SKYT
SkyWater Technology, Inc. · Technology · Semiconductors
Señales de momentum (gestores comparables):
amplitud de titulares +11.8% ·
flujo de acciones +24.5% ·
nuevas posiciones netas +10.5%
· fórmula
Acumulación amplia: acciones en aumento entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasivo) | 2.05M | +4.9% | $38.20M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | BlackRock ✦ (pasivo) | 1.76M | +7.4% | $32.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×11 |
| 3 | Baillie Gifford ✦ | 1.63M | 0.0% | $30.37M | 0.0% | Held | 6 | SEC ↗ ×2 |
| 4 | Goldman Sachs Group ✦ | 1.39M | n/a | $25.91M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Millennium Management ✦ | 775.36K | +3396.4% | $14.47M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 6 | Geode Capital Management ✦ (pasivo) | 640.48K | +7.0% | $11.95M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 7 | State Street Global Advisors ✦ (pasivo) | 517.20K | -3.6% | $9.65M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | T. Rowe Price ✦ | 434.88K | +3363.6% | $8.12M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 9 | Citadel Advisors ✦ | 397.62K | +359.6% | $7.42M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 10 | Morgan Stanley ✦ | 275.92K | n/a | $5.15M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 11 | D. E. Shaw & Co. ✦ | 158.74K | +66.3% | $2.96M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | Point72 Asset Management ✦ | 114.86K | Nuevo | $2.14M | 0.0% | New | 1 | SEC ↗ |
| 13 | Marshall Wace ✦ | 108.01K | +176.4% | $2.02M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | JPMorgan Chase ✦ | 93.82K | n/a | $1.75M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 15 | Two Sigma Investments ✦ | 81.85K | +384.1% | $1.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 62.42K | -1.3% | $1.16M | 0.0% | ▼ Trim | 6 | SEC ↗ ×5 |
| 17 | GAMCO Investors ✦ | 49.00K | 0.0% | $914,340 | 0.0% | Held | 6 | SEC ↗ |
| 18 | Arrowstreet Capital ✦ | 47.81K | Nuevo | $892,135 | 0.0% | New | 1 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 4.86K | +29.5% | $90,743 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Point72 Asset Management | $2.14M | 0.0% |
| Arrowstreet Capital | $892,135 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 193 tenedores, 29.33M acciones, $761.34M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.