2 tracked superinvestors hold QUALCOMM INC (QCOM), worth $243M combined, led by Philippe Laffont. Smart money is holding QCOM as of the latest 13F filings.
Current price
$191.11
+21.4%
1Y
QUALCOMM Incorporated engages in the development and commercialization of foundational technologies for the wireless industry worldwide. The company operates through three segments: Qualcomm CDMA Technologies (QCT); Qualcomm Technology Licensing (QTL); and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on 3G/4G/5G and…
Market cap
$186.6B
P/E
19.05
Div yield
2.0%
Revenue YoY
13.7%
Analyst target
$219
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
2
tracked 13F / N-PORT funds
Combined value
$243M
disclosed long exposure
Tier-1 conviction
2
concentrated holders
Net this quarter
0
1 buying · 1 selling
Smart money is holding QCOM steady this quarter — buys and sells are balanced. 1 opened a brand-new position.
QUALCOMM INC (QCOM) is held by 2 tracked funds worth $243M combined, 2 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Philippe Laffont at 0.6% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
This quarter 1 fund opened a brand-new position (Philippe Laffont), with 0 adding and 1 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| New buy | 0.6% | $179M | |
| Trimmed | 1.1% | $64M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own QCOM?
2 tracked funds hold QUALCOMM INC (QCOM), the largest being Philippe Laffont (Coatue Management) at 0.6% of its 13F portfolio. 2 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling QCOM?
In the most recent 13F quarter, 1 tracked fund added or opened QCOM and 1 trimmed it, including 1 brand-new position.
How much QCOM do tracked funds hold?
Combined disclosed long exposure to QCOM across tracked superinvestors is $243M as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.