Tairen Capital’s Qualcomm QCOM Stock Holding History

Tairen Capital’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	$56.1M	Buy	+303,691	New	+$56.8M	4.96%	7
2025 Q1	–	Sell	-43,500	Closed	-$6.68M	–	109
2024 Q4	$6.68M	Buy	+43,500	New	+$7.12M	0.98%	26
2024 Q2	–	Sell	-630,537	Closed	-$107M	–	43
2024 Q1	$107M	Buy	630,537 +296,590	+89%	+$45.8M	6.53%	3
2023 Q4	$48.3M	Buy	+333,947	New	+$41.4M	3.38%	11
2022 Q4	–	Sell	-2,000	Closed	-$226K	–	38
2022 Q3	$226K	Buy	+2,000	New	+$275K	0.03%	28
2022 Q1	–	Sell	-3,000	Closed	-$549K	–	55
2021 Q4	$549K	Buy	+3,000	New	+$480K	0.08%	42
2020 Q3	–	Sell	-11,100	Closed	-$1.01M	–	32
2020 Q2	$1.01M	Buy	+11,100	New	+$890K	0.08%	25
2019 Q3	–	Sell	-160,800	Closed	-$12.2M	–	48
2019 Q2	$12.2M	Buy	+160,800	New	+$11.8M	2.36%	7

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

Tairen Capital's QCOM Position: Q2 2026 in Review

Tairen Capital opened a new position in Qualcomm (QCOM) in Q2 2026: 303,691 shares worth $56.1M. The stake represents 4.96% of the portfolio and ranks #7 among its holdings. This is a return to the name: Tairen Capital previously reported a position in QCOM as recently as Q4 2024.

Tairen Capital first reported a position in QCOM in Q2 2019 and has held it in 8 quarters since. The position peaked at $107M in Q1 2024. 3,021 funds tracked by Wall St. Rank hold QCOM as of Q2 2026.

Tairen Capital held 303,691 shares of Qualcomm worth $56.1M as of Q2 2026.
Qualcomm was a new Tairen Capital position in Q2 2026.
Qualcomm made up 4.96% of Tairen Capital's portfolio in Q2 2026, its #7 holding.
Tairen Capital first reported a position in Qualcomm in Q2 2019 and has held it in 8 quarters since.
Tairen Capital's Qualcomm position peaked at $107M in Q1 2024.
3,021 funds tracked by Wall St. Rank held Qualcomm as of Q2 2026.

Based on Tairen Capital's 13F filing for Q2 2026, filed 13 Aug 2026.