Baupost Group’s Skyworks Solutions SWKS Stock Holding History

Baupost Group’s Portfolio SWKS Stock Details SWKS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-703,865	Closed	-$83M	–	33
2023 Q1	$83M	Buy	+703,865	New	+$78M	1.42%	16

Other funds holding SWKS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Baupost Group's SWKS Position: Q2 2023 in Review

Baupost Group sold out of Skyworks Solutions (SWKS) in Q2 2023, closing a stake of 703,865 shares — an estimated $83M sold.

Baupost Group first reported a position in SWKS in Q1 2023 and held it in 1 quarter. The position peaked at $83M in Q1 2023. 891 funds tracked by Wall St. Rank hold SWKS as of Q2 2023.

Baupost Group reported no remaining Skyworks Solutions position as of Q2 2023 after selling out during the quarter.
Baupost Group sold 703,865 Skyworks Solutions shares in Q2 2023, an estimated $83M.
Baupost Group first reported a position in Skyworks Solutions in Q1 2023 and held it in 1 quarter.
Baupost Group's Skyworks Solutions position peaked at $83M in Q1 2023.
891 funds tracked by Wall St. Rank held Skyworks Solutions as of Q2 2023.

Based on Baupost Group's 13F filing for Q2 2023, filed 11 Aug 2023.