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QUALCOMM Incorporated

QCOM Technology
$211.72 +$8.76 (4.32%)
Market Cap: $223.15 B
Gurus Holding
16
Popularity Rank
#84
% of Shares Held
0.59%
Net Activity (Q1 2026)
+$56.14 M

Guru Ownership Trend

Guru Analysis for QUALCOMM Incorporated (QCOM)

QUALCOMM Incorporated (QCOM), a key player in the Technology sector, continues to attract institutional attention.

As of Q1 2026, a total of 16 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.31 B.

Top institutional holders include Cliff Asness and Ken Fisher.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $56.14 M net inflow during the quarter.

Recent activity highlights Jefferies Group who increased their stake by 129.5%. Conversely, Paul Tudor Jones reduced exposure by 67.3%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$216.84 M
Total Buy Value
New Buys 1
Additions 9
-$160.7 M
Total Sell Value
Reductions 5
Sold Out 2

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
7
Net Buyers
10

FAQs for QUALCOMM Incorporated (QCOM)

Major holders include Cliff Asness ($279.11 M), Ken Fisher ($138.74 M), Renaissance Technologies (RenTech) ($68.3 M). According to the latest reported data, 16 tracked investment managers collectively hold approximately 6.17 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $56.14 M, with 10 managers increasing positions and 7 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 2 fully exited QCOM. The total reported sell value was $160.7 M.

Yes, 1 managers opened new positions in QCOM, and 9 increased their existing holdings. The total reported buy value was $216.84 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.13% Add 59.7% 2,174,407 $279.11 M Q1 2026
0.05% Reduce -5.1% 1,077,311 $138.74 M Q1 2026
0.11% New Buy 530,324 $68.3 M Q1 2026
1.08% Reduce -56.5% 498,613 $64.21 M Q1 2026
0.63% Reduce -13.1% 478,055 $61.56 M Q1 2026
0.15% Add 26.4% 443,461 $57.11 M Q1 2026
0.15% Add 68.7% 385,389 $49.63 M Q1 2026
0.13% Add 1.7% 223,843 $28.83 M Q1 2026
0.10% Add 129.5% 117,003 $15.07 M Q1 2026
0.16% Add 7.3% 90,221 $11.62 M Q1 2026
1.83% Add 7.7% 62,118 $8 M Q1 2026
0.01% Reduce -67.3% 49,332 $6.35 M Q1 2026
0.23% Add 91.6% 18,112 $2.33 M Q1 2026
0.02% Add 49.6% 14,832 $1.91 M Q1 2026
0.01% Reduce -11.6% 5,512 $709,835 Q1 2026
0.06% 3,032 $390,461 Q1 2026
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