QCOM
Qualcomm Inc
7 of the 83 super-investors we track hold QCOM, worth a combined $772M per their latest 13F filings. The largest position: David Katz at 3.7% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Conviction score: 32 of 100 (how strongly the cohort backs it) — ranked #290 of 742 stocks. Conviction rising: 2 more super-investors hold it than in 2026Q1.
Why super-investors own QCOM
QCOM is held by 7 super-investors in our cohort, with a combined position value of $772M. The highest-conviction owner is David Katz at 3.7% of their portfolio. Cohort ownership has grown from 6 to 7 over the last four quarters — net interest is rising. This quarter the cohort registered 1 trimmed.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q3 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (7) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Viking Global Investors | 0.8% | 5q | $280M | 1,514,185 |
| 2 | Joel Greenblatt | 0.2% | 40q | $266M | 1,438,295 |
| 3 | Harry Burn | 3.1% | 4q | $101M | 547,812 |
| 4 | David Tepper | 0.6% | 21q | $46M | 250,000 |
| 5 | David Katz | 3.7% | 40q | $45M | 243,892 |
| 6 | Mairs & Power Funds | 0.3% | 40q | $33M | 179,832 |
| 7 | Lee Ainslie | <0.1% | 20q | $1M | 5,542 |
- 1Viking Global Investorsport0.8%val$280M1,514,185 sh·5q held
- 2Joel Greenblattport0.2%val$266M1,438,295 sh·40q held
- 3Harry Burnport3.1%val$101M547,812 sh·4q held
- 4David Tepperport0.6%val$46M250,000 sh·21q held
- 5David Katzport3.7%val$45M243,892 sh·40q held
- 6Mairs & Power Fundsport0.3%val$33M179,832 sh·40q held
- 7Lee Ainslieport<0.1%val$1M5,542 sh·20q held
Owners of QCOM also hold
Congress is trading QCOM
Congress tracker →- Maria Elvira Salazarbought$15,001 - $50,000 · 2026-05-13
- Maria Elvira Salazarbought$1,001 - $15,000 · 2026-05-13
- Sara Jacobssold$500,001 - $1,000,000 · 2026-05-07
- Sara Jacobssold$500,001 - $1,000,000 · 2026-05-06
- Jared Moskowitzsold$15,001 - $50,000 · 2026-03-31
- Valerie Hoylesold$1,001 - $15,000 · 2025-09-23
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| David Tepper | TRIM | 0.6% | -50% | $46M | Aug 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 747525103. Not investment advice.