← Top Holdings

SWKSSKYWORKS SOLUTIONS INC

CUSIP: 83088M102

1

Guru Owners

$862.6M

Total Value Held

16.1M

Total Shares

$862.6M
2.80%

📊 Fundamentals

Market Cap$9.0B
P/E Ratio25.8x
Above market avg
Forward P/E11.6x
P/FCF13.1x
EPS (TTM)$2.32
Revenue (TTM)$4.0B
Profit Margin8.93%
Div Yield4.75%
Beta1.50

52-Week Range

$51.93
$90.90

Current: $59.76

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 25.8x trailing earnings → 11.6x forward · 8.9% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$261.0M$522.1M$783.1M$1.04BQ1 '24Q2 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '261 owners · $862.6M
INCREASEDRichard Pzena$862.6M
Q4 '251 owners · $800.6M
INCREASEDRichard Pzena$800.6M
SOLDPhilippe Laffont
SOLDRay Dalio
Q3 '253 owners · $1.04B
INCREASEDRichard Pzena$944.7M
NEWRay Dalio$1.4M
Q2 '252 owners · $1.00B
REDUCEDRichard Pzena$909.7M
Q1 '252 owners · $584.0M
NEWRichard Pzena$501.7M
NEWPhilippe Laffont$82.3M
SOLDRay Dalio
SOLDLee Ainslie
Q2 '242 owners · $1.8M
REDUCEDRay Dalio$1.5M
NEWLee Ainslie$300K

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
3%analyst est. 2.7%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
17.0%current: 17.0%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

SWKS: Held by 1 superinvestors · 6 congress member trades

BUYGil CisnerosD
$1,001 - $15,0002026-01-09
BUYRo KhannaD
$1,001 - $15,0002025-04-23
SELLRo KhannaD
$1,001 - $15,0002025-03-12
SELLRo KhannaD
$1,001 - $15,0002025-02-19
SELLJohn BoozmanR
$1,001 - $15,0002024-11-20
SELLRo KhannaD
$1,001 - $15,0002024-11-15