Discovery Capital Management’s Qualcomm QCOM Stock Holding History

Discovery 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	$1.59M	Buy	+8,593	New	+$1.61M	0.07%	97
2023 Q1	–	Sell	-35,365	Closed	-$3.89M	–	68
2022 Q4	$3.89M	Buy	+35,365	New	+$4.14M	0.57%	38
2019 Q3	–	Sell	-982,800	Closed	-$74.8M	–	46
2019 Q2	$74.8M	Buy	+982,800	New	+$72M	7.13%	3
2016 Q1	–	Sell	-662,000	Closed	-$33.1M	–	121
2015 Q4	$33.1M	Buy	+662,000	New	+$35.3M	0.39%	57
2014 Q4	–	Sell	-465,500	Closed	-$34.8M	–	133
2014 Q3	$34.8M	Buy	+465,500	New	+$35.6M	0.39%	56

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

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

Discovery Capital Management opened a new position in Qualcomm (QCOM) in Q2 2026: 8,593 shares worth $1.59M. The stake represents 0.07% of the portfolio and ranks #97 among its holdings. This is a return to the name: Discovery Capital Management previously reported a position in QCOM as recently as Q4 2022.

Discovery Capital Management first reported a position in QCOM in Q3 2014 and has held it in 5 quarters since. The position peaked at $74.8M in Q2 2019. 3,024 funds tracked by Wall St. Rank hold QCOM as of Q2 2026.

Discovery Capital Management held 8,593 shares of Qualcomm worth $1.59M as of Q2 2026.
Qualcomm was a new Discovery Capital Management position in Q2 2026.
Qualcomm made up 0.07% of Discovery Capital Management's portfolio in Q2 2026, its #97 holding.
Discovery Capital Management first reported a position in Qualcomm in Q3 2014 and has held it in 5 quarters since.
Discovery Capital Management's Qualcomm position peaked at $74.8M in Q2 2019.
3,024 funds tracked by Wall St. Rank held Qualcomm as of Q2 2026.

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