MORGAN STANLEY

Position in SWKS — Skyworks Solutions, Inc.

CIK 895421 NEW YORK, NY

Back to SWKS Full portfolio

Position in SWKS

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

Position Value

$146,836,772

-$30,484,785 QoQ

Shares Held

2,742,050

-1.9% QoQ

Ownership

1.82%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 78% Shared 0% None 22%

Common Shares in SWKS Over Time

Shares Held

Position Value (USD)

Position in Semiconductors

Technology · as of Mar 31, 2026

MORGAN STANLEY holds $114,931,025,404 across 66 Semiconductors names. SWKS ranks #19 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	342,954,346	$59,811,237,934
2	AVGO	Broadcom Inc.	75,935,152	$23,502,688,883
3	MU	Micron Technology Inc	16,842,006	$5,689,903,296
4	TSM	Taiwan Semiconductor Manufacturing Co Ltd	14,767,680	$4,990,737,445
5	AMD	Advanced Micro Devices Inc	23,781,608	$4,837,892,504
6	ADI	Analog Devices Inc	8,259,494	$2,627,675,411
7	QCOM	Qualcomm Inc/De	19,991,313	$2,574,481,280
8	INTC	Intel Corp	53,989,387	$2,382,551,638

All Filings in SWKS

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$146,836,772	2,742,050	-1.9%	Shares	Defined	2026-05-15
2025-12-31	$177,321,557	2,796,429	-4.8%	Shares	Defined	2026-05-27
2025-09-30	$226,195,792	2,938,371	+8.8%	Shares	Defined	2026-05-27
2025-06-30	$201,223,146	2,700,257	-5.5%	Shares	Defined	2025-08-15
2025-03-31	$184,694,373	2,857,719	+21.4%	Shares	Defined	2025-05-15
2024-12-31	$208,742,073	2,353,880	-13.3%	Shares	Defined	2025-05-15
2024-09-30	$268,222,275	2,715,625	+30.0%	Shares	Defined	2025-05-14
2024-06-30	$222,667,035	2,089,201	-6.9%	Shares	Defined	2025-05-14
2024-03-31	$243,189,117	2,245,099	+30.0%	Shares	Defined	2024-10-17
2023-12-31	$194,209,252	1,727,533	+2.5%	Shares	Defined	2024-08-16
2023-09-30	$166,174,717	1,685,513	+3.6%	Shares	Defined	2023-11-15
2023-06-30	$180,066,278	1,626,762	+9.0%	Shares	Defined	2023-08-14
2023-03-31	$176,102,841	1,492,650	-5.1%	Shares	Defined	2023-05-15
2022-12-31	$143,292,716	1,572,399	-6.7%	Shares	Defined	2023-02-14
2022-09-30	$143,729,317	1,685,579	-0.1%	Shares	Defined	2022-11-14
2022-06-30	$156,329,625	1,687,496	+128.3%	Shares	Defined	2022-10-27
2022-03-31	$98,499,913	739,045	-5.7%	Shares	Defined	2022-10-27
2021-12-31	$121,616,102	783,912	-9.7%	Shares	Defined	2022-02-14
2021-09-30	$142,984,051	867,727	-11.8%	Shares	Defined	2021-11-15
2021-06-30	$188,682,765	984,004	+22.8%	Shares	Defined	2021-08-23
2021-03-31	$146,975,914	801,046	+8.0%	Shares	Defined	2021-05-17
2020-12-31	$113,369,992	741,562	+90.3%	Shares	Defined	2021-02-16
2020-09-30	$56,701,784	389,703	-3.0%	Shares	Defined	2020-11-13
2020-06-30	$51,362,891	401,712	-10.0%	Shares	Defined	2020-08-14
2020-03-31	$39,882,424	446,212	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.