Exited position

Seth Klarman’s Qorvo Inc (QRVO) position

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

Baupost GroupVerified through Q2 2026
Relationship snapshot

At a glance

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

First reportedQ2 2017Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares11.00MHighest verified quarter-end share count
Quarters reported25Verified quarters with shares above zero
What happened?

Baupost Group first reported Qorvo Inc in Q2 2017. The reported position was increased and reduced across later filings. The latest verified relationship event shows that Baupost Group sold the entire position in Q4 2023, and the stock is no longer reported in the latest verified portfolio.

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 2023
Sold the entire position−935.61K shares · No shares reported at quarter-end
Q3 2023
Sold 64.3% of the position−1.68M shares · 935.61K shares remained
Filing context

Quarter-end price $95.47 · Estimated holding basis $117.76

Q2 2023
Sold 43.7% of the position−2.03M shares · 2.62M shares remained
Filing context

Quarter-end price $102.03 · Estimated holding basis $117.76

Q1 2023
Sold 18.9% of the position−1.08M shares · 4.65M shares remained
Filing context

Quarter-end price $101.57 · Estimated holding basis $117.76

Q4 2022
Sold 15.4% of the position−1.04M shares · 5.73M shares remained
Filing context

Quarter-end price $90.64 · Estimated holding basis $117.76

Q3 2022
Sold 2.7% of the position−191.12K shares · 6.78M shares remained
Filing context

Quarter-end price $79.41 · Estimated holding basis $117.76

2 unchanged quarters are collapsed by default.

Portfolio importance

How important was Qorvo Inc in Baupost Group’s reported portfolio?

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

Last reported portfolio weight1.7%Q3 2023
Last reported rank#15of 32 reported positions
Peak portfolio weight9.7%Q2 2022
Best historical rank#2Q4 2021
At peak importanceQ2 2022
QRVO
9.7%
Largest holding
15.8%
Cross-investor discovery

Who else owns Qorvo Inc?

Also reported by 3 other tracked investors in their latest verified filings.

Jeff SmithStarboard Value LP
QRVO11.6% of reported portfolio
Joel GreenblattGotham Asset Management
QRVO0.1% of reported portfolio
Ray DalioBridgewater Associates, LP
QRVO0.0% of reported portfolio
Explore Qorvo Inc across all tracked investors →
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 filingQ2 2026 · filed 2026-08-13
Open SEC filing ↗

This tracker follows Baupost Group LLC/MA’s Form 13F disclosures—not Seth Klarman’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.