Which funds own QCOM
Qualcomm Inc in the Q2 2026 filings. 20 of the 94 managers on file reported a position, worth $12.7bn between them. A fifth of the managers on file hold it, which is a crowd without being the whole market. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.
- Managers holding
- 20
- of 94 on file
- Combined value
- $12.7bn
- as reported
- Opened
- 6
- new this quarter
- Added to
- 6
- already held
- Trimmed or sold out
- 10
- 3 sold out entirely
Every manager on file with a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Invesco Ltd Long-only · $1264bn book | $6.7bn | 0.5% | 36,101,702 | +$5.0bn+23,250,203 | Added |
| T. Rowe Price Associates Inc Long-only · $999bn book | $2.3bn | 0.2% | 12,624,030 | +$1.4bn+5,073,389 | Added |
| Wellington Management Group LLP Long-only · $580bn book | $1.1bn | 0.2% | 6,142,047 | +$59m-2,210,675 | Trimmed |
| AllianceBernstein LP Long-only · $302bn book | $542m | 0.2% | 4,211,240 | -$536m-2,090,247 | Trimmed |
| Marshall Wace LLP Quantitative · $127bn book | $459m | 0.4% | 2,481,985 | +$456m+2,457,786 | Added |
| Altimeter Capital Management LP Long/short equity · $9.8bn book | $348m | 3.5% | 1,882,490 | opened1,882,490 | New |
| Viking Global Investors LP Long/short equity · $35.1bn book | $280m | 0.8% | 1,514,185 | opened1,514,185 | New |
| Coatue Management LLC Long/short equity · $48.6bn book | $256m | 0.5% | 1,387,312 | +$78m0 | Held |
| Man Group PLC Quantitative · $62.7bn book | $157m | 0.2% | 847,297 | -$22m-535,858 | Trimmed |
| Squarepoint Ops LLC Multi-strategy · $90.5bn book | $138m | 0.2% | 747,820 | -$139m-1,400,735 | Trimmed |
| Acadian Asset Management LLC Quantitative · $84.2bn book | $136m | 0.2% | 738,341 | -$13m-425,477 | Trimmed |
| Voloridge Investment Management LLC Quantitative · $23.5bn book | $70m | 0.3% | 376,464 | opened376,464 | New |
| Woodline Partners LP Long/short equity · $32.4bn book | $53m | 0.2% | 284,165 | +$26m+75,329 | Added |
| Appaloosa LP Activist · $7.7bn book | $46m | 0.6% | 250,000 | -$18m-248,613 | Trimmed |
| Walleye Capital LLC Multi-strategy · $28.0bn book | $36m | 0.1% | 192,683 | +$16m+39,389 | Added |
| Bridgewater Associates LP Macro · $24.4bn book | $30m | 0.1% | 162,466 | +$1.2m-61,377 | Trimmed |
| ExodusPoint Capital Management LP Multi-strategy · $15.5bn book | $24m | 0.2% | 132,134 | opened132,134 | New |
| Verition Fund Management LLC Multi-strategy · $19.7bn book | $22m | 0.1% | 116,158 | +$20m+105,879 | Added |
| Discovery Capital Management LLC Macro · $2.4bn book | $1.6m | 0.1% | 8,593 | opened8,593 | New |
| Maverick Capital Ltd Long/short equity · $11.3bn book | $1.0m | 0.0% | 5,542 | opened5,542 | New |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Holocene Advisors LP · Long/short equity$110m held before
- Renaissance Technologies LLC · Quantitative$68m held before
- GAMCO Investors Inc · Activist$1.9m held before
Reported as options rather than shares
A put or a call on a name is not a position in it, and the filing states the notional rather than what the option cost. These lines are listed apart for that reason and are not counted in anything above.
- Susquehanna International Group LLP · calls$2.0bn notional
- Susquehanna International Group LLP · puts$1.6bn notional
- Jane Street Group LLC · puts$1.3bn notional
- Citadel Advisors LLC · puts$982m notional
- Citadel Advisors LLC · calls$868m notional
- Jane Street Group LLC · calls$802m notional
- Millennium Management LLC · puts$280m notional
- Tudor Investment Corp · calls$114m notional
- Squarepoint Ops LLC · calls$99m notional
- Tudor Investment Corp · puts$83m notional
- Eisler Capital Management Ltd · puts$83m notional
- Eisler Capital Management Ltd · calls$33m notional
- Verition Fund Management LLC · puts$22m notional
What QCOM is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around QCOM →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
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