SWKS position history
The shares of Skyworks Solutions (SWKS) that PZENA INVESTMENT MANAGEMENT LLC reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2022 Q1: 3,209 shares, $428K, <0.01% of portfolio, New
- 2022 Q2: 3,209 shares, $297K, <0.01% of portfolio
- 2022 Q3: 6,684 shares, $570K, <0.01% of portfolio, Add +108.3%
- 2022 Q4: 2,980 shares, $272K, <0.01% of portfolio, Reduce −55.4%
- 2023 Q1: not held, Exit
- 2023 Q2: not held
- 2023 Q3: not held
- 2023 Q4: 2,689,100 shares, $302M, 1.1% of portfolio, New
- 2024 Q1: 3,429,148 shares, $371M, 1.3% of portfolio, Add +27.5%
- 2024 Q2: 4,090,292 shares, $436M, 1.5% of portfolio, Add +19.3%
- 2024 Q3: 4,093,760 shares, $404M, 1.3% of portfolio, Add +0.1%
- 2024 Q4: 5,630,049 shares, $499M, 1.7% of portfolio, Add +37.5%
- 2025 Q1: 7,762,896 shares, $502M, 1.8% of portfolio, Add +37.9%
- 2025 Q2: 12,207,643 shares, $910M, 3.0% of portfolio, Add +57.3%
- 2025 Q3: 12,272,162 shares, $945M, 3.1% of portfolio, Add +0.5%
- 2025 Q4: 12,626,480 shares, $801M, 2.4% of portfolio, Add +2.9%
- 2026 Q1: 16,108,138 shares, $863M, 2.8% of portfolio, Add +27.6%
- 2026 Q2: 15,973,040 shares, $1.1B, 3.2% of portfolio, Reduce −0.8%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|