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What smart money is saying about Qualcomm Inc.United States flag

QCOM · Technology · Semiconductors · Market cap $180.45B

3 funds in our archive have pitched Qualcomm Inc. — most recently Schafer Cullen Global High Dividend ADR in December 2025.

Company profile

QUALCOMM Incorporated engages in the development and commercialization of foundational technologies for the wireless industry worldwide. The company operates through three segments: Qualcomm CDMA Technologies (QCT); Qualcomm Technology Licensing (QTL); and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on 3G/4G/5G and other technologies for use in wireless voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses or provides rights to use portions of its intellectual property portfolio, which include various patent rights useful in the manufacture and sale of wireless products comprising products implementing CDMA2000, WCDMA,LTE and/or OFDMA-based 5G standards and their derivatives. The QSI segment invests in early-stage companies in various industries, including 5G, artificial intelligence, automotive, consumer, enterprise, cloud, and IoT, and investment for supporting the design and introduction of new products and services for voice and data communications, new industries, and applications. It also provides development, and other services and related products to the United States government agencies and their contractors. QUALCOMM Incorporated was incorpotared in 1985 and is headquartered in San Diego, California.

Fund coverage · 3 theses

  • Schafer Cullen Global High Dividend ADR
    December 2025

    Qualcomm is a leading semiconductor platform with dominant smartphone share and multiple AI-driven growth vectors across PCs, automotive, IoT, and inference at an attractive valuation and yield.

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  • Tamim Fund Global High Conviction
    March 2025

    Qualcomm Inc. is a fundamentally strong technology leader in wireless and semiconductor innovation, poised for growth in 5G, automotive, and AI sectors, while offering solid financial performance and shareholder returns.

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  • Nightview Capital
    December 2024

    Qualcomm's pivot to Automotive, IoT, and AI positions it for significant long-term growth beyond handsets

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