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 Q1 2014 it was held by 19 managers with an aggregate reported value of $3.01B, which is 0.40% of the combined portfolio.
As of Q1 2014, 19 tracked institutional managers held QCOM (QUALCOMM INC) with an aggregate reported value of $3.01B — 0.40% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q1 2014
- Ticker
- QCOM
13F data is delayed and excludes shorts/non-13F assets.
Long holders
| 1 | Stephen Mandel - Lone Pine Capital | 2.31% | Reduce -40.0% | 6,530,923 | $515.03M |
| 2 | David Rolfe - Wedgewood Partners | 6.83% | Add +6.4% | 4,677,079 | $368.83M |
| 3 | Polen Capital Management - Polen Capital Management | 7.02% | Reduce -1.5% | 4,115,757 | $324.57M |
| 4 | John Armitage - Egerton Capital | 4.17% | Reduce -28.2% | 3,473,163 | $273.89M |
| 5 | Bill Nygren - Oakmark Funds | 0.46% | Add +23.8% | 3,235,259 | $255.13M |
| 6 | Vulcan Value Partners - Vulcan Value Partners | 3.94% | Add +18.1% | 2,823,696 | $222.68M |
| 7 | Harry Burn - Sound Shore | 3.07% | Reduce -6.8% | 2,264,040 | $178.54M |
| 8 | First Pacific Advisors - First Pacific Advisors | 1.54% | Add +0.4% | 2,228,100 | $175.71M |
| 9 | Leon Cooperman - Leon Cooperman | 2.11% | Reduce -23.1% | 2,013,587 | $158.79M |
| 10 | Lee Ainslie - Maverick Capital | 2.15% | Reduce -40.6% | 1,945,891 | $153.45M |
| 11 | Bill Miller - Miller Value Partners | 3.36% | New | 1,061,715 | $83.73M |
| 12 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 0.89% | Add +0.6% | 761,914 | $60.09M |
| 13 | Steven Check - Check Capital Management | 4.69% | Add +4.7% | 467,164 | $36.84M |
| 14 | David Katz - Matrix Asset Advisors | 2.98% | Add +0.1% | 315,842 | $24.91M |
| 15 | Ruane Cunniff LP - Ruane Cunniff LP | 0.13% | Add +0.3% | 302,077 | $23.82M |
| 16 | Torray Funds - Torray Funds | 1.70% | Add +72.3% | 127,454 | $10.05M |
| 17 | Robert Olstein - Olstein Capital Management | 0.70% | Reduce -27.8% | 65,000 | $5.13M |
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 | - | 1,722,000 | $135.8M |
| 2 | Steven Check - Check Capital Management | - | 60,000 | $4.73M |
Loading holder history for QCOM…