Position in QCOM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$13,676,123
+$5,049,409 QoQ
Shares Held
74,009
+10.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
2.16%
of 13F equity value
Holder Rank
#514
of 3,019 holders
Holding Since
Mar 2020
26 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, 2026BOURGEON CAPITAL MANAGEMENT LLC holds $54,988,349 across 6 Semiconductors names. QCOM ranks #2 (24.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRVL |
Marvell Technology, Inc.
|
83,069 | $24,745,424 | |
| 2 | QCOM |
Qualcomm Inc/De
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|
74,009 | $13,676,123 | |
| 3 | NXPI |
NXP Semiconductors N.V.
|
35,731 | $10,041,482 | |
| 4 | ADI |
Analog Devices Inc
|
13,313 | $5,287,524 | |
| 5 | NVDA |
Nvidia Corp
|
3,371 | $674,503 | |
| 6 | MU |
Micron Technology Inc
|
488 | $563,293 |
All Filings in QCOM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,676,123 | 74,009 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $8,626,714 | 66,988 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $11,079,250 | 64,772 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $10,605,949 | 63,753 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $10,220,988 | 64,178 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $9,462,222 | 61,599 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $9,596,487 | 62,469 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $10,531,196 | 61,930 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $12,313,307 | 61,820 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $13,184,237 | 77,875 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $16,092,256 | 111,265 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $12,572,436 | 113,204 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $10,111,971 | 84,946 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $10,144,013 | 79,511 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $8,803,445 | 80,075 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $10,354,391 | 91,648 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $8,285,344 | 64,861 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $9,657,154 | 63,193 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $7,967,828 | 43,571 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $10,731,522 | 83,203 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $12,272,827 | 85,866 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $11,373,702 | 85,781 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $14,304,878 | 93,901 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $11,091,928 | 94,255 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $8,686,931 | 95,241 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $5,814,246 | 85,946 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||