QCOMQUALCOMM INC

Mixed Signals

Smart Money Trend

13-Q2

13-Q3

13-Q4

14-Q1

14-Q2

14-Q3

18-Q1

18-Q2

18-Q3

19-Q2

22-Q1

22-Q3

22-Q4

23-Q1

23-Q2

23-Q3

23-Q4

24-Q1

24-Q2

24-Q3

24-Q4

25-Q1

25-Q2

25-Q3

25-Q4

$127.76

1 of 16 tracked funds hold QCOM. Avg conviction: 2.8%. Net trimming. First tracked at $169.30 (current -24.5% vs tracked).

Am I Late?

24.5% belowtheir avg tracked price

Tracked: $169.30Current: $127.76

Per-fund first tracked prices

Appaloosa Management$169.30(2024-Q1)

How Convicted?

2.8%avg portfolio allocation

Top 5 (0)Mid (1)Small (0)

Fund breakdown

Appaloosa Management

Which Way Is the Wind Blowing?

↓ Net trimming

1 trimming

Per-fund actions

Appaloosa ManagementReduce

Did It Work?

-24.5%avg return since tracked

S&P 500: +2.2%Alpha: -26.7%

Per-fund returns

Appaloosa Management-24.5%(from $169.30)

About this data

Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 16 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.

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Fund Holders (1 funds)

Fund	% of Portfolio	Value	First Tracked Price	Action
Appaloosa Management	2.8%	$195.9M	$169.30	Reduce