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…
QCOM
Which hedge funds are long QCOM?
3 published ideas on Qualcomm across 2 funds — 3 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Qualcomm: the full 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
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
Qualcomm is a leading semiconductor supplier that is rapidly diversifying beyond its traditional markets. Sound Shore believes its developer tools are accelerating edge-AI…