Lee Ainslie - Maverick Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    239
Portfolio value:    $8,599,101,588
Holdings Activity Buys Sells    History
Holding/activity history for  Skyworks Solutions, Inc. (SWKS)
← All SWKS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q3 0 0.00 Sell 100.00% 0.01 $82.13–108.50 · VW $92.74i SEC
2024   Q2 2,812 0.01 Reduce 19.52% <0.01 $89.58–120.86 · VW $106.68i $299,703 SEC
2024   Q1 3,494 <0.01 Buy <0.01 $89.09–109.62 · VW $97.12i $378,470 SEC
2023   Q3 0 0.00 Sell 100.00% <0.01 $85.06–110.06 · VW $97.35i SEC
2023   Q2 3,423 <0.01 Reduce 41.70% <0.01 $101.53–115.69 · VW $108.65i $378,892 SEC
2023   Q1 5,871 0.02 Add 92.18% <0.01 $92.07–118.42 · VW $104.67i $692,661 SEC
2022   Q4 3,055 <0.01 Buy <0.01 $86.18–123.69 · VW $107.15i $278,402 SEC
2022   Q3 0 0.00 Sell 100.00% <0.01 $76.16–104.19 · VW $91.99i SEC
2022   Q2 3,378 <0.01 Reduce 20.69% <0.01 $88.76–114.63 · VW $100.65i $313,000 SEC
2022   Q1 4,259 0.01 Buy 0.01 $97.59–141.26 · VW $115.91i $568,000 SEC
2021   Q4 0 0.00 Sell 100.00% 0.02 $128.42–164.47 · VW $143.69i SEC
2021   Q3 9,461 0.02 Buy 0.02 $150.45–185.43 · VW $162.51i $1,559,000 SEC
2021   Q1 0 0.00 Sell 100.00% 0.04 $159.54–204.00 · VW $177.85i SEC
2020   Q4 17,625 0.04 Reduce 53.74% 0.05 $137.94–195.82 · VW $170.53i $2,695,000 SEC
2020   Q3 38,098 0.10 Add 1392.28% 0.09 $130.72–158.61 · VW $143.50i $5,543,000 SEC
2020   Q2 2,553 0.01 Buy 0.01 $116.81–149.49 · VW $137.05i $326,000 SEC
2019   Q2 0 0.00 Sell 100.00% 0.05 $66.29–88.77 · VW $76.78i SEC
2019   Q1 40,370 0.05 Buy 0.05 $66.35–94.39 · VW $75.79i $3,330,000 SEC
2018   Q4 0 0.00 Sell 100.00% 0.02 $60.12–87.48 · VW $76.42i SEC
2018   Q3 20,640 0.02 Buy 0.02 $68.58–93.62 · VW $78.32i $1,872,000 SEC
2018   Q1 0 0.00 Sell 100.00% 0.08 $86.13–115.98 · VW $100.24i SEC
2017   Q4 66,380 0.08 Add 66.62% 0.03 $93.05–112.28 · VW $104.86i $6,303,000 SEC
2017   Q3 39,840 0.05 Add 0.68% <0.01 $98.70–117.65 · VW $107.03i $4,060,000 SEC
2017   Q2 39,570 0.05 Add 33.32% 0.01 $94.35–112.11 · VW $103.94i $3,797,000 SEC
2017   Q1 29,680 0.04 Reduce 29.85% 0.01 $93.43–107.25 · VW $102.37i $2,908,000 SEC
2016   Q4 42,310 0.04 Buy 0.04 $71.65–97.51 · VW $87.99i $3,159,000 SEC
2013   Q2 0 0.00 Sell 100.00% 2.58 $20.62–26.10 · VW $24.03i SEC
2013   Q1 8,954,954 2.58 Add 20.87% 0.45 $19.57–24.58 · VW $22.67i $197,233,000 SEC
2012   Q4 7,408,746 2.28 Reduce 28.21% 0.94 $19.25–25.10 · VW $21.88i $150,398,000 SEC
2012   Q3 10,319,381 3.35 Add 15.55% 0.45 $19.21–31.44 · VW $24.43i $243,125,000 SEC
2012   Q2 8,930,839 3.83 Add 52.73% 1.32 $24.68–30.54 · VW $28.56i $243,991,000 SEC
2012   Q1 5,847,539 2.55 Buy 2.55 $23.11–29.01 · VW $26.33i $161,684,000 SEC
2011   Q1 0 0.00 Sell 100.00% 1.39 $24.57–36.46 · VW $28.83i SEC
2010   Q4 4,211,176 1.39 Add 22.07% 0.25 $25.86–37.82 · VW $33.21i $120,566,000 SEC
2010   Q3 3,449,786 0.85 Reduce 73.37% 2.26 $18.08–26.17 · VW $23.23i $71,307,000 SEC
2010   Q2 12,955,619 3.09 Buy 3.09 $15.14–19.29 · VW $17.42i $217,525,000 SEC
Price snapshot:
Current price$58.24
52-week low$51.48
52-week high$88.05