1
QCOM
QUALCOMM INC · Information Technology
Consensus score 1/100 · #257 this quarter · tier-weighted across tracked managers
Holders
3
tracked managers
New this Q
0
opened a position
Avg weight
0.6%
of their portfolios
Combined value
$82M
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Smead Capital Concentrated | 1.5% | $70M | TRIM |
| Hosking Partners Concentrated | 0.4% | $11M | ADD |
| Horizon Kinetics Franchise/inflation | 0.0% | $710K | TRIM |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.