SEC 13F Intelligence

Ardmore Road Asset Management LP / QCOM

Ardmore Road Asset Management LP’s Qualcomm Inc Position

Does Ardmore Road Asset Management LP own Qualcomm Inc (QCOM)? Not currently — the last reported position was 200.0K shares worth $31M in Q1 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$31M
Q1 2025
Shares
200.0K
% of Portfolio
+3.15%
Quarters Held
4
position exited

Position History QCOM

Reported value by quarter
Q2 ’24: $10MQ2 ’24Q3 ’24: $9MQ3 ’24Q4 ’24: $15MQ4 ’24Q1 ’25: $31MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2025200.0K$31M+3.15%
Q4 2024100.0K$15M+2.24%
Q3 202450.0K$9M+1.10%
Q2 202451.9K$10M+1.57%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ardmore Road Asset Management LP’s full portfolio or all institutional holders of QCOM.