NASDAQ · Technology

SYNOPSYS INC SNPS

Synopsys, Inc. provides design IP solutions in the semiconductor and electronics industries. It operates in two segments, Design Automation and Design IP.

Computer Software: Prepackaged Software

Company profile

Business mix

  • It operates in two segments, Design Automation and Design IP.
  • It also provides pre-verified and silicon-proven IP solutions, logic libraries and embedded memories, processor and security solutions, IP Offerings for the automotive market, SOC infrastructure IP, data path and building block IP.
  • Synopsys, Inc. has a strategic collaboration with Arm Holdings plc for development of AGI CPU that provides solutions across its full-stack design portfolio including EDA, interface IP, and hardware-assisted verification (HAV).
  • The company was incorporated in 1986 and is headquartered in Sunnyvale, California.

Current key questions

  • Can demand for the company's products and platforms keep growing within software - infrastructure?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 6 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 110.1 FCF 2.96% Buyback -17.34%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Edgewood Management 5.7% $876.1M 2026-03-31
Alkeon Capital Management 1.0% $622.2M 2026-03-31
Coatue Management Philippe Laffont 1.0% $302.0M 2026-03-31
Polen Capital Management 1.8% $266.1M 2026-03-31
Eminence Capital Ricky Sandler 4.1% $178.1M 2026-03-31
Bridgewater Associates Ray Dalio 0.4% $82.6M 2026-03-31

Recent trading changes over the last 1 quarters

Net buyers 3 Last 1 13F filing periods
Net reducers 7 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $386.3M Estimated from net added shares
Reduction amount $1.1B Estimated from net reduced shares
Net share change / base shares -22.3% -1,684,383 / 7,553,884
Coatue Management Philippe Laffont 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -54.0% 13F value change -$476.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,656,489 Last 1 periods -894,729 (-54.0%) Total shares 761,760 Value $302.0M
Bridgewater Associates Ray Dalio 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$82.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 1 periods +208,353 (New) Total shares 208,353 Value $82.6M
Alkeon Capital Management 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 56.4% 13F value change +$151.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,003,278 Last 1 periods +566,070 (+56.4%) Total shares 1,569,348 Value $622.2M
Glenview Capital Management Larry Robbins 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$22.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 47,671 Last 1 periods -47,671 (-100.0%) Total shares 0 Value $0
Eminence Capital Ricky Sandler 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 80.2% 13F value change +$61.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 249,247 Last 1 periods +199,973 (+80.2%) Total shares 449,220 Value $178.1M
Polen Capital Management 1 filing periods
13F 2026-03-31 Filed 2026-05-14
Major reduction Shares -20.6% 13F value change -$130.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 844,881 Last 1 periods -173,648 (-20.6%) Total shares 671,233 Value $266.1M
Edgewood Management 1 filing periods
13F 2026-03-31 Filed 2026-05-14
Major reduction Shares -15.9% 13F value change -$357.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 2,626,465 Last 1 periods -416,878 (-15.9%) Total shares 2,209,587 Value $876.1M
Greenwoods / Jinglin George Jiang 1 filing periods
13F 2026-03-31 Filed 2026-05-08
Sold out Shares -100.0% 13F value change -$76.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 163,661 Last 1 periods -163,661 (-100.0%) Total shares 0 Value $0
Altimeter Capital Management Brad Gerstner 1 filing periods
13F 2025-12-31 Filed 2026-02-17
Sold out Shares -100.0% 13F value change -$127.4M
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 258,280 Last 1 periods -258,280 (-100.0%) Total shares 0 Value $0
Viking Global Investors Andreas Halvorsen 1 filing periods
13F 2025-06-30 Filed 2025-08-14
Sold out Shares -100.0% 13F value change -$301.9M
Settlement As of 13F 2025-06-30 · Filed 2025-08-14
Base shares 703,912 Last 1 periods -703,912 (-100.0%) Total shares 0 Value $0

Recent mentions

No public mentions.