Cliff Asness's SWKS Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 555,073 shares of Skyworks Solutions, Inc. (SWKS) worth $42.73 M, representing 0.03% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 52 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in SWKS, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2018, adding 2.12 M shares. Largest reduction occurred in Q4 2018, reducing 3.39 M shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Skyworks Solutions (SWKS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Skyworks Solutions (SWKS) Trades by Cliff Asness
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2012 | +170,141 | Add 0.00% | 170,140 | $20.30 |
| Q2 2013 | +66,001 | Add 0.00% | 66,000 | $21.89 |
| Q3 2013 | +31,501 | Add 47.73% | 97,501 | $24.84 |
| Q4 2013 | +279,439 | Add 286.60% | 376,940 | $28.56 |
| Q1 2014 | +240,642 | Add 63.84% | 617,582 | $37.52 |
| Q2 2014 | +995,745 | Add 161.23% | 1.61 M | $46.96 |
| Q3 2014 | +261,365 | Add 16.20% | 1.87 M | $58.05 |
| Q4 2014 | -23,134 | Reduce 1.23% | 1.85 M | $72.71 |
| Q1 2015 | +440,454 | Add 23.79% | 2.29 M | $98.29 |
| Q2 2015 | +47,933 | Add 2.09% | 2.34 M | $104.10 |
| Q3 2015 | -914,682 | Reduce 39.09% | 1.43 M | $84.21 |
| Q4 2015 | -357,108 | Reduce 25.06% | 1.07 M | $76.83 |
| Q1 2016 | -610,066 | Reduce 57.11% | 458,089 | $77.90 |
| Q2 2016 | -147,649 | Reduce 32.23% | 310,440 | $63.28 |
| Q3 2016 | +88,801 | Add 28.60% | 399,241 | $76.14 |
| Q4 2016 | +189,312 | Add 47.42% | 588,553 | $74.66 |
| Q1 2017 | +817,721 | Add 138.94% | 1.41 M | $97.98 |
| Q2 2017 | +840,850 | Add 59.79% | 2.25 M | $95.95 |
| Q3 2017 | +48,555 | Add 2.16% | 2.3 M | $101.90 |
| Q4 2017 | +1.36 M | Add 59.23% | 3.66 M | $94.95 |
| Q1 2018 | +2.12 M | Add 58.13% | 5.78 M | $100.26 |
| Q2 2018 | +1.38 M | Add 23.79% | 7.16 M | $97.59 |
| Q3 2018 | -869,359 | Reduce 12.15% | 6.29 M | $90.71 |
| Q4 2018 | -3.39 M | Reduce 53.93% | 2.9 M | $67.02 |
| Q1 2019 | +37,466 | Add 1.29% | 2.93 M | $81.74 |
| Q2 2019 | +775,470 | Add 26.44% | 3.71 M | $77.21 |
| Q3 2019 | +87,533 | Add 2.36% | 3.8 M | $78.25 |
| Q4 2019 | -686,444 | Reduce 18.08% | 3.11 M | $120.88 |
| Q1 2020 | +398,150 | Add 12.80% | 3.51 M | $89.38 |
| Q2 2020 | -1.1 M | Reduce 31.44% | 2.4 M | $127.40 |
| Q3 2020 | -347,763 | Reduce 14.46% | 2.06 M | $145.50 |
| Q4 2020 | -203,365 | Reduce 9.89% | 1.85 M | $152.75 |
| Q1 2021 | -301,312 | Reduce 16.25% | 1.55 M | $182.78 |
| Q2 2021 | -320,094 | Reduce 20.62% | 1.23 M | $188.97 |
| Q3 2021 | -370,390 | Reduce 30.06% | 861,963 | $164.78 |
| Q4 2021 | -308,667 | Reduce 35.81% | 553,296 | $155.14 |
| Q1 2022 | -37,221 | Reduce 6.73% | 516,075 | $133.28 |
| Q2 2022 | +75,400 | Add 14.61% | 591,475 | $91.18 |
| Q3 2022 | -305,270 | Reduce 51.61% | 286,205 | $85.27 |
| Q4 2022 | +188,777 | Add 65.96% | 474,982 | $89.96 |
| Q1 2023 | +167,306 | Add 35.22% | 642,288 | $117.08 |
| Q2 2023 | +164,534 | Add 25.62% | 806,822 | $110.69 |
| Q3 2023 | +338,838 | Add 42.00% | 1.15 M | $98.59 |
| Q4 2023 | -106,663 | Reduce 9.31% | 1.04 M | $112.42 |
| Q1 2024 | +78,277 | Add 7.53% | 1.12 M | $108.32 |
| Q2 2024 | +523,773 | Add 46.88% | 1.64 M | $106.57 |
| Q3 2024 | -742,856 | Reduce 45.27% | 898,191 | $98.77 |
| Q4 2024 | -265,514 | Reduce 29.56% | 632,677 | $88.64 |
| Q1 2025 | +565,065 | Add 89.31% | 1.2 M | $63.80 |
| Q2 2025 | -436,068 | Reduce 36.41% | 761,674 | $74.47 |
| Q3 2025 | -206,601 | Reduce 27.12% | 555,073 | $76.98 |
Cliff Asness's Skyworks Solutions Investment FAQs
Cliff Asness first purchased Skyworks Solutions, Inc. (SWKS) in Q4 2012, acquiring 170,140 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Skyworks Solutions, Inc. (SWKS) for 52 quarters since Q4 2012. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness's largest addition to Skyworks Solutions, Inc. (SWKS) was in Q1 2018, adding 5,779,996 shares worth $579.5 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 555,073 shares of Skyworks Solutions, Inc. (SWKS), valued at approximately $42.73 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Skyworks Solutions, Inc. (SWKS) represents approximately 0.03% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness's peak holding in Skyworks Solutions, Inc. (SWKS) was 7,155,083 shares, as reported at the end of Q2 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.