Kintayl Capital Loads Up Qorvo Stock With 124,000 Shares Buy

1 hour ago 2

Will Healy, The Motley Fool

Mon, March 16, 2026 astatine 12:44 PM CDT 3 min read

On February 17, 2026, Kintayl Capital LP disclosed a caller presumption successful Qorvo (NASDAQ:QRVO).

According to a February 17, 2026, SEC filing, Kintayl Capital LP established a caller presumption successful Qorvo by purchasing 124,268 shares. The estimated worth of this acquisition was $10.50 million, calculated utilizing mean closing prices for the quarter. The quarter-end worth of the involvement matched the estimated commercialized value, reflecting some the acquisition enactment and terms fluctuations wrong the period.

This was a caller presumption for Kintayl Capital LP, representing 6.34% of its $165.60 cardinal successful reportable U.S. equity assets arsenic of December 31, 2025.
Top holdings aft the filing:
- NYSE: WTRG: $14.43 cardinal (8.7% of AUM)
- CRYPTO: SNV: $13.84 cardinal (8.4% of AUM)
- NYSE: NSC: $10.56 cardinal (6.4% of AUM)
- NASDAQ:QRVO: $10.50 cardinal (6.3% of AUM)
- NYSEMKT: NGD: $9.90 cardinal (6.0% of AUM)
As of February 13, 2026, Qorvo shares were priced astatine $84.44, up 8.97% implicit the anterior year, underperforming the S&P 500 by 2.82 percent points.

Metric

Value

Price (as of marketplace adjacent February 13, 2026)	$84.44
Market capitalization	$7.82 billion
Revenue (TTM)	$3.74 billion
Net income (TTM)	$340.62 million

Qorvo offers a wide portfolio of RF solutions, powerfulness absorption ICs, ultra-wideband SoCs, MEMS sensors, and SiC products for wireless, wired, and powerfulness markets.
The institution generates gross chiefly done the merchantability of integrated circuits, modules, and semiconductor components to archetypal instrumentality manufacturers and plan firms crossed consumer, infrastructure, and defence sectors.
Key customers see manufacturers of mobile devices, automotive systems, astute location technology, and defence and aerospace equipment.

Qorvo is simply a starring supplier of precocious semiconductor solutions, serving planetary markets successful mobile, infrastructure, and defence applications. The institution leverages its expertise successful vigor frequence and powerfulness absorption technologies to present high-performance products for demanding extremity markets. Qorvo's diversified merchandise lineup and established lawsuit relationships enactment its competitory positioning successful the semiconductor industry.

Kintayl Capital bought Qorvo aft a agelong play of decline. It dropped importantly successful 2022, similar galore semiconductor stocks, and past fell to a caller multi-year debased successful 2025. As of the clip of the filing, it had dropped 58% from its 2021 high.

Now, successful buying Qorvo stock, Kintayl is making a contrarian move. However, it whitethorn beryllium yet acceptable to rebound. After dense dependence connected 1 lawsuit (widely believed by galore to beryllium Apple), it has diversified into areas specified arsenic automotive, defense, and connectivity, which should assistance diversify its gross stream.

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