FIRST MANHATTAN CO. LLC.

Position in QCOM — Qualcomm Inc/De

CIK 728083 NEW YORK, NY

Position in QCOM

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$7,164,804

-$2,716,241 QoQ

Shares Held

55,636

-3.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Technology · as of Mar 31, 2026

FIRST MANHATTAN CO. LLC. holds $1,431,158,464 across 13 Semiconductors names. QCOM ranks #6 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AVGO	Broadcom Inc.	2,183,157	$675,708,923
2	NVDA	Nvidia Corp	2,542,978	$443,495,363
3	INTC	Intel Corp	5,691,060	$251,146,477
4	TSM	Taiwan Semiconductor Manufacturing Co Ltd	58,232	$19,679,504
5	AMD	Advanced Micro Devices Inc	83,986	$17,085,271
6	QCOM	Qualcomm Inc/De This page	55,636	$7,164,804
7	TXN	Texas Instruments Inc	36,727	$7,130,179
8	ADI	Analog Devices Inc	14,749	$4,692,246

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$7,164,804	55,636	-3.7%	Shares	Sole	2026-05-15
2025-12-31	$9,881,045	57,767	-2.8%	Shares	Sole	2026-02-17
2025-09-30	$9,891,931	59,461	+172.7%	Shares	Sole	2025-11-14
2025-06-30	$3,472,664	21,805	+596.6%	Shares	Sole	2025-08-14
2025-03-31	$480,799	3,130	-28.0%	Shares	Sole	2025-05-15
2024-12-31	$668,093	4,349	+5.8%	Shares	Sole	2025-02-14
2024-09-30	$698,905	4,110	+0.5%	Shares	Sole	2024-11-14
2024-06-30	$814,447	4,089	0.0%	Shares	Sole	2024-08-15
2024-03-31	$692,267	4,089	-8.2%	Shares	Sole	2024-05-15
2023-12-31	$644,326	4,455	-1.0%	Shares	Sole	2024-02-13
2023-09-30	$499,547	4,498	+11.2%	Shares	Sole	2023-11-14
2023-06-30	$481,635	4,046	-18.6%	Shares	Sole	2023-08-14
2023-03-31	$634,200	4,971	-21.1%	Shares	Sole	2023-05-15
2022-12-31	$692,731	6,301	-20.8%	Shares	Sole	2023-02-14
2022-09-30	$899,320	7,960	-13.1%	Shares	Sole	2022-11-14
2022-06-30	$1,170,098	9,160	+15.2%	Shares	Sole	2022-08-15
2022-03-31	$1,214,919	7,950	0.0%	Shares	Sole	2022-05-16
2021-12-31	$1,453,816	7,950	+25.2%	Shares	Sole	2022-02-14
2021-09-30	$819,023	6,350	-3.1%	Shares	Sole	2021-11-15
2021-06-30	$936,191	6,550	+45.8%	Shares	Sole	2021-08-16
2021-03-31	$595,726	4,493	+37.4%	Shares	Sole	2021-05-14
2020-12-31	$498,151	3,270	+8.5%	Shares	Sole	2021-02-16
2020-09-30	$354,805	3,015	+2.3%	Shares	Sole	2020-11-12
2020-06-30	$268,704	2,946	+0.3%	Shares	Sole	2020-08-14
2020-03-31	$198,620	2,936	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.