What smart money is saying about Skywater Technologies, Inc.
SKYT
No fund has written a full thesis on Skywater Technologies, Inc. in our archive, but 1 fund letter reports a position in it — most recently Buffalo Small Cap Growth Fund in March 2026.
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1
Reported positions
0
Bought
0
Sold
1
Letter
Position history
Every position in Skywater Technologies, Inc. on record in the archive was reported in Q1 2026, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q1 2026 | 1 | 0 | 0 | 0 |
Fund activity · 1 position
- March 2026
“The largest positive contributor to the fund’s performance in the first quarter was Silicon Laboratories (SLAB), a fabless semiconductor company that focuses on low power wireless system on chips, microcontrollers, and software for Internet of Things devices. During the quarter, Texas Instruments announced its intention to acquire the company for $231 per share in cash, representing a 69% premium to the previous day’s closing price, implying a valuation of approximately 56 times consensus 2027 earnings. In addition to Silicon Laboratories, the fund had two other holdings announce that they were being acquired in the quarter, OneStream and Skywater Technologies.”
Skywater Technologies, Inc.
Read the letters behind these Skywater Technologies, Inc. positions
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