Position in SWKS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$250,724
-$209,231 QoQ
Shares Held
3,698
-38.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#437
of 702 holders
Holding Since
Dec 2024
5 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 Jun 30, 2026Bayforest Capital Ltd holds $2,196,553 across 19 Semiconductors names. SWKS ranks #1 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SWKS |
Skyworks Solutions, Inc.
This page
|
3,698 | $250,724 | |
| 2 | LASR |
Nlight, Inc.
|
3,508 | $244,226 | |
| 3 | INTC |
Intel Corp
|
1,575 | $219,917 | |
| 4 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
487 | $185,240 | |
| 5 | POWI |
Power Integrations Inc
|
2,134 | $178,743 | |
| 6 | CRUS |
Cirrus Logic, Inc.
|
1,166 | $173,185 | |
| 7 | QRVO |
Qorvo, Inc.
|
1,767 | $164,808 | |
| 8 | TXN |
Texas Instruments Inc
|
473 | $140,987 |
All Filings in SWKS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,724 | 3,698 | Shares | Sole | 2026-08-05 | |
| 2025-09-30 | $459,955 | 5,975 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $414,182 | 5,558 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $485,435 | 7,511 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $279,785 | 3,155 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||