🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Skyworks Solutions, Inc.

SWKS Technology
$68.53 +$1.47 (2.19%)
Market Cap: $10.31 B
Gurus Holding
4
Popularity Rank
#2262
% of Shares Held
12.50%
Net Activity (Q1 2026)
+$244.43 M

Guru Ownership Trend

Guru Analysis for Skyworks Solutions, Inc. (SWKS)

Skyworks Solutions, Inc. (SWKS), a key player in the Technology sector, continues to attract institutional attention.

As of Q1 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.29 B.

Top institutional holders include Richard Pzena and Cliff Asness.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $244.43 M net inflow during the quarter.

Recent activity highlights Jeremy Grantham who increased their stake by 285.7%.

Key Holders

Top 5 by Value

$862.59 M
$93.31 M
$37.89 M
$12.4 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$257.86 M
Total Buy Value
New Buys 0
Additions 4
-$13.43 M
Total Sell Value
Reductions 0
Sold Out 4

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
4
Net Buyers
4

FAQs for Skyworks Solutions, Inc. (SWKS)

Major holders include Richard Pzena ($862.59 M), Cliff Asness ($93.31 M), Joel Greenblatt ($37.89 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 18.8 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $244.43 M, with 4 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 0 managers trimmed their positions, while 4 fully exited SWKS. The total reported sell value was $13.43 M.

Yes, 0 managers opened new positions in SWKS, and 4 increased their existing holdings. The total reported buy value was $257.86 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
2.80% Add 27.6% 16,108,138 $862.59 M Q1 2026
0.04% Add 142.2% 1,749,673 $93.31 M Q1 2026
0.12% Add 24.4% 707,480 $37.89 M Q1 2026
0.03% Add 285.7% 231,609 $12.4 M Q1 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form