Skyworks Solutions, Inc.
MX ˙ BMV ˙ US83088M1027
SecurityMX:SWKS / Skyworks Solutions, Inc.
InstitutionGotham Asset Management, LLC
ManagerJoel Greenblatt
Latest Disclosed Ownership707,480 shares
Latest Disclosed Value $ 37,885,554
Gotham Asset Management, LLC reports 24.42% increase in ownership of SWKS / Skyworks Solutions, Inc.

On May 15, 2026 - Gotham Asset Management, LLC filed a 13F-HR form disclosing ownership of 707,480 shares of Skyworks Solutions, Inc. (MX:SWKS) valued at $37,885,554 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 568,630 shares of Skyworks Solutions, Inc.. This represents a change in shares of 24.42% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F SKYWORKS SOLUTIONS COM 83088M102 707,480 138,850 24.42 37,886 5.07 0.1160
2026-02-17 2025-12-31 13F SKYWORKS SOLUTIONS COM 83088M102 568,630 -31,900 -5.31 36,057 -22.00 0.1317
2025-11-14 2025-09-30 13F SKYWORKS SOLUTIONS COM 83088M102 600,530 123,145 25.80 46,229 29.95 0.2012
2025-08-14 2025-06-30 13F SKYWORKS SOLUTIONS COM 83088M102 477,385 19,722 4.31 35,575 20.27 0.2128
2025-05-15 2025-03-31 13F SKYWORKS SOLUTIONS COM 83088M102 457,663 213,141 87.17 29,579 36.40 0.2468
2025-02-14 2024-12-31 13F SKYWORKS SOLUTIONS COM 83088M102 244,522 47,953 24.39 21,684 11.69 0.2056
2024-11-14 2024-09-30 13F SKYWORKS SOLUTIONS COM 83088M102 196,569 51,644 35.63 19,415 25.70 0.2008
2024-08-14 2024-06-30 13F SKYWORKS SOLUTIONS COM 83088M102 144,925 -49,560 -25.48 15,446 -26.68 0.2000
2024-05-15 2024-03-31 13F SKYWORKS SOLUTIONS COM 83088M102 194,485 80,422 70.51 21,067 64.30 0.3181
2024-02-14 2023-12-31 13F SKYWORKS SOLUTIONS COM 83088M102 114,063 -88,849 -43.79 12,823 -35.91 0.2379
2023-11-14 2023-09-30 13F SKYWORKS SOLUTIONS COM 83088M102 202,912 84,012 70.66 20,005 52.00 0.4133
2023-08-14 2023-06-30 13F SKYWORKS SOLUTIONS COM 83088M102 118,900 30,817 34.99 13,161 26.65 0.2862
2023-05-15 2023-03-31 13F SKYWORKS SOLUTIONS COM 83088M102 88,083 47,439 116.72 10,392 180.64 0.2519
2023-02-14 2022-12-31 13F SKYWORKS SOLUTIONS COM 83088M102 40,644 -2,845 -6.54 3,704 -0.13 0.1042
2022-11-14 2022-09-30 13F SKYWORKS SOLUTIONS COM 83088M102 43,489 -18,927 -30.32 3,708 -35.87 0.1110
2022-08-15 2022-06-30 13F SKYWORKS SOLUTIONS COM 83088M102 62,416 35,197 129.31 5,782 59.37 0.1857
2022-05-16 2022-03-31 13F SKYWORKS SOLUTIONS COM 83088M102 27,219 17,710 186.24 3,628 145.97 0.1123
2022-02-14 2021-12-31 13F SKYWORKS SOLUTIONS COM 83088M102 9,509 -20,783 -68.61 1,475 -70.45 0.0476
2021-11-15 2021-09-30 13F SKYWORKS SOLUTIONS COM 83088M102 30,292 -3,201 -9.56 4,992 -22.27 0.2025
2021-08-16 2021-06-30 13F SKYWORKS SOLUTIONS COM 83088M102 33,493 2,136 6.81 6,422 11.63 0.2721
2021-05-17 2021-03-31 13F SKYWORKS SOLUTIONS COM 83088M102 31,357 -17,206 -35.43 5,753 -22.51 0.2566
2021-02-16 2020-12-31 13F SKYWORKS SOLUTIONS COM 83088M102 48,563 -22,506 -31.67 7,424 -28.21 0.2455
2020-11-16 2020-09-30 13F SKYWORKS SOLUTIONS COM 83088M102 71,069 6,188 9.54 10,341 24.65 0.3321
2020-08-13 2020-06-30 13F SKYWORKS SOLUTIONS COM 83088M102 64,881 -44,930 -40.92 8,296 -15.48 0.2483
2020-05-15 2020-03-31 13F SKYWORKS SOLUTIONS COM 83088M102 109,811 80,089 269.46 9,815 173.17 0.2726
2020-02-14 2019-12-31 13F SKYWORKS SOLUTIONS COM 83088M102 29,722 18,194 157.82 3,593 293.11 0.0660
2019-11-14 2019-09-30 13F SKYWORKS SOLUTIONS COM 83088M102 11,528 -195,026 -94.42 914 -94.27 0.0161
2019-08-14 2019-06-30 13F SKYWORKS SOLUTIONS COM 83088M102 206,554 -49,052 -19.19 15,960 -24.30 0.2547
2019-05-15 2019-03-31 13F SKYWORKS SOLUTIONS COM 83088M102 255,606 240,639 1,607.80 21,082 2,001.89 0.3088
2019-02-14 2018-12-31 13F SKYWORKS SOLUTIONS COM 83088M102 14,967 14,967 1,003 0.0156
2018-11-14 2018-09-30 13F SKYWORKS SOLUTIONS COM 83088M102 0 -178,404 -100.00 0 -100.00
2018-08-14 2018-06-30 13F SKYWORKS SOLUTIONS COM 83088M102 178,404 53,749 43.12 17,243 37.97 0.2492
2018-05-15 2018-03-31 13F SKYWORKS SOLUTIONS COM 83088M102 124,655 -270,556 -68.46 12,498 -66.69 0.1748
2018-02-14 2017-12-31 13F SKYWORKS SOLUTIONS COM 83088M102 395,211 109,284 38.22 37,525 28.79 0.5449
2017-11-14 2017-09-30 13F SKYWORKS SOLUTIONS COM 83088M102 285,927 -66,367 -18.84 29,136 -13.81 0.4277
2017-08-14 2017-06-30 13F SKYWORKS SOLUTIONS COM 83088M102 352,294 -22,203 -5.93 33,803 -7.88 0.4741
2017-05-15 2017-03-31 13F SKYWORKS SOLUTIONS COM 83088M102 374,497 34,173 10.04 36,693 44.41 0.4659
2017-02-14 2016-12-31 13F SKYWORKS SOLUTIONS COM 83088M102 340,324 182,783 116.02 25,409 111.83 0.3271
2016-11-14 2016-09-30 13F SKYWORKS SOLUTIONS COM 83088M102 157,541 -190,464 -54.73 11,995 -45.53 0.1562
2016-08-15 2016-06-30 13F SKYWORKS SOLUTIONS COM 83088M102 348,005 156,451 81.67 22,022 47.58 0.2640
2016-05-16 2016-03-31 13F SKYWORKS SOLUTIONS COM 83088M102 191,554 159,560 498.72 14,922 507.08 0.1673
2016-02-16 2015-12-31 13F SKYWORKS SOLUTIONS COM 83088M102 31,994 -134,146 -80.74 2,458 -82.43 0.0267
2015-11-16 2015-09-30 13F SKYWORKS SOLUTIONS COM 83088M102 166,140 -8,778 -5.02 13,991 -23.16 0.1365
2015-08-14 2015-06-30 13F SKYWORKS SOLUTIONS COM 83088M102 174,918 -5,469 -3.03 18,209 2.70 0.1523
2015-05-15 2015-03-31 13F SKYWORKS SOLUTIONS COM 83088M102 180,387 -37,096 -17.06 17,730 12.12 0.1352
2015-02-17 2014-12-31 13F SKYWORKS SOLUTIONS COM 83088M102 217,483 -319,372 -59.49 15,813 -49.26 0.1280
2014-11-14 2014-09-30 13F SKYWORKS SOLUTIONS COM 83088M102 536,855 228,600 74.16 31,164 115.28 0.3100
2014-08-14 2014-06-30 13F SKYWORKS SOLUTIONS COM 83088M102 308,255 -27,866 -8.29 14,476 14.79 0.1812
2014-05-15 2014-03-31 13F SKYWORKS SOLUTIONS COM 83088M102 336,121 -203,128 -37.67 12,611 -18.12 0.1899
2014-02-14 2013-12-31 13F SKYWORKS SOLUTIONS COM 83088M102 539,249 517,227 2,348.68 15,401 2,715.54 0.3666
2013-11-14 2013-09-30 13F SKYWORKS SOLUTIONS COM 83088M102 22,022 -42,009 -65.61 547 -60.98 0.0178
2013-08-15 2013-06-30 13F/A-1 SKYWORKS SOLUTIONS COM 83088M102 64,031 64,031 1,402 0.0601
2013-08-14 2013-06-30 13F SKYWORKS SOLUTIONS COM 83088M102 64,031 1,402 0.0598
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.