John Rogers opened QCOM · QUALCOMM INC/DE
$88M · now 0.9% of the portfolio
TRADED BY
Sep 30
FILED
Nov 13
YOU SEE IT
Nov 13
44 days between the trade and the filing. That gap is the law, not our latency — a 13F is due 45 days after the quarter ends.
$172 now
OUR VALUE
$172 today
low $96mid $128high $160
3 models, as of 2026-11-13.
Priced past our value: the move has played out.
安全边际周报
每周六一封：市场温度、投资大师的申报，以及本周研究。