Allianz SE

Position in QCOM — Qualcomm Inc/De

CIK 1127508 Munich, 2M

Position in QCOM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$19,373,751

+$6,287,129 QoQ

Shares Held

104,842

+3.2% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#451

of 3,013 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Technology · as of Jun 30, 2026

Allianz SE holds $404,652,283 across 15 Semiconductors names. QCOM ranks #5 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	939,327	$187,949,937
2	AVGO	Broadcom Inc.	161,055	$60,838,525
3	AMD	Advanced Micro Devices Inc	79,858	$46,390,309
4	MU	Micron Technology Inc	35,710	$41,219,695
5	QCOM	Qualcomm Inc/De This page	104,842	$19,373,751
6	ADI	Analog Devices Inc	40,484	$16,079,029
7	TSM	Taiwan Semiconductor Manufacturing Co Ltd	28,945	$13,823,262
8	INTC	Intel Corp	38,276	$5,344,476

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,373,751	104,842	+3.2%	Shares	Defined	2026-08-10
2026-03-31	$13,086,622	101,620	+53.4%	Shares	Defined	2026-05-11
2025-12-31	$11,330,350	66,240	-3.9%	Shares	Defined	2026-02-13
2025-09-30	$11,466,361	68,925	-36.0%	Shares	Defined	2025-11-12
2025-06-30	$17,138,922	107,616	+56.5%	Shares	Defined	2025-08-08
2025-03-31	$10,562,683	68,763	+0.1%	Shares	Defined	2025-05-09
2024-12-31	$10,556,919	68,721	-9.9%	Shares	Defined	2025-02-12
2024-09-30	$12,972,603	76,287	+21.7%	Shares	Defined	2025-05-12
2024-06-30	$12,489,581	62,705	-12.5%	Shares	Defined	2025-05-12
2024-03-31	$12,137,963	71,695	—	Shares	Defined	2025-05-12
No filing history on record for this holder in this stock.