JO
SKYT

John Overdeck’s SkyWater Technology SKYT Stock Holding History

John Overdeck’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 		$1.54M Sell
44,344
-9,206
-17% -$315K ﹤0.01% 3237
2026
Q1 		$1.47M Sell
53,550
-27,553
-34% -$810K ﹤0.01% 2995
2025
Q4 		$1.47M Sell
81,103
-750
-0.9% -$13K ﹤0.01% 2677
2025
Q3 		$1.53M Buy
81,853
+64,946
+384% +$751K ﹤0.01% 2309
2025
Q2 		$166K Buy
+16,907
New +$136K ﹤0.01% 2946
2024
Q4 		– Sell
-30,032
Closed -$273K – 3450
2024
Q3 		$273K Sell
30,032
-15,996
-35% -$133K ﹤0.01% 2708
2024
Q2 		$352K Buy
+46,028
New +$399K ﹤0.01% 2526
2023
Q4 		– Sell
-15,081
Closed -$90.8K – 3361
2023
Q3 		$90.8K Sell
15,081
-88,299
-85% -$670K ﹤0.01% 2756
2023
Q2 		$974K Sell
103,380
-168,506
-62% -$1.62M ﹤0.01% 1959
2023
Q1 		$3.09M Buy
271,886
+130,352
+92% +$1.46M 0.01% 1145
2022
Q4 		$1.01M Sell
141,534
-20,938
-13% -$177K ﹤0.01% 1695
2022
Q3 		$1.24M Buy
+162,472
New +$1.92M ﹤0.01% 1367

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
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

John Overdeck's SKYT Position: Q2 2026 in Review

John Overdeck reduced its SkyWater Technology (SKYT) stake by 17% in Q2 2026, selling an estimated $315K and leaving 44,344 shares worth $1.54M. The position accounts for ﹤0.01% of the portfolio, ranked #3237.

John Overdeck first reported a position in SKYT in Q3 2022 and has held it in 12 quarters since. The position peaked at $3.09M in Q1 2023. 190 funds tracked by Wall St. Rank hold SKYT as of Q2 2026.

  • John Overdeck held 44,344 shares of SkyWater Technology worth $1.54M as of Q2 2026.
  • John Overdeck sold 9,206 SkyWater Technology shares in Q2 2026, an estimated $315K.
  • SkyWater Technology made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3237 holding.
  • John Overdeck first reported a position in SkyWater Technology in Q3 2022 and has held it in 12 quarters since.
  • John Overdeck's SkyWater Technology position peaked at $3.09M in Q1 2023.
  • 190 funds tracked by Wall St. Rank held SkyWater Technology as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.