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SWKS in the 13F filings

Skyworks Solutions Inc · CUSIP 83088M102

Sector · SemiconductorsTheme · AI infrastructure and semiconductors· L3VLUP-definedTheme · Semiconductors
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Mar 2024
the date the book describes
Filed
15 May 2024
latest of these filings; the earliest 6 May 2024
Managers listing it
12
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q4 2023 and Q1 2024; 9 listed it in both
Shares listed
7,273,004
combined, among listed positions
Reported value
$788m
combined, at the quarter end

Among the 93 comparable managers: 9 buyers (opened or added shares) and 4 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 Q1 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

12 of 12 holders

ActionFiling
Invesco Ltd2,758,545$299m0.06%Trimmed-171,83214 May 2024 (the filing on sec.gov)
AQR Capital Management LLC1,117,274$121m0.21%Added+78,27715 May 2024 (the filing on sec.gov)
MFS Investment Management1,048,893$114munder 0.1%Newnew14 May 2024 (the filing on sec.gov)
Squarepoint Ops LLC570,471$62m0.11%Trimmed-421,36615 May 2024 (the filing on sec.gov)
Voloridge Investment Management LLC557,201$60m0.22%Added+270,94415 May 2024 (the filing on sec.gov)
Two Sigma Advisers LP507,000$55m0.13%Trimmed-238,20015 May 2024 (the filing on sec.gov)
Arrowstreet Capital LP462,737$50munder 0.1%Added+287,85015 May 2024 (the filing on sec.gov)
Holocene Advisors LP97,861$11munder 0.1%Added+22,62015 May 2024 (the filing on sec.gov)
Bridgewater Associates LP94,393$10m0.05%Added+16,71114 May 2024 (the filing on sec.gov)
Eisler Capital Management Ltd32,936$3.6munder 0.1%Added+2,67514 May 2024 (the filing on sec.gov)
Quantbot Technologies LP22,199$2.4m0.14%Newnew6 May 2024 (the filing on sec.gov)
Maverick Capital Ltd3,494$378kunder 0.1%Newnew15 May 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2023 to Q1 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (3)

Exited (1)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
11 in Q3 2024 to 7 in Q2 2026

Tracked managers listing it, at least.

01020302014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
SWKS by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20136$584mn.a.n.a.
Q3 20135$579mn.a.n.a.
Q4 20135$838mn.a.n.a.
Q1 20148$547mn.a.n.a.
Q2 201412$584mn.a.n.a.
Q3 20147$343mn.a.n.a.
Q4 201411$1.1bnn.a.n.a.
Q1 201515$1.7bnn.a.n.a.
Q2 201517$1.9bnn.a.n.a.
Q3 201517$2.0bnn.a.n.a.
Q4 201514$1.9bnn.a.n.a.
Q1 201614$3.0bnn.a.n.a.
Q2 20168$2.5bnn.a.n.a.
Q3 201611$2.8bnn.a.n.a.
Q4 20169$2.6bnn.a.n.a.
Q1 201710$3.5bnn.a.n.a.
Q2 201713$3.4bnn.a.n.a.
Q3 201713$3.4bnn.a.n.a.
Q4 201715$3.1bnn.a.n.a.
Q1 201813$2.9bnn.a.n.a.
Q2 201814$3.5bnn.a.n.a.
Q3 201811$2.4bnn.a.n.a.
Q4 201813$1.5bnn.a.n.a.
Q1 201919$1.8bnn.a.n.a.
Q2 201911$1.9bnn.a.n.a.
Q3 201911$2.1bnn.a.n.a.
Q4 201913$2.5bnn.a.n.a.
Q1 202014$1.5bnn.a.n.a.
Q2 202019$1.7bnn.a.n.a.
Q3 202015$1.5bnn.a.n.a.
Q4 202015$1.7bnn.a.n.a.
Q1 20218$2.4bnn.a.n.a.
Q2 202117$2.7bnn.a.n.a.
Q3 202116$2.0bnn.a.n.a.
Q4 202118$1.2bnn.a.n.a.
Q1 202220$1.1bnn.a.n.a.
Q2 202225$1.3bnn.a.n.a.
Q3 202219$831mn.a.n.a.
Q4 202223$5.1bnn.a.n.a.
Q1 202318$1.6bnn.a.n.a.
Q2 202312$1.4bnn.a.n.a.
Q3 202315$1.2bnn.a.n.a.
Q4 202313$833m59
Q1 202412$788m94
Q2 202411$929m66
Q3 202411$769m67
Q4 202410$909m73
Q1 202512$981m104
Q2 202511$954m55
Q3 202514$1.1bn121
Q4 202512$611m2417
Q1 202612$851m1919
Q2 20267$1.6bn1419

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 →