Ole Andreas Halvorsen's Viking Global Investors is back in Qualcomm Incorporated (QCOM) in 2026 Q2, after 3 quarters out, according to the 13F-HR filed with the SEC on August 14, 2026. The filing lists 1.51M shares worth about $279.8M at June 30, 2026, 0.8% of the reported portfolio. QCOM enters the book as the 41st largest of 90 stock positions.
What did the 2026 Q2 filing report for QCOM?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Shares | 1.51M |
| Reported value | $279.8M |
| Portfolio weight | 0.8% |
| Rank in portfolio | 41st of 90 |
| Sold out in | 2025 Q3 |
| Out for | 3 quarters |
How big is the returning QCOM position?
Ole Andreas Halvorsen opened 34 stock positions in 2026 Q2; QCOM is the 8th largest of them by weight. An average stock position in the Ole Andreas Halvorsen portfolio is 1% of the reported value, so the new name starts below the fund's typical size.
Where does QCOM sit in the Ole Andreas Halvorsen portfolio?
QCOM ranks 41st of 90 stock positions in the Ole Andreas Halvorsen portfolio at 0.8%, below the fund's average stock position of 1%. The largest stock position is V at 6.25%. Next come TSM at 4.31% and APD at 3.96%. The three largest stocks together are 14.53% of the book. The QCOM purchase was the 29th largest of the quarter's 101 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Ole Andreas Halvorsen reported 90 stock positions, with 34 opened and 21 closed. The total portfolio value is about $35.1B, down 2% from the prior quarter.
When did Ole Andreas Halvorsen hold QCOM before?
Ole Andreas Halvorsen held QCOM before. The fund had held the name since at least the quarter ended June 30, 2013, sold out 3 times, most recently in 2025 Q3, and is back after 3 quarters out. The weight peaked at 1.45% in 2025 Q2. Every reported trade is on the Ole Andreas Halvorsen QCOM trade history page.
Did other funds buy or sell QCOM in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 2 hold QCOM. One other tracked fund sold out of it. The largest buyer of QCOM this quarter was Harry Burn. The largest sellers were David Tepper and Mairs & Power Growth Fund. Every tracked holder of QCOM is on the QCOM ownership page.
FAQ
How many QCOM shares does Ole Andreas Halvorsen hold?
Ole Andreas Halvorsen holds 1.51M shares of QCOM as of June 30, 2026, worth about $279.8M.
What is QCOM's weight in the Ole Andreas Halvorsen portfolio?
QCOM is 0.8% of the Ole Andreas Halvorsen portfolio and ranks 41st of 90 stocks by weight.
Has Ole Andreas Halvorsen owned QCOM before?
Yes. Ole Andreas Halvorsen held QCOM before. The fund had held the name since at least the quarter ended June 30, 2013, sold out 3 times, most recently in 2025 Q3, and is back after 3 quarters out.
How many other tracked funds hold QCOM?
2 other tracked funds that had filed for 2026 Q2 hold QCOM.