Alphabet’s reported Form 13F listed 2,976,982 Qualcomm shares, valued at $547.9 million as of September 30, 2026. Infobae reported that Alphabet filed the form with the U.S. Securities and Exchange Commission on November 6. The dollar figure is the position’s quarter-end value, not the amount Alphabet paid for the shares.
A quarter-end valuation gives the position’s value on that date; it isn’t a purchase price.
What Alphabet’s reported position shows
A Form 13F is a quarterly disclosure of certain institutional investment positions. The September 30 snapshot gives the reported share count and valuation; it does not provide the price paid for those shares.
For broader coverage of investing and financial markets, NTV88’s finance coverage is a related resource.
The possible Modular connection
The Deep Dive reported that a July 31 Qualcomm prospectus identified two Alphabet-affiliated funds, GV 2021 and GV 2023, with Qualcomm shares in connection with Qualcomm’s acquisition of AI software company Modular. The funds’ reported holdings were 2,206,989 and 989,272 shares, respectively, for a combined 3,196,261 shares.
That July total is 219,279 shares higher than Alphabet’s reported September position. The figures are snapshots for different dates and holders; the difference does not document a transfer between the funds and Alphabet. The Deep Dive describes a possible Modular connection, but the July figures are a separate snapshot, not an explanation of Alphabet’s September position.
Qualcomm’s data-center ambitions
Reuters reported that Qualcomm projected $15 billion in data-center chip revenue by 2029. That forecast concerns Qualcomm’s business outlook. Alphabet’s reported shareholding is an equity position; a chip purchase would be a separate commercial transaction.
