Position in QCOM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$52,833,678
+$15,419,225 QoQ
Shares Held
285,912
-1.6% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#258
of 3,013 holders
Holding Since
Dec 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in QCOM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026&PARTNERS holds $1,640,239,495 across 37 Semiconductors names. QCOM ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
2,989,211 | $598,111,228 | |
| 2 | AVGO |
Broadcom Inc.
|
956,184 | $361,198,506 | |
| 3 | MU |
Micron Technology Inc
|
214,598 | $247,708,325 | |
| 4 | ADI |
Analog Devices Inc
|
218,626 | $86,831,688 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
151,689 | $72,442,115 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
121,087 | $70,340,649 | |
| 7 | QCOM |
Qualcomm Inc/De
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|
285,912 | $52,833,678 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
123,062 | $36,658,939 |
All Filings in QCOM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,833,678 | 285,912 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $37,414,453 | 290,530 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $47,996,287 | 280,598 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $41,240,976 | 247,902 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $35,224,967 | 221,179 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $24,889,274 | 162,029 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $12,782,566 | 83,209 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,292,020 | 37,001 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,839,709 | 14,257 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $867,493 | 5,124 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $640,566 | 4,429 | Shares | Sole | 2024-01-09 | |
| 2023-06-30 | $200,344 | 1,683 | Shares | Sole | 2023-07-05 | |
| 2022-06-30 | $207,577 | 1,625 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $245,276 | 1,605 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $275,219 | 1,505 | Shares | Sole | 2022-01-12 | |
| 2021-06-30 | $200,816 | 1,405 | Shares | Sole | 2021-07-12 | |
| 2020-12-31 | $214,037 | 1,405 | Shares | Sole | 2021-01-11 | |
| No filing history on record for this holder in this stock. | ||||||