Qualcomm designs semiconductors and wireless technologies for mobile devices and licenses its cellular patent portfolio, serving smartphone, automotive, and IoT markets.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|---|---|---|---|---|
| Paul Tudor Jones / Tudor | 63 | Added +274% | 1,320,939 | $244,096,318 | 0.3% |
| David Tepper / Appaloosa | 92 | Trimmed -50% | 250,000 | $46,197,500 | 0.6% |
| Ancora | 40 | Trimmed -33% | 84,763 | $15,663,348 | 0.3% |
| Bridgewater | 56 | Trimmed -27% | 162,466 | $30,022,092 | 0.1% |
| Steve Cohen / Point72 | 76 | Trimmed -42% | 236,700 | $43,739,793 | 0.0% |
| Trade date | Who | Type | Amount | |
|---|---|---|---|---|
| 2026-08-19 | Maria Elvira Salazar FL27 | SELL | $1,001 - $15,000 | PTR |
| 2026-08-12 | Maria Elvira Salazar FL27 | SELL | $1,001 - $15,000 | PTR |
| 2026-05-13 | Maria Elvira Salazar FL27 | BUY | $15,001 - $50,000 | PTR |
| 2026-05-13 | Maria Elvira Salazar FL27 | BUY | $1,001 - $15,000 | PTR |
| 2026-05-07 | Sara Jacobs CA51 | SELL | $500,001 - $1,000,000 | PTR |
| 2026-05-06 | Sara Jacobs CA51 | SELL | $500,001 - $1,000,000 | PTR |
| 2026-03-31 | Jared Moskowitz FL23 | SELL | $15,001 - $50,000 | PTR |
| 2026-03-27 | Alan Armstrong senate | BUY | $1,001 - $15,000 | PTR |
| 2024-03-13 | Thomas H Tuberville senate | SELL | $15,001 - $50,000 | PTR |
| Trade date | Who | Type | Amount | |
|---|---|---|---|---|
| 2026-09-22 | Trump, Donald J President | SELL | $15,001 - $50,000 | PTR |
| 2026-09-22 | Trump, Donald J President | SELL | $15,001 - $50,000 | PTR |
| 2026-08-22 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-08-22 | Trump, Donald J President | BUY | $100,001 - $250,000 | PTR |
| 2026-08-22 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-07-01 | Trump, Donald J President | SELL | $1,001 - $15,000 | PTR |
| 2026-07-01 | Trump, Donald J President | SELL | $15,001 - $50,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $100,001 - $250,000 | PTR |
| 2026-07-01 | Trump, Donald J President | SELL | $100,001 - $250,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $50,001 - $100,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $100,001 - $250,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $100,001 - $250,000 | PTR |
| 2026-05-14 | Trump, Donald J President | SELL | $1,001 - $15,000 | PTR |
| … 8 older trade(s) on the full page | ||||
“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 →
| Date | Tweet |
|---|---|
| 2026-09-30T04:21:25 | Bro, $AMZN semi ETF portfolio is probably going to end up more compelling than what $NVDA owns... Today Amazon signed a $49.8M private placement into PCB maker Gold Circuit Electronics (2368). So now Amazon has ownership/warrants in: - $AAOI - Alchip - $MRVL (Celestial) - $ALAB - $CRDO - $JBL … → · 1546 likes · 350,015 views |
| 2026-09-17T23:56:29 | TLDRs of things I found interesting this week: - $INTC CEO says some memory prices have risen 5-7× and warns the shortage will worsen in 2027. $SNDK / $MU / Samsung bros will be happy to hear this... (from the AI Infra Summit 2026 in Santa Clara) - $GFS + $MRVL sign extended SiGe capacity agree… → · 1430 likes · 378,470 views |
| 2026-09-08T13:49:10 | $AMZN signs a new deal with $QCOM, giving Amazon the right to buy a ~$4B stake of Qualcomm through warrants. At this rate.. Amazon will be more of a semi ETF than $NVDA? Given their existing equity/warrants with AlChip, $MRVL, $ALAB, $AAOI, and others. This of course is linked with up to $60B in … → · 805 likes · 207,734 views |
| 2026-08-31T12:53:20 | @balllvest With how the trends are going with $MRVL and Mediatek. My guess is Alchip (disclosure, I own this) or $QCOM might be next. I think the ASIC pie gets bigger for all of them though. → · 59 likes · 18,183 views |
| 2026-07-26T20:12:11 | Just some TLDR news: - $CXMT IPO tomorrow if you like Chinese memory. - Samsung Electronics reportedly struggling to secure large FC-BGA substrates. Ibiden (4062) reportedly requested LTA guarantees, Samsung Electro-Mechanics sought prepayments. - Samsung + $AVGO sign memory + foundry AI framew… → · 1290 likes · 506,638 views |
| 2026-07-16T13:54:10 | 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 / … → · 2205 likes · 726,578 views |
| Report | Date | Stance |
|---|---|---|
| #127 — All Along the AI Watchtower | 2026-07-20 | LONG |
| #124 — State of the Themes: June 2026 | 2026-06-01 | WATCH |
| #123 — Semis Memo: Supply Chain Inheritance | 2026-05-01 | LONG |
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 2026-09-24.