Position in QCOM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$19,617,306
+$4,661,570 QoQ
Shares Held
106,160
-8.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#138
of 1,706 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in QCOM Over Time
Shares Held
Position Value (USD)
Derivatives in QCOM
reported options exposure · as of Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$4,000
PutShares
50,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026Baker Avenue Asset Management, LP holds $510,222,250 across 20 Semiconductors names. QCOM ranks #7 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,283,930 | $256,901,553 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
137,829 | $80,066,244 | |
| 3 | MRVL |
Marvell Technology, Inc.
|
205,260 | $61,144,901 | |
| 4 | AVGO |
Broadcom Inc.
|
75,553 | $28,540,145 | |
| 5 | INTC |
Intel Corp
|
156,882 | $21,905,433 | |
| 6 | TXN |
Texas Instruments Inc
|
70,812 | $21,106,932 | |
| 7 | QCOM |
Qualcomm Inc/De
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|
106,160 | $19,617,306 | |
| 8 | MU |
Micron Technology Inc
|
4,939 | $5,701,038 |
All Filings in QCOM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,617,306 | 106,160 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $14,955,736 | 116,134 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $20,794,719 | 121,571 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $16,914,985 | 101,677 | Shares | Sole | 2025-10-31 | |
| 2025-09-30 | $4,000 | 50,000 | Put | Sole | 2025-10-31 | |
| 2025-06-30 | $16,352,179 | 102,676 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $14,338,571 | 93,344 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $12,023,837 | 78,270 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $12,276,589 | 72,194 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $12,589,371 | 63,206 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $10,419,229 | 61,543 | Shares | Sole | 2024-05-13 | |
| 2023-09-30 | $282,980 | 2,548 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $336,288 | 2,825 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $354,162 | 2,776 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $483,736 | 4,400 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $220,536 | 1,952 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $413,877 | 3,240 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $356,681 | 2,334 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $659,063 | 3,604 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $276,662 | 2,145 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $533,843 | 3,735 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $884,375 | 6,670 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,008,643 | 6,621 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $779,865 | 6,627 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $781,213 | 8,565 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $649,372 | 9,599 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||