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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 2016 it was held by 15 managers with an aggregate reported value of $1.55B, which is 0.22% of the combined portfolio.

As of Q3 2016, 15 tracked institutional managers held QCOM (QUALCOMM INC) with an aggregate reported value of $1.55B0.22% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q3 2016
Ticker
QCOM

13F data is delayed and excludes shorts/non-13F assets.

Long holders

1Bill Nygren - Oakmark Funds0.84%Add +0.3%6,183,306$423.56M
2David Rolfe - Wedgewood Partners4.97%Reduce -13.8%3,461,144$237.09M
3Sarah Ketterer - Causeway Capital Management4.56%Add +1.7%3,055,994$235.08M
4First Pacific Advisors - First Pacific Advisors1.33%Reduce -40.2%2,341,120$160.37M
5Vulcan Value Partners - Vulcan Value Partners1.34%Reduce -41.0%2,131,675$146.02M
6Mairs & Power Growth Fund - Mairs & Power Growth Fund1.34%Reduce -0.6%1,486,059$101.8M
7First Eagle - First Eagle Investment Management0.16%Add +60.2%901,741$61.77M
8David Tepper - Appaloosa Management1.40%New900,000$61.65M
9Richard Pzena - Pzena Investment Management0.37%Reduce -0.6%883,045$60.49M
10Steven Check - Check Capital Management4.08%Add +2.5%596,033$40.83M
11David Katz - Matrix Asset Advisors3.36%Add +1.5%278,115$19.05M
12Lee Ainslie - Maverick Capital0.04%New49,720$3.41M
13Torray Funds - Torray Funds0.08%Add +2.4%10,550$723K
14Dodge & Cox - Dodge & Cox0.00%-5,430$372K

Call holders — bullish via leverage

1 manager holds call options on QCOM — a right to buy at strike. Notional value, not premium.

1Steven Check - Check Capital ManagementNew7,900$541K
Loading holder history for QCOM