Aspex Management (HK)’s Qualcomm QCOM Stock Holding History

Aspex Management (HK)’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	$18M	Buy	+1,600,000	New	+$299M	0.2%	23

Other funds holding QCOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Aspex Management (HK)'s QCOM Position: Q2 2026 in Review

Aspex Management (HK) opened a new position in Qualcomm (QCOM) in Q2 2026: 6,360,236 shares worth $1.18B. The stake represents 13.22% of the portfolio and ranks #2 among its holdings. This is a return to the name: Aspex Management (HK) previously reported a position in QCOM as recently as Q2 2024.

Aspex Management (HK) first reported a position in QCOM in Q4 2023 and has held it in 4 quarters since. 3,020 funds tracked by Wall St. Rank hold QCOM as of Q2 2026.

Aspex Management (HK) held 6,360,236 shares of Qualcomm worth $1.18B as of Q2 2026.
Qualcomm was a new Aspex Management (HK) position in Q2 2026.
Qualcomm made up 13.22% of Aspex Management (HK)'s portfolio in Q2 2026, its #2 holding.
Aspex Management (HK) first reported a position in Qualcomm in Q4 2023 and has held it in 4 quarters since.
3,020 funds tracked by Wall St. Rank held Qualcomm as of Q2 2026.

Based on Aspex Management (HK)'s 13F filing for Q2 2026, filed 14 Aug 2026.