ANTIPODES PARTNERS Ltd

Position in SWKS — Skyworks Solutions, Inc.

CIK 1652442 ROYAL EXCHANGE, C3

Position in SWKS

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$19,012,137

New position

Shares Held

280,415

first reported quarter

Ownership

0.186%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#68

of 713 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

ANTIPODES PARTNERS Ltd holds $300,568,377 across 4 Semiconductors names. SWKS ranks #3 (6.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	933,424	$186,768,808
2	QRVO	Qorvo, Inc.	815,441	$76,056,182
3	SWKS	Skyworks Solutions, Inc. This page	280,415	$19,012,137
4	TSM	Taiwan Semiconductor Manufacturing Co Ltd	39,222	$18,731,250

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,012,137	280,415	—	Shares	Sole	2026-08-06
No filing history on record for this holder in this stock.