Erste Asset Management Boosts Stake in SkyWater Technology

Investment firm increases holding in semiconductor manufacturer by 21.7% in Q3

Published on Feb. 27, 2026

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Erste Asset Management GmbH, an institutional investor, increased its stake in SkyWater Technology, Inc. (NASDAQ:SKYT) by 21.7% in the third quarter of 2025, according to a recent 13F filing with the Securities and Exchange Commission. Erste Asset Management now owns approximately 1.4 million shares, or 2.91% of the semiconductor manufacturer's outstanding stock.

Why it matters

SkyWater Technology is a U.S.-based specialty semiconductor foundry that focuses on the development and manufacture of high-reliability integrated circuits. The company's stock has seen significant volatility over the past year, with the share price fluctuating between $5.67 and $36.27. Erste Asset Management's increased stake suggests the firm sees long-term growth potential in SkyWater despite the stock's recent ups and downs.

The details

According to the 13F filing, Erste Asset Management purchased an additional 250,000 shares of SkyWater Technology during the third quarter, bringing its total position to 1.4 million shares. This represents approximately 2.91% of the company's outstanding stock. The investment firm cited SkyWater's focus on specialized semiconductor manufacturing for aerospace, defense, automotive, and other high-reliability industries as factors behind its increased confidence in the company.

  • Erste Asset Management filed its 13F report for the third quarter of 2025 on February 27, 2026.

The players

Erste Asset Management GmbH

An institutional investment firm that manages assets for clients globally.

SkyWater Technology, Inc.

A U.S.-based specialty semiconductor foundry that focuses on the development and manufacture of high-reliability integrated circuits.

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The takeaway

Erste Asset Management's increased stake in SkyWater Technology suggests the firm sees long-term growth potential in the semiconductor manufacturer, despite the stock's recent volatility. This investment highlights the continued investor interest in specialized semiconductor companies serving high-reliability industries like aerospace, defense, and automotive.