AAM
SKYT

Alpine Associates Management’s SkyWater Technology SKYT Stock Holding History

Alpine Associates Management’s Portfolio SKYT Stock Details SKYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$47.2M Buy
1,356,200
+128,100
+10% +$4.38M 2.96% 10
2026
Q1 		$33.7M Buy
+1,228,100
New +$36.1M 1.98% 15

Other funds holding SKYT

Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Alpine Associates Management's SKYT Position: Q2 2026 in Review

Alpine Associates Management increased its SkyWater Technology (SKYT) stake by 10% in Q2 2026, buying an estimated $4.38M and bringing the position to 1,356,200 shares worth $47.2M. The position accounts for 2.96% of the portfolio, ranked #10.

Alpine Associates Management first reported a position in SKYT in Q1 2026 and has held it in 2 quarters since. 191 funds tracked by Wall St. Rank hold SKYT as of Q2 2026.

  • Alpine Associates Management held 1,356,200 shares of SkyWater Technology worth $47.2M as of Q2 2026.
  • Alpine Associates Management bought 128,100 SkyWater Technology shares in Q2 2026, an estimated $4.38M.
  • SkyWater Technology made up 2.96% of Alpine Associates Management's portfolio in Q2 2026, its #10 holding.
  • Alpine Associates Management first reported a position in SkyWater Technology in Q1 2026 and has held it in 2 quarters since.
  • 191 funds tracked by Wall St. Rank held SkyWater Technology as of Q2 2026.

Based on Alpine Associates Management's 13F filing for Q2 2026, filed 6 Aug 2026.