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Equibles

TWO SIGMA INVESTMENTS, LP

Position in SWKS — Skyworks Solutions, Inc.

CIK 1179392 NEW YORK, NY
Back to SWKS Full portfolio

Position in SWKS

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$145,507,342
-$40,471,968 QoQ
Shares Held
2,146,126
-38.2% QoQ
Ownership
1.43%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#21
of 713 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 98% Shared 0% None 2%

Common Shares in SWKS Over Time

Shares Held

Position Value (USD)

Derivatives in SWKS

reported options exposure · as of Jun 30, 2026
CallValue
$928,860
CallShares
13,700
PutValue
$1,939,080
PutShares
28,600

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Semiconductors

Technology · as of Jun 30, 2026

TWO SIGMA INVESTMENTS, LP holds $6,965,956,311 across 58 Semiconductors names. SWKS ranks #15 (2.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NVDA
Nvidia Corp
 6,284,574 $1,257,480,411
2 AMD
Advanced Micro Devices Inc
 1,515,419 $880,322,051
3 MU
Micron Technology Inc
 535,173 $617,744,842
4 TXN
Texas Instruments Inc
 1,371,840 $408,904,348
5 ON
On Semiconductor Corp
 4,068,560 $384,641,662
6 GFS
GLOBALFOUNDRIES Inc.
 3,417,505 $281,636,587
7 MPWR
Monolithic Power Systems, Inc.
 190,505 $263,346,491
8 ARM
Arm Holdings PLC /Uk
 660,156 $234,071,512

All Filings in SWKS

Export CSV
42 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $145,507,342 2,146,126
2026-06-30 $928,860 13,700
2026-06-30 $1,939,080 28,600
2026-03-31 $185,979,310 3,473,003
2026-03-31 $535,500 10,000
2026-03-31 $631,890 11,800
2025-12-31 $138,981,784 2,191,796
2025-09-30 $104,558,777 1,358,259
2025-06-30 $52,600,165 705,853
2025-03-31 $83,078,245 1,285,444
2024-12-31 $18,329,712 206,695
2024-09-30 $21,643,568 219,131
2024-06-30 $10,280,067 96,454
2024-03-31 $1,931,453 17,831
2023-12-31 $32,167,409 286,136
2023-09-30 $20,932,037 212,314
2023-06-30 $20,203,028 182,519
2023-03-31 $14,904,885 126,334
2022-12-31 $59,932,920 657,664
2022-09-30 $67,135,543 787,329
2022-06-30 $66,280,584 715,464
2022-03-31 $12,364,252 92,769
2021-12-31 $39,332,178 253,527
2021-12-31 $7,834,570 50,500
2021-12-31 $9,572,138 61,700
2021-09-30 $12,012,462 72,900
2021-09-30 $11,089,694 67,300
2021-09-30 $3,188,822 19,352
2021-06-30 $7,919,275 41,300
2021-06-30 $10,162,750 53,000
2021-03-31 $8,018,076 43,700
2021-03-31 $7,559,376 41,200
2020-12-31 $2,018,016 13,200
2020-12-31 $49,313,278 322,562
2020-12-31 $1,544,088 10,100
2020-09-30 $20,100,243 138,146
2020-09-30 $3,055,500 21,000
2020-09-30 $3,317,400 22,800
2020-06-30 $895,020 7,000
2020-06-30 $1,022,880 8,000
2020-03-31 $1,108,312 12,400
2020-03-31 $956,366 10,700