QCOM
QUALCOMM Incorporated · Technology · Semiconductors
Señales de momentum (gestores comparables):
amplitud de titulares -13.0% ·
flujo de acciones -7.9% ·
nuevas posiciones netas -15.0%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 182 | +3 | 644.37M | $118.85B | +10 | −6 |
| Q1 2026 | 181 | +4 | 659.72M | $85.19B | +7 | −4 |
| Q4 2025 | 176 | -2 | 701.77M | $120.02B | +1 | −2 |
| Q3 2025 | 26 | +1 | 373.28M | $62.09B | +2 | −2 |
| Q2 2025 | 23 | 0 | 348.33M | $55.46B | — | — |
| Q1 2025 | 20 | -3 | 127.89M | $19.63B | — | −3 |
| Q4 2024 | 23 | 0 | 138.90M | $21.33B | +1 | −1 |
| Q3 2024 | 22 | 0 | 90.76M | $15.42B | — | — |
| Q2 2024 | 22 | — | 91.34M | $18.18B | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasivo) | 53.25M | -0.6% | $8.18B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 28.68M | +3.2% | $4.40B | 0.3% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | Norges Bank ✦ (pasivo) | 17.11M | -3.4% | $2.63B | 0.4% | ▼ Trim | 4 | SEC ↗ |
| 4 | T. Rowe Price ✦ | 11.54M | -0.4% | $1.77B | 0.2% | ▼ Trim | 4 | SEC ↗ ×2 |
| 5 | Wellington Management ✦ | 4.37M | -54.4% | $670.71M | 0.1% | ▼ Trim | 4 | SEC ↗ ×7 |
| 6 | PRIMECAP Management ✦ | 3.75M | -9.9% | $576.66M | 0.5% | ▼ Trim | 4 | SEC ↗ |
| 7 | AQR Capital Management ✦ | 1.54M | +84.6% | $230.44M | 0.2% | ▲ Add | 4 | SEC ↗ ×6 |
| 8 | Fisher Asset Management ✦ | 1.45M | -12.0% | $223.18M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 9 | Viking Global Investors ✦ | 1.43M | +343.7% | $220.02M | 0.7% | ▲ Add | 2 | SEC ↗ |
| 10 | Bridgewater Associates ✦ | 1.09M | +21.0% | $167.45M | 0.8% | ▲ Add | 4 | SEC ↗ |
| 11 | Two Sigma Investments ✦ | 1.06M | -32.6% | $162.40M | 0.4% | ▼ Trim | 4 | SEC ↗ |
| 12 | Adage Capital Partners ✦ | 988.62K | -4.8% | $151.86M | 0.3% | ▼ Trim | 4 | SEC ↗ |
| 13 | Millennium Management ✦ | 417.28K | -58.5% | $64.10M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 14 | Appaloosa ✦ | 350.00K | -56.2% | $53.76M | 1.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | D. E. Shaw & Co. ✦ | 232.74K | -86.8% | $35.75M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 16 | Gotham Asset Management ✦ | 214.91K | -6.5% | $33.01M | 0.3% | ▼ Trim | 4 | SEC ↗ |
| 17 | ARK Investment Management ✦ | 198.17K | +86.5% | $30.44M | 0.3% | ▲ Add | 4 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 154.54K | -47.5% | $23.74M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | Marshall Wace ✦ | 39.20K | -95.4% | $6.02M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 20 | GAMCO Investors ✦ | 9.50K | -15.4% | $1.46M | 0.0% | ▼ Trim | 4 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Tiger Global Management | $285.38M | era 1.1% |
| Coatue Management | $189.01M | era 0.6% |
| Renaissance Technologies | $7.54M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 2,690 tenedores, 812.77M acciones, $98.95B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer, Director · 10.00K acc. · $2.00M
Officer, Director · 10.00K acc. · $1.95M
Officer · 32 acc. · $5,684
Officer · 36 acc. · $6,431
Officer · 48 acc. · $8,629
Officer · 82 acc. · $14,831
Officer · 696 acc. · $126,596
Officer · 508 acc. · $92,808
Officer · 739 acc. · $135,861
Officer · 347 acc. · $64,066
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología