SWKS
Skyworks Solutions, Inc. · Technology · Semiconductors
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +18.8% ·
Aktienfluss -3.6% ·
neue Nettopositionen +15.8%
— Formel
Eigentümerfragmentierung — mehr Halter, kleinere Gesamtbeteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 141 | 0 | 134.41M | $9.11B | +9 | −10 |
| 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 | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passiv) | 19.76M | — | $1.47B | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 2 | BlackRock ✦ (passiv) | 17.37M | — | $1.29B | 0.0% | n/c | 1 | SEC ↗ ×20 |
| 3 | State Street Global Advisors ✦ (passiv) | 6.70M | -13.7% | $499.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passiv) | 4.11M | -4.2% | $306.75M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 5 | Norges Bank ✦ (passiv) | 1.89M | -13.3% | $140.81M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 6 | Millennium Management ✦ | 1.55M | +704.4% | $115.20M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 1.49M | +121.6% | $111.33M | 0.1% | ▲ Add | 5 | SEC ↗ ×2 |
| 8 | Coatue Management ✦ | 1.27M | 0.0% | $94.86M | 0.3% | Held | 2 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 761.67K | -36.4% | $56.72M | 0.0% | ▼ Trim | 5 | SEC ↗ ×6 |
| 10 | Two Sigma Investments ✦ | 705.85K | -45.1% | $52.60M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 11 | Fidelity (FMR) ✦ | 619.97K | — | $46.20M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 12 | Gotham Asset Management ✦ | 477.38K | +4.3% | $35.57M | 0.2% | ▲ Add | 5 | SEC ↗ |
| 13 | Renaissance Technologies ✦ | 422.78K | Neu | $31.51M | 0.0% | New | 1 | SEC ↗ |
| 14 | Arrowstreet Capital ✦ | 358.35K | Neu | $26.70M | 0.0% | New | 1 | SEC ↗ |
| 15 | T. Rowe Price ✦ | 221.32K | -4.1% | $16.49M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 16 | D. E. Shaw & Co. ✦ | 151.01K | +187.8% | $11.25M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Adage Capital Partners ✦ | 137.55K | -6.3% | $10.25M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 18 | Wellington Management ✦ | 19.55K | -99.3% | $1.46M | 0.0% | ▼ Trim | 5 | SEC ↗ ×3 |
| 19 | GAMCO Investors ✦ | 3.48K | Neu | $258,957 | 0.0% | New | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Renaissance Technologies | $31.51M | 0.0% |
| Arrowstreet Capital | $26.70M | 0.0% |
| GAMCO Investors | $258,957 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 667 Inhaber, 164.45M Anteile, $8.52B gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.