Quarterly Activity Chart
Adds vs. Reduces by Quarter
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QCOM —
QUALCOMM INC
CUSIP: 747525103 · Held by 7 superinvestors · Combined value: $1,490,201,872
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Ken Griffin | 0.1% | $1,008,381,487 | 5,895,244 | ADD | +234,204 |
| 2 | David Tepper | 2.8% | $195,852,250 | 1,145,000 | REDUCE | -100,000 |
| 3 | Harry Burn | 3.2% | $100,747,766 | 588,996 | ADD | +20,542 |
| 4 | Mairs & Power | 0.9% | $94,130,183 | 550,308 | REDUCE | -103,625 |
| 5 | Ray Dalio | 0.1% | $37,646,737 | 220,092 | REDUCE | -310,948 |
| 6 | David Katz | 3.3% | $37,213,198 | 217,557 | ADD | +520 |
| 7 | FPA Queens Road | 0.5% | $16,230,251 | 94,886 | ADD | +3,372 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| David Katz | ADD | +520 | +0.2% |
| FPA Queens Road | ADD | +3,372 | +3.7% |
| Harry Burn | ADD | +20,542 | +3.6% |
| Ken Griffin | ADD | +234,204 | +4.1% |
| David Tepper | REDUCE | -100,000 | -8.0% |
| Mairs & Power | REDUCE | -103,625 | -15.8% |
| Ray Dalio | REDUCE | -310,948 | -58.6% |
| Bill Nygren | SOLD | -1,266 | Exit |
| Jim Simons | SOLD | -83,261 | Exit |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Bill Nygren | NEW BUY | +1,266 | New |
| Harry Burn | NEW BUY | +568,454 | New |
| Jim Simons | NEW BUY | +83,261 | New |
| David Katz | ADD | +9,304 | +4.5% |
| David Tepper | ADD | +895,000 | +255.7% |
| FPA Queens Road | ADD | +3,802 | +4.3% |
| Ken Griffin | REDUCE | -334,649 | -5.6% |
| Mairs & Power | REDUCE | -280,228 | -30.0% |
| Ray Dalio | REDUCE | -232,706 | -30.5% |
| Andreas Halvorsen | SOLD | -3,152,866 | Exit |
Who Owns QCOM? Superinvestor Holdings
QUALCOMM INC is held by 7 tracked superinvestors, with a combined position value of $1.5 billion . The largest positions are held by Ken Griffin (0.1% of portfolio), David Tepper (2.8% of portfolio), Harry Burn (3.2% of portfolio).
In the most recent quarter, 4 superinvestors added or initiated positions while 3 reduced or exited.