Y-Intercept (HK)’s Skyworks Solutions SWKS Stock Holding History

Y-Intercept (HK)’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
2026 Q2	$1M	Buy	+14,755	New	+$1M	0.02%	1053
2025 Q4	–	Sell	-79,771	Closed	-$6.14M	–	1976
2025 Q3	$6.14M	Buy	79,771 +40,390	+103%	+$3.01M	0.15%	151
2025 Q2	$2.93M	Buy	39,381 +30,827	+360%	+$2.06M	0.07%	434
2025 Q1	$553K	Buy	+8,554	New	+$651K	0.04%	658
2024 Q4	–	Sell	-24,828	Closed	-$2.45M	–	1638
2024 Q3	$2.45M	Buy	+24,828	New	+$2.63M	0.15%	161
2024 Q1	–	Sell	-4,761	Closed	-$535K	–	1747
2023 Q4	$535K	Buy	+4,761	New	+$466K	0.05%	566
2023 Q3	–	Sell	-2,653	Closed	-$294K	–	1575
2023 Q2	$294K	Sell	2,653 -1,618	-38%	-$171K	0.03%	775
2023 Q1	$504K	Sell	4,271 -21,473	-83%	-$2.38M	0.06%	527
2022 Q4	$2.35M	Buy	+25,744	New	+$2.31M	0.35%	41
2022 Q3	–	Sell	-14,992	Closed	-$1.39M	–	1260
2022 Q2	$1.39M	Buy	14,992 +9,309	+164%	+$1.01M	0.18%	160
2022 Q1	$757K	Buy	+5,683	New	+$798K	0.17%	167

Other funds holding SWKS

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

CICI

Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Y-Intercept (HK)'s SWKS Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in Skyworks Solutions (SWKS) in Q2 2026: 14,755 shares worth $1M. The stake represents 0.02% of the portfolio and ranks #1053 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in SWKS as recently as Q3 2025.

Y-Intercept (HK) first reported a position in SWKS in Q1 2022 and has held it in 11 quarters since. The position peaked at $6.14M in Q3 2025. 186 funds tracked by Wall St. Rank hold SWKS as of Q2 2026.

Y-Intercept (HK) held 14,755 shares of Skyworks Solutions worth $1M as of Q2 2026.
Skyworks Solutions was a new Y-Intercept (HK) position in Q2 2026.
Skyworks Solutions made up 0.02% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1053 holding.
Y-Intercept (HK) first reported a position in Skyworks Solutions in Q1 2022 and has held it in 11 quarters since.
Y-Intercept (HK)'s Skyworks Solutions position peaked at $6.14M in Q3 2025.
186 funds tracked by Wall St. Rank held Skyworks Solutions as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.