Cliff Asness's SWKS Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 722,290 shares of Skyworks Solutions, Inc. (SWKS) worth $45.8 M, representing 0.02% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 53 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +167,217 | Add 30.13% | 722,290 | $63.41 |
| Q3 2025 | -206,601 | Reduce 27.12% | 555,073 | $76.98 |
| Q2 2025 | -436,068 | Reduce 36.41% | 761,674 | $74.47 |
| Q1 2025 | +565,065 | Add 89.31% | 1.2 M | $63.80 |
| Q4 2024 | -265,514 | Reduce 29.56% | 632,677 | $88.64 |
| Q3 2024 | -742,856 | Reduce 45.27% | 898,191 | $98.77 |
| Q2 2024 | +523,773 | Add 46.88% | 1.64 M | $106.57 |
| Q1 2024 | +78,277 | Add 7.53% | 1.12 M | $108.32 |
| Q4 2023 | -106,663 | Reduce 9.31% | 1.04 M | $112.42 |
| Q3 2023 | +338,838 | Add 42.00% | 1.15 M | $98.59 |
| Q2 2023 | +164,534 | Add 25.62% | 806,822 | $110.69 |
| Q1 2023 | +167,306 | Add 35.22% | 642,288 | $117.08 |
| Q4 2022 | +188,777 | Add 65.96% | 474,982 | $89.96 |
| Q3 2022 | -305,270 | Reduce 51.61% | 286,205 | $85.27 |
| Q2 2022 | +75,400 | Add 14.61% | 591,475 | $91.18 |
| Q1 2022 | -37,221 | Reduce 6.73% | 516,075 | $133.28 |
| Q4 2021 | -308,667 | Reduce 35.81% | 553,296 | $155.14 |
| Q3 2021 | -370,390 | Reduce 30.06% | 861,963 | $164.78 |
| Q2 2021 | -320,094 | Reduce 20.62% | 1.23 M | $188.97 |
| Q1 2021 | -301,312 | Reduce 16.25% | 1.55 M | $182.78 |
| Q4 2020 | -203,365 | Reduce 9.89% | 1.85 M | $152.75 |
| Q3 2020 | -347,763 | Reduce 14.46% | 2.06 M | $145.50 |
| Q2 2020 | -1.1 M | Reduce 31.44% | 2.4 M | $127.40 |
| Q1 2020 | +398,150 | Add 12.80% | 3.51 M | $89.38 |
| Q4 2019 | -686,444 | Reduce 18.08% | 3.11 M | $120.88 |
| Q3 2019 | +87,533 | Add 2.36% | 3.8 M | $78.25 |
| Q2 2019 | +775,470 | Add 26.44% | 3.71 M | $77.21 |
| Q1 2019 | +37,466 | Add 1.29% | 2.93 M | $81.74 |
| Q4 2018 | -3.39 M | Reduce 53.93% | 2.9 M | $67.02 |
| Q3 2018 | -869,359 | Reduce 12.15% | 6.29 M | $90.71 |
| Q2 2018 | +1.38 M | Add 23.79% | 7.16 M | $97.59 |
| Q1 2018 | +2.12 M | Add 58.13% | 5.78 M | $100.26 |
| Q4 2017 | +1.36 M | Add 59.23% | 3.66 M | $94.95 |
| Q3 2017 | +48,555 | Add 2.16% | 2.3 M | $101.90 |
| Q2 2017 | +840,850 | Add 59.79% | 2.25 M | $95.95 |
| Q1 2017 | +817,721 | Add 138.94% | 1.41 M | $97.98 |
| Q4 2016 | +189,312 | Add 47.42% | 588,553 | $74.66 |
| Q3 2016 | +88,801 | Add 28.60% | 399,241 | $76.14 |
| Q2 2016 | -147,649 | Reduce 32.23% | 310,440 | $63.28 |
| Q1 2016 | -610,066 | Reduce 57.11% | 458,089 | $77.90 |
| Q4 2015 | -357,108 | Reduce 25.06% | 1.07 M | $76.83 |
| Q3 2015 | -914,682 | Reduce 39.09% | 1.43 M | $84.21 |
| Q2 2015 | +47,933 | Add 2.09% | 2.34 M | $104.10 |
| Q1 2015 | +440,454 | Add 23.79% | 2.29 M | $98.29 |
| Q4 2014 | -23,134 | Reduce 1.23% | 1.85 M | $72.71 |
| Q3 2014 | +261,365 | Add 16.20% | 1.87 M | $58.05 |
| Q2 2014 | +995,745 | Add 161.23% | 1.61 M | $46.96 |
| Q1 2014 | +240,642 | Add 63.84% | 617,582 | $37.52 |
| Q4 2013 | +279,439 | Add 286.60% | 376,940 | $28.56 |
| Q3 2013 | +31,501 | Add 47.73% | 97,501 | $24.84 |
| Q2 2013 | +66,000 | Add 0.00% | 66,000 | $21.89 |
| Q4 2012 | +170,140 | Add 0.00% | 170,140 | $20.30 |
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 53 quarters since Q4 2012.
Cliff Asness's largest addition to Skyworks Solutions, Inc. (SWKS) was in Q1 2018, adding 5,779,996 shares worth $579.5 M.
According to the latest 13F filing for Q4 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 722,290 shares of Skyworks Solutions, Inc. (SWKS), valued at approximately $45.8 M.
As of the Q4 2025 filing, Skyworks Solutions, Inc. (SWKS) represents approximately 0.02% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Skyworks Solutions, Inc. (SWKS) was 7,155,083 shares, as reported at the end of Q2 2018.