Current position

David Tepper’s Qualcomm (QCOM) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Appaloosa LPVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ3 2016Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares1.85MHighest verified quarter-end share count
Quarters reported21Verified quarters with shares above zero
What happened?

Appaloosa LP first reported Qualcomm in Q3 2016. After an earlier exit, the position later appeared again in a verified filing. The reported position was increased and reduced across later filings. Appaloosa LP currently reports 250.00K shares. The latest verified filing showed: Sold 49.9% of the position.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Sold 49.9% of the position−248.61K shares · 250.00K shares remained
Filing context

Quarter-end price $184.79 · Estimated holding basis $153.06

Q1 2026
Sold 56.5% of the position−646.39K shares · 498.61K shares remained
Filing context

Quarter-end price $128.78 · Estimated holding basis $153.06

Q4 2025
Sold 8.0% of the position−100.00K shares · 1.15M shares remained
Filing context

Quarter-end price $171.05 · Estimated holding basis $153.06

Q3 2025
Bought 255.7% more+895.00K shares · 1.25M shares reported after the change
Filing context

Quarter-end price $166.36 · Estimated holding basis $153.06

Q1 2025
Sold 56.3% of the position−450.00K shares · 350.00K shares remained
Filing context

Quarter-end price $153.61 · Estimated holding basis $119.04

Q3 2024
Sold 4.8% of the position−40.00K shares · 800.00K shares remained
Filing context

Quarter-end price $170.05 · Estimated holding basis $119.04

2 unchanged quarters are collapsed by default.

Portfolio importance

How important is Qualcomm in Appaloosa LP’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight0.6%Q2 2026
Current rank#20of 25 reported positions
Peak portfolio weight4.1%Q2 2023
Best historical rank#10Q2 2023
At peak importanceQ2 2023
QCOM
4.1%
Largest holding
8.0%
Cross-investor discovery

Who else owns Qualcomm?

Also reported by 2 other tracked investors in their latest verified filings.

Explore Qualcomm across all tracked investors →
MarketInsiderLab research

Connected research on Qualcomm

Only published MIL research mapped to the exact stock identity is shown here.

SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$177.722026-09-18

Market context only; not an investor transaction price.

Latest filing quarter-end price$184.79Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$153.06Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

View Qualcomm stock page →

This tracker follows Appaloosa LP’s Form 13F disclosures—not David Tepper’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.