SWKS in the 13F filings
Skyworks Solutions Inc · CUSIP 83088M102
- Quarter end
- 31 Dec 2023
- the date the book describes
- Filed
- 14 Feb 2024
- latest of these filings; the earliest 13 Feb 2024
- Managers listing it
- 13
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q3 2023 and Q4 2023; 11 listed it in both
- Shares listed
- 7,406,762
- combined, among listed positions
- Reported value
- $833m
- combined, at the quarter end
Among the 93 comparable managers: 5 buyers (opened or added shares) and 9 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing SWKS in Q4 2023
13 of 13 holders
Largest increases and reductions, by shares
Increases
- Squarepoint Ops LLCexisting position · 991,837 shares now+455,712
- Arrowstreet Capital LPnew position · 174,887 shares now+174,887
- Two Sigma Investments LPexisting position · 286,136 shares now+73,822
- Two Sigma Advisers LPexisting position · 745,200 shares now+66,100
Reductions
- AQR Capital Management LLCexisting position · 1,038,997 shares now-106,663
- Invesco Ltdexisting position · 2,930,377 shares now-104,868
- Eisler Capital Management Ltdexisting position · 30,261 shares now-69,715
- Bridgewater Associates LPexisting position · 77,682 shares now-60,779
- Caxton Associates LLPexisting position · 12,554 shares now-30,092
New positions and exits
New (1)
Exited (1)
- Woodline Partners LPwas $31m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 6 | $584m | n.a. | n.a. |
| Q3 2013 | 5 | $579m | n.a. | n.a. |
| Q4 2013 | 5 | $838m | n.a. | n.a. |
| Q1 2014 | 8 | $547m | n.a. | n.a. |
| Q2 2014 | 12 | $584m | n.a. | n.a. |
| Q3 2014 | 7 | $343m | n.a. | n.a. |
| Q4 2014 | 11 | $1.1bn | n.a. | n.a. |
| Q1 2015 | 15 | $1.7bn | n.a. | n.a. |
| Q2 2015 | 17 | $1.9bn | n.a. | n.a. |
| Q3 2015 | 17 | $2.0bn | n.a. | n.a. |
| Q4 2015 | 14 | $1.9bn | n.a. | n.a. |
| Q1 2016 | 14 | $3.0bn | n.a. | n.a. |
| Q2 2016 | 8 | $2.5bn | n.a. | n.a. |
| Q3 2016 | 11 | $2.8bn | n.a. | n.a. |
| Q4 2016 | 9 | $2.6bn | n.a. | n.a. |
| Q1 2017 | 10 | $3.5bn | n.a. | n.a. |
| Q2 2017 | 13 | $3.4bn | n.a. | n.a. |
| Q3 2017 | 13 | $3.4bn | n.a. | n.a. |
| Q4 2017 | 15 | $3.1bn | n.a. | n.a. |
| Q1 2018 | 13 | $2.9bn | n.a. | n.a. |
| Q2 2018 | 14 | $3.5bn | n.a. | n.a. |
| Q3 2018 | 11 | $2.4bn | n.a. | n.a. |
| Q4 2018 | 13 | $1.5bn | n.a. | n.a. |
| Q1 2019 | 19 | $1.8bn | n.a. | n.a. |
| Q2 2019 | 11 | $1.9bn | n.a. | n.a. |
| Q3 2019 | 11 | $2.1bn | n.a. | n.a. |
| Q4 2019 | 13 | $2.5bn | n.a. | n.a. |
| Q1 2020 | 14 | $1.5bn | n.a. | n.a. |
| Q2 2020 | 19 | $1.7bn | n.a. | n.a. |
| Q3 2020 | 15 | $1.5bn | n.a. | n.a. |
| Q4 2020 | 15 | $1.7bn | n.a. | n.a. |
| Q1 2021 | 8 | $2.4bn | n.a. | n.a. |
| Q2 2021 | 17 | $2.7bn | n.a. | n.a. |
| Q3 2021 | 16 | $2.0bn | n.a. | n.a. |
| Q4 2021 | 18 | $1.2bn | n.a. | n.a. |
| Q1 2022 | 20 | $1.1bn | n.a. | n.a. |
| Q2 2022 | 25 | $1.3bn | n.a. | n.a. |
| Q3 2022 | 19 | $831m | n.a. | n.a. |
| Q4 2022 | 23 | $5.1bn | n.a. | n.a. |
| Q1 2023 | 18 | $1.6bn | n.a. | n.a. |
| Q2 2023 | 12 | $1.4bn | n.a. | n.a. |
| Q3 2023 | 15 | $1.2bn | n.a. | n.a. |
| Q4 2023 | 13 | $833m | 5 | 9 |
| Q1 2024 | 12 | $788m | 9 | 4 |
| Q2 2024 | 11 | $929m | 6 | 6 |
| Q3 2024 | 11 | $769m | 6 | 7 |
| Q4 2024 | 10 | $909m | 7 | 3 |
| Q1 2025 | 12 | $981m | 10 | 4 |
| Q2 2025 | 11 | $954m | 5 | 5 |
| Q3 2025 | 14 | $1.1bn | 12 | 1 |
| Q4 2025 | 12 | $611m | 24 | 17 |
| Q1 2026 | 12 | $851m | 19 | 19 |
| Q2 2026 | 7 | $1.6bn | 14 | 19 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
SWKS and NVDA →SWKS and AVGO →SWKS and MU →Choose a stock to compare with SWKS →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own SWKS, latest filings →Back to the 13F Explorer →