Portfolio changes · featured 13Fs

Activity

Moves in QCOM across featured managers — New / Exit / Add / Reduce.

10 managers with a move of 137 featured filed through 14 Aug 4 shown managers newest 13Fs

QCOM · reduce · all sizes

4 shown

4 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
14 Aug 2
QCOM	Reduce	David Tepper - Appaloosa	−0.48 pp	−49.9% sh	Q1→Q2
QCOM	Reduce	Mairs & Power	−0.32 pp	−62.4% sh	Q1→Q2
11 Aug 1
QCOM	Reduce	Murray Stahl - Horizon Kinetics Asset Management	0.00 pp	−13.3% sh	Q1→Q2
15 Jul 1
QCOM	Reduce	David Katz - Matrix Asset Advisors	+0.27 pp	−15.1% sh	Q1→Q2

As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ port| ≥ 1 pp. Managers Newest 13Fs Home