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Qualcomm Inc

NEW
NAS:QCOM (USA)   Ordinary Shares
$ 160.75 +0.010 (+0.01%) 10:08 PM EST
18.61
P/B:
6.14
Market Cap:
$ 168.79B
Enterprise V:
$ 175.75B
Volume:
8.51M
Avg Vol (2M):
14.35M
Trade In:
Volume:
8.51M
Avg Vol (2M):
14.35M

QCOM Number of Guru Trades

To

QCOM Volume of Guru Trades

To

Gurus Latest Trades with NAS:QCOM

No Available Data

NAS:QCOM is held by these investors

Guru
Portfolio Date
Current Shares
% of Shares outstanding
% of Total Assets Managed
Comment
T Rowe Price Equity Income Fund
2026-06-30
1,680,000
0.160
1.77%
Reduce -10.35%
HOTCHKIS & WILEY
2026-06-30
1,310,630
0.120
0.71%
New holding
Barrow, Hanley, Mewhinney & Strauss
2026-06-30
1,064,560
0.100
0.60%
Reduce -71.51%
Ken Fisher
2026-06-30
1,016,796
0.100
0.06%
Reduce -5.62%
Joel Greenblatt
2026-06-30
261,133
0.020
0.11%
Reduce -32.24%
David Tepper
2026-06-30
250,000
0.020
0.60%
Reduce -49.86%
Arnold Van Den Berg
2026-06-30
62,213
0.010
2.43%
Add 0.15%
Jefferies Group
2026-06-30
18,270
0.000
0.02%
Reduce -84.39%
Mario Gabelli
2026-03-31
14,832
0.000
0.02%
Add 49.58%
Private Capital
2026-06-30
11,434
0.000
0.19%
Reduce -36.87%
Ron Baron
2026-06-30
4,000
0.000
0%
 
Total 11

Qualcomm Inc Insider Transactions

No Available Data

Guru Commentaries on NAS:QCOM

2026 Q2
Q2 2026 Letter New 1
What the manager wrote

Qualcomm's diversification strategy is gaining traction, as evidenced by their recent investor day where they doubled their fiscal 2029 non-handset revenue goal to $40 billion and lifted their automotive revenue target to $10 billion. They also secured a deal with Meta to supply data center CPUs for AI infrastructure, with production of their Dragonfly C1000 slated for 2028. Despite facing challenges from customer concentration in Apple, Qualcomm's strategic moves position it well for future growth in the AI sector, making it a compelling investment opportunity.

2026 Q2
Munro Quarterly MGGFMAET JUNE26 FINAL 1
What the manager wrote

Qualcomm's position in the AI supply chain has come under scrutiny, leading to skepticism from investors. Despite the company outlining a medium-term plan to capture market share in custom chips, AI accelerators, and CPUs, the market remains doubtful due to Qualcomm's minimal share in these areas currently. This skepticism has negatively impacted its performance, making it a detractor for the portfolio this quarter.

2026 Q1
Q1 2026 letter
What the manager wrote

QUALCOMM INC has been a significant contributor to our portfolio, reflecting its strong fundamentals and growth potential. We believe that the company's focus on innovation in the semiconductor space positions it well for future success. The recent increase in our position from 1.2% to 1.7% indicates our confidence in its ability to generate stable free cash flows and maintain a competitive edge in the market. As we continue to seek undervalued opportunities, QUALCOMM INC remains a key holding due to its robust financial metrics and growth prospects.

2025 Q1
What the manager wrote

Qualcomm (QCOM) is a 'value tech' company which has enviable cash flows but we believe has been consistently underappreciated in the market for its technology licensing business, which has frequently been targeted for legal action by some of its major customers. However, we believe it continues to prove its best-in-class technology and, despite companies attempting to circumvent Qualcomm, we continue to see a long-term position in the wireless technology space for the company.

News about NAS:QCOM

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