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Altimeter Capital Management’s Qualcomm QCOM Stock Holding History

Altimeter Capital Management’s Portfolio QCOM Stock Details QCOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$348M Buy
+1,882,490
New +$352M 3.54% 11
2014
Q2 		– Sell
-25,000
Closed -$1.97M – 34
2014
Q1 		$1.97M Hold
25,000
– – 0.2% 26
2013
Q4 		$1.86M Hold
25,000
– – 0.22% 24
2013
Q3 		$1.68M Hold
25,000
– – 0.22% 21
2013
Q2 		$1.53M Buy
+25,000
New +$1.59M 0.27% 21

Other funds holding QCOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Altimeter Capital Management's QCOM Position: Q2 2026 in Review

Altimeter Capital Management opened a new position in Qualcomm (QCOM) in Q2 2026: 1,882,490 shares worth $348M. The stake represents 3.54% of the portfolio and ranks #11 among its holdings. This is a return to the name: Altimeter Capital Management previously reported a position in QCOM as recently as Q1 2014.

Altimeter Capital Management first reported a position in QCOM in Q2 2013 and has held it in 5 quarters since. 3,021 funds tracked by Wall St. Rank hold QCOM as of Q2 2026.

  • Altimeter Capital Management held 1,882,490 shares of Qualcomm worth $348M as of Q2 2026.
  • Qualcomm was a new Altimeter Capital Management position in Q2 2026.
  • Qualcomm made up 3.54% of Altimeter Capital Management's portfolio in Q2 2026, its #11 holding.
  • Altimeter Capital Management first reported a position in Qualcomm in Q2 2013 and has held it in 5 quarters since.
  • 3,021 funds tracked by Wall St. Rank held Qualcomm as of Q2 2026.

Based on Altimeter Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.