Position in QCOM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,290,102
+$1,260,833 QoQ
Shares Held
12,393
+100.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,127
of 3,008 holders
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in QCOM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026TWINBEECH CAPITAL LP holds $28,155,815 across 10 Semiconductors names. QCOM ranks #5 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ON |
On Semiconductor Corp
|
62,779 | $5,935,126 | |
| 2 | ADI |
Analog Devices Inc
|
13,696 | $5,439,640 | |
| 3 | MPWR |
Monolithic Power Systems, Inc.
|
3,934 | $5,438,204 | |
| 4 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
10,436 | $3,969,541 | |
| 5 | QCOM |
Qualcomm Inc/De
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|
12,393 | $2,290,102 | |
| 6 | CRUS |
Cirrus Logic, Inc.
|
13,127 | $1,949,753 | |
| 7 | RMBS |
Rambus Inc
|
14,307 | $1,899,111 | |
| 8 | GFS |
GLOBALFOUNDRIES Inc.
|
9,284 | $765,094 |
All Filings in QCOM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,290,102 | 12,393 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $1,029,269 | 6,187 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $248,864 | 1,620 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $647,380 | 3,807 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $48,320,868 | 242,599 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $76,465,302 | 528,696 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $28,660,038 | 260,688 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $1,181,145 | 7,729 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,371,757 | 18,438 | Shares | Sole | 2022-02-14 | |
| 2021-03-31 | $7,337,928 | 55,343 | Shares | Sole | 2021-05-17 | |
| 2020-03-31 | $1,468,005 | 21,700 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||