Perkins Capital Management’s SkyWater Technology SKYT Stock Holding History

Perkins Capital Management’s Portfolio SKYT Stock Details SKYT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$724K	Sell	26,400 -107,250	-80%	-$3.15M	0.68%	44
2025 Q4	$2.43M	Sell	133,650 -36,400	-21%	-$632K	1.93%	12
2025 Q3	$3.17M	Buy	170,050 +78,800	+86%	+$911K	2.8%	7
2025 Q2	$898K	Sell	91,250 -13,000	-12%	-$105K	0.9%	37
2025 Q1	$739K	Sell	104,250 -500	-0.5%	-$4.91K	0.78%	41
2024 Q4	$1.45M	Hold	104,750	–	–	1.28%	27
2024 Q3	$951K	Sell	104,750 -7,000	-6%	-$58.4K	0.89%	36
2024 Q2	$855K	Sell	111,750 -6,000	-5%	-$52.1K	0.81%	39
2024 Q1	$1.2M	Sell	117,750 -500	-0.4%	-$4.92K	1%	35
2023 Q4	$1.14M	Sell	118,250 -18,250	-13%	-$122K	0.97%	35
2023 Q3	$822K	Hold	136,500	–	–	0.81%	38
2023 Q2	$1.29M	Sell	136,500 -3,500	-3%	-$33.6K	1.12%	34
2023 Q1	$1.59M	Hold	140,000	–	–	1.5%	25
2022 Q4	$995K	Buy	+140,000	New	+$1.18M	1.05%	35

Other funds holding SKYT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Perkins Capital Management's SKYT Position: Q1 2026 in Review

Perkins Capital Management reduced its SkyWater Technology (SKYT) stake by 80% in Q1 2026, selling an estimated $3.15M and leaving 26,400 shares worth $724K. The position accounts for 0.68% of the portfolio, ranked #44.

Perkins Capital Management first reported a position in SKYT in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.17M in Q3 2025. 196 funds tracked by Wall St. Rank hold SKYT as of Q1 2026.

Perkins Capital Management held 26,400 shares of SkyWater Technology worth $724K as of Q1 2026.
Perkins Capital Management sold 107,250 SkyWater Technology shares in Q1 2026, an estimated $3.15M.
SkyWater Technology made up 0.68% of Perkins Capital Management's portfolio in Q1 2026, its #44 holding.
Perkins Capital Management first reported a position in SkyWater Technology in Q4 2022 and has held it in 14 quarters since.
Perkins Capital Management's SkyWater Technology position peaked at $3.17M in Q3 2025.
196 funds tracked by Wall St. Rank held SkyWater Technology as of Q1 2026.

Based on Perkins Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.