QUALCOMM Incorporated (QCOM): A Bear Case Theory
We came across a bearish thesis on QUALCOMM Incorporated on Irrational Analysis’s Substack. In this article, we will summarize the bulls’ thesis on QCOM.
Qualcomm Inc (QCOM)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Zevenbergen Capital Investments Nancy Zevenbergen | 105,327 | $17,522,200 | +1% | 0.34% |
| 2. | Bourgeon Capital John Zaro | 63,753 | $10,605,995 | -1% | 1.91% |
| 3. | Beech Hill Partners Paul Cantor, Joseph Weiss, And Will Wurm | 22,454 | $3,735,456 | -10% | 1.74% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $84.60 | 500 | $42,298.40 | 500 | 2019-12-10 | Filing | |
| $73.84 | 2,705 | $199,736.66 | 14,229 | 2019-08-28 | Filing | |
| $54.59 | 9,000 | $491,285.70 | 12,077 | 2017-05-11 | Filing | |
| $53.13 | 18,815 | $999,595.79 | 22,039 | 2017-02-03 | Filing | |
| $53.99 | 1,000 | $53,985.00 | 2,000 | 2017-01-30 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $167.10 | 4,779 | $798,551.78 | 36,541 | 2025-10-20 | Filing | |
| $166.02 | 816 | $135,476.07 | 41,320 | 2025-10-20 | Filing | |
| $165.03 | 842 | $138,958.04 | 42,136 | 2025-10-20 | Filing | |
| $164.12 | 1,616 | $265,216.14 | 42,978 | 2025-10-20 | Filing | |
| $162.91 | 282 | $45,940.45 | 44,594 | 2025-10-20 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,629,330 | $437,415,339 | 1.1% | |
| 2. | 1,510,310 | $251,255,175 | 0.25% | |
| 3. | 1,005,731 | $167,313,392 | 2.33% | |
| 4. | 479,303 | $79,736,848 | 0.43% | |
| 5. | 420,629 | $69,975,840 | 0.45% |
News See All
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QUALCOMM Incorporated (NASDAQ:QCOM) is one of the best smart city stocks. On September 8, Qualcomm and Google Cloud (GOOG, GOOGL) expanded their collaboration to implement AI in automotive solutions.
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