Position in QCOM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$20,394,348
-$40,139,441 QoQ
Shares Held
110,365
-63.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#435
of 3,013 holders
Holding Since
Sep 2020
4 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, 2026CallValue
$25,501,020
CallShares
138,000
PutValue
$0
PutShares
0
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, 2026Munro Partners holds $817,430,961 across 9 Semiconductors names. QCOM ranks #7 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,483,301 | $296,793,697 | |
| 2 | AVGO |
Broadcom Inc.
|
389,356 | $147,079,229 | |
| 3 | MU |
Micron Technology Inc
|
99,985 | $115,411,685 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
171,716 | $99,751,541 | |
| 5 | ARM |
Arm Holdings PLC /Uk
|
193,733 | $68,691,909 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
171,565 | $51,107,497 | |
| 7 | QCOM |
Qualcomm Inc/De
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|
110,365 | $20,394,348 | |
| 8 | TSEM |
Tower Semiconductor Ltd
|
56,530 | $14,733,979 |
All Filings in QCOM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,501,020 | 138,000 | Call | Sole | 2026-08-10 | |
| 2026-06-30 | $20,394,348 | 110,365 | Shares | Sole | 2026-08-10 | |
| 2024-06-30 | $60,533,789 | 303,915 | Shares | Sole | 2025-10-21 | |
| 2020-12-31 | $69,402,295 | 455,575 | Shares | Sole | 2025-10-28 | |
| 2020-09-30 | $45,663,958 | 388,035 | Shares | Sole | 2025-10-28 | |
| No filing history on record for this holder in this stock. | ||||||