Historical position

Michael Burry’s Qorvo Inc (QRVO) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Scion Asset ManagementVerified through Q3 2025
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ4 2019Earliest verified positive filing snapshot
Latest statusHistorical positionBased on the latest supported relationship state
Peak shares125.00KHighest verified quarter-end share count
Quarters reported4Verified quarters with shares above zero
What happened?

Scion Asset Management first reported Qorvo Inc in Q4 2019. The reported position was increased and reduced across later filings. Verified positive position history runs through Q3 2020. The current relationship status cannot be determined reliably from supported data.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q4 2020
Sold the entire position−60.00K shares · No shares reported at quarter-end
Q3 2020
Sold 20.0% of the position−15.00K shares · 60.00K shares remained
Filing context

Quarter-end price $129.02 · Estimated holding basis $101.99

Q2 2020
Sold 40.0% of the position−50.00K shares · 75.00K shares remained
Filing context

Quarter-end price $110.53 · Estimated holding basis $101.99

Q1 2020
Bought 66.7% more+50.00K shares · 125.00K shares reported after the change
Filing context

Quarter-end price $80.63 · Estimated holding basis $101.99

Q4 2019
New position+75.00K shares · 75.00K shares reported
Filing context

Quarter-end price $116.23 · Estimated holding basis $116.23

Portfolio importance

How important was Qorvo Inc in Scion Asset Management’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight5.0%Q3 2020
Last reported rank#12of 20 reported positions
Peak portfolio weight12.8%Q1 2020
Best historical rank#3Q1 2020
At peak importanceQ1 2020
QRVO
12.8%
Largest holding
13.4%
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$117.182026-09-18

Market context only; not an investor transaction price.

Latest verified investor filingQ3 2025 · filed 2025-11-03
Open SEC filing ↗

This tracker follows Scion Asset Management’s Form 13F disclosures. It is not Michael Burry’s personal brokerage account. Reported put and call positions are labeled separately and are not treated as ordinary shares.