Grantham, Mayo, Van Otterloo & Co. LLC
Position in SWKS — Skyworks Solutions, Inc.
CIK 1352662
Boston, MA
Position in SWKS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$12,402,661
+$8,594,764 QoQ
Shares Held
231,609
+285.7% QoQ
Ownership
0.154%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SWKS Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026Grantham, Mayo, Van Otterloo & Co. LLC holds $2,377,199,590 across 14 Semiconductors names. SWKS ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
3,348,517 | $1,036,399,496 | |
| 2 | TXN |
Texas Instruments Inc
|
5,061,047 | $982,551,664 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
374,511 | $126,565,992 | |
| 4 | NVDA |
Nvidia Corp
|
354,515 | $61,827,416 | |
| 5 | QCOM |
Qualcomm Inc/De
|
443,461 | $57,108,907 | |
| 6 | CRUS |
Cirrus Logic, Inc.
|
252,333 | $36,492,398 | |
| 7 | STM |
STMicroelectronics N.V.
|
962,045 | $33,238,654 | |
| 8 | SWKS |
Skyworks Solutions, Inc.
This page
|
231,609 | $12,402,661 |
All Filings in SWKS
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,402,661 | 231,609 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,807,897 | 60,052 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,068,576 | 39,862 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $8,504,893 | 114,129 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $25,428,996 | 393,455 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $33,289,585 | 375,390 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $39,101,067 | 395,880 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $43,129,089 | 404,664 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $34,348,705 | 317,104 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $44,955,521 | 399,889 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $26,207,588 | 265,824 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $25,893,379 | 233,927 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $20,835,268 | 176,600 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $16,859,050 | 185,000 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $10,394,413 | 121,900 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $12,441,552 | 134,300 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $17,619,616 | 132,200 | Shares | Sole | 2022-05-13 | |
| 2020-12-31 | $473,928 | 3,100 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $451,050 | 3,100 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $396,366 | 3,100 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $357,520 | 4,000 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||