QCOM
Qualcomm Inc
5 super-investors hold QCOM worth a combined $313M. The largest position: David Katz at 3.4% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 29 — ranked #416 of 724 scored stocks.
Why super-investors own QCOM
Cohort interest in QCOM is thin and softening: only 5 of roughly 80 tracked super-investors hold the stock, and the owner count series — which bottomed at 1 for four consecutive quarters before recently rebuilding — suggests this is not a high-conviction consensus name. Joel Greenblatt holds the largest dollar position at $95M, though it represents just 0.1% of his portfolio, implying a mechanical or diversified-strategy origin rather than deep conviction. David Katz carries the highest concentration at 3.4% ($37M). The sole activity this quarter was David Tepper trimming his $64M position. No manager added or initiated. With zero new entrants and the cohort's largest holder barely registering it as a meaningful allocation, super-investor interest in QCOM appears steady at best, and directionally fading at the margin.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (5) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | 0.1% | 40q | $95M | 739,538 |
| 2 | David Tepper | 1.1% | 20q | $64M | 498,613 |
| 3 | Mairs & Power Funds | 0.6% | 40q | $62M | 478,055 |
| 4 | Harry Burn | 1.8% | 3q | $55M | 424,796 |
| 5 | David Katz | 3.4% | 40q | $37M | 287,239 |
Owners of QCOM also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| David Tepper | TRIM | 1.1% | -56% | $64M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 747525103. Not investment advice.