Munro Partners’s Qualcomm QCOM Stock Holding History

Munro Partners’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	$25.5M	Buy	+138,000	New	+$25.8M	0.56%	38

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

Munro Partners's QCOM Position: Q2 2026 in Review

Munro Partners opened a new position in Qualcomm (QCOM) in Q2 2026: 110,365 shares worth $20.4M. The stake represents 0.45% of the portfolio and ranks #43 among its holdings. This is a return to the name: Munro Partners previously reported a position in QCOM as recently as Q2 2024.

Munro Partners first reported a position in QCOM in Q3 2020 and has held it in 4 quarters since. The position peaked at $69.4M in Q4 2020. 3,021 funds tracked by Wall St. Rank hold QCOM as of Q2 2026.

Munro Partners held 110,365 shares of Qualcomm worth $20.4M as of Q2 2026.
Qualcomm was a new Munro Partners position in Q2 2026.
Qualcomm made up 0.45% of Munro Partners's portfolio in Q2 2026, its #43 holding.
Munro Partners first reported a position in Qualcomm in Q3 2020 and has held it in 4 quarters since.
Munro Partners's Qualcomm position peaked at $69.4M in Q4 2020.
3,021 funds tracked by Wall St. Rank held Qualcomm as of Q2 2026.

Based on Munro Partners's 13F filing for Q2 2026, filed 10 Aug 2026.