Position in SWKS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$478,532
New position
Shares Held
7,058
first reported quarter
Ownership
0.005%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#356
of 711 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Semiconductors
Technology · as of Jun 30, 2026VARCOV Co. holds $4,823,413 across 8 Semiconductors names. SWKS ranks #5 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DIOD |
Diodes Inc /Del/
|
10,798 | $1,181,733 | |
| 2 | LASR |
Nlight, Inc.
|
11,437 | $796,243 | |
| 3 | GFS |
GLOBALFOUNDRIES Inc.
|
8,701 | $717,049 | |
| 4 | QCOM |
Qualcomm Inc/De
|
2,757 | $509,466 | |
| 5 | SWKS |
Skyworks Solutions, Inc.
This page
|
7,058 | $478,532 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
760 | $441,491 | |
| 7 | SMTC |
Semtech Corp
|
2,685 | $434,567 | |
| 8 | MU |
Micron Technology Inc
|
229 | $264,332 |
All Filings in SWKS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $478,532 | 7,058 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||