On May 15, 2026, Vazirani Asset Management disclosed a new position in SkyWater Technology (NASDAQ:SKYT), acquiring 125,000 shares in a trade estimated at $3.67 million based on quarterly average pricing.
What happened According to a SEC filing dated May 15, 2026, Vazirani Asset Management initiated a new position in SkyWater Technology, purchasing 125,000 shares
The estimated value of the trade was $3.67 million, based on the quarterly average closing price for the period ended March 31, 2026. The quarter-end value of the stake, reflecting both the purchase and share price movement, was $3.43 million. What else to know – This is a new position, representing 7.9% of the fund’s reportable 13F assets under management as of March 31, 2026. – Top five holdings after the filing: – NYSE: AL: $6.49 million (15.0% of AUM) – NYSE: AAUC: $6.40 million (14.8% of AUM) – NASDAQ: WBD: $3.43 million (7.9% of AUM) – NASDAQ:SKYT: $3.43 million (7.9% of AUM) – NYSE: GTLS: $3.10 million (7.1% of AUM) – – As of May 14, 2026, SKYT shares were priced at $35.82, up 330% over the past year and well outperforming the S&P 500, which is instead up about 25%.
Company overview Company snapshot – SkyWater Technology provides semiconductor development and manufacturing services, including engineering, process development, and production of silicon-based analog, mixed-signal, power discrete, MEMS, and radiation-hardened integrated circuits – The firm operates a fab-for-hire business model, generating revenue through co-creation of technologies and contract manufacturing for diverse applications across multiple industries – It serves customers in computation, aerospace and defense, automotive, bio-health, consumer, and industrial/IoT sectors SkyWater Technology is a U.S.-based semiconductor foundry specializing in advanced engineering and manufacturing solutions for a broad range of end markets. The company leverages a collaborative approach to technology development, enabling customers to…