Category: Qorvo

Klarman trims the portfolio

Looking at Seth Klarman’s portfolio for the second quarter of 2022, there’s a pretty clear trend: he’s reducing a large number of his positions. These include Alphabet (Google), Intel, Dropbox, Fiserv, Meta, Intel and more than 20 other positions. In other words, the overall picture is that Klarman has taken a more defensive position and is a fairly significant net seller of shares.