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 Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$185,979,310

+$46,997,526 QoQ

Shares Held

3,473,003

+58.5% QoQ

Ownership

2.31%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 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 Mar 31, 2026

CallValue

$631,890

CallShares

11,800

PutValue

$535,500

PutShares

10,000

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 Mar 31, 2026

TWO SIGMA INVESTMENTS, LP holds $5,261,753,865 across 53 Semiconductors names. SWKS ranks #7 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	11,234,245	$1,959,252,328
2	MU	Micron Technology Inc	2,290,444	$773,803,600
3	AVGO	Broadcom Inc.	2,225,253	$688,738,056
4	AMD	Advanced Micro Devices Inc	1,372,004	$279,106,773
5	ON	On Semiconductor Corp	4,453,815	$275,780,224
6	TSM	Taiwan Semiconductor Manufacturing Co Ltd	608,329	$205,584,785
7	SWKS	Skyworks Solutions, Inc. This page	3,473,003	$185,979,310
8	GFS	GLOBALFOUNDRIES Inc.	2,674,297	$118,952,730

All Filings in SWKS

Export CSV

39 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$185,979,310	3,473,003	+34630.0%	Shares	Sole	2026-05-15
2026-03-31	$535,500	10,000	-15.3%	Put	Sole	2026-05-15
2026-03-31	$631,890	11,800	-99.5%	Call	Sole	2026-05-15
2025-12-31	$138,981,784	2,191,796	+61.4%	Shares	Sole	2026-02-17
2025-09-30	$104,558,777	1,358,259	+92.4%	Shares	Sole	2025-11-14
2025-06-30	$52,600,165	705,853	-45.1%	Shares	Sole	2025-08-14
2025-03-31	$83,078,245	1,285,444	+521.9%	Shares	Sole	2025-05-15
2024-12-31	$18,329,712	206,695	-5.7%	Shares	Sole	2025-02-14
2024-09-30	$21,643,568	219,131	+127.2%	Shares	Sole	2024-11-14
2024-06-30	$10,280,067	96,454	+440.9%	Shares	Sole	2024-08-14
2024-03-31	$1,931,453	17,831	-93.8%	Shares	Sole	2024-05-15
2023-12-31	$32,167,409	286,136	+34.8%	Shares	Sole	2024-02-14
2023-09-30	$20,932,037	212,314	+16.3%	Shares	Sole	2023-11-14
2023-06-30	$20,203,028	182,519	+44.5%	Shares	Sole	2023-08-14
2023-03-31	$14,904,885	126,334	-80.8%	Shares	Sole	2023-05-15
2022-12-31	$59,932,920	657,664	-16.5%	Shares	Sole	2023-02-14
2022-09-30	$67,135,543	787,329	+10.0%	Shares	Sole	2022-11-14
2022-06-30	$66,280,584	715,464	+671.2%	Shares	Sole	2022-08-15
2022-03-31	$12,364,252	92,769	-63.4%	Shares	Sole	2022-05-16
2021-12-31	$39,332,178	253,527	+402.0%	Shares	Sole	2022-02-14
2021-12-31	$7,834,570	50,500	-18.2%	Call	Sole	2022-02-14
2021-12-31	$9,572,138	61,700	-15.4%	Put	Sole	2022-02-14
2021-09-30	$12,012,462	72,900	+8.3%	Put	Sole	2021-11-15
2021-09-30	$11,089,694	67,300	+247.8%	Call	Sole	2021-11-15
2021-09-30	$3,188,822	19,352	-53.1%	Shares	Sole	2021-11-15
2021-06-30	$7,919,275	41,300	-22.1%	Call	Sole	2021-08-16
2021-06-30	$10,162,750	53,000	+21.3%	Put	Sole	2021-08-16
2021-03-31	$8,018,076	43,700	+6.1%	Put	Sole	2021-05-17
2021-03-31	$7,559,376	41,200	+212.1%	Call	Sole	2021-05-17
2020-12-31	$2,018,016	13,200	-95.9%	Call	Sole	2021-02-16
2020-12-31	$49,313,278	322,562	+3093.7%	Shares	Sole	2021-02-16
2020-12-31	$1,544,088	10,100	-92.7%	Put	Sole	2021-02-16
2020-09-30	$20,100,243	138,146	+557.8%	Shares	Sole	2020-11-16
2020-09-30	$3,055,500	21,000	-7.9%	Call	Sole	2020-11-16
2020-09-30	$3,317,400	22,800	+225.7%	Put	Sole	2020-11-16
2020-06-30	$895,020	7,000	-12.5%	Call	Sole	2020-08-14
2020-06-30	$1,022,880	8,000	-35.5%	Put	Sole	2020-08-14
2020-03-31	$1,108,312	12,400	+15.9%	Put	Sole	2020-05-15
2020-03-31	$956,366	10,700	—	Call	Sole	2020-05-15
No filing history on record for this holder in this stock.