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Equibles

Allianz Asset Management GmbH

Position in QCOM — Qualcomm Inc/De

CIK 1535323 MUNICH, 2M
Back to QCOM Full portfolio

Position in QCOM

as of Jun 30, 2026 · filed Sep 2, 2026
Position Value
$311,942,703
-$149,328,581 QoQ
Shares Held
1,688,093
-52.9% QoQ
Ownership
0.161%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#67
of 3,023 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 40% Shared 0% None 60%

Common Shares in QCOM Over Time

Shares Held

Position Value (USD)

Derivatives in QCOM

reported options exposure · as of Jun 30, 2026
CallValue
$35,424,243
CallShares
191,700
PutValue
$46,918,181
PutShares
253,900

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, 2026

Allianz Asset Management GmbH holds $12,320,098,244 across 34 Semiconductors names. QCOM ranks #7 (2.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NVDA
Nvidia Corp
 30,069,187 $6,016,543,624
2 MU
Micron Technology Inc
 1,414,408 $1,632,637,007
3 AVGO
Broadcom Inc.
 3,730,615 $1,409,239,814
4 TSM
Taiwan Semiconductor Manufacturing Co Ltd
 1,061,906 $507,134,446
5 AMD
Advanced Micro Devices Inc
 819,011 $475,771,677
6 TXN
Texas Instruments Inc
 1,336,647 $398,414,369
7 QCOM
Qualcomm Inc/De
This page 		1,688,093 $311,942,703
8 INTC
Intel Corp
 1,453,295 $202,923,580

All Filings in QCOM

Export CSV
46 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $35,424,243 191,700
2026-06-30 $311,942,703 1,688,093
2026-06-30 $46,918,181 253,900
2026-03-31 $17,758,762 137,900
2026-03-31 $8,164,652 63,400
2026-03-31 $461,271,284 3,581,855
2025-12-31 $18,986,550 111,000
2025-12-31 $14,368,200 84,000
2025-12-31 $610,347,450 3,568,240
2025-09-30 $13,275,528 79,800
2025-09-30 $15,970,560 96,000
2025-09-30 $560,332,419 3,368,192
2025-06-30 $525,605,616 3,300,299
2025-06-30 $16,977,116 106,600
2025-06-30 $11,673,758 73,300
2025-03-31 $11,981,580 78,000
2025-03-31 $576,194,486 3,751,022
2025-03-31 $18,156,702 118,200
2024-12-31 $511,440,303 3,329,256
2024-12-31 $10,983,830 71,500
2024-12-31 $5,745,388 37,400
2024-09-30 $477,481,351 2,807,888
2024-09-30 $9,386,760 55,200
2024-09-30 $5,985,760 35,200
2024-06-30 $417,249,033 2,094,834
2024-06-30 $8,086,708 40,600
2024-06-30 $6,353,842 31,900
2024-03-31 $2,641,080 15,600
2024-03-31 $1,777,650 10,500
2024-03-31 $375,047,069 2,215,281
2023-12-31 $316,217,149 2,186,387
2023-09-30 $167,330,546 1,506,668
2023-06-30 $190,871,709 1,603,425
2023-03-31 $207,335,104 1,625,138
2022-12-31 $234,627,239 2,134,139
2022-09-30 $264,505,159 2,341,168
2022-06-30 $314,776,777 2,464,199
2022-03-31 $473,672,160 3,099,543
2021-12-31 $493,991,665 2,701,327
2021-09-30 $430,148,297 3,335,000
2021-06-30 $282,804,298 1,978,621
2021-03-31 $256,291,430 1,932,962
2020-12-31 $647,278,187 4,248,905
2020-09-30 $179,965,081 1,529,275
2020-06-30 $248,013,762 2,719,151
2020-03-31 $172,552,689 2,550,668