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SKYT

Dmitry Balyasny’s SkyWater Technology SKYT Stock Holding History

Dmitry Balyasny’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 		$109M Buy
3,122,552
+723,485
+30% +$24.7M 0.14% 177
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 $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
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
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

Dmitry Balyasny's SKYT Position: Q2 2026 in Review

Dmitry Balyasny increased its SkyWater Technology (SKYT) stake by 30% in Q2 2026, buying an estimated $24.7M and bringing the position to 3,122,552 shares worth $109M. The position accounts for 0.14% of the portfolio, ranked #177.

Dmitry Balyasny first reported a position in SKYT in Q1 2024 and has held it in 7 quarters since. 190 funds tracked by Wall St. Rank hold SKYT as of Q2 2026.

  • Dmitry Balyasny held 3,122,552 shares of SkyWater Technology worth $109M as of Q2 2026.
  • Dmitry Balyasny bought 723,485 SkyWater Technology shares in Q2 2026, an estimated $24.7M.
  • SkyWater Technology made up 0.14% of Dmitry Balyasny's portfolio in Q2 2026, its #177 holding.
  • Dmitry Balyasny first reported a position in SkyWater Technology in Q1 2024 and has held it in 7 quarters since.
  • 190 funds tracked by Wall St. Rank held SkyWater Technology as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.