QCOM - QUALCOMM INC
This page shows which of the focused investors we track hold QCOM and how their positions changed, so you can see how much conviction the group has in the stock.
In Q3 2013 it was held by 18 managers with an aggregate reported value of $3.03B, which is 0.45% of the combined portfolio.
As of Q3 2013, 18 tracked institutional managers held QCOM (QUALCOMM INC) with an aggregate reported value of $3.03B — 0.45% of the combined AlphaBaseline portfolio.
Get email alerts when a tracked manager trades QCOM — sign in or create a free account.
- Source
- Curated SEC 13F filings
- Period
- Q3 2013
- Ticker
- QCOM
13F data is delayed and excludes shorts/non-13F assets.
Long holders
| 1 | Stephen Mandel - Lone Pine Capital | 4.21% | Add +43.1% | 13,329,083 | $897.31M |
| 2 | Polen Capital Management - Polen Capital Management | 6.70% | Reduce -6.1% | 4,317,176 | $290.81M |
| 3 | Lee Ainslie - Maverick Capital | 3.69% | Reduce -11.6% | 4,047,393 | $272.47M |
| 4 | David Rolfe - Wedgewood Partners | 6.44% | Add +8.2% | 3,991,646 | $268.72M |
| 5 | John Armitage - Egerton Capital | 4.79% | New | 3,891,601 | $261.98M |
| 6 | Leon Cooperman - Leon Cooperman | 2.88% | Reduce -24.6% | 2,826,100 | $190.25M |
| 7 | Harry Burn - Sound Shore | 2.85% | Add +27.7% | 2,277,281 | $153.31M |
| 8 | First Pacific Advisors - First Pacific Advisors | 1.54% | Add +786.6% | 2,216,400 | $149.3M |
| 9 | Bill Nygren - Oakmark Funds | 0.28% | New | 2,111,925 | $142.26M |
| 10 | Vulcan Value Partners - Vulcan Value Partners | 3.67% | Add +62.9% | 1,785,813 | $120.22M |
| 11 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 0.84% | Add +2.7% | 725,590 | $48.85M |
| 12 | Steven Check - Check Capital Management | 4.65% | Add +62.4% | 424,748 | $28.59M |
| 13 | Ruane Cunniff LP - Ruane Cunniff LP | 0.12% | Add +0.1% | 301,282 | $20.28M |
| 14 | David Katz - Matrix Asset Advisors | 2.27% | New | 250,357 | $16.85M |
| 15 | Robert Olstein - Olstein Capital Management | 1.06% | Add +13.2% | 103,000 | $6.93M |
| 16 | Torray Funds - Torray Funds | 1.10% | Add +0.1% | 75,459 | $5.08M |
Call holders — bullish via leverage
2 managers hold call options on QCOM — a right to buy at strike. Notional value, not premium.
| 1 | Stephen Mandel - Lone Pine Capital | Add +299.5% | 2,297,000 | $154.63M |
| 2 | Steven Check - Check Capital Management | New | 60,000 | $4.04M |
Loading holder history for QCOM…