This Semiconductor Stock Has Jumped 330% and Just Became a Top 8% Portfolio Holding

Vazirani Asset Management disclosed a new 125,000‑share position in SkyWater Technology via an SEC filing, a trade estimated at $3.67 million and leaving the stake valued at about $3.43 million (7.9% of the fund’s reportable 13F AUM). SkyWater shares have surged roughly 330% over the past year to $35.82 (as of May 14, 2026), far outpacing the S&P 500. The filing and recent fundamental gains — including record 2025 revenue and rising quantum-related revenue plus a merger agreement with IonQ — suggest institutional interest tied to both operational improvement and potential upside from the quantum/merger narrative. The news is a bullish signal for the stock but carries typical execution and industry-capital intensity risks.