Balyasny Asset Management
SKYT icon

Balyasny Asset Management’s SkyWater Technology SKYT Stock Holding History

Balyasny Asset 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
Q1 		$65.8M Buy
2,399,067
+2,379,018
+11,866% +$69.9M 0.09% 264
2025
Q4 		$364K Sell
20,049
-19,013
-49% -$330K ﹤0.01% 2658
2025
Q3 		$729K Buy
+39,062
New +$452K ﹤0.01% 2244
2025
Q1 		– Sell
-20,640
Closed -$285K – 3238
2024
Q4 		$285K Sell
20,640
-1,931
-9% -$19.2K ﹤0.01% 2405
2024
Q3 		$205K Buy
+22,571
New +$188K ﹤0.01% 2561
2024
Q2 		– Sell
-46,113
Closed -$469K – 3061
2024
Q1 		$469K Buy
+46,113
New +$454K ﹤0.01% 2078

Other funds holding SKYT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Balyasny Asset Management's SKYT Position: Q1 2026 in Review

Balyasny Asset Management increased its SkyWater Technology (SKYT) stake by 11,866% in Q1 2026, buying an estimated $69.9M and bringing the position to 2,399,067 shares worth $65.8M. The position accounts for 0.09% of the portfolio, ranked #264.

Balyasny Asset Management first reported a position in SKYT in Q1 2024 and has held it in 6 quarters since. 196 funds tracked by Wall St. Rank hold SKYT as of Q1 2026.

  • Balyasny Asset Management held 2,399,067 shares of SkyWater Technology worth $65.8M as of Q1 2026.
  • Balyasny Asset Management bought 2,379,018 SkyWater Technology shares in Q1 2026, an estimated $69.9M.
  • SkyWater Technology made up 0.09% of Balyasny Asset Management's portfolio in Q1 2026, its #264 holding.
  • Balyasny Asset Management first reported a position in SkyWater Technology in Q1 2024 and has held it in 6 quarters since.
  • 196 funds tracked by Wall St. Rank held SkyWater Technology as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.