QCOM - QUALCOMM
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 Q2 2014 it was held by 16 managers with an aggregate reported value of $1.92B, which is 0.25% of the combined portfolio.
As of Q2 2014, 16 tracked institutional managers held QCOM (QUALCOMM) with an aggregate reported value of $1.92B — 0.25% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q2 2014
- Ticker
- QCOM
13F data is delayed and excludes shorts/non-13F assets.
Long holders
| 1 | David Rolfe - Wedgewood Partners | 6.77% | Add +4.7% | 4,897,789 | $387.91M |
| 2 | Polen Capital Management - Polen Capital Management | 6.76% | Reduce -5.0% | 3,909,900 | $309.66M |
| 3 | Bill Nygren - Oakmark Funds | 0.51% | Add +19.1% | 3,852,059 | $305.08M |
| 4 | Harry Burn - Sound Shore | 2.94% | Add +1.3% | 2,293,029 | $181.61M |
| 5 | First Pacific Advisors - First Pacific Advisors | 1.44% | Add +0.4% | 2,237,500 | $177.21M |
| 6 | Vulcan Value Partners - Vulcan Value Partners | 2.55% | Reduce -22.8% | 2,179,425 | $172.61M |
| 7 | Leon Cooperman - Leon Cooperman | 1.33% | Reduce -36.9% | 1,271,135 | $100.67M |
| 8 | Bill Miller - Miller Value Partners | 3.21% | Reduce -4.9% | 1,009,740 | $79.97M |
| 9 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 0.86% | Add +0.5% | 765,434 | $60.62M |
| 10 | Steven Check - Check Capital Management | 4.66% | Add +3.0% | 481,119 | $38.11M |
| 11 | Torray Funds - Torray Funds | 2.58% | Add +152.2% | 321,379 | $25.45M |
| 12 | Lee Ainslie - Maverick Capital | 0.39% | Reduce -84.0% | 311,120 | $24.64M |
| 13 | David Katz - Matrix Asset Advisors | 2.80% | Reduce -1.6% | 310,680 | $24.61M |
| 14 | Ruane Cunniff LP - Ruane Cunniff LP | 0.13% | Add +0.1% | 302,342 | $23.95M |
| 15 | Robert Olstein - Olstein Capital Management | 0.61% | Reduce -12.3% | 57,000 | $4.51M |
Call holders — bullish via leverage
1 manager holds call options on QCOM — a right to buy at strike. Notional value, not premium.
| 1 | Steven Check - Check Capital Management | - | 60,000 | $4.75M |
Loading holder history for QCOM…