Davis Investment Partners, LLC

Position in QCOM — Qualcomm Inc/De

CIK 1963865 CHARLOTTE, NC

Position in QCOM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$265,173

+$19,717 QoQ

Shares Held

1,435

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#2,510

of 3,019 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Davis Investment Partners, LLC holds $3,892,916 across 6 Semiconductors names. QCOM ranks #5 (6.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADI	Analog Devices Inc	5,225	$2,075,213
2	NVDA	Nvidia Corp	2,747	$549,647
3	AVGO	Broadcom Inc.	1,082	$408,725
4	MU	Micron Technology Inc	297	$342,824
5	QCOM	Qualcomm Inc/De This page	1,435	$265,173
6	INTC	Intel Corp	1,800	$251,334

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$265,173	1,435	0.0%	Shares	Sole	2026-08-07
2025-12-31	$245,456	1,435	0.0%	Shares	Sole	2026-01-06
2025-09-30	$238,726	1,435	-70.5%	Shares	Sole	2025-10-20
2025-06-30	$775,914	4,872	-8.9%	Shares	Sole	2025-07-08
2025-03-31	$821,352	5,347	+248.3%	Shares	Sole	2025-04-15
2024-12-31	$235,806	1,535	0.0%	Shares	Sole	2025-01-13
2024-09-30	$261,026	1,535	-11.6%	Shares	Sole	2024-10-07
2024-06-30	$345,776	1,736	+0.1%	Shares	Sole	2024-07-18
2024-03-31	$293,735	1,735	0.0%	Shares	Sole	2024-04-15
2023-12-31	$250,933	1,735	-18.7%	Shares	Sole	2024-01-12
2023-09-30	$237,113	2,135	0.0%	Shares	Sole	2023-10-10
2023-06-30	$254,150	2,135	0.0%	Shares	Sole	2023-08-01
2023-03-31	$272,383	2,135	0.0%	Shares	Sole	2023-04-14
2022-12-31	$234,721	2,135	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.