SWKS
Skyworks Solutions, Inc. · Technology · Semiconductors
Données momentum (gérants comparables) : étendue des détenteurs 0.0% · flux d'actions +6.4% · nouvelles positions nettes 0.0% — formule
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q1 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 143 | 0 | 135.04M | $9.15B | +9 | −8 |
| Q1 2026 | 145 | -3 | 119.59M | $6.40B | +4 | −8 |
| Q4 2025 | 147 | -3 | 119.92M | $7.60B | +1 | −3 |
| Q3 2025 | 23 | +2 | 64.55M | $4.97B | +2 | −1 |
| Q2 2025 | 19 | +3 | 58.02M | $4.32B | +3 | — |
| Q1 2025 | 13 | 0 | 22.47M | $1.45B | +2 | −2 |
| Q4 2024 | 13 | +1 | 21.11M | $1.87B | +1 | — |
| Q3 2024 | 11 | -2 | 10.31M | $1.02B | +1 | −3 |
| Q2 2024 | 13 | — | 11.00M | $1.17B | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passif) | 7.76M | -1.5% | $501.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passif) | 4.29M | +2.1% | $277.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passif) | 4.29M | +2.1% | $277.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Wellington Management ✦ | 2.72M | -1.6% | $175.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Wellington Management ✦ | 2.72M | -1.6% | $175.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Wellington Management ✦ | 2.72M | -1.6% | $175.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Wellington Management ✦ | 2.72M | -1.6% | $175.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Wellington Management ✦ | 2.72M | -1.6% | $175.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | Wellington Management ✦ | 2.72M | -1.6% | $175.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | Wellington Management ✦ | 2.72M | -1.6% | $175.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Norges Bank ✦ (passif) | 2.18M | -15.4% | $140.94M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | Two Sigma Investments ✦ | 1.29M | +521.9% | $83.08M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 13 | Coatue Management ✦ | 1.27M | Nouveau | $82.27M | 0.4% | New | 1 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 1.20M | +89.3% | $76.42M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 1.20M | +89.3% | $76.42M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 1.20M | +89.3% | $76.42M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 1.20M | +89.3% | $76.42M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 1.20M | +89.3% | $76.42M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 1.20M | +89.3% | $76.42M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 674.23K | +192.8% | $43.58M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 674.23K | +192.8% | $43.58M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Gotham Asset Management ✦ | 457.66K | +87.2% | $29.58M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 23 | T. Rowe Price ✦ | 230.73K | +0.9% | $14.91M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | T. Rowe Price ✦ | 230.73K | +0.9% | $14.91M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | Millennium Management ✦ | 192.18K | -71.1% | $12.42M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | Adage Capital Partners ✦ | 146.75K | +304.8% | $9.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | D. E. Shaw & Co. ✦ | 52.47K | Nouveau | $3.39M | 0.0% | New | 1 | SEC ↗ |
| 28 | D. E. Shaw & Co. ✦ | 52.47K | Nouveau | $3.39M | 0.0% | New | 1 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Coatue Management | $82.27M | 0.4% |
| D. E. Shaw & Co. | $3.39M | 0.0% |
| D. E. Shaw & Co. | $3.39M | 0.0% |
Sorti(e)
| Marshall Wace | $126.07M | était 0.2% |
| Arrowstreet Capital | $1.07M | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 667 détenteurs, 164.45M actions, $8.52B déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.