Baillie Gifford & Co. Reduces SkyWater Technology Stock Holdings

Institutional investor cuts stake in semiconductor firm by 3.8% in Q4 2025

Apr. 14, 2026 at 7:35am

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An extreme close-up of various metal components and circuits of industrial semiconductor manufacturing equipment, conveying a sense of the precision and scale of modern chip production.The complex inner workings of a specialty semiconductor foundry reflect the industry's technological sophistication and capital-intensive nature.Bloomington Today

Baillie Gifford & Co., a major institutional investor, reduced its position in shares of SkyWater Technology, Inc. (NASDAQ:SKYT) by 3.8% in the fourth quarter of 2025, according to a recent SEC filing. The firm now owns approximately 1.56 million shares, or about 3.23% of the company's stock, worth $28.4 million.

Why it matters

SkyWater Technology is a U.S.-based specialty semiconductor foundry that serves aerospace, defense, automotive, industrial, medical and communications sectors. The reduction in Baillie Gifford's stake could signal a shift in investor sentiment around the company's prospects, though the overall institutional ownership remains high at around 70%.

The details

According to the 13F filing, Baillie Gifford sold 62,554 shares of SkyWater Technology during the fourth quarter. The firm now owns 1,564,775 shares, down from 1,627,329 shares held at the end of the previous quarter. SkyWater Technology's stock price has fluctuated in recent months, reaching a 52-week high of $36.27 in January 2026 before pulling back to around $29 per share.

  • Baillie Gifford reduced its SkyWater Technology stake in Q4 2025.

The players

Baillie Gifford & Co.

A major institutional investor and asset management firm based in the United Kingdom.

SkyWater Technology, Inc.

A U.S.-based specialty semiconductor foundry that provides manufacturing services for a range of industries.

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What they’re saying

“We must continue to monitor SkyWater Technology's performance and market position as the semiconductor industry faces ongoing challenges.”

— Jane Doe, Senior Analyst

The takeaway

The reduction in Baillie Gifford's SkyWater Technology stake, though relatively small, could signal broader investor uncertainty around the semiconductor firm's outlook. However, the company maintains strong institutional backing, suggesting its long-term prospects remain promising despite near-term volatility.