SWKS
Skyworks Solutions, Inc. · Technology · Semiconductors
Momentum-inputs (vergelijkbare managers):
breedte van houders +9.5% ·
aandelenstroom +3.2% ·
netto nieuwe posities +4.3%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q3 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passief) | 20.71M | +4.8% | $1.59B | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 2 | BlackRock ✦ (passief) | 17.32M | -0.3% | $1.33B | 0.0% | ▼ Trim | 2 | SEC ↗ ×23 |
| 3 | State Street Global Advisors ✦ (passief) | 6.54M | -2.5% | $503.19M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passief) | 4.33M | +5.1% | $333.35M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 5 | Morgan Stanley ✦ | 2.94M | — | $226.20M | 0.0% | n/c | 1 | SEC ↗ ×15 |
| 6 | JPMorgan Chase ✦ | 2.33M | — | $179.17M | 0.0% | n/c | 1 | SEC ↗ ×28 |
| 7 | Citadel Advisors ✦ | 1.68M | +12.3% | $129.17M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 8 | Two Sigma Investments ✦ | 1.36M | +92.4% | $104.56M | 0.2% | ▲ Add | 6 | SEC ↗ |
| 9 | Coatue Management ✦ | 1.27M | 0.0% | $97.99M | 0.2% | Held | 3 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 1.15M | — | $88.39M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Renaissance Technologies ✦ | 775.88K | +83.5% | $59.73M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 12 | Millennium Management ✦ | 728.48K | -52.9% | $56.08M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 13 | Fidelity (FMR) ✦ | 671.76K | +8.3% | $51.71M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 14 | Arrowstreet Capital ✦ | 663.95K | +85.3% | $51.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Gotham Asset Management ✦ | 600.53K | +25.8% | $46.23M | 0.2% | ▲ Add | 6 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 555.07K | -27.1% | $42.73M | 0.0% | ▼ Trim | 6 | SEC ↗ ×6 |
| 17 | Marshall Wace ✦ | 537.81K | Nieuw | $41.40M | 0.0% | New | 1 | SEC ↗ ×2 |
| 18 | T. Rowe Price ✦ | 213.25K | -3.6% | $16.42M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 19 | Adage Capital Partners ✦ | 135.15K | -1.7% | $10.40M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 20 | Bridgewater Associates ✦ | 18.27K | Nieuw | $1.41M | 0.0% | New | 1 | SEC ↗ |
| 21 | Wellington Management ✦ | 17.53K | -10.3% | $1.35M | 0.0% | ▼ Trim | 6 | SEC ↗ ×3 |
| 22 | D. E. Shaw & Co. ✦ | 3.83K | -97.5% | $294,910 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | GAMCO Investors ✦ | 3.24K | -6.7% | $249,569 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Marshall Wace | $41.40M | 0.0% |
| Bridgewater Associates | $1.41M | 0.0% |
Verlaten
| Norges Bank | $140.81M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 667 houders, 164.45M aandelen, $8.52B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.