Gotham Asset Management, LLC

Position in SWKS — Skyworks Solutions, Inc.

CIK 1510387 NEW YORK, NY

Position in SWKS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$26,310,807

-$11,574,747 QoQ

Shares Held

388,065

-45.1% QoQ

Ownership

0.258%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#51

of 713 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Gotham Asset Management, LLC holds $1,693,041,305 across 33 Semiconductors names. SWKS ranks #13 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	4,018,967	$804,155,107
2	MU	Micron Technology Inc	127,169	$146,789,905
3	AVGO	Broadcom Inc.	337,845	$127,620,948
4	AMD	Advanced Micro Devices Inc	131,260	$76,250,246
5	ON	On Semiconductor Corp	695,708	$65,772,234
6	QCOM	Qualcomm Inc/De	261,133	$48,254,767
7	CRUS	Cirrus Logic, Inc.	322,885	$47,958,109
8	MRVL	Marvell Technology, Inc.	158,727	$47,283,186

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,310,807	388,065	-45.1%	Shares	Sole	2026-08-14
2026-03-31	$37,885,554	707,480	+24.4%	Shares	Sole	2026-05-15
2025-12-31	$36,056,828	568,630	-5.3%	Shares	Sole	2026-02-17
2025-09-30	$46,228,799	600,530	+25.8%	Shares	Sole	2025-11-14
2025-06-30	$35,574,730	477,385	+4.3%	Shares	Sole	2025-08-14
2025-03-31	$29,578,759	457,663	+87.2%	Shares	Sole	2025-05-15
2024-12-31	$21,684,210	244,522	+24.4%	Shares	Sole	2025-02-14
2024-09-30	$19,415,120	196,569	+35.6%	Shares	Sole	2024-11-14
2024-06-30	$15,446,106	144,925	-25.5%	Shares	Sole	2024-08-14
2024-03-31	$21,066,615	194,485	+70.5%	Shares	Sole	2024-05-15
2023-12-31	$12,822,962	114,063	-43.8%	Shares	Sole	2024-02-14
2023-09-30	$20,005,094	202,912	+70.7%	Shares	Sole	2023-11-14
2023-06-30	$13,161,041	118,900	+35.0%	Shares	Sole	2023-08-14
2023-03-31	$10,392,032	88,083	+116.7%	Shares	Sole	2023-05-15
2022-12-31	$3,703,887	40,644	-6.5%	Shares	Sole	2023-02-14
2022-09-30	$3,708,307	43,489	-30.3%	Shares	Sole	2022-11-14
2022-06-30	$5,782,218	62,416	+129.3%	Shares	Sole	2022-08-15
2022-03-31	$3,627,748	27,219	+186.2%	Shares	Sole	2022-05-16
2021-12-31	$1,475,226	9,509	-68.6%	Shares	Sole	2022-02-14
2021-09-30	$4,991,515	30,292	-9.6%	Shares	Sole	2021-11-15
2021-06-30	$6,422,282	33,493	+6.8%	Shares	Sole	2021-08-16
2021-03-31	$5,753,382	31,357	-35.4%	Shares	Sole	2021-05-17
2020-12-31	$7,424,311	48,563	-31.7%	Shares	Sole	2021-02-16
2020-09-30	$10,340,539	71,069	+9.5%	Shares	Sole	2020-11-16
2020-06-30	$8,295,684	64,881	-40.9%	Shares	Sole	2020-08-13
2020-03-31	$9,814,907	109,811	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.