Cliff Asness's QCOM Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 1.36 M shares of QUALCOMM Incorporated (QCOM) worth $232.91 M, representing 0.12% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 53 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in QCOM, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2019, adding 2.46 M shares. Largest reduction occurred in Q2 2017, reducing 1.99 M shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's QUALCOMM Incorporated (QCOM) Holding Value Over Time
Track share changes against reported price movement
Quarterly QUALCOMM Incorporated (QCOM) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +461,275 | Add 51.23% | 1.36 M | $171.05 |
| Q3 2025 | -185,021 | Reduce 17.05% | 900,377 | $165.58 |
| Q2 2025 | -458,613 | Reduce 29.70% | 1.09 M | $158.13 |
| Q1 2025 | +707,615 | Add 84.60% | 1.54 M | $149.25 |
| Q4 2024 | -151,442 | Reduce 15.33% | 836,396 | $153.62 |
| Q3 2024 | -70,099 | Reduce 6.63% | 987,838 | $169.41 |
| Q2 2024 | -48,852 | Reduce 4.41% | 1.06 M | $199.18 |
| Q1 2024 | +83,741 | Add 8.19% | 1.11 M | $168.49 |
| Q4 2023 | +252,067 | Add 32.69% | 1.02 M | $144.63 |
| Q3 2023 | -181,708 | Reduce 19.07% | 770,981 | $111.06 |
| Q2 2023 | -103,755 | Reduce 9.82% | 952,689 | $119.04 |
| Q1 2023 | +382,251 | Add 56.70% | 1.06 M | $126.70 |
| Q4 2022 | -159,865 | Reduce 19.17% | 674,193 | $108.08 |
| Q3 2022 | -250,102 | Reduce 23.07% | 834,058 | $112.98 |
| Q2 2022 | +255,731 | Add 30.87% | 1.08 M | $126.00 |
| Q1 2022 | +64,630 | Add 8.46% | 828,429 | $152.82 |
| Q4 2021 | -595,416 | Reduce 43.81% | 763,799 | $182.87 |
| Q3 2021 | +436,545 | Add 47.31% | 1.36 M | $128.98 |
| Q2 2021 | +145,867 | Add 18.78% | 922,670 | $142.43 |
| Q1 2021 | +316,569 | Add 68.78% | 776,803 | $132.59 |
| Q4 2020 | -241,110 | Reduce 34.38% | 460,234 | $151.34 |
| Q3 2020 | -1.68 M | Reduce 70.58% | 701,344 | $117.68 |
| Q2 2020 | -975,669 | Reduce 29.04% | 2.38 M | $91.21 |
| Q1 2020 | -151,488 | Reduce 4.31% | 3.36 M | $67.65 |
| Q4 2019 | -1.15 M | Reduce 24.61% | 3.51 M | $88.23 |
| Q3 2019 | +2.46 M | Add 111.80% | 4.66 M | $76.28 |
| Q2 2019 | +1.98 M | Add 921.75% | 2.2 M | $75.07 |
| Q1 2019 | +108,181 | Add 101.07% | 215,213 | $57.03 |
| Q4 2018 | +99,570 | Add 1334.36% | 107,032 | $56.91 |
| Q3 2018 | -714,254 | Reduce 98.97% | 7,462 | $71.96 |
| Q2 2018 | -379,410 | Reduce 34.46% | 721,716 | $56.12 |
| Q1 2018 | -867,369 | Reduce 44.06% | 1.1 M | $55.41 |
| Q4 2017 | +1.78 M | Add 917.63% | 1.97 M | $64.02 |
| Q3 2017 | -1.21 M | Reduce 86.22% | 193,440 | $51.84 |
| Q2 2017 | -1.99 M | Reduce 58.70% | 1.4 M | $55.22 |
| Q1 2017 | -1.03 M | Reduce 23.34% | 3.4 M | $57.34 |
| Q4 2016 | +132,465 | Add 3.08% | 4.43 M | $65.20 |
| Q3 2016 | +1.54 M | Add 56.04% | 4.3 M | $68.50 |
| Q2 2016 | +1.47 M | Add 114.18% | 2.76 M | $53.57 |
| Q1 2016 | +1 M | Add 352.68% | 1.29 M | $51.14 |
| Q4 2015 | +170,536 | Add 149.94% | 284,274 | $49.98 |
| Q3 2015 | +40,440 | Add 55.17% | 113,738 | $53.73 |
| Q2 2015 | -481,262 | Reduce 86.78% | 73,298 | $62.63 |
| Q1 2015 | -477,775 | Reduce 46.28% | 554,560 | $69.34 |
| Q4 2014 | +234,460 | Add 29.39% | 1.03 M | $74.33 |
| Q3 2014 | -42,016 | Reduce 5.00% | 797,875 | $74.77 |
| Q2 2014 | +21,200 | Add 2.59% | 839,891 | $79.20 |
| Q1 2014 | +668,800 | Add 446.19% | 818,691 | $78.86 |
| Q4 2013 | +18,177 | Add 13.80% | 149,891 | $74.25 |
| Q3 2013 | -19,355 | Reduce 12.81% | 131,714 | $67.36 |
| Q2 2013 | +151,069 | Add 0.00% | 151,069 | $61.08 |
| Q4 2012 | +101,920 | Add 0.00% | 101,920 | $62.02 |
Cliff Asness's QUALCOMM Incorporated Investment FAQs
Cliff Asness first purchased QUALCOMM Incorporated (QCOM) in Q4 2012, acquiring 101,920 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held QUALCOMM Incorporated (QCOM) for 53 quarters since Q4 2012.
Cliff Asness's largest addition to QUALCOMM Incorporated (QCOM) was in Q3 2019, adding 4,657,464 shares worth $355.27 M.
According to the latest 13F filing for Q4 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 1,361,652 shares of QUALCOMM Incorporated (QCOM), valued at approximately $232.91 M.
As of the Q4 2025 filing, QUALCOMM Incorporated (QCOM) represents approximately 0.12% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in QUALCOMM Incorporated (QCOM) was 4,657,464 shares, as reported at the end of Q3 2019.