SWKS Number of Guru Trades
SWKS Volume of Guru Trades
SWKS Daily Net ETF Flow
Dollars ETFs put into or pulled out of SWKS each day, net of sells, against the share price.
SWKS Daily Net ETF Share Flow
Shares ETFs added or removed each day, net, as a share of SWKS's shares outstanding, against the share price.
Gurus Latest Trades with NAS:SWKS
NAS:SWKS is held by these investors
Top ETF Buyers
What each ETF bought and sold in this stock over the period, from the same daily data as the charts above. Sorted by net amount, so sorting ascending brings the heaviest sellers to the top.
ETF Ownership
Every ETF holding the stock, largest position first. Change covers the gap between each fund's last two reports, so a fund that held still shows none.
Guru Commentaries on NAS:SWKS
We redeployed that capital into some of the underperformers... another example is Skyworks which is a component supplier into smartphones. Interestingly the fear in Skyworks that was weighing on the share price over the course of the last quarter was that the elevated memory prices is going to lead to weakness in iPhone volumes and potentially squeeze out the non-memory component suppliers. So we took advantage of that to rotate — trimming Samsung, buying Skyworks on weakness.
We added to our position in Skyworks, which is a component supplier to iPhones and other smartphones. That stock's been quite weak because there's fear that the memory cycle has been — is going to drive pressure on broader iPhone volumes, and we use that opportunity to add to a position that we think is already undervalued.
Skyworks is a leader in radio frequency (RF) systems primarily for mobile phones, wireless infrastructure, aerospace and defense, internet of things, and various other applications. Their components are mission critical and support key network technologies, including cellular, WiFi, GPS, and Bluetooth connectivity. Recently, Skyworks lost market share to a competitor which negatively affected our value and caused us to reevaluate Skyworks’s competitive position. While Skyworks’s moat is not as strong as we had originally believed, it remains one of the leading companies in a consolidating industry with high barriers to entry.
News about NAS:SWKS
Total 0- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
