JY
SKYT

Jeff Yass’s SkyWater Technology SKYT Stock Holding History

Jeff Yass’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 		$3.18M Sell
91,300
-37,500
-29% -$1.28M ﹤0.01% 5508
2026
Q1 		$3.53M Sell
128,800
-56,800
-31% -$1.67M ﹤0.01% 4925
2025
Q4 		$3.37M Buy
185,600
+18,200
+11% +$316K ﹤0.01% 4664
2025
Q3 		$3.12M Buy
167,400
+98,800
+144% +$1.14M ﹤0.01% 4902
2025
Q2 		$675K Sell
68,600
-59,200
-46% -$478K ﹤0.01% 8468
2025
Q1 		$906K Buy
127,800
+5,000
+4% +$49.1K ﹤0.01% 7497
2024
Q4 		$1.69M Sell
122,800
-6,100
-5% -$60.6K ﹤0.01% 5683
2024
Q3 		$1.17M Buy
128,900
+9,500
+8% +$79.2K ﹤0.01% 6423
2024
Q2 		$913K Buy
119,400
+2,100
+2% +$18.2K ﹤0.01% 6806
2024
Q1 		$1.19M Buy
117,300
+72,600
+162% +$715K ﹤0.01% 6467
2023
Q4 		$430K Buy
44,700
+22,200
+99% +$148K ﹤0.01% 9032
2023
Q3 		$135K Sell
22,500
-1,100
-5% -$8.35K ﹤0.01% 10653
2023
Q2 		$222K Sell
23,600
-8,400
-26% -$80.7K ﹤0.01% 10060
2023
Q1 		$364K Buy
32,000
+15,500
+94% +$174K ﹤0.01% 9274
2022
Q4 		$117K Sell
16,500
-45,600
-73% -$385K ﹤0.01% 10794
2022
Q3 		$475K Buy
62,100
+34,700
+127% +$409K ﹤0.01% 8635
2022
Q2 		$165K Sell
27,400
-7,700
-22% -$52.8K ﹤0.01% 10907
2022
Q1 		$380K Sell
35,100
-1,200
-3% -$13.2K ﹤0.01% 9672
2021
Q4 		$589K Sell
36,300
-6,300
-15% -$141K ﹤0.01% 8744
2021
Q3 		$1.16M Buy
+42,600
New +$1.11M ﹤0.01% 7181

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
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Jeff Yass's SKYT Position: Q2 2026 in Review

Jeff Yass reduced its SkyWater Technology (SKYT) stake by 60% in Q2 2026, selling an estimated $4.18M and leaving 80,883 shares worth $2.82M. The position accounts for ﹤0.01% of the portfolio, ranked #5760.

Jeff Yass first reported a position in SKYT in Q3 2021 and has held it in 16 quarters since. The position peaked at $9.08M in Q3 2025. 191 funds tracked by Wall St. Rank hold SKYT as of Q2 2026.

  • Jeff Yass held 80,883 shares of SkyWater Technology worth $2.82M as of Q2 2026.
  • Jeff Yass sold 122,208 SkyWater Technology shares in Q2 2026, an estimated $4.18M.
  • SkyWater Technology made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #5760 holding.
  • Jeff Yass first reported a position in SkyWater Technology in Q3 2021 and has held it in 16 quarters since.
  • Jeff Yass's SkyWater Technology position peaked at $9.08M in Q3 2025.
  • 191 funds tracked by Wall St. Rank held SkyWater Technology as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.