← Top Holdings
SWKSSKYWORKS SOLUTIONS INC
CUSIP: 83088M102
1
Guru Owners
$800.6M
Total Value Held
12.6M
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Pzena Investment Management | 12626480 | $800.6M | 2.40% | $63.41 | Q4 2025 |
📊 Fundamentals
Market Cap$9.3B
P/E Ratio23.6x
Near market avg
Forward P/E12.3x
P/FCF8.4x
EPS (TTM)$2.61
Revenue (TTM)$4.1B
Profit Margin9.73%
Div Yield4.60%
Beta1.30
52-Week Range
$51.93
$90.90
Current: $61.61
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 23.6x trailing earnings → 12.3x forward · 9.7% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q4 '251 owners · $800.6M
Q3 '253 owners · $1.04B
Q2 '252 owners · $1.00B
Q1 '252 owners · $584.0M
Q2 '242 owners · $1.8M
Q1 '241 owners · $10.2M
No changes
💰 DCF Calculator
DCF model · 10-yr forecastEstimates 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. 3.4%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
27.1%current: 27.1%
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
$1,001 - $15,0002026-01-09
$1,001 - $15,0002025-04-23
$1,001 - $15,0002025-03-12
$1,001 - $15,0002025-02-19
$1,001 - $15,0002024-11-20
$1,001 - $15,0002024-11-15