 | 0 | 1 |
Fund activity · 5 positions · 5 moves
- September 2026
“We sold Qorvo and used that capital to purchase shares of Skyworks.”
191 more words on why — unlock Vulcan Value Partners Multi-Strategy Equity Portfolios’s full commentQorvo - ExitedAntipodes Global FundSeptember 2026
“Qorvo (Exit): We exited Qorvo as the Skyworks merger reached completion rather than through any change of view on the asset.”
Qorvo - September 2026
“Qorvo (Exit): We exited Qorvo as the Skyworks merger reached completion rather than through any change of view on the asset.”
Qorvo - New positionAntipodes Global Value Fund (Hedged)June 2026
“Qorvo and TDK (Entry): We have continued to lean into a cluster of analog, power, RF (radio frequency) and specialty-semiconductor names over the Quarter.”
Qorvo - New positionAntipodes Global FundJune 2026
“Qorvo and Skyworks Solutions (Entry): We have continued to lean into a cluster of analog, power, RF (radio frequency) and specialty-semiconductor names over the Quarter.”
Qorvo
Also mentioned · 1
These funds discuss Qorvo — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedAntipodes Global Value FundSeptember 2026
“Analog and mixed-signal semiconductor manufacturer Skyworks pairs a diversification turnaround with a consolidation catalyst. The announced merger with Qorvo cleared its final regulatory approvals towards the end of the Quarter, creating a radio-frequency leader with greater scale and cost- synergy potential.”
Qorvo
Fund coverage · 1 thesis
- Antipodes Global Value Fund (Hedged)June 2026
Qorvo is an RF semiconductor supplier with scale benefits from the Skyworks merger and exposure to structurally growing end markets.
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