Stephen Mandel - Lone Pine Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    36
Portfolio value:    $12,543,849,391
Holdings Activity Buys Sells    History
Holding/activity history for  QUALCOMM Inc. (QCOM)
← All QCOM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2014   Q2 0 0.00 Sell 100.00% 2.80 $76.77–81.66 · VW $79.39i SEC
2014   Q1 6,530,923 2.80 Reduce 40.01% 1.70 $70.98–79.72 · VW $75.21i $515,029,000 SEC
2013   Q4 10,886,598 4.24 Reduce 18.32% 0.84 $65.47–74.32 · VW $70.96i $808,330,000 SEC
2013   Q3 13,329,083 4.61 Add 43.07% 1.39 $59.02–70.37 · VW $65.39i $897,314,000 SEC
2013   Q2 9,316,298 3.19 Add 4.98% 0.15 $59.46–67.65 · VW $62.93i $569,133,000 SEC
2013   Q1 8,874,637 3.27 Add 17.47% 0.49 $62.33–68.50 · VW $65.75i $594,069,000 SEC
2012   Q4 7,554,637 3.10 Reduce 4.57% 0.14 $57.29–64.72 · VW $61.29i $467,327,000 SEC
2012   Q3 7,916,637 3.16 Reduce 9.20% 0.28 $53.09–65.45 · VW $60.27i $494,553,000 SEC
2012   Q2 8,718,339 3.03 Add 13.54% 0.36 $53.41–68.83 · VW $60.10i $485,437,000 SEC
2012   Q1 7,678,339 3.55 Add 21.35% 0.62 $54.56–68.87 · VW $61.66i $522,588,000 SEC
2011   Q4 6,327,518 2.78 Reduce 12.39% 0.39 $46.40–57.97 · VW $53.02i $346,115,000 SEC
2011   Q3 7,222,518 3.14 Add 17.02% 0.46 $45.98–59.48 · VW $52.13i $351,231,000 SEC
2011   Q2 6,171,973 3.04 Reduce 2.08% 0.06 $51.45–58.95 · VW $56.32i $350,506,000 SEC
2011   Q1 6,303,063 3.09 Add 149.75% 1.85 $49.59–59.84 · VW $54.99i $345,597,000 SEC
2010   Q4 2,523,708 1.16 $49.49 $124,898,000 SEC
2010   Q3 2,523,708 1.51 Reduce 77.60% 4.12 $31.63–45.75 · VW $39.28i $113,901,000 SEC
2010   Q2 11,264,849 5.31 Reduce 24.25% 1.50 $32.73–43.39 · VW $36.99i $369,938,000 SEC
2010   Q1 14,871,700 6.19 Add 13.78% 0.75 $35.46–49.80 · VW $40.17i $624,017,000 SEC
2009   Q4 13,070,777 7.65 Buy 7.65 $40.15–46.99 · VW $43.56i $604,654,000 SEC
2009   Q3 0 0.00 Sell 100.00% 14.11 $42.67–48.72 · VW $45.79i SEC
2009   Q2 15,905,742 14.11 Reduce 15.03% 2.03 $38.06–46.73 · VW $43.05i $718,940,000 SEC
2009   Q1 18,719,202 13.49 Reduce 7.65% 1.25 $32.64–39.70 · VW $35.63i $728,364,000 SEC
2008   Q4 20,270,480 16.35 Add 12.52% 1.82 $28.16–43.24 · VW $35.51i $726,291,000 SEC
2008   Q3 18,014,416 15.64 Add 57.33% 5.70 $37.82–56.88 · VW $49.46i $774,079,000 SEC
2008   Q2 11,450,206 8.72 Reduce 13.88% 1.31 $40.65–50.82 · VW $45.53i $508,046,000 SEC
2008   Q1 13,295,259 9.46 Reduce 19.04% 2.32 $35.17–44.85 · VW $40.62i $545,106,000 SEC
2007   Q4 16,421,924 12.17 Add 18.84% 1.93 $36.60–43.40 · VW $40.56i $646,203,000 SEC
2007   Q3 13,818,501 6.98 Add 28.23% 1.54 $35.23–45.58 · VW $40.69i $583,970,000 SEC
2007   Q2 10,776,136 5.14 Reduce 13.95% 0.96 $40.98–47.72 · VW $43.64i $467,577,000 SEC
2007   Q1 12,523,020 6.88 Buy 6.88 $36.79–44.12 · VW $40.28i $534,232,000 SEC
2006   Q4 0 0.00 Sell 100.00% 6.47 $34.10–40.99 · VW $37.12i SEC
2006   Q3 11,501,753 6.47 Add 17.36% 0.96 $32.76–39.72 · VW $36.64i $418,089,000 SEC
2006   Q2 9,799,987 7.44 Add 25.84% 1.53 $38.54–53.01 · VW $45.90i $392,685,000 SEC
2006   Q1 7,787,787 6.96 Add 22.22% 1.27 $42.91–51.75 · VW $47.97i $394,140,000 SEC
2005   Q4 6,371,999 4.15 Add 38.17% 1.15 $39.02–46.60 · VW $43.05i $274,506,000 SEC
2005   Q3 4,611,664 4.01 Reduce 15.91% 0.52 $32.98–45.05 · VW $40.20i $206,372,000 SEC
2005   Q2 5,484,136 3.27 Add 35.27% 0.85 $32.08–38.52 · VW $35.16i $181,031,000 SEC
2005   Q1 4,054,115 2.87 Add 132.62% 1.64 $33.99–43.71 · VW $37.26i $148,502,000 SEC
2004   Q4 1,742,769 1.32 $42.40 $73,893,000 SEC
Price snapshot:
Current price$183.98
52-week low$121.54
52-week high$258.96