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Equibles

Allianz Asset Management GmbH

Position in SWKS — Skyworks Solutions, Inc.

CIK 1535323 MUNICH, 2M
Back to SWKS Full portfolio

Position in SWKS

as of Jun 30, 2026 · filed Sep 2, 2026
Position Value
$71,534,829
-$4,245,112 QoQ
Shares Held
1,055,086
-25.4% QoQ
Ownership
0.701%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#33
of 713 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 36% Shared 0% None 64%

Common Shares in SWKS Over Time

Shares Held

Position Value (USD)

Derivatives in SWKS

reported options exposure · as of Dec 31, 2024
CallValue
$851,328
CallShares
9,600
PutValue
$186,228
PutShares
2,100

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

Allianz Asset Management GmbH holds $12,320,098,244 across 34 Semiconductors names. SWKS ranks #17 (0.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NVDA
Nvidia Corp
 30,069,187 $6,016,543,624
2 MU
Micron Technology Inc
 1,414,408 $1,632,637,007
3 AVGO
Broadcom Inc.
 3,730,615 $1,409,239,814
4 TSM
Taiwan Semiconductor Manufacturing Co Ltd
 1,061,906 $507,134,446
5 AMD
Advanced Micro Devices Inc
 819,011 $475,771,677
6 TXN
Texas Instruments Inc
 1,336,647 $398,414,369
7 QCOM
Qualcomm Inc/De
 1,688,093 $311,942,703
8 INTC
Intel Corp
 1,453,295 $202,923,580

All Filings in SWKS

Export CSV
34 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $71,534,829 1,055,086
2026-03-31 $75,779,941 1,415,125
2025-12-31 $85,758,725 1,352,448
2025-09-30 $62,458,337 811,358
2025-06-30 $33,716,722 452,452
2025-03-31 $12,650,869 195,743
2024-12-31 $186,228 2,100
2024-12-31 $851,328 9,600
2024-12-31 $18,188,355 205,101
2024-09-30 $8,163,931 82,656
2024-09-30 $948,192 9,600
2024-09-30 $207,417 2,100
2024-06-30 $223,818 2,100
2024-06-30 $1,023,168 9,600
2024-06-30 $8,566,793 80,379
2024-03-31 $10,701,148 98,792
2024-03-31 $227,472 2,100
2024-03-31 $1,039,872 9,600
2023-12-31 $10,998,384 97,833
2023-09-30 $8,786,142 89,118
2023-06-30 $6,104,441 55,149
2023-03-31 $8,734,531 74,034
2022-12-31 $6,262,088 68,716
2022-09-30 $17,176,361 201,435
2022-06-30 $24,596,474 265,506
2022-03-31 $49,173,121 368,946
2021-12-31 $94,635,554 610,001
2021-09-30 $121,049,858 734,615
2021-06-30 $184,766,465 963,580
2021-03-31 $287,726,363 1,568,162
2020-12-31 $205,875,698 1,346,649
2020-09-30 $200,229,970 1,376,151
2020-06-30 $92,743,634 725,353
2020-03-31 $13,426,484 150,218