CloudAlpha Capital Management Limited/Hong Kong

Position in QCOM — Qualcomm Inc/De

CIK 1745907 HONG KONG, K3

Back to QCOM Full portfolio

Position in QCOM

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

Position Value

$51,955,556

+$51,935,638 QoQ

Shares Held

281,160

+281060.0% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

5.13%

of 13F equity value

Holder Rank

#264

of 3,008 holders

Holding Since

Dec 2020

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in QCOM Over Time

Shares Held

Position Value (USD)

Derivatives in QCOM

reported options exposure · as of Jun 30, 2024

CallValue

CallShares

PutValue

$6,971,300

PutShares

35,000

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, 2026

CloudAlpha Capital Management Limited/Hong Kong holds $476,940,927 across 9 Semiconductors names. QCOM ranks #4 (10.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMD	Advanced Micro Devices Inc	225,653	$131,084,084
2	MRVL	Marvell Technology, Inc.	315,200	$93,894,928
3	VSH	Vishay Intertechnology Inc	1,544,690	$83,073,428
4	QCOM	Qualcomm Inc/De This page	281,160	$51,955,556
5	POET	Poet Technologies Inc.	3,860,024	$39,681,046
6	WOLF	Wolfspeed, Inc.	719,134	$34,698,215
7	INTC	Intel Corp	234,800	$32,785,124
8	ALAB	Astera Labs, Inc.	20,200	$9,757,004

All Filings in QCOM

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4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$51,955,556	281,160	+281060.0%	Shares	Sole	2026-08-10
2024-06-30	$6,971,300	35,000	—	Put	Sole	2024-08-12
2024-06-30	$19,918	100	-99.0%	Shares	Sole	2024-08-12
2020-12-31	$1,523,400	10,000	—	Shares	Sole	2021-03-19
No filing history on record for this holder in this stock.