SKYT
SkyWater Technology, Inc. · Technology · Semiconductors
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +5.8% ·
net new positions +20.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 80 | +3 | 24.27M | $835.78M | +10 | −6 |
| Q1 2026 | 79 | -2 | 20.97M | $562.04M | +10 | −12 |
| Q4 2025 | 81 | -1 | 18.29M | $332.06M | n/a | −1 |
| Q3 2025 | 19 | +2 | 10.59M | $197.55M | +2 | n/a |
| Q2 2025 | 14 | -1 | 6.74M | $66.36M | +1 | −2 |
| Q1 2025 | 12 | +3 | 3.86M | $27.40M | +3 | n/a |
| Q4 2024 | 9 | -3 | 3.65M | $50.43M | +1 | −4 |
| Q3 2024 | 11 | +3 | 2.59M | $23.55M | +3 | n/a |
| Q2 2024 | 8 | n/a | 2.06M | $15.75M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Baillie Gifford ✦ | 1.63M | -2.3% | $11.54M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 2 | Geode Capital Management ✦ (passive) | 601.92K | +2.9% | $4.27M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | State Street Global Advisors ✦ (passive) | 510.15K | -0.7% | $3.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | D. E. Shaw & Co. ✦ | 378.00K | +114.2% | $2.68M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | AQR Capital Management ✦ | 313.99K | +112.0% | $2.23M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 6 | Marshall Wace ✦ | 138.76K | New | $983,808 | 0.0% | New | 1 | SEC ↗ ×2 |
| 7 | Renaissance Technologies ✦ | 99.50K | New | $705,455 | 0.0% | New | 1 | SEC ↗ |
| 8 | Millennium Management ✦ | 99.32K | -68.0% | $704,186 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 37.92K | -82.4% | $268,838 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 10 | GAMCO Investors ✦ | 30.00K | 0.0% | $212,700 | 0.0% | Held | 4 | SEC ↗ |
| 11 | Point72 Asset Management ✦ | 15.80K | New | $112,022 | 0.0% | New | 1 | SEC ↗ |
| 12 | T. Rowe Price ✦ | 12.23K | +15.6% | $87,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Marshall Wace | $983,808 | 0.0% |
| Renaissance Technologies | $705,455 | 0.0% |
| Point72 Asset Management | $112,022 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 193 holders, 29.33M shares, $761.34M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.