PZENA INVESTMENT MANAGEMENT LLC

Position in SWKS — Skyworks Solutions, Inc.

CIK 1027796 NEW YORK, NY

Position in SWKS

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,082,972,111

+$220,381,322 QoQ

Shares Held

15,973,040

-0.8% QoQ

Ownership

10.6%

of shares outstanding

% of Portfolio

3.22%

of 13F equity value

Holder Rank

of 713 holders

Holding Since

Mar 2022

15 quarters on record

Voting authority Sole 83% Shared 0% None 17%

Technology · as of Jun 30, 2026

PZENA INVESTMENT MANAGEMENT LLC holds $1,085,481,316 across 4 Semiconductors names. SWKS ranks #1 (99.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SWKS	Skyworks Solutions, Inc. This page	15,973,040	$1,082,972,111
2	TSM	Taiwan Semiconductor Manufacturing Co Ltd	4,054	$1,936,068
3	NVDA	Nvidia Corp	1,445	$289,130
4	QRVO	Qorvo, Inc.	3,045	$284,007

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,082,972,111	15,973,040	-0.8%	Shares	Defined	2026-08-07
2026-03-31	$862,590,789	16,108,138	+27.6%	Shares	Defined	2026-04-24
2025-12-31	$800,645,096	12,626,480	+2.9%	Shares	Defined	2026-02-06
2025-09-30	$944,711,030	12,272,162	+0.5%	Shares	Defined	2025-11-07
2025-06-30	$909,713,556	12,207,643	+57.3%	Shares	Defined	2025-07-25
2025-03-31	$501,715,967	7,762,896	+37.9%	Shares	Defined	2025-05-02
2024-12-31	$499,272,745	5,630,049	+37.5%	Shares	Defined	2025-02-07
2024-09-30	$404,340,675	4,093,760	+0.1%	Shares	Defined	2024-11-08
2024-06-30	$435,943,321	4,090,292	+19.3%	Shares	Defined	2024-08-02
2024-03-31	$371,445,310	3,429,148	+27.5%	Shares	Defined	2024-05-03
2023-12-31	$302,308,621	2,689,100	+90138.3%	Shares	Defined	2024-02-09
2022-12-31	$271,567	2,980	-10.8%	Shares	Sole	2023-02-03
2022-09-30	$284,972	3,342	+4.1%	Shares	Sole	2022-11-14
2022-06-30	$297,281	3,209	0.0%	Shares	Sole	2022-08-05
2022-03-31	$427,695	3,209	—	Shares	Sole	2022-05-06
No filing history on record for this holder in this stock.