OCCUDO QUANTITATIVE STRATEGIES LP

Position in SWKS — Skyworks Solutions, Inc.

CIK 1819697 FORT LAUDERDALE, FL

Position in SWKS

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$2,334,298

-$1,334,350 QoQ

Shares Held

43,591

-24.7% QoQ

Ownership

0.029%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

13 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

OCCUDO QUANTITATIVE STRATEGIES LP holds $40,353,029 across 17 Semiconductors names. SWKS ranks #7 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TXN	Texas Instruments Inc	32,882	$6,383,711
2	NVDA	Nvidia Corp	34,684	$6,048,889
3	MRVL	Marvell Technology, Inc.	59,216	$5,865,344
4	GFS	GLOBALFOUNDRIES Inc.	116,491	$5,181,519
5	QRVO	Qorvo, Inc.	43,303	$3,351,652
6	SLAB	Silicon Laboratories Inc.	12,045	$2,507,166
7	SWKS	Skyworks Solutions, Inc. This page	43,591	$2,334,298
8	ON	On Semiconductor Corp	32,093	$1,987,198

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,334,298	43,591	-24.7%	Shares	Sole	2026-05-15
2025-12-31	$3,668,648	57,856	+295.5%	Shares	Sole	2026-02-17
2025-09-30	$1,125,986	14,627	-7.5%	Shares	Sole	2025-11-14
2025-06-30	$1,177,863	15,806	-56.6%	Shares	Sole	2025-08-14
2025-03-31	$2,353,501	36,415	+1435.8%	Shares	Sole	2025-05-15
2024-12-31	$210,260	2,371	-51.9%	Shares	Sole	2025-02-14
2024-03-31	$534,342	4,933	-34.0%	Shares	Sole	2024-05-15
2023-09-30	$737,058	7,476	-88.7%	Shares	Sole	2023-11-14
2022-06-30	$6,149,072	66,376	+60.1%	Shares	Sole	2022-08-15
2022-03-31	$5,526,321	41,464	+137.7%	Shares	Sole	2022-05-16
2021-12-31	$2,706,572	17,446	+702.9%	Shares	Sole	2022-02-14
2021-03-31	$398,702	2,173	-69.0%	Shares	Sole	2021-05-14
2020-12-31	$1,072,606	7,016	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.