Kerrisdale Advisers, LLC

Position in SWKS — Skyworks Solutions, Inc.

CIK 1569688 Miami, FL

Position in SWKS

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

Position Value

$8,362,452

+$1,562,673 QoQ

Shares Held

123,340

-2.9% QoQ

Ownership

0.082%

of shares outstanding

% of Portfolio

2.09%

of 13F equity value

Holder Rank

#105

of 711 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Kerrisdale Advisers, LLC holds $11,421,171 across 3 Semiconductors names. SWKS ranks #1 (73.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SWKS	Skyworks Solutions, Inc. This page	123,340	$8,362,452
2	MRVL	Marvell Technology, Inc.	5,636	$1,678,908
3	ON	On Semiconductor Corp	14,595	$1,379,811

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,362,452	123,340	-2.9%	Shares	Sole	2026-08-14
2026-03-31	$6,799,779	126,980	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.