SkyWater Technology, LLC
SKYT2026/7/31 下市- 產業
- Semiconductors & Related Devices
- SEC CIK
- 0001819974
SkyWater Technology, LLC 已在 2026/7/31 下市；內部人最後一份 Form 4 在 2026/7/31 申報；2026 年第 2 季末有 191 家機構在 13F 申報持有，市值合計 $11.6 億；大師中只有Maverick 資本持有。
2026 年第 2 季 13F 持有人
SkyWater Technology, LLC 在 2026/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 191
- 較 2026 年第 1 季 −1 家
- 持有股數
- 3,352 萬
- 較 2026 年第 1 季 +396.6 萬 (+13.4%)
- 總市值
- $11.6 億
- 較 2026 年第 1 季 +$3.60 億 (+45.2%)
- 新進機構
- 34
- 另有 66 家加碼
- 清倉機構
- 35
- 另有 58 家減碼
另有 5 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 SKYT 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 191 | $11.6 億 |
| 2026 年第 1 季 | 197 | $8.01 億 |
| 2025 年第 4 季 | 186 | $4.44 億 |
| 2025 年第 3 季 | 143 | $4.15 億 |
| 2025 年第 2 季 | 142 | $1.66 億 |
| 2025 年第 1 季 | 135 | $1.04 億 |
| 2024 年第 4 季 | 141 | $1.84 億 |
| 2024 年第 3 季 | 125 | $1.14 億 |
| 2024 年第 2 季 | 103 | $8,570 萬 |
| 2024 年第 1 季 | 103 | $1.06 億 |
| 2023 年第 4 季 | 88 | $9,374 萬 |
| 2023 年第 3 季 | 91 | $5,335 萬 |
| 2023 年第 2 季 | 94 | $8,493 萬 |
| 2023 年第 1 季 | 93 | $9,651 萬 |
| 2022 年第 4 季 | 71 | $4,468 萬 |
| 2022 年第 3 季 | 65 | $3,677 萬 |
| 2022 年第 2 季 | 52 | $2,467 萬 |
| 2022 年第 1 季 | 56 | $6,319 萬 |
| 2021 年第 4 季 | 62 | $1.14 億 |
| 2021 年第 3 季 | 53 | $1.91 億 |
| 2021 年第 2 季 | 51 | $2.17 億 |
| 2021 年第 1 季 | 0 | $0 |
2026 年第 2 季持有機構
每家機構持有 SkyWater Technology, LLC 的股數、市值與佔組合比重；股數變化跟 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Balyasny Asset Management LLC | 3,122,552 | $1.09 億 | 0.20% | +723,485+30.2% | 加碼 |
| BlackRock, Inc. | 2,946,208 | $1.03 億 | 0.00% | +389,467+15.2% | 加碼 |
| State Street Corp | 2,346,347 | $8,170 萬 | 0.00% | +873,119+59.3% | 加碼 |
| Pentwater Capital Management LP | 1,807,000 | $6,292 萬 | 0.50% | +1,807,000 | 新進 |
| American Century Companies Inc | 1,787,894 | $6,225 萬 | 0.03% | +423,256+31.0% | 加碼 |
| Vanguard Capital Management LLC | 1,531,953 | $5,334 萬 | 0.00% | +4,819+0.3% | 加碼 |
| Alpine Associates Management Inc. | 1,356,200 | $4,722 萬 | 2.96% | +128,100+10.4% | 加碼 |
| Magnetar Financial LLC | 1,184,635 | $4,125 萬 | 0.38% | +9,051+0.8% | 加碼 |
| Norges Bank | 1,100,000 | $3,830 萬 | 0.00% | +1,100,000 | 新進 |
| CNH Partners LLC | 1,066,825 | $3,715 萬 | 0.53% | +115,863+12.2% | 加碼 |
| Alliancebernstein L.P. | 1,289,343 | $3,534 萬 | 0.01% | −58,006−4.3% | 減碼 |
| Goldman Sachs Group Inc | 890,379 | $3,100 萬 | 0.00% | −10,842−1.2% | 減碼 |
| Geode Capital Management, LLC | 863,313 | $3,006 萬 | 0.00% | +60,619+7.6% | 加碼 |
| UBS Group AG | 848,993 | $2,956 萬 | 0.00% | −338,429−28.5% | 減碼 |
| Qube Research & Technologies Ltd | 708,336 | $2,466 萬 | 0.03% | +121,864+20.8% | 加碼 |
| Woodline Partners LP | 671,911 | $2,340 萬 | 0.07% | +3,022+0.5% | 加碼 |
| Man Group plc | 667,091 | $2,323 萬 | 0.04% | −193,002−22.4% | 減碼 |
| Voleon Capital Management LP | 655,357 | $2,282 萬 | 0.42% | +310,165+89.9% | 加碼 |
| Nuveen, LLC | 577,217 | $2,010 萬 | 0.00% | −51,825−8.2% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 530,829 | $1,848 萬 | 0.03% | +530,829 | 新進 |
| Millennium Management LLC | 502,951 | $1,751 萬 | 0.01% | −402,481−44.5% | 減碼 |
| D. E. Shaw & Co., Inc. | 470,464 | $1,638 萬 | 0.01% | +20,863+4.6% | 加碼 |
| Bank of America Corp | 344,124 | $1,198 萬 | 0.00% | +226,268+192.0% | 加碼 |
| Citigroup Inc | 311,855 | $1,086 萬 | 0.01% | +55,122+21.5% | 加碼 |
| Northern Trust Corp | 310,906 | $1,083 萬 | 0.00% | +26,148+9.2% | 加碼 |
| Dimensional Fund Advisors LP | 281,858 | $981.4 萬 | 0.00% | 00.0% | 不變 |
| Vanguard Portfolio Management LLC | 280,127 | $975.4 萬 | 0.00% | +48,164+20.8% | 加碼 |
| Charles Schwab Investment Management Inc | 261,966 | $912.2 萬 | 0.00% | +12,046+4.8% | 加碼 |
| Renaissance Technologies LLC | 260,900 | $908.5 萬 | 0.01% | +260,900 | 新進 |
| Palisades Investment Partners, LLC | 260,150 | $905.8 萬 | 2.58% | −746−0.3% | 減碼 |
| JPMorgan Chase & Co | 242,951 | $864.9 萬 | 0.00% | +72,848+42.8% | 加碼 |
| Bank of New York Mellon Corp | 244,415 | $851.1 萬 | 0.00% | +140,807+135.9% | 加碼 |
| Vanguard Fiduciary Trust Co | 218,793 | $761.8 萬 | 0.00% | +8,712+4.1% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 166,537 | $579.9 萬 | 0.01% | −18,463−10.0% | 減碼 |
| Alberta Investment Management Corp | 150,000 | $522.3 萬 | 0.03% | +150,000 | 新進 |
| Yakira Capital Management, Inc. | 142,740 | $497.0 萬 | 1.46% | +94,740+197.4% | 加碼 |
| K2 Principal Fund, L.P. | 130,705 | $455.1 萬 | 0.42% | +76,052+139.2% | 加碼 |
| Morgan Stanley | 118,758 | $413.5 萬 | 0.00% | −59,448−33.4% | 減碼 |
| Harvest Management LLC | 115,288 | $401.4 萬 | 1.78% | +63,688+123.4% | 加碼 |
| New York State Common Retirement Fund | 107,862 | $375.6 萬 | 0.00% | +2,900+2.8% | 加碼 |
| Toronto Dominion Bank | 102,026 | $355.3 萬 | 0.01% | +52,026+104.1% | 加碼 |
| Principal Financial Group Inc | 101,906 | $354.8 萬 | 0.00% | +8,269+8.8% | 加碼 |
| Gabelli & Co Investment Advisers, Inc. | 87,636 | $305.1 萬 | 0.44% | −47,964−35.4% | 減碼 |
| Gabelli Funds LLC | 87,243 | $303.8 萬 | 0.02% | −59,985−40.7% | 減碼 |
| Mangrove Partners | 87,187 | $303.6 萬 | 0.20% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 80,883 | $281.6 萬 | 0.00% | −122,208−60.2% | 減碼 |
| Algert Global LLC | 76,931 | $267.9 萬 | 0.03% | +17,589+29.6% | 加碼 |
| Tudor Investment Corp Et Al | 75,000 | $261.1 萬 | 0.01% | −2,351−3.0% | 減碼 |
| Swiss National Bank | 74,000 | $257.7 萬 | 0.00% | +2,000+2.8% | 加碼 |
| Wells Fargo & Company | 72,963 | $254.1 萬 | 0.00% | +51,867+245.9% | 加碼 |
| FMR LLC | 71,343 | $248.4 萬 | 0.00% | +64,780+987.0% | 加碼 |
| ExodusPoint Capital Management, LP | 63,007 | $219.4 萬 | 0.02% | +23,558+59.7% | 加碼 |
| Rhumbline Advisers | 55,315 | $192.6 萬 | 0.00% | +5,991+12.1% | 加碼 |
| Dark Forest Capital Management LP | 54,831 | $190.9 萬 | 0.12% | +54,831 | 新進 |
| Group One Trading, L.P. | 51,761 | $180.2 萬 | 0.05% | −48,474−48.4% | 減碼 |
| Harvest Investment Services, LLC | 51,310 | $178.7 萬 | 0.28% | +51,310 | 新進 |
| CSS LLC | 48,268 | $168.1 萬 | 0.07% | +19,734+69.2% | 加碼 |
| UBS Asset Management Americas Inc | 45,530 | $158.5 萬 | 0.00% | +4,893+12.0% | 加碼 |
| Centiva Capital, LP | 45,041 | $156.8 萬 | 0.05% | +45,041 | 新進 |
| California State Teachers Retirement System | 44,929 | $156.4 萬 | 0.00% | −1,117−2.4% | 減碼 |
| Quantinno Capital Management LP | 44,563 | $155.2 萬 | 0.00% | −1,694−3.7% | 減碼 |
| TCG Advisory Services, LLC | 44,370 | $154.5 萬 | 0.03% | −4,952−10.0% | 減碼 |
| Two Sigma Investments, LP | 44,344 | $154.4 萬 | 0.00% | −9,206−17.2% | 減碼 |
| Deutsche Bank AG | 41,112 | $143.2 萬 | 0.00% | −65,340−61.4% | 減碼 |
| Franklin Resources Inc | 40,806 | $142.1 萬 | 0.00% | −1,145−2.7% | 減碼 |
| Price T Rowe Associates Inc | 40,293 | $140.4 萬 | 0.00% | +5,455+15.7% | 加碼 |
| Barclays PLC | 37,260 | $129.7 萬 | 0.00% | −1,280−3.3% | 減碼 |
| Creative Planning | 36,012 | $125.4 萬 | 0.00% | −2,020−5.3% | 減碼 |
| Commonwealth Equity Services, LLC | 33,026 | $115.0 萬 | 0.00% | +11,044+50.2% | 加碼 |
| Point72 Asset Management, L.P. | 31,754 | $110.6 萬 | 0.00% | −9,921−23.8% | 減碼 |
| Vazirani Asset Management LLC | 30,638 | $106.7 萬 | 5.25% | −94,362−75.5% | 減碼 |
| BTG Pactual Asset Management US LLC | 30,083 | $104.7 萬 | 0.08% | +15,083+100.6% | 加碼 |
| Legal & General Group Plc | 29,464 | $102.6 萬 | 0.00% | +498+1.7% | 加碼 |
| Prudential Financial Inc | 27,650 | $96.3 萬 | 0.00% | +27,650 | 新進 |
| Blackstone Group Inc. | 27,463 | $95.6 萬 | 0.00% | 00.0% | 不變 |
| Citadel Advisors LLC | 26,124 | $91.0 萬 | 0.00% | +16,399+168.6% | 加碼 |
| Engineers Gate Manager LP | 23,970 | $83.5 萬 | 0.01% | −20,180−45.7% | 減碼 |
| Vanguard Asset Management, Ltd | 23,701 | $82.5 萬 | 0.00% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 23,414 | $81.5 萬 | 0.00% | +19,551+506.1% | 加碼 |
| MetLife Investment Management | 22,010 | $76.6 萬 | 0.00% | +2,412+12.3% | 加碼 |
| Invesco Ltd. | 20,826 | $72.5 萬 | 0.00% | +1,069+5.4% | 加碼 |
| GSG Advisors LLC | 20,000 | $69.6 萬 | 0.15% | 00.0% | 不變 |
| CWM Advisors, LLC | 19,529 | $68.0 萬 | 0.03% | +674+3.6% | 加碼 |
| BIP Wealth, LLC | 17,984 | $62.6 萬 | 0.02% | −926−4.9% | 減碼 |
| Canada Pension Plan Investment Board | 17,400 | $60.6 萬 | 0.00% | 00.0% | 不變 |
| Mirae Asset Global ETFs Holdings Ltd. | 17,208 | $59.9 萬 | 0.00% | +544+3.3% | 加碼 |
| LPL Financial LLC | 16,799 | $58.5 萬 | 0.00% | +622+3.8% | 加碼 |
| SBI Securities Co., Ltd. | 16,479 | $57.4 萬 | 0.01% | −14,287−46.4% | 減碼 |
| Jupiter Topco LLC | 15,900 | $55.3 萬 | 0.00% | +15,900 | 新進 |
| IMC-Chicago, LLC | 15,111 | $52.6 萬 | 0.00% | +15,111 | 新進 |
| AQR Capital Management LLC | 13,643 | $47.5 萬 | 0.00% | −17,203−55.8% | 減碼 |
| Mairs & Power Inc | 13,000 | $45.3 萬 | 0.00% | 00.0% | 不變 |
| STRS Ohio | 12,900 | $44.9 萬 | 0.00% | −1,900−12.8% | 減碼 |
| XTX Topco Ltd | 12,215 | $42.5 萬 | 0.01% | +2,016+19.8% | 加碼 |
| State of New Jersey Common Pension Fund D | 11,921 | $41.5 萬 | 0.00% | +11,921 | 新進 |
| Perkins Capital Management Inc | 11,900 | $41.4 萬 | 0.33% | −14,500−54.9% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,874 | $41.3 萬 | 0.00% | −15,646−56.9% | 減碼 |
| Advisors Asset Management, Inc. | 11,831 | $41.2 萬 | 0.01% | +11,831 | 新進 |
| Integrated Quantitative Investments LLC | 11,071 | $38.5 萬 | 0.06% | −577−5.0% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 11,051 | $38.5 萬 | 0.00% | +1,279+13.1% | 加碼 |