DF DENT & CO INC

Position in QCOM — Qualcomm Inc/De

CIK 934999 BALTIMORE, MD

Position in QCOM

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

Position Value

$27,189,321

-$16,987,249 QoQ

Shares Held

211,130

-18.3% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Mar 31, 2026

DF DENT & CO INC holds $212,519,647 across 10 Semiconductors names. QCOM ranks #3 (12.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPWR	Monolithic Power Systems, Inc.	88,549	$96,815,049
2	AVGO	Broadcom Inc.	195,462	$60,497,443
3	QCOM	Qualcomm Inc/De This page	211,130	$27,189,321
4	MCHP	Microchip Technology Inc	230,384	$14,885,110
5	RMBS	Rambus Inc	101,865	$8,763,445
6	ADI	Analog Devices Inc	4,751	$1,511,483
7	NVDA	Nvidia Corp	6,100	$1,063,840
8	INTC	Intel Corp	23,837	$1,051,926

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$27,189,321	211,130	-18.3%	Shares	Sole	2026-05-15
2025-12-31	$44,176,570	258,267	-5.5%	Shares	Sole	2026-02-17
2025-09-30	$45,455,873	273,238	-4.2%	Shares	Sole	2025-11-14
2025-06-30	$45,404,388	285,096	-2.5%	Shares	Sole	2025-08-14
2025-03-31	$44,919,250	292,424	-6.4%	Shares	Sole	2025-05-15
2024-12-31	$47,974,604	312,294	-1.9%	Shares	Sole	2025-02-12
2024-09-30	$54,121,133	318,266	-1.9%	Shares	Sole	2024-11-15
2024-06-30	$64,590,887	324,284	-4.8%	Shares	Sole	2024-08-14
2024-03-31	$57,643,264	340,480	-9.2%	Shares	Sole	2024-05-15
2023-12-31	$54,205,154	374,785	-8.3%	Shares	Sole	2024-02-14
2023-09-30	$45,381,559	408,622	-27.9%	Shares	Sole	2023-11-14
2023-06-30	$67,458,420	566,687	-31.5%	Shares	Sole	2023-08-14
2023-03-31	$105,520,524	827,093	+2.5%	Shares	Sole	2023-05-15
2022-12-31	$88,746,756	807,229	-6.4%	Shares	Sole	2023-02-15
2022-09-30	$97,420,394	862,280	-3.4%	Shares	Sole	2022-11-14
2022-06-30	$114,033,370	892,699	+0.0%	Shares	Sole	2022-08-15
2022-03-31	$136,389,404	892,484	+0.6%	Shares	Sole	2022-05-16
2021-12-31	$162,187,585	886,901	+0.2%	Shares	Sole	2022-02-14
2021-09-30	$114,161,874	885,113	+6.9%	Shares	Sole	2021-11-15
2021-06-30	$118,294,442	827,639	-0.3%	Shares	Sole	2021-08-16
2021-03-31	$110,051,688	830,015	+27.2%	Shares	Sole	2021-05-17
2020-12-31	$99,379,760	652,355	+97.7%	Shares	Sole	2021-02-16
2020-09-30	$38,839,460	330,043	+1.9%	Shares	Sole	2020-11-16
2020-06-30	$29,551,766	323,997	+3.5%	Shares	Sole	2020-08-14
2020-03-31	$21,168,023	312,905	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.