← Top Holdings

QCOMQUALCOMM INC

CUSIP: 747525103

🔥 Bought by 3 superinvestors this quarter

6

Guru Owners

$481.8M

Total Value Held

2.8M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
David Tepper	Appaloosa Management	1145000	$195.9M	2.83%	$171.05	Q4 2025
Harry Burn	Sound Shore Management	588996	$100.7M	3.21%	$171.05	Q4 2025
Mairs & Power	Mairs & Power	550308	$94.1M	0.91%	$171.05	Q4 2025
Ray Dalio	Bridgewater Associates	220092	$37.6M	0.14%	$171.05	Q4 2025
David Katz	Matrix Asset Advisors	217557	$37.2M	3.36%	$171.05	Q4 2025
FPA Queens Road	Bragg Financial Advisors	94886	$16.2M	0.53%	$171.05	Q4 2025

$195.9M

2.83%

$100.7M

3.21%

$94.1M

0.91%

$37.6M

0.14%

$37.2M

3.36%

FPA Queens Road

$16.2M

0.53%

📊 Fundamentals

Market Cap$146.9B

P/E Ratio27.7x

Above market avg

Forward P/E12.5x

P/FCF14.1x

EPS (TTM)$4.96

Revenue (TTM)$44.9B

Profit Margin11.96%

Div Yield2.68%

Beta1.28

52-Week Range

$121.99

$205.95

Current: $137.52

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 27.7x trailing earnings → 12.5x forward · 12.0% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '256 owners · $481.8M

REDUCEDDavid Tepper$195.9M

INCREASEDHarry Burn$100.7M

REDUCEDMairs & Power$94.1M

REDUCEDRay Dalio$37.6M

INCREASEDDavid Katz$37.2M

INCREASEDFPA Queens Road$16.2M

SOLDBill Nygren

Q3 '257 owners · $550.4M

REDUCEDDavid Tepper$207.1M

NEWMairs & Power$108.8M

NEWHarry Burn$94.6M

REDUCEDRay Dalio$88.3M

INCREASEDDavid Katz$36.1M

INCREASEDFPA Queens Road$15.2M

NEWBill Nygren$211K

SOLDAndreas Halvorsen

Q2 '255 owners · $726.6M

INCREASEDAndreas Halvorsen$502.1M

INCREASEDRay Dalio$121.6M

INCREASEDDavid Katz$33.1M

INCREASEDFPA Queens Road$14.0M

Q1 '255 owners · $483.7M

REDUCEDAndreas Halvorsen$220.0M

REDUCEDRay Dalio$167.4M

REDUCEDDavid Tepper$53.8M

INCREASEDDavid Katz$29.3M

NEWFPA Queens Road$13.2M

SOLDChase Coleman

SOLDPhilippe Laffont

Q4 '246 owners · $812.0M

INCREASEDRay Dalio$138.4M

NEWAndreas Halvorsen$49.6M

INCREASEDDavid Katz$26.8M

Q3 '245 owners · $825.2M

REDUCEDPhilippe Laffont$209.2M

REDUCEDDavid Tepper$136.0M

INCREASEDRay Dalio$135.5M

INCREASEDDavid Katz$28.5M

SOLDLee Ainslie

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

0%analyst est. 0.3%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

23.2%current: 23.2%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

QCOM: Held by 6 superinvestors · 27 congress member trades

$1,001 - $15,0002025-08-26

$1,001 - $15,0002025-08-04

$1,001 - $15,0002025-07-25

SELLRitchie TorresD

$1,001 - $15,0002025-07-11

$1,001 - $15,0002025-05-28

$1,001 - $15,0002025-05-19

BUYMarjorie Taylor GreeneR

$1,001 - $15,0002025-05-05

SELLTommy TubervilleR

$15,001 - $50,0002025-04-15

$15,001 - $50,0002025-04-09

SELLRob BresnahanR

$1,001 - $15,0002025-04-08

BUYMarjorie Taylor GreeneR

$1,001 - $15,0002025-04-08

SELLJefferson ShreveR

$15,001 - $50,0002025-04-07

BUYJared MoskowitzD

$1,001 - $15,0002025-04-07

$1,001 - $15,0002025-04-04

BUYMarjorie Taylor GreeneR

$1,001 - $15,0002025-04-04

$1,001 - $15,0002025-03-05

$15,001 - $50,0002025-02-25

BUYJefferson ShreveR

$15,001 - $50,0002025-02-24

$1,001 - $15,0002025-02-20

SELLDan MeuserR

$15,001 - $50,0002025-02-11

QCOM Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker