Position in SWKS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$37,885,554
+$1,828,726 QoQ
Shares Held
707,480
+24.4% QoQ
Ownership
0.470%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026Gotham Asset Management, LLC holds $1,321,654,451 across 29 Semiconductors names. SWKS ranks #7 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
4,132,873 | $720,773,051 | |
| 2 | AVGO |
Broadcom Inc.
|
345,271 | $106,864,827 | |
| 3 | MU |
Micron Technology Inc
|
244,524 | $82,609,988 | |
| 4 | ON |
On Semiconductor Corp
|
835,102 | $51,709,515 | |
| 5 | QCOM |
Qualcomm Inc/De
|
385,389 | $49,630,395 | |
| 6 | CRUS |
Cirrus Logic, Inc.
|
306,944 | $44,390,241 | |
| 7 | SWKS |
Skyworks Solutions, Inc.
This page
|
707,480 | $37,885,554 | |
| 8 | ADI |
Analog Devices Inc
|
108,399 | $34,486,057 |
All Filings in SWKS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,885,554 | 707,480 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $36,056,828 | 568,630 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $46,228,799 | 600,530 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $35,574,730 | 477,385 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $29,578,759 | 457,663 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $21,684,210 | 244,522 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $19,415,120 | 196,569 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $15,446,106 | 144,925 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $21,066,615 | 194,485 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $12,822,962 | 114,063 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $20,005,094 | 202,912 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $13,161,041 | 118,900 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $10,392,032 | 88,083 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,703,887 | 40,644 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,708,307 | 43,489 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,782,218 | 62,416 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,627,748 | 27,219 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,475,226 | 9,509 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,991,515 | 30,292 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,422,282 | 33,493 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $5,753,382 | 31,357 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $7,424,311 | 48,563 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $10,340,539 | 71,069 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $8,295,684 | 64,881 | 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. | ||||||