LongQCOMSep 2026
QUALCOMM Incorporated
Ariel added Qualcomm believing its growth opportunities extend beyond its historically important smartphone licensing and chips. Expansion into automotive, edge computing and…
QCOM
Which hedge funds are long QCOM?
7 published ideas on QUALCOMM Incorporated across 7 funds — 6 long and 1 short.
QUALCOMM Incorporated hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on QUALCOMM Incorporated: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongQCOMSep 2026
QUALCOMM Incorporated
Ariel initiated Qualcomm because its growth opportunities extend past its mature smartphone business. Diversification into automotive, edge devices and AI-enabled computing…
LongQCOMJun 2026
Qualcomm
Qualcomm is evolving from a handset-centric semiconductor company into a broader provider of connected-computing technologies. Aristotle views recent handset inventory and…
LongQCOMJun 2026
QUALCOMM Incorporated
The fund initiated QUALCOMM while the semiconductor company was out of favor and trading at what the team considered a reasonable valuation. The company is best known for…
LongQCOMJun 2026
Qualcomm Incorporated
Qualcomm is a leading semiconductor supplier that is rapidly diversifying beyond its traditional markets. Sound Shore believes its developer tools are accelerating edge-AI…
LongQCOMJun 2026
QUALCOMM Incorporated
The fund initiated QUALCOMM while the semiconductor company was out of favor and trading at what the team considered a reasonable valuation. Beyond its traditional handset chip…
Short theses
ShortQCOMJun 2026
QUALCOMM Incorporated
Alger's short thesis on Qualcomm focused on slowing growth in the mature smartphone market and intensifying competition in the company's core chips and licensing businesses. The…