Position in QCOM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$37,414,453
-$10,581,834 QoQ
Shares Held
290,530
+3.5% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
16 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in QCOM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026&PARTNERS holds $1,041,141,769 across 30 Semiconductors names. QCOM ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
2,643,834 | $461,084,649 | |
| 2 | AVGO |
Broadcom Inc.
|
883,594 | $273,481,178 | |
| 3 | MU |
Micron Technology Inc
|
193,267 | $65,293,323 | |
| 4 | ADI |
Analog Devices Inc
|
200,642 | $63,832,245 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
131,020 | $44,278,209 | |
| 6 | QCOM |
Qualcomm Inc/De
This page
|
290,530 | $37,414,453 | |
| 7 | AMD |
Advanced Micro Devices Inc
|
120,016 | $24,414,854 | |
| 8 | TXN |
Texas Instruments Inc
|
92,062 | $17,872,916 |
All Filings in QCOM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||