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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 Q4 2016 it was held by 14 managers with an aggregate reported value of $1.46B, which is 0.19% of the combined portfolio.

As of Q4 2016, 14 tracked institutional managers held QCOM (QUALCOMM INC) with an aggregate reported value of $1.46B0.19% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q4 2016
Ticker
QCOM

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

Long holders

1Bill Nygren - Oakmark Funds0.79%Add +1.4%6,269,259$408.76M
2Sarah Ketterer - Causeway Capital Management4.92%Add +10.9%3,390,137$260.03M
3David Rolfe - Wedgewood Partners4.65%Reduce -15.6%2,920,979$190.45M
4First Pacific Advisors - First Pacific Advisors1.21%Reduce -0.5%2,330,270$151.93M
5First Eagle - First Eagle Investment Management0.37%Add +150.0%2,254,453$146.99M
6Mairs & Power Growth Fund - Mairs & Power Growth Fund1.24%Reduce -0.1%1,484,888$96.82M
7David Tepper - Appaloosa Management1.62%Add +55.6%1,400,000$91.28M
8Richard Pzena - Pzena Investment Management0.28%Reduce -15.8%743,731$48.49M
9Steven Check - Check Capital Management4.08%Add +4.6%623,634$40.66M
10David Katz - Matrix Asset Advisors3.11%Add +1.3%281,834$18.38M
11Lee Ainslie - Maverick Capital0.04%Reduce -3.7%47,900$3.12M
12Torray Funds - Torray Funds0.08%Add +6.2%11,200$730K
13Dodge & Cox - Dodge & Cox0.00%-5,430$354K

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 Management-7,900$515K
Loading holder history for QCOM