Azimuth Capital Investment Management LLC
Position in QCOM — Qualcomm Inc/De
CIK 1942364
BLOOMFIELD HILLS, MI
Position in QCOM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,382,968
+$327,745 QoQ
Shares Held
7,484
-8.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,373
of 3,013 holders
Holding Since
Jun 2022
17 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, 2026Azimuth Capital Investment Management LLC holds $203,715,866 across 11 Semiconductors names. QCOM ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMD |
Advanced Micro Devices Inc
|
114,423 | $66,469,464 | |
| 2 | MPWR |
Monolithic Power Systems, Inc.
|
29,124 | $40,259,852 | |
| 3 | MRVL |
Marvell Technology, Inc.
|
127,414 | $37,955,356 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
47,818 | $22,836,442 | |
| 5 | TXN |
Texas Instruments Inc
|
60,058 | $17,901,488 | |
| 6 | ARM |
Arm Holdings PLC /Uk
|
24,806 | $8,795,463 | |
| 7 | INTC |
Intel Corp
|
47,725 | $6,663,841 | |
| 8 | QCOM |
Qualcomm Inc/De
This page
|
7,484 | $1,382,968 |
All Filings in QCOM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,382,968 | 7,484 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,055,223 | 8,194 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,655,592 | 9,679 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,659,274 | 9,974 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,571,896 | 9,870 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,641,322 | 10,685 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,592,271 | 10,365 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,797,088 | 10,568 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,984,430 | 9,963 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,703,496 | 10,062 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,464,668 | 10,127 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,135,810 | 10,227 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,153,735 | 9,692 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,274,013 | 9,986 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,094,562 | 9,956 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,107,881 | 9,806 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,252,618 | 9,806 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||