Portfolio changes · featured 13Fs
Activity
Moves in QCOM across featured managers — New / Exit / Add / Reduce.
QCOM · all sizes
10 shown10 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 18 Aug 1 | |||||
| QCOM | New | Nehal Chopra - Ratan Capital Management | +6.47 pp | opened 6.5% | Q1→Q2 |
| 14 Aug 6 | |||||
| QCOM | New | Brad Gerstner - Altimeter Capital Management | +3.54 pp | opened 3.5% | Q1→Q2 |
| QCOM | New | Andreas Halvorsen - Viking Global Investors | +0.80 pp | opened 0.80% | Q1→Q2 |
| QCOM | New | Lee Ainslie - Maverick Capital | +0.01 pp | opened 0.01% | Q1→Q2 |
| QCOM | Add | Arnold Van Den Berg - Van Den Berg Management I | +0.59 pp | +0.2% sh | Q1→Q2 |
| 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 |
| 12 Aug 1 | |||||
| QCOM | Add | Harry Burn - Sound Shore Management | +1.28 pp | +29.0% 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