PZENA INVESTMENT MANAGEMENT LLC
Position in SWKS — Skyworks Solutions, Inc.
CIK 1027796
NEW YORK, NY
Position in SWKS
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$862,590,789
+$61,945,693 QoQ
Shares Held
16,108,138
+27.6% QoQ
Ownership
10.7%
of shares outstanding
% of Portfolio
2.83%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
14 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in SWKS Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026PZENA INVESTMENT MANAGEMENT LLC holds $869,312,833 across 3 Semiconductors names. SWKS ranks #1 (99.2% of the industry book) .
All Filings in SWKS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $862,590,789 | 16,108,138 | Shares | Defined | 2026-04-24 | |
| 2026-01-30 | $978,706,490 | 17,552,125 | Shares | Sole | 2026-02-04 | |
| 2025-12-31 | $800,645,096 | 12,626,480 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $944,711,030 | 12,272,162 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $909,713,556 | 12,207,643 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $501,715,967 | 7,762,896 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $499,272,745 | 5,630,049 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $404,340,675 | 4,093,760 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $435,943,321 | 4,090,292 | Shares | Defined | 2024-08-02 | |
| 2024-03-31 | $371,445,310 | 3,429,148 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $302,308,621 | 2,689,100 | Shares | Defined | 2024-02-09 | |
| 2022-12-31 | $271,567 | 2,980 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $284,972 | 3,342 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $297,281 | 3,209 | 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. | ||||||