Form 13-F position report

SKYWORKS SOLUTIONS INC

Reported by Cavalry Management Group LLC

SWKS CUSIP 83088M102 Manager CIK 0001484165

First reported at 291,026 shares this quarter.

New
% of reported 13F value 5.11% This manager · Q4 2019
Shares 291,026 Quarter-end amount reported
Reported value $35,179,000 Fair value at quarter end
Consecutive quarters held 1 Through Q4 2019

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2019-12-31 35179000
2020-03-31 0
2020-06-30 29052000
2020-09-30 85434000
2020-12-31 0

Quarterly position history

How this manager's reported quarter-end position changed over time.

5 quarters
Quarterly reported position history for SKYWORKS SOLUTIONS INC held by Cavalry Management Group LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q4 2020 Reduced 0 -587,419 (-100.0%) 0 $0 2021-02-16
Q3 2020 Added 587,419 +360,201 (158.5%) 9.26% $85,434,000 2020-11-13
Q2 2020 New 227,218 +227,218 (0.0%) 3.77% $29,052,000 2020-08-14
Q1 2020 Reduced 0 -291,026 (-100.0%) 0 $0 2020-05-15
Q4 2019 New 291,026 +291,026 (0.0%) 5.11% $35,179,000 2020-02-14
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

778 managers reported SKYWORKS SOLUTIONS INC for Q4 2019.

Managers reporting SKYWORKS SOLUTIONS INC in Q4 2019.
Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Reduced 18,909,311 -13,832 0.08% $2,285,758,000 27 qtrs
BlackRock Inc Added 13,702,500 +386,076 0.06% $1,656,361,000 27 qtrs
STATE STREET CORPORATION Added 8,028,543 +147,186 0.07% $970,490,000 27 qtrs
Vulcan Value Partners LLC Reduced 6,736,585 -2,462,050 6.25% $814,318,000 14 qtrs
PRICE T ROWE ASSOCIATES INC MD Added 6,596,182 +882,083 0.1% $797,346,000 27 qtrs
LAZARD ASSET MANAGEMENT LLC Reduced 5,553,944 -665,430 0.96% $671,359,000 27 qtrs
FMR LLC Reduced 4,248,123 -1,349,608 0.06% $513,513,000 27 qtrs
Capital Research Global Investors Reduced 3,544,056 -2,222,062 0.13% $428,406,000 20 qtrs
AQR CAPITAL MANAGEMENT LLC Reduced 3,109,765 -686,444 0.43% $375,909,000 27 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 2,865,587 +154,766 0.07% $345,730,000 27 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
December 31, 2019
Filed
February 14, 2020
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
291,026
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.