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 Q4 2013 it was held by 18 managers with an aggregate reported value of $3.24B, which is 0.44% of the combined portfolio.
As of Q4 2013, 18 tracked institutional managers held QCOM (QUALCOMM INC) with an aggregate reported value of $3.24B — 0.44% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q4 2013
- Ticker
- QCOM
13F data is delayed and excludes shorts/non-13F assets.
Long holders
| 1 | Stephen Mandel - Lone Pine Capital | 3.70% | Reduce -18.3% | 10,886,598 | $808.33M |
| 2 | John Armitage - Egerton Capital | 5.42% | Add +24.3% | 4,835,385 | $359.03M |
| 3 | David Rolfe - Wedgewood Partners | 6.79% | Add +10.1% | 4,396,586 | $326.45M |
| 4 | Polen Capital Management - Polen Capital Management | 6.87% | Reduce -3.2% | 4,177,898 | $310.21M |
| 5 | Lee Ainslie - Maverick Capital | 3.14% | Reduce -19.1% | 3,274,268 | $243.11M |
| 6 | Leon Cooperman - Leon Cooperman | 2.76% | Reduce -7.3% | 2,619,887 | $194.53M |
| 7 | Bill Nygren - Oakmark Funds | 0.35% | Add +23.8% | 2,614,310 | $194.11M |
| 8 | Harry Burn - Sound Shore | 3.03% | Add +6.7% | 2,428,864 | $180.34M |
| 9 | Vulcan Value Partners - Vulcan Value Partners | 3.73% | Add +33.9% | 2,391,758 | $177.59M |
| 10 | First Pacific Advisors - First Pacific Advisors | 1.55% | Add +0.2% | 2,219,900 | $164.83M |
| 11 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 0.87% | Add +4.4% | 757,734 | $56.26M |
| 12 | Steven Check - Check Capital Management | 5.01% | Add +5.1% | 446,367 | $33.14M |
| 13 | David Katz - Matrix Asset Advisors | 2.84% | Add +26.0% | 315,401 | $23.42M |
| 14 | Ruane Cunniff LP - Ruane Cunniff LP | 0.12% | - | 301,282 | $22.37M |
| 15 | Robert Olstein - Olstein Capital Management | 0.96% | Reduce -12.6% | 90,000 | $6.68M |
| 16 | Torray Funds - Torray Funds | 1.14% | Reduce -2.0% | 73,964 | $5.49M |
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 | Reduce -25.0% | 1,722,000 | $127.86M |
| 2 | Steven Check - Check Capital Management | - | 60,000 | $4.45M |
Loading holder history for QCOM…