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$QCOM:NASDAQ · QUALCOMM INC

Sector: aisemi

Conviction from: NASDAQS&PCitriniSerenity

Tradable on: Bitget →

Qualcomm designs semiconductors and wireless technologies for mobile devices and licenses its cellular patent portfolio, serving smartphone, automotive, and IoT markets.

3 tracked filer(s) hold this · 0 opened, 1 added, 2 trimmed in 31-MAR-2026

Aggregate 13FScore 63 — mean of 3 scored holder(s) · buyers (new/add) avg 55. Higher = the smart money in this name has the better track record.

Filer13FScoreThis quarterSharesValue% of their book
Bridgewater55Added +2%223,843$28,826,5020.1%
David Tepper / Appaloosa93Trimmed -56%498,613$64,211,3821.1%
Ancora42Trimmed -11%126,067$16,234,9810.3%

Beyond 13F — activists, insiders, politicians & research

Congressional trades all politician trades →

6 disclosed trade(s) by 4 filer(s).

Trade dateWhoTypeAmount
2026-05-13Maria Elvira Salazar FL27BUY$15,001 - $50,000PTR
2026-05-13Maria Elvira Salazar FL27BUY$1,001 - $15,000PTR
2026-05-07Sara Jacobs CA51SELL$500,001 - $1,000,000PTR
2026-05-06Sara Jacobs CA51SELL$500,001 - $1,000,000PTR
2026-03-31Jared Moskowitz FL23SELL$15,001 - $50,000PTR
2026-03-27Alan Armstrong senateBUY$1,001 - $15,000PTR

Trump & executive branch trades all Trump/exec trades →

23 disclosed trade(s) by 1 filer(s).

Trade dateWhoTypeAmount
2026-07-01Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-07-01Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-07-01Trump, Donald J PresidentSELL$1,001 - $15,000PTR
2026-07-01Trump, Donald J PresidentSELL$15,001 - $50,000PTR
2026-07-01Trump, Donald J PresidentBUY$100,001 - $250,000PTR
2026-07-01Trump, Donald J PresidentSELL$100,001 - $250,000PTR
2026-07-01Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-05-14Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-05-14Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-05-14Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-05-14Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-05-14Trump, Donald J PresidentBUY$50,001 - $100,000PTR
2026-05-14Trump, Donald J PresidentBUY$100,001 - $250,000PTR
2026-05-14Trump, Donald J PresidentBUY$100,001 - $250,000PTR
2026-05-14Trump, Donald J PresidentSELL$1,001 - $15,000PTR
2026-05-14Trump, Donald J PresidentBUY$100,001 - $250,000PTR
2026-05-14Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-05-14Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-05-14Trump, Donald J PresidentBUY$1,001 -$15,000PTR
2026-05-14Trump, Donald J PresidentSELL$1,001 - $15,000PTR
… 3 older trade(s) on the full page

Serenity (@aleabitoreddit) full tracker →

Bullish · 1 mention(s), 1 personal-position post(s) · first 2026-07-16 · last 2026-07-16

“Today, $MU announced it signed memory LTAs with $QCOM. Interesting reaction to see Micron proceeded to drop 5.37% right after. Doesn’t quite feel like there’s anything individually wrong with memory or AI names with all these structural agreements signed? More like the tail end of deleveraging / margin cascades.” post →

All 1 tweet(s) mentioning this ticker
DateTweet
2026-07-16T13:54:10Today, $MU announced it signed memory LTAs with $QCOM. Interesting reaction to see Micron proceeded to drop 5.37% right after. Doesn’t quite feel like there’s anything individually wrong with memory or AI names with all these structural agreements signed? More like the tail end of deleveraging / … → · 2217 likes · 692,781 views

Citrini Research coverage report library →

ReportDateStance
#127 — All Along the AI Watchtower2026-07-20LONG
#124 — State of the Themes: June 20262026-06-01WATCH
#123 — Semis Memo: Supply Chain Inheritance2026-05-01LONG

Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-07-20.