NLB Skladi, upravljanje premozenja, d.o.o. 13F: Adds $1.2M to AMKR Stake

NLB Skladi boosted its stake in Amkor Technology, Inc. AMKR by 63.8%, growing its holdings to 60,681 shares during the period. The fund disclosed the move in a Form 13F filing with the U.S. Securities and Exchange Commission on October 22, 2026. The added shares brought the total value of the position to roughly $3.2 million.

AMKR Amkor Technology, Inc.

$39.05 ▼ -8.57% year to date

1M 3M YTD

Daily close · Oct 22, 2026

What Changed in NLB Skladi's Amkor Technology Position

NLB Skladi added 23,624 shares to its previous holding of 37,057 shares. That 63.8% increase lifted the total portfolio weight of the semiconductor stock up to 60,681 shares.

Other Institutional Activity in Amkor Technology

Other large funds made major adjustments to their Amkor holdings recently. Millennium Management grew its holdings by 537,091 shares, ending with 773,243 shares worth about $70.5 million. Trexquant Investment picked up a new position of 1,066,184 shares valued at roughly $90.1 million. Gotham Asset Management reduced its holdings by 119,382 shares, leaving it with 1,073,270 shares worth about $90.7 million. AQR Capital Management, LLC cut its stake by 10,699 shares or 0.3% to finish with 3,231,546 shares valued at $126.2 million. Earnest Partners LLC reduced its holdings by 579,284 shares or 16.9%, ending with 2,852,492 shares worth roughly $111.4 million.

Amkor Technology, Inc. Stock Down 6.3%

Amkor Technology shares closed at $39.05 on October 22, 2026, and recently traded around $39.06. The stock sits well below its 52-week high of $96.68 and its 50-day moving average of $50.21. Its next earnings report is scheduled for October 26, 2026.

Recent Earnings

The company reports trailing twelve month revenue of $7.5 billion with earnings of $2.23 per share.

Dividend

Amkor Technology pays an annual dividend rate of $0.33 per share, representing a dividend yield of 0.76% and a payout ratio of 14.9%.

Insider Buying and Selling at Amkor Technology, Inc.

Insiders have been active in the stock through various transactions, including purchases by Winston Churchill, Carolin Roger Anthony, and Douglas Alexander in June, alongside a sale of 1,000 shares by CFO Megan Faust on October 13, 2026.

Analysts Set New Price Targets

Wall Street firms updated their views on the stock ahead of the earnings release, with Morgan Stanley, B. Riley Securities, Needham, and B of A Securities issuing or maintaining ratings.

About Amkor Technology

Amkor Technology, Inc. provides outsourced semiconductor packaging and test services across the United States, Japan, Europe, and the Asia Pacific region. Headquartered in Tempe, Arizona, the firm operates within the semiconductor equipment and materials sector.

Bottom Line

NLB Skladi's expanded position comes as Amkor prepares for its upcoming quarterly financial report on October 26, 2026. Investors will look to see if the company can meet expectations amidst a shifting semiconductor landscape.