Which hedge funds own SWKS? SKYWORKS SOLUTIONS INC, Q2 2026 13F holders
42 tracked hedge funds disclosed a position in SWKS (SKYWORKS SOLUTIONS INC) in their Q2 2026 13F filings, worth $407.4m in total. The largest holder by portfolio weight is Old West Investment Management, LLC at 2.1% of its book. 16 opened a new position this quarter: Spruce Point Capital Management, LLC, Canyon Capital Advisors LLC, Cable Car Capital, LP, Bayforest Capital Ltd. 20 exited: EntryPoint Capital, LLC, Numerai GP LLC, Occudo Quantitative Strategies LP.
- 42
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 16
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 20
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $73.8m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $62.4m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $407m
- Combined value Sum of the holders' reported positions in the security.
- 3.4%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| EntryPoint Capital, LLC | 0.3% | $917k |
| Numerai GP LLC | 0.2% | $2.0m |
| Occudo Quantitative Strategies LP | 0.2% | $3.1m |
| Oxford Asset Management LLP | 0.1% | $349k |
| Dark Forest Capital Management LP | 0.1% | $1.5m |
| Oak Thistle LLC | 0.1% | $1.2m |
| AlphaGrep UK Ltd | 0.07% | $227k |
| TIG Advisors, LLC | 0.06% | $1.3m |
| Caxton Associates LLP | 0.06% | $2.6m |
| Hillsdale Investment Management Inc. | 0.05% | $1.9m |
| Patton Fund Management, Inc. | 0.05% | $295k |
| Graham Capital Management, L.P. | 0.05% | $1.4m |
| Marshall Wace, LLP | 0.04% | $37.2m |
| Mirabella Financial Services LLP | 0.03% | $348k |
| Candriam S.C.A. | 0.02% | $4.3m |
| ExodusPoint Capital Management, LP | 0.01% | $1.4m |
| Jain Global LLC | 0.01% | $948k |
| Engineers Gate Manager LP | 0.0% | $393k |
| Select Equity Group, L.P. | 0.0% | $822k |
| Verition Fund Management LLC | 0.0% | $349k |
Ownership over time
Who discovered SWKS first? Beta
The run: Q1 2014 → Q2 2021, +411%
| Sandler Capital Management | Q1 2014 | 1.3% | +1.6 pts |
| Morgens Waterfall Vintiadis & Co Inc | Q2 2014 | – | +1.2 pts |
| Campbell & CO Investment Adviser LLC | Q2 2014 | – | 0.0 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.