Dmitry Balyasny’s Skyworks Solutions SWKS Stock Holding History

Dmitry Balyasny’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
2022 Q2	–	Sell	-10,000	Closed	-$1.33M	–	3163
2022 Q1	$1.33M	Buy	+10,000	New	+$1.4M	﹤0.01%	1548
2021 Q3	–	Sell	-5,500	Closed	-$1.05M	–	2403
2021 Q2	$1.05M	Buy	+5,500	New	+$976K	0.01%	1244
2018 Q1	–	Sell	-50,000	Closed	-$4.75M	–	2294
2017 Q4	$4.75M	Buy	+50,000	New	+$5.22M	0.01%	885
2017 Q2	–	Sell	-35,000	Closed	-$3.43M	–	1727
2017 Q1	$3.43M	Buy	35,000 +3,500	+11%	+$319K	0.02%	786
2016 Q4	$2.35M	Buy	+31,500	New	+$2.43M	0.01%	854
2016 Q1	–	Sell	-50,000	Closed	-$3.84M	–	1518
2015 Q4	$3.84M	Hold	50,000	–	–	0.03%	551
2015 Q3	$4.21M	Sell	50,000 -15,000	-23%	-$1.37M	0.03%	553
2015 Q2	$6.77M	Buy	65,000 +45,000	+225%	+$4.56M	0.04%	508
2015 Q1	$1.97M	Buy	+20,000	New	+$1.71M	0.02%	629
2014 Q4	–	Sell	-50,000	Closed	-$2.9M	–	828
2014 Q3	$2.9M	Buy	+50,000	New	+$2.67M	0.02%	564
2013 Q3	–	Sell	-150,000	Closed	-$3.28M	–	704
2013 Q2	$3.28M	Buy	+150,000	New	+$3.32M	0.06%	381

Other funds holding SWKS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Dmitry Balyasny's SWKS Position: Q2 2026 in Review

Dmitry Balyasny opened a new position in Skyworks Solutions (SWKS) in Q2 2026: 276,645 shares worth $18.8M. The stake represents 0.02% of the portfolio and ranks #751 among its holdings. This is a return to the name: Dmitry Balyasny previously reported a position in SWKS as recently as Q4 2025.

Dmitry Balyasny first reported a position in SWKS in Q2 2014 and has held it in 27 quarters since. The position peaked at $70.4M in Q3 2020. 708 funds tracked by Wall St. Rank hold SWKS as of Q2 2026.

Dmitry Balyasny held 276,645 shares of Skyworks Solutions worth $18.8M as of Q2 2026.
Skyworks Solutions was a new Dmitry Balyasny position in Q2 2026.
Skyworks Solutions made up 0.02% of Dmitry Balyasny's portfolio in Q2 2026, its #751 holding.
Dmitry Balyasny first reported a position in Skyworks Solutions in Q2 2014 and has held it in 27 quarters since.
Dmitry Balyasny's Skyworks Solutions position peaked at $70.4M in Q3 2020.
708 funds tracked by Wall St. Rank held Skyworks Solutions as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.