SWKS
Skyworks Solutions, Inc. · Technology · Semiconductors
Señales de momentum (gestores comparables):
amplitud de titulares +18.8% ·
flujo de acciones -3.6% ·
nuevas posiciones netas +15.8%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasivo) | 19.76M | — | $1.47B | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 2 | BlackRock ✦ (pasivo) | 17.37M | — | $1.29B | 0.0% | n/c | 1 | SEC ↗ ×20 |
| 3 | State Street Global Advisors ✦ (pasivo) | 6.70M | -13.7% | $499.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Geode Capital Management ✦ (pasivo) | 4.11M | -4.2% | $306.75M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 5 | Norges Bank ✦ (pasivo) | 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 | Nuevo | $31.51M | 0.0% | New | 1 | SEC ↗ |
| 14 | Arrowstreet Capital ✦ | 358.35K | Nuevo | $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 | Nuevo | $258,957 | 0.0% | New | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Renaissance Technologies | $31.51M | 0.0% |
| Arrowstreet Capital | $26.70M | 0.0% |
| GAMCO Investors | $258,957 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 667 tenedores, 164.45M acciones, $8.52B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.