23 hedge funds and family offices disclose a QCOM position in their latest SEC 13F filing — combined $1.60B in market value. Of those, 3 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Viking Global | Viking Global Investors LP | 3,152,866 | $502.1M | 1.45% | 2025-06-30 |
| 2 | Seth Klarman | BAUPOST GROUP LLC/MA | 5,216,000 | $288.0M | 3.29% | 2017-06-30 |
| 3 | Chase Coleman | Tiger Global Management LLC | 1,857,700 | $285.4M | 1.08% | 2024-12-31 |
| 4 | Daniel Loeb | Third Point LLC | 3,500,000 | $200.7M | 1.98% | 2017-03-31 |
| 5 | Harry Burn | Sound Shore Management Inc /CT/ | 588,996 | $100.7M | 3.21% | 2025-12-31 |
| 6 | Mairs & Power | Mairs & Power Inc | 550,308 | $94.1M | 0.91% | 2025-12-31 |
| 7 | Cathie Wood | ARK Investment Management LLC | 250,168 | $42.8M | 0.28% | 2025-12-31 |
| 8 | Matrix Asset Advisors | Matrix Asset Advisors Inc/NY | 217,557 | $37.2M | 3.34% | 2025-12-31 |
| 9 | Ray Dalio | Bridgewater Associates LP | 223,843 | $28.8M | 0.13% | 2026-03-31 |
| 10 | Stanley Druckenmiller | Duquesne Family Office LLC | 82,569 | $9.7M | 0.28% | 2020-09-30 |
| 11 | George Soros | Soros Fund Management LLC | 35,000 | $5.9M | 0.14% | 2024-03-31 |
| 12 | Lee Ainslie | Maverick Capital Ltd | 8,344 | $1.7M | 0.03% | 2024-06-30 |
| 13 | Peter Thiel | Thiel Macro LLC | 15,000 | $694K | 3.08% | 2009-12-31 |
| 14 | Stephen Mandel | Lone Pine Capital LLC | 6,530,923 | $515K | 2.31% | 2014-03-31 |
| 15 | Polen Capital | Polen Capital Management LLC | 3,909,900 | $310K | 6.76% | 2014-06-30 |
| 16 | Egerton Capital | Egerton Capital (UK) LLP | 3,473,163 | $274K | 4.17% | 2014-03-31 |
| 17 | Torray Funds | Torray Investment Partners LLC | 1,684 | $259K | 0.04% | 2025-03-31 |
| 18 | Steven Romick | First Pacific Advisors LP | 1,710 | $204K | 0.00% | 2023-06-30 |
| 19 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 427 | $73K | 0.01% | 2025-12-31 |
| 20 | Thomas Russo | Gardner Russo & Quinn LLC | 900 | $38K | 0.00% | 2007-09-30 |
| 21 | Christopher Davis | Davis Selected Advisers, LP | 221,400 | $10K | 0.01% | 2008-06-30 |
| 22 | Olstein Capital Management | Olstein Capital Management LP | 102,000 | $6K | 0.66% | 2015-06-30 |
| 23 | David Rolfe | Wedgewood Partners Inc | 2,650 | $341 | 0.05% | 2021-09-30 |
As of the latest 13F window, 23 tracked superinvestors hold QCOM. The largest disclosed position is Viking Global at $502.1M (1.5% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying QCOM, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
23 hedge funds and family offices disclose a QCOM position in their latest SEC 13F filing — combined $1.60B in market value. Of those, 3 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Viking Global | Viking Global Investors LP | 3,152,866 | $502.1M | 1.45% | 2025-06-30 |
| 2 | Seth Klarman | BAUPOST GROUP LLC/MA | 5,216,000 | $288.0M | 3.29% | 2017-06-30 |
| 3 | Chase Coleman | Tiger Global Management LLC | 1,857,700 | $285.4M | 1.08% | 2024-12-31 |
| 4 | Daniel Loeb | Third Point LLC | 3,500,000 | $200.7M | 1.98% | 2017-03-31 |
| 5 | Harry Burn | Sound Shore Management Inc /CT/ | 588,996 | $100.7M | 3.21% | 2025-12-31 |
| 6 | Mairs & Power | Mairs & Power Inc | 550,308 | $94.1M | 0.91% | 2025-12-31 |
| 7 | Cathie Wood | ARK Investment Management LLC | 250,168 | $42.8M | 0.28% | 2025-12-31 |
| 8 | Matrix Asset Advisors | Matrix Asset Advisors Inc/NY | 217,557 | $37.2M | 3.34% | 2025-12-31 |
| 9 | Ray Dalio | Bridgewater Associates LP | 223,843 | $28.8M | 0.13% | 2026-03-31 |
| 10 | Stanley Druckenmiller | Duquesne Family Office LLC | 82,569 | $9.7M | 0.28% | 2020-09-30 |
| 11 | George Soros | Soros Fund Management LLC | 35,000 | $5.9M | 0.14% | 2024-03-31 |
| 12 | Lee Ainslie | Maverick Capital Ltd | 8,344 | $1.7M | 0.03% | 2024-06-30 |
| 13 | Peter Thiel | Thiel Macro LLC | 15,000 | $694K | 3.08% | 2009-12-31 |
| 14 | Stephen Mandel | Lone Pine Capital LLC | 6,530,923 | $515K | 2.31% | 2014-03-31 |
| 15 | Polen Capital | Polen Capital Management LLC | 3,909,900 | $310K | 6.76% | 2014-06-30 |
| 16 | Egerton Capital | Egerton Capital (UK) LLP | 3,473,163 | $274K | 4.17% | 2014-03-31 |
| 17 | Torray Funds | Torray Investment Partners LLC | 1,684 | $259K | 0.04% | 2025-03-31 |
| 18 | Steven Romick | First Pacific Advisors LP | 1,710 | $204K | 0.00% | 2023-06-30 |
| 19 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 427 | $73K | 0.01% | 2025-12-31 |
| 20 | Thomas Russo | Gardner Russo & Quinn LLC | 900 | $38K | 0.00% | 2007-09-30 |
| 21 | Christopher Davis | Davis Selected Advisers, LP | 221,400 | $10K | 0.01% | 2008-06-30 |
| 22 | Olstein Capital Management | Olstein Capital Management LP | 102,000 | $6K | 0.66% | 2015-06-30 |
| 23 | David Rolfe | Wedgewood Partners Inc | 2,650 | $341 | 0.05% | 2021-09-30 |
As of the latest 13F window, 23 tracked superinvestors hold QCOM. The largest disclosed position is Viking Global at $502.1M (1.5% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying QCOM, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
