Qualcomm Incorporated Shareholder Disclosure: Park West Asset Management LLC Reports Holding 0.016% Stake.

Park West Asset Management LLC, investment adviser to Park West Investors Master Fund, Limited and Park West Partners International, Limited, has disclosed a position in Qualcomm Incorporated. They hold 160,500 common shares, representing 0.015% of the company's shares, and have a short position of 173,200 common shares, representing 0.016% of the company's shares. The disclosure was made on July 31, 2025.

In a recent regulatory filing, Park West Asset Management LLC, the investment adviser to Park West Investors Master Fund, Limited and Park West Partners International, Limited, disclosed a substantial position in Qualcomm Incorporated (NASDAQ: QCOM). The disclosure, made on July 31, 2025, revealed that the firm holds 160,500 common shares of Qualcomm, representing 0.015% of the company's shares, and has a short position of 173,200 common shares, representing 0.016% of the company's shares [3].

Qualcomm Incorporated is a leading developer and commercializer of foundational technologies for the wireless industry. The company operates through three segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). QCT develops integrated circuits and system software for wireless voice and data communications, networking, computing, multimedia, and position location products [2].

The disclosure of Park West Asset Management LLC's position in Qualcomm comes amidst a period of significant market activity and analyst sentiment. In the first quarter of 2025, several large institutional investors made changes to their positions in the company. Torray Investment Partners LLC reduced its stake by 97.3%, while other investors such as Banque Transatlantique SA, Atlantic Edge Private Wealth Management LLC, WFA Asset Management Corp, Sunbeam Capital Management LLC, and Mascagni Wealth Management Inc. acquired new positions or increased their stakes [2].

Qualcomm's quarterly earnings for the period ending July 30, 2025, were positive, with the company reporting earnings per share (EPS) of $2.77, beating analysts' consensus estimates by $0.06. The company also disclosed a quarterly dividend of $0.89 per share, with a dividend yield of 2.24% [2].

Despite the positive earnings and dividend announcement, analysts' ratings for Qualcomm are mixed. As of July 2025, twelve analysts have issued a hold rating, thirteen have given a buy rating, and one has issued a sell rating. The consensus rating is "Hold" with a consensus target price of $183.95 [2].

The disclosure of Park West Asset Management LLC's position in Qualcomm adds to the ongoing narrative surrounding the company's stock. As with any significant disclosure, investors should carefully consider the implications and consult with their financial advisors before making any investment decisions.

References:
[1] https://seekingalpha.com/article/4806812-qualcomm-q3-growing-automotive-and-iot-for-business-diversification?source=affiliate_program:stockanalysis.com&utm_medium=affiliate&utm_source=stockanalysis.com&affid=858&oid=16&transaction=d791bdb87b794c39b37a04c3246434a3
[2] https://www.marketbeat.com/instant-alerts/filing-torray-investment-partners-llc-reduces-stock-position-in-qualcomm-incorporated-nasdaqqcom-2025-07-31/
[3] https://www.businesswire.com/news/home/20250728194935/en/Park-West-Asset-Management-LLC-UK-Regulatory-Announcement-Form-8.3---Qualcomm-Incorporated